Jonathan Swerdloff is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has operated his own firm, Jonathan D. Swerdloff, PA, since 1996, providing tax preparation and accounting services alongside investment advisory. Prior to joining LPL Financial in 2022, he worked for Avantax Investment Services, Inc. for 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services supported by proprietary research and technology, with oversight of more than $819 billion in discretionary assets and a network of over 22,800 advisors.

Adam Geffner is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. He currently works at Morgan Stanley, where he has been since 2022. His prior roles include positions at Geffner Capital Management, The MacArthur Company, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients through a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by comprehensive tools and resources, offering both retail and institutional investment solutions.

Robert Digsby is a Series 66-licensed financial advisor with Edward Jones in Odenton, MD, where he has worked for 13 years. He has 12 years of industry experience. Outside of his advisory role, he owns one rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Ryan Maki is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently affiliated with Morgan Stanley, where he has worked since 2015 across various roles, including Morgan Stanley & Co. LLC and Morgan Stanley Private Bank, N.A. Outside of his advisory responsibilities, he is involved as a sole proprietor in a rental property business. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Robert Barcellona Jr. is a financial advisor at Stifel with 16 years of industry experience and holds the Series 66 designation. He has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services such as fee-based financial planning and third-party adviser recommendations. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.

Stefen Main is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer and Equitable Advisors. Outside of his advisory role, he is involved with Waypoint Group LLC in a capacity related to his financial advisory activities. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate non-discretionary recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Harrison Howard is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously spent two years at Credit Suisse. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Marc Kim is a financial advisor at RBC Capital Markets with 17 years of industry experience. His prior roles include positions at Morgan Stanley and Wells Fargo Advisors. Outside of finance, he is involved in two entrepreneurial ventures: a business making pet leashes sold on eBay and a horse therapy massage service. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Jessica Sellars is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has worked at M&T Securities and M&T Bank since 1998 and joined LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, employing both discretionary and non-discretionary strategies supported by various advisory tools.

Bryon Vincent is a financial advisor with Ameriprise in Washington, DC. He holds a Series 66 designation and has recent experience at Juniper Consulting, LLC, in addition to a nine-year career at the Federal Bureau of Investigation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning focused on reliable income sources and tax-aware withdrawal strategies.

Ross Wilkinson is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining UBS in 2024, he worked at Morgan Stanley for multiple periods totaling over a decade, as well as at Raymond James Financial and Kestra Private Wealth Services. 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, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Steven Filo is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at WellS Fargo, VALIC Financial Advisors, Agia, and Lincoln Financial Advisors prior to joining LPL Financial. Outside of his advisory role, he is involved with a real estate rental activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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 with UBS Financial Services in Washington, DC, holding a Series 66 designation and bringing 24 years of industry experience. She previously worked at Merrill and Morgan Stanley before joining UBS in 2016. Outside of her advisory role, Park is an author, speaker, and life coach, leading workshops and coaching individuals on creating an abundant life. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to 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.

Jonathan Greenwich is a financial advisor with Osaic Wealth, Inc. in Alexandria, VA, holding a Series 66 license and seven years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, Royal Alliance, and Capitol Financial Group. Outside of his advisory work, he serves as president of ThinkFast Sports, a sports and performance training company, and holds an unpaid board position providing strategic business advice to a third-party administrator. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage, investment advisory, and financial planning services. The firm utilizes firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management across a wide range of investment products.