Thomas Hasny is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018. Prior to that, he was with TD Ameritrade Investment Management and Navy Federal Asset Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation support from affiliated investment-management entities.

Angelena Mascilli is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012, and previously spent nine years at UBS Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Andrew Newell is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2019, with a brief period of unemployment in 2020. Prior to his career in finance, he was affiliated with the University of Portland from 2016 to 2020. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a combination of quantitative and qualitative research, tax-aware strategies, and risk management techniques across equity, fixed-income, and blended mandates.

Julia Ebron is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Bank of America and Merrill for 33 years, providing comprehensive banking and investing advice. Julia focuses on helping individuals and families reach their financial goals through personalized wealth management strategies. Her areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. Julia holds professional designations such as Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Julia earned her Bachelor's Degree from the University of Virginia. She values long-standing client relationships and believes in collaboration to develop and achieve clients' goals. Outside of work, she enjoys spending time with her two children, as well as interests including basketball, cooking, fishing, reading, and swimming.

Hope Goetzman is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. She holds the Series 66 designation and has previously worked with Goetzman Nau Financial Partners and served in a role at Youngkin For Governor. Outside of advising, she is affiliated with Goetzman Nau Financial Partners LLC as a client service associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to support client goals and employs specialized programs such as wrap-fee advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Christopher Tennyson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo in 2019, he worked at BAE Systems and the University of South Carolina. 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 services based on an IPS-driven process grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Aliou Sow is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He works closely with clients to develop comprehensive financial plans tailored to their individual needs and partners with them to implement and maintain these plans. Aliou has been with Fidelity Investments since 2015, progressing through roles including Investment Solutions Representative, Workplace Planning Consultant, and Investment Consultant. His experience encompasses various aspects of financial consulting and investment services. Outside of his professional work, Aliou has personal interests in cooking, baking, and parenthood.

Ryan Sprowls is a CFP® professional with 28 years of industry experience, currently serving with Wells Fargo Advisors since 2025. His prior experience includes nine years at Wells Fargo Clearing and seven years at A. G. Edwards & Sons, Inc. He has entrepreneurial involvement as a partial owner of an LLC focused on commercial real estate investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services delivered through tailored recommendations based on Wells Fargo research and planning tools.

Andrew Di Ferdinando is a financial advisor at Fisher Investments with 11 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Fisher Investments in 2017, he worked at Northwestern Mutual in various roles from 2015 to 2017. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research, with a focus on tax efficiency and risk management.

Michelle Pathrose is a financial advisor at UBS Financial Services holding a Series 66 designation. She has prior experience at Scotiabank and BDO USA, PA, and completed her education at Northeastern University. Michelle is based in Washington, DC. UBS Financial Services serves individual, corporate, and institutional clients, combining brokerage and investment advisory offerings with proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances. The firm provides a range of services including financial planning, portfolio management, and capital markets activities.

Tracey Gentry is a financial advisor at Morgan Stanley with seven years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley Smith Barney LLC since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and stochastic modeling to help clients evaluate potential outcomes.

Barton Trenk is a financial advisor with Morgan Stanley in Washington, DC, holding the Series 63 and Series 65 designations and bringing 41 years of industry experience. He previously worked at UBS Financial Services for 23 years before joining Morgan Stanley in 2021. Outside of his advisory role, he is a sole proprietor in real estate property management. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by proprietary tools and offers both retail and institutional investment solutions.

Brandon Feldman is a financial advisor with Stifel in Washington, DC, holding a Series 66 designation and 14 years of industry experience. He has been with Stifel since 2015. Outside of his advisory work, he serves as Co-President of the American Heart Association’s PULSE Committee, a young professionals volunteer group focused on fundraising. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Timothy is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2018, with prior experience at the Hovde Group, LLC from 2014 to 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Martha Kim is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She works directly with clients to develop financial plans that align with their long-term goals, adapting these plans as clients' situations evolve. Her client focus areas include college education planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income. With 18 years of experience, Martha helps individuals navigate complex financial decisions across various life stages, including pre-retirement planning, major purchases, and education funding. She holds professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Martha earned her Master of Business Administration degree from Sungkyunkwan University and a bachelor's degree from Duksung Women's University. She conducts her advisory services in both Korean and English. Outside of her professional role, Martha enjoys activities such as chess, music, painting, photography, reading, and spending time with her family.

Charlotte Huger is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and has six years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment implementation is model-driven, relying on portfolios developed by internal research and third-party strategists.

Jeffrey Kiley is a financial advisor with Wells Fargo Clearing in Washington, DC, holding a Series 66 designation and with 26 years of industry experience. He previously worked at UBS Financial Services from 2000 to 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

William Watters is an Investment Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with individuals and organizations to co-create comprehensive financial plans and tailored investment strategies. Prior to this, he held several positions at Fidelity Investments, including Workplace Planning Consultant II from 2025 to 2026, Workplace Planning Consultant I from 2024 to 2025, and Workplace Planning Associate in 2024. Before joining Fidelity, he worked as a Financial Representative at Western & Southern Financial Group from 2023 to 2024.

Timothy States is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at Securities America Advisors, USAdvisors Wealth Management, Lifemark Securities Corp., Berthel, Fisher & Company Financial Services, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of advisers, offering financial planning, model portfolios, third-party asset management, and institutional platforms with a range of strategic and tactical investment options.

Joseph Howard is a Series 66 licensed financial advisor with Morgan Stanley in Washington, DC, where he has worked since 2014. He has 11 years of industry experience. Outside of advising, he is a sole proprietor of a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by advanced modeling tools and a large asset base.