Conor Mccusker is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials with three years of industry experience. His work history includes multiple roles at Bucknell University and Morgan Stanley, as well as engagements with Nfluence Partners and ADVNC Lacrosse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Catesby Palmer is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. Prior to joining J.P. Morgan in 2021, he worked at Fiduciary Investment Management International Inc. for nine years. Palmer serves as a board member of the Northern Virginia Estate Planning Council and VHC Health, a nonprofit hospital system. 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.

Andrew Lenich is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has been with Cambridge since 2011. Outside of his advisory role, he owns a tax preparation business and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent professionals using a range of portfolio management and model-based solutions.

Lori Polonsky is a financial advisor with Wells Fargo Advisors in Alexandria, VA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked within various Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services across a comprehensive range of areas, including retirement, education, and specialized planning such as business-owner transition and special-needs analysis. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and summary letters, with implementation options offered through brokerage or advisory programs.

Peter Schaefer is a financial advisor with RBC Capital Markets in Washington, DC, holding a Series 66 designation and nine years of industry experience. He has worked with RBC Capital Markets LLC since 2014 and Dunn Lewis LLC since 2016. Outside of his advisory role, he is involved in motorcycle-related businesses, including a retail and activity club where he teaches classes and manages operations, as well as a motorcycle repair and customization business he operates independently. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized strategies implemented through a combination of in-house and third-party managers, supported by integrated capital markets and alternative investment capabilities.

David Precourt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at The Vanguard Group and held various roles in both the finance and retail sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Mark Jutkowitz is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. He previously worked at Wells Fargo Clearing Services LLC for eight years and Commonwealth Financial Network for two years. Outside of his advisory role, he coaches youth lacrosse in the Bethesda and Kensington, MD areas. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by proprietary research and tools, serving clients who meet a net-worth threshold with tailored recommendations delivered through meetings and written summaries.

Andrew Murphy is a financial advisor with UBS Financial Services in Bethesda, MD, holding a Series 66 designation and 21 years of industry experience. Prior to joining UBS in 2024, he spent 15 years at Morgan Stanley and its affiliated private banking entities. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

David Powell is a financial advisor at Ameriprise Financial Services with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Ameriprise, he worked at Wells Fargo Clearing and operated Djp Consulting, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes written recommendations and ongoing tax-aware withdrawal strategies.

Sheri Swackhamer is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of her advisory role, she rents a basement bedroom in her home on a month-to-month basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial and estate planning without discretionary portfolio management. The firm offers integrated planning and managed-account services through its WealthPlan option while maintaining separate billing and review processes.

Salman Alsaeede is a Financial Advisor associated with Merrill Lynch Wealth Management. In his role, he works with high net worth individuals, families, and business entities to assess and evaluate their financial circumstances. He provides advice and makes recommendations tailored to their unique goals through customized solutions on a one-on-one basis. Salman focuses on executive compensation, equity compensation services, family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, managing new wealth, portfolio management services, and individual and corporate investment strategy. He prioritizes understanding clients' perspectives to develop personalized strategies addressing short-, mid-, and long-term financial goals. He also connects clients to Bank of America specialists for additional banking, credit, home financing, and small business solutions. He holds a Master's Degree from the University of Cambridge and a Bachelor's Degree from Queen Mary University of London. Salman is a Personal Investment Advisor (PIA) and communicates fluently in English and Arabic. Outside his professional work, his personal interests include camping, chess, scuba diving, soccer, spending time with family, and traveling.

Courtney Straus is a CFA® charterholder with 22 years of industry experience, currently serving at J.P. Morgan Securities since 2003. She has been affiliated with Jpmorgan Chase Bank, N.A. since 1998. Outside of her advisory role, she is the owner and investor in Grace the Musical LLC, a production company for a play debuting at Ford’s Theater, and serves as Treasurer for the Middleburg Film Festival, acting as an ambassador for the event. 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 through a non-discretionary advisory model.

Andres Dardon Goodall is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Daniel Lawson is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. 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 and leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Robert Davis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include extensive tenure at Avantax Advisory Services and Avantax Insurance Agency, along with operating Davis Financial Services LLC since 2024. Outside of his advisory work, he is involved with From The Heart Church Ministries and provides tax preparation and business consulting services through his CPA firm. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a large nationwide network of advisors and utilizes a multi-manager platform with various program and custodial options.

Krishna Gall is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Swiss Re Management, Tradition Securities and Derivatives, Weiss Asset Management, and served as a lecturer at Columbia University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management strategies. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Caitlin Jolley is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has previous work experience at Honeywell and Brigham Young University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is known for its extensive retail advisor and branch network.

Anne Raghu is a Series 66 credentialed financial advisor with 27 years of industry experience. She has been with Ameriprise since 2005, currently serving at their Fort Washington, MD office. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service designed for clients nearing or in retirement, focusing on written recommendations and ongoing income planning guided by proprietary research and third-party data.

Justin O'Connell is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

William Jeffery is a Senior Financial Advisor with Merrill Lynch Wealth Management in Washington, D.C. As a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor, he focuses on developing strategies and recommendations tailored to high-net-worth individuals, their families, and their businesses to help them meet both short- and long-term financial goals. His areas of expertise include executive compensation, family wealth management strategies, legacy planning, retirement income, portfolio management services, tax minimization, and services for endowments, foundations, and non-profits. William holds a Bachelor's degree from the College of Charleston and completed an Accredited Certificate Program at North Carolina State University. Beyond his professional work, William is involved in community service, volunteering with organizations such as "A Place to Stand." His personal interests include adventure sports, billiards, boating, cooking, football, hunting, and watching movies.