John Hanley is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining UBS in 2020, he worked at Goldman, Sachs & Co. for 14 years and Morgan Stanley from 2001 to 2004. He serves on the Finance Committee and is Treasurer and Chair of the Investment Committee for the American Kidney Fund, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers customized financial planning and portfolio management supported by proprietary research and model-based asset allocations.

Roger Glasgow is a financial advisor at Merrill with Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Merrill since 2013 and has concurrently been with Bank of America, N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

Adam Fechter is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he works as an independent contractor for a tax planning and insurance general agency. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, engaging clients in advisory roles primarily without providing individual security recommendations as part of standalone plans.

Arthur Mc Grath III is a financial advisor with Ameriprise in Kensington, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and also maintains a longstanding association with Temps & Co since 1997. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, non-discretionary advice based on detailed analysis and proprietary tools.

Jennifer Wilson is a financial advisor at UBS Financial Services in Los Angeles, CA, holding a Series 66 designation with 12 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she is involved with Spider Kellys, a restaurant and bar in Arlington, Virginia, where she serves as a hostess. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management, delivering advisory services through proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Jane Gorey is a financial advisor at Merrill with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Merrill in 2022, she worked at Equity Residential from 2017 to 2022. Outside of advising, she holds a 10% investment stake in a small barbecue restaurant but does not actively participate in its operations. 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 strategies for individuals, institutions, and charitable organizations.

Dean Bowen is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Charles Schwab. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Evan Coyne is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to his current role, he held positions at Marriott International and The Ritz-Carlton Hotel Company. Outside of advising, he has experience in customer service within the restaurant and hospitality industry. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a range of programs including estate planning and models that incorporate Secular Return Estimates and Monte Carlo simulations.

Charley Rich is a financial advisor at Stifel with a Series 66 designation and less than one year of industry experience. Prior to joining Stifel, he held positions at JP Morgan Private Bank and US Financial Services. Rich also has a background in education, having worked at West Essex Middle and High Schools as well as George Washington University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and asset allocation methodologies.

Gerald Pardo is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and the PRADA Group. He has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment and planning services.

Charles King is a financial advisor at Merrill based in Washington, DC, holding Series 63 and Series 65 credentials with 43 years of industry experience. He has been with Merrill since 1983 and has also worked at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Cynthia Mcgee is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo in various capacities from 2012 to 2022 before joining Merrill in 2022. Outside of her advisory work, she serves as a board treasurer for the Philippine Humanitarian Coalition and is a board director for AREAA – DC Metro, a trade organization for real estate professionals. Merrill, together 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 to individuals, high-net-worth clients, and institutions.

Sean Hudson is a financial advisor at Morgan Stanley with a Series 66 designation. He began his advisory career in 2024 and has previous experience working in education and small business roles. Outside finance, he has been involved with JusCollege and Kammler Painting. Morgan Stanley Wealth Management serves both individual and institutional clients, offering financial planning and advisory programs supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

Dickinson Miller is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership activities including leadership of Circle in a Square Advisors LLC, which supports operational infrastructure and continuity planning for his practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research and third-party data within a structured investment universe influenced by affiliated product relationships.

Sulieman Nurideen is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments, Valic Financial Advisors, and Lincoln Financial Securities Corporation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephen Root is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Susan Hovanec is a CFP® professional with 33 years of industry experience, currently serving at RBC Capital Markets and City National Bank. She has been with RBC Capital Markets for 11 years and City National Bank for 10 years. Outside of her advisory career, she is involved with the Baltimore Women's Giving Circle, where she plans events, and serves on the investment committee of the Baltimore Community Foundation. 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 variety of advisory programs that tailor investment strategies to clients’ risk profiles using a combination of in-house and third-party managers.

Morgan Romero is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Morgan has worked in various capacities within Fidelity Investments, including as a Planning Consultant from 2023 to 2025, a Relationship Manager from 2021 to 2023, and a Financial Representative from 2020 to 2021. Morgan focuses on collaborative financial planning and education to help clients work toward their financial goals. Emphasizing building trust and ensuring that every client feels heard and supported throughout their financial journey, Morgan applies experience gained through progressive roles within the company.

Sin Kwoun is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC prior to his current role. Outside of advisory work, he has ownership interests in family-owned and other real estate investment entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Brian Bink is a Financial Consultant at Fidelity Investments, where he works with clients to develop customized financial plans tailored to their specific objectives. He emphasizes building strong, collaborative relationships with clients and adapting strategies as their needs evolve. Prior to joining Fidelity Investments in 2024, Brian held the position of Manager at Bain & Company from 2021 to 2024. He also served as an Investment Advisor for the Yale Advisory Committee on Investor Responsibility between 2018 and 2020. Outside of his professional work, Brian engages in activities such as cars, family activities, outdoor adventures, pets, traveling, and volunteering.