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 four years of industry experience. Prior to joining Morgan Stanley, he worked at E*Trade Securities. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Anthony Bonacci is a financial advisor with RBC Capital Markets in Annapolis, MD, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Merrill prior to joining RBC and City National Bank. Outside of his advisory work, he is the president and sole member of Gone Phishin', LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering various wrap fee advisory programs with tailored investment strategies and integrated services.

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.

D. Major Roman is a Financial Advisor associated with Merrill Lynch Wealth Management. In his role, he focuses on helping individuals, families, and business owners navigate financial decisions by providing personalized guidance and building long-term relationships based on trust. He works closely with clients to understand their unique goals and priorities, offering strategies to pursue short-, mid-, and long-term objectives. His areas of expertise include education planning, family wealth management strategies, managing new wealth, personal retirement planning, and services tailored to the sports and entertainment sectors. As a Merrill Financial Solutions Advisor, he provides support ranging from general investing to retirement planning and saving for unexpected events. Additionally, he offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. D. Major Roman holds a Bachelor's Degree from Yale University and holds professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). Outside of his professional work, he has interests in basketball, football, music, reading, running, spending time with family, and watching movies.

Glen Jackson is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at The Investment Center Inc, Ic Advisory Services Inc., and H. Beck, Inc. Jackson also engages in term and permanent life insurance and disability insurance sales as a licensed agent. 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 advisory and brokerage services including financial planning and access to model portfolios, third-party management, and institutional platforms.

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 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and employs algorithmic methods and AI in its investment process.

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 with RBC Capital Markets in Washington, DC, holding a Series 66 designation and six years of industry experience. She has worked at RBC Capital Markets since 2020 and previously held positions at Royal Bank of Canada, Afiniti, Allied Integrated Marketing, and Davidoff Hutcher & Citron. Afzal also has academic experience from New York University. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile, utilizing both in-house and third-party managers.

Stephen Porter is a Planning Consultant at Fidelity Investments, where he partners with local advisors to co-create financial plans tailored to clients' goals. He focuses on understanding client priorities to help guide their financial planning process. Stephen has been with Fidelity Investments since 2023, progressing through roles including Financial Services Representative, Financial Representative, Relationship Manager, and currently Planning Consultant. Prior to his tenure at Fidelity, he worked in the mortgage industry with positions at The Federal Savings Bank, NewRez LLC, Capital Bank, N.A., Sierra Pacific Mortgage Company, and NewDayUSA from 2017 to 2022. Outside of his professional career, Stephen has interests in baseball, football, golf, fitness, family activities, and parenthood.

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.