John Limroth is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at Bank of America, Merrill, and Wilbanks Smith and Thomas Asset Management. Outside of advisory roles, he is the captain and owner of King Tide Charters, LLC, a fishing charter and aquatic services business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured planning tools and a variety of investment solutions.

Patrick Adams is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

William Gardner is a Series 66-credentialed advisor with Morgan Stanley in Bethesda, MD. He began his career at Morgan Stanley in 2026 and has prior experience at Glenmede Trust Company and FINRA. Outside of finance, he is involved with BabyCat Brewery. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialized planning groups.

Brandon Phillip Cheeks is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, and T. Rowe Price. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

James Pender is a financial advisor with Raymond James Financial, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at CUSO Financial Services, SunTrust Investment Services, LPL Financial, Access National Bank, and Investment Professionals, Inc. Outside of his advisory work, he serves as Vice President of the DC Society Sons of the American Revolution, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using detailed analytical tools and supports municipal and public finance advisory work through a unique affiliation.

Todd Cole is a financial advisor with Ameriprise in Kensington, MD, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, Cole serves as Treasurer on the Board of Directors for the Oakland Terrace PTA. Ameriprise is a large institutional firm that offers retirement-income planning services designed for individuals with significant investable assets. Its approach combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Cody Monarch is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to his current role at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, he worked at Insight Enterprises and Marriott International. He also has experience in the hospitality sector, having worked at Mussel Bar and Grille. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Lindsay Owens is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with J.P. Morgan entities since 2011, including JPMorgan Chase Bank NA and JPMorgan Securities LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team.

Soo Jeong Heo is a Series 66–licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Her prior roles include positions at Barings and Stride Inc, as well as entrepreneurial experience running Doma Korean Kitchen. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Seitz is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads The Seitz | Bosley Group. He began his career in the financial services industry in 1985 and has developed extensive experience navigating various market cycles. John focuses on helping clients understand how their investment and wealth management strategies align with their specific goals, emphasizing clear communication, team-wide client service, and ongoing professional education. John holds the Chartered Retirement Planning Counselor (CRPC™) and Personal Investment Advisor (PIA) designations. He is a qualified Portfolio Manager, capable of building and managing personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, with the option to manage these strategies on a discretionary basis through the firm’s Investment Advisory Program. John earned his bachelor's degree in economics from St. Lawrence University in Canton, New York, and his master's degree from Loyola College in Baltimore. He resides in Glenwood, Maryland, with his family.

Greg Roemer is a financial advisor with Thrivent Investment Management in Washington, DC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Thrivent and its affiliated entities since 2002. Outside of his advisory work, Roemer serves on the Advancement Advisory Committee for Rockbridge Academy, a private K-12 religious school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s approach separates planning from managed-account services and does not include institutional portfolio management.

Matthew Koppelman is a CFP® licensed financial advisor with five years of industry experience. He is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities, and Windsor Communities. Outside of his advisory role, he is involved with Precision Wealth Planners, a business related to his LPL activities. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment approaches with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust and lending services.

Joel Greenberg is a Series 66-licensed financial advisor with 15 years of industry experience, currently working at LPL Enterprise since 2024. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Eagle Strategies (NY Life), and Securian Financial Services, Inc. He also engages in Prudential-sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Jack Fechter is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with one year of industry experience. His work history includes roles at Morgan Stanley since 2022 and prior positions at Hampden-Sydney College, Durham University, Trustar Bank, and Bullis School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory and financial planning programs supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services ranging from tailored financial plans to broader investment and trading activities.

Richard Harrison is a Financial Consultant currently working with Fidelity Investments. In his role, he collaborates with clients to develop personalized financial strategies that align with their individual goals and priorities. He emphasizes building relationships based on trust and transparency to support clients in making informed financial decisions. Prior to his current position, Richard served as a Regional Director at Fidelity Investments from 2021 to 2023, and before that, he worked as a Regional Investment Consultant at the same firm from 2009 to 2021. His experience spans over a decade in various capacities within Fidelity Investments, focusing on investment consultation and regional leadership.

Matthew Slook is a Financial Consultant at Fidelity Investments, where he helps clients plan for their financial goals and ensures their investment strategies align with their objectives and risk preferences. He has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, Managed Account Support Specialist, and Investment Consultant before becoming a Financial Consultant in 2023. Throughout his tenure at Fidelity Investments, Matthew has gained experience working with a variety of client needs and investment strategies, focusing on providing dedicated advisory support. His career path reflects a commitment to understanding client relationships and investment management within the firm.

Jarrett Brant is a financial advisor at UBS Financial Services with four years of industry experience. Prior to joining UBS in 2026, he worked at Wells Fargo for four years and served seven years in the United States Marine Corps. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Daniel Straub is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2017, he has worked alongside his mother, Elizabeth Shepard, to serve multiple generations of families, accomplished entrepreneurs, and professionals. Daniel's advisory approach focuses on addressing the complex financial issues faced by the career-building generation, emphasizing risk management, diversification, and personalized investment strategies. Daniel's expertise includes education planning, equity compensation services, family wealth management strategies, legacy planning, and socially responsible investing. He employs a systematic investment process that prioritizes quality investments and long-term planning. His commitment to outstanding client service is reflected in his goal to be the primary point of contact for all clients' wealth management needs. He earned dual bachelor's degrees in Psychology and Politics from Brandeis University. Outside of his professional work, Daniel is involved with Fizz Apparel. His personal interests include cooking, gardening, golfing, hiking, knitting and crocheting, music, singing, skydiving, traveling, and woodworking.

David Hurwitz is a financial advisor with Ameriprise in Bethesda, MD, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Vice President on the Board of Directors at Imagination Stage, a community arts organization. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports, supported by a centralized retirement-income consulting team.

Kristen Largay is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Before joining Merrill in 2022, she held roles at Ernst & Young and in athletics at American University. Outside of finance, she works part-time at Jaco Juice and Taco Bar in Washington, DC, where she prepares juices and smoothies. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.