Andrea Nordell is a financial advisor with UBS Financial Services in Arlington, VA, holding Series 63 and Series 65 registrations and possessing 45 years of industry experience. She has been with UBS and its predecessor Painewebber Incorporated since 1988. Nordell serves as an arbitrator for the New York Stock Exchange Hearing Board, participating in disciplinary and contested matters involving individuals or member organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 strategies to client goals.

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.

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.

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.

D. Major Roman is a Financial Advisor with Merrill Lynch Wealth Management, specializing in delivering personalized financial solutions. In this role, Major works closely with clients to develop strategies aligned with their financial goals, offering guidance on general investing, retirement planning, and saving for unforeseen events. Additionally, Major provides access to Bank of America specialists, facilitating comprehensive support in banking, credit, home financing, and small business services. Major holds a Bachelor's Degree from Yale University and has earned professional designations including the Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA) certifications. Known for an approach that focuses on understanding individual client priorities, Major offers ongoing advice to adapt to clients' evolving financial needs.

Chalee Ricciardi is a financial advisor with Wells Fargo Advisors in Alexandria, VA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to her current position. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, delivered through tailored recommendations based on Wells Fargo’s research and planning tools.

Adam Boone is a financial advisor at Fidelity with over 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it employs systematic methodologies and long-term asset allocation benchmarks in its investment approach.

Marcio Silveira is a CFP® and CFA® with 17 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His career includes roles at Cambridge Investment Research, Inc. and entrepreneurial ventures such as ZEIDERS Enterprises and Pavlov Analytics, LLC. He holds board positions with the Brazilian Association for Culture and Education and the Financial Planning Association National Capital Area. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors using various portfolio management and model-based solutions.

Eleanor Peters is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, with a brief tenure at the U.S. Embassy in Dar es Salaam. Outside of her advisory role, she is involved in property management as a co-owner of a rental property. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and corporate financial planning agreements.

Alizeh Afzal is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2020. Prior to that, she held positions at Royal Bank of Canada, Afiniti, Allied Integrated Marketing, Davidoff Hutcher & Citron, and New York University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Toma Belizaire is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked previously at SunTrust Investment Services, RBC Capital Markets, and Wells Fargo Advisors. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Sean Sweeney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2012 and has more than eight years of experience in the financial services industry. Prior to Merrill Lynch, Sean served as Regional Vice President for an investment fund based in Philadelphia, specializing in Exchange Traded Funds and Exchange Traded Notes. In that role, he managed the Boston office and held regional responsibility for sales and marketing in New England. Sean holds a Bachelor's Degree in Finance from the University of Delaware. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Certified Investment Management Analyst (CIMA) credential. While attending the University of Delaware, Sean played football and was a member of the 2003 NCAA Division 1AA National Championship team.

Molly Bray is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by the Global Investment Committee’s research to guide client plans.

Seamus Moran is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, he held positions at Re:Cognition Health, Georgetown University School of Medicine, and George Washington Medical Faculty Associates. He has also been involved with community organizations and small business operations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.