Steven Filo is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has held positions at Lincoln Financial Advisors, Agia, VALIC Financial Advisors, and Wells Fargo. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management approaches.

Scott Wallace is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at PYXERA Global and Population Services International. Outside of his advisory role, he is a program manager with the Vassar Broermann Group of Compass Real Estate in Washington, DC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, separately managed accounts, and affiliated investment products, supported by a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.

Stephen Owen III is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Juliana Park is a financial advisor at UBS Financial Services with 23 years of industry experience. She held a position at Merrill from 2006 to 2016 before joining UBS in 2016. In addition to her advisory role, she is the owner of a sole proprietorship focused on writing, speaking, and coaching individuals on creating abundant lives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans aligned with clients’ goals and risk tolerances.

Colleen Gormley is a CFP® with 11 years of industry experience, currently affiliated with RBC Capital Markets since 2024. She previously worked at Morgan Stanley Private Bank and Raymond James & Associates. Gormley serves as Chair of the Investment Committee at Georgetown Visitation Preparatory School, overseeing the school’s endowment investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs and integrates both in-house and third-party investment managers.

Suzanne Sweeney is a financial advisor with RBC Capital Markets in Chevy Chase, MD, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. She has held roles at RBC Capital Markets since 2013, with a three-year period at Raymond James & Associates. Outside of her advisory work, she serves as power of attorney for her mother. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management options, employing both in-house and third-party investment managers and providing a range of services including financial planning, custody, and brokerage.

Abd El Kareem Hamad is a Financial Advisor with Merrill Lynch Wealth Management, serving clients in the Washington D.C. area. In his role, he works closely with individuals and families to develop personalized investment strategies aimed at achieving their financial goals. He provides ongoing investing advice and connects clients with banking and lending services offered by Bank of America. Kareem's areas of expertise include education planning, equity compensation services, family wealth management strategies, employee financial health, legacy planning, personal retirement planning, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Kareem earned a Bachelor's Degree from George Mason University and is fluent in Arabic and English. Outside of his professional work, Kareem is involved with the community organization 703 Warriors and enjoys music, pickleball, soccer, and watching movies.

Douglas Beckner is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at The Vanguard Group for nine years. His background also includes experience at Wofford College. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services including estate planning and investment strategies.

Beatriz Luna Vida is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Morgan Stanley since 2014. Outside her advisory role, she serves on the nominating committee of the United States Tennis Association and is a board member of the finance and investment committees at Universidad Sagrado Corazon in Puerto Rico. Morgan Stanley Wealth Management offers a broad range of advisory programs serving both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies.

Robyn Wicks is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and having 10 years of industry experience. She has been with UBS Private Wealth Management since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Joe Emerusabe is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Washington, D.C. He serves high-net-worth individuals, families, and nonprofit organizations across the country, including corporate executives with equity compensation, business owners, attorneys, physicians, government officials, and professionals in private equity and venture capital. Joe offers a wealth management experience that connects all aspects of clients’ financial lives, providing guidance on retirement planning, wealth preservation, education funding, estate and philanthropic planning, and portfolio management. With a focus on a goals-based approach, Joe develops tailored financial strategies by understanding clients’ investment objectives, risk tolerance, time horizon, liquidity needs, and implementation costs. He emphasizes minimizing risk, reducing fees, and managing taxes efficiently. Joe holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He earned a dual degree in International Affairs and Organizational Management from Gettysburg College, where he also captained the men's basketball team. Outside of his professional work, Joe enjoys spending time with his family, playing basketball with friends, and attending sporting events in Washington, D.C. He previously served as Director of The LiftEd Project, Washington DC Chapter from 2017 to 2020.

Jay Niebuhr is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for a family irrevocable trust and holds power of attorney responsibilities related to his children's education expenses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cassandra Hudley is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Her work history includes roles at Fidelity Brokerage Services, Bank of America, Merrill, and other firms. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.

Elaijah Destin is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley, he worked at E*Trade Securities and has experience in communications and nursing fields. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning involves structured discovery conversations and firm-approved tools, serving clients primarily in an advisory capacity.

Anthony Bonacci is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds the Series 66 designation and has previously worked for Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is the president and sole member of Gone Phishin’, LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside various portfolio management options.

Christopher Messina is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Bank of America. Based in Washington, DC, he joined J.P. Morgan Securities in 2025. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its programs on a non-discretionary basis.

David Andreadis is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 33 years of experience delivering customized wealth management, financial planning, and asset protection strategies to high net-worth clients. David focuses on investment management, combining modern portfolio theory with cash flow analytics to build and manage client portfolios for the long term. He prioritizes the relationship aspect of his practice by taking a hands-on, personal approach, emphasizing listening closely to his clients. Throughout his career, David has earned several professional designations, including Certified Private Wealth Advisor® (CPWA), Certified Investment Management Analyst® (CIMA), Certified Portfolio Manager® from Columbia University, Chartered Retirement Planning Counselor™ (CRPC), and Certified Exit Planning Advisor® (CEPA®). These certifications have enhanced his ability to address complex financial issues and important client goals. David holds a Bachelor of Science degree in finance from the University of Maryland. He also maintains FINRA Series 7, 31, and 66 securities registrations in addition to licenses in health, life, variable annuity, and variable life insurance. He resides in Darnestown, MD with his wife, Margaret.

Perry Hepworth is currently a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2013, progressing through various positions including Vice President and Branch Leader from 2019 to 2025, Assistant Branch Manager from 2018 to 2019, Branch Service Manager from 2015 to 2018, and General Management Apprentice from 2013 to 2015. With over 12 years of experience in the financial services industry, Perry's approach centers on understanding each client's story, values, and vision to provide tailored financial strategies. His work is grounded in building relationships based on trust and transparency, guiding clients through every stage of their financial journey. Outside of his professional life, Perry's personal interests include fitness, military service, parenthood, pets, and traveling.

Gabriella Barbuto is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner of The Barbuto Team. She works alongside her father, Robert Barbuto, providing comprehensive wealth management strategies that address estate planning and a holistic view of clients’ goals and values. Gabriella serves high-net-worth clients and executives, specializing in corporate executive services, employee benefits planning, equity compensation services, family wealth management, retirement income, and special needs planning. Gabriella holds a Bachelor of Business Administration degree in International Business Finance and Political Science from The George Washington University. She earned the Certified Private Wealth Advisor® (CPWA®) designation through the Investments & Wealth Institute™ in conjunction with Yale University School of Management and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation. Recognized by Forbes in August 2025 as a Best-in-State Next-Gen Advisor for Washington, DC, Gabriella brings a two-generational perspective to her practice. She is also a member of the National Italian American Foundation. Outside of her professional work, Gabriella is involved with the Wreaths Across America community initiative. She speaks English, French, and Italian and has personal interests that include adventure sports, hiking, music, skiing, surfing, and traveling.

Ferdinand Onnen is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves in leadership and board positions with various historical and fraternal organizations, including Vice President and Registrar of The Society of the Cincinnati of Maryland and Secretary on the board of the Tudor Place Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through both direct engagements and corporate financial planning agreements.