Themba Magagula is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Capital One Advisors, LLC and Capital One Investing, LLC from 2015 to 2018. Outside of his advisory role, he owns a repair business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Susika Dimiyawa is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has prior experience at Equity Residential, Astrolytes Cyber Security, and an educational funding company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a Global Investment Committee.

Keenan Shepard is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to align financial resources with their life goals, focusing on providing access to suitable products and a stable team approach without selling stock-picking advice. Keenan emphasizes understanding client interests and collaborating closely with families to support their financial planning needs. He holds a Bachelor's Degree from the University of Richmond and the Personal Investment Advisor (PIA) designation. Keenan is proficient in English, Spanish, and French, which supports his ability to communicate with a diverse clientele. Outside of his professional responsibilities, Keenan's personal interests include billiards, boxing, chess, golfing, hiking, photography, pickleball, tennis, and watching movies. His philosophy centers on carrying the burden of financial stress for clients so they can focus on their passions without worrying about markets and money.

Roderick Von Lipsey is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 credential and 25 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, Von Lipsey serves as a trustee for The Aspen Institute and as the board chairman of The CNA Corporation, a nonprofit FFRDC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of financial solutions through its extensive platform.

Adam Clark is a Financial Consultant at Fidelity Investments, a position he has held since 2014. He began his career at Fidelity Investments in 2008, progressing through roles including Financial Representative, Private Client Specialist, and Investments Consultant. His approach centers on understanding clients deeply to empower them as investors and help them achieve their financial goals efficiently. Clark's professional experience spans over a decade within Fidelity Investments, providing him with extensive knowledge in financial consulting and client management. His commitment to client-focused service underpins his work and guides his interactions with investors. Outside of his professional responsibilities, Clark has interests in fishing, golf, kayaking, movies, and music.

James Purce Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes discretionary options with a notable range of financial product offerings beyond typical institutional advisers.

Gary Thompson is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2009. He is based in Washington, DC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Kiera Murphy is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she held roles at Capgemini Government Solutions and has entrepreneurial experience through her involvement with Shoes Cup & Cork LLC. J.P. Morgan Securities provides institutional consulting services to clients including corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Jason Borras is a financial advisor with Merrill in Washington, DC, holding a Series 66 designation and having five years of industry experience. He previously worked at MC Financial and Wells Fargo before joining Merrill in 2018. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Gina Weltlinger is a financial advisor with Merrill, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1998. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Robert Keeley is a CFP® with 29 years of industry experience, currently serving at Edward Jones since 1996. He holds a Series 63 license and is based in Crownsville, MD. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Michelle Rosenberg is a financial advisor with Ameriprise in Washington, DC, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Rosenberg is co-owner and Chief Financial Officer of Sunderland Partners L.L.C., an entity established to manage succession planning and operational costs for her practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, with a focus on assets held in Ameriprise Managed Accounts.

William Kast is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies to help clients pursue their long-term goals. Bill brings over 25 years of experience working with a diverse client base that includes business owners, real estate developers, lobbyists, consultants, and endowments. His background as a former business owner and his interest in business mechanics and economics inform his approach to providing thoughtful financial guidance. He holds a Bachelor's degree from the University of Delaware and several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).

Catherine Russell is a financial advisor at Edward Jones in Crofton, MD, holding a Series 66 designation. She has been with Edward Jones since 2024 and has prior experience at Scarborough Capital, RBC, and Interior Concepts Inc. She also spent several years working at Davis Pub and as a student before beginning her financial advisory career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Mary Ganley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. 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.

Adam Warshavsky is a financial advisor at Morgan Stanley in Washington, DC, with 30 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Prior to that, he worked at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning arrangements.

Darric Boyd is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career in 1994, he has specialized in serving a diverse client base that includes entrepreneurs, attorneys, physicians, corporate executives, sports and entertainment professionals, families, non-profit organizations, companies, and pension plans. In 2000, Mr. Boyd founded The Boyd Britton Group, which has grown into a national practice providing tailored financial strategies. Mr. Boyd holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified 401(k) Professional (C(k)P®), Accredited Asset Management Specialist™ (AAMS™), and Certified Plan Fiduciary Advisor (CPFA™). Prior to joining Merrill Lynch, he held leadership positions at Smith Barney/Citigroup and Legg Mason Wood Walker. He earned his bachelor’s degree from the University of Maryland–Baltimore County and an associate degree from the Pennsylvania State University System. In addition to his professional work, Mr. Boyd is actively involved in community and industry organizations. He is a lifetime member of the NAACP and holds memberships in Kappa Alpha Psi Fraternity, Inc., Sigma Pi Phi Fraternity Inc., the University of Baltimore Entrepreneurial Advisory Board, and the National Association of Security Professionals. He has served as an advisor to the Boys Club of Central Maryland and is a founding member of the Alliance of Young Black Professionals. His personal interests include football, golfing, and music.

J Thompson is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Donald Collett is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Outside of his advisory role, he is involved with Waypoint Group, LLC, a personal service corporation established to manage expenses for registered representatives' practices. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm serves a large client base through a broad range of advisory, brokerage, and insurance solutions.

William Compere is a financial advisor with Primerica Advisors in Crofton, MD, holding a Series 65 designation and 14 years of industry experience. His work history includes roles at Digi Financial, GPS Insight, and multiple technology firms, alongside a long tenure with Primerica and PFS Investments. Outside of advising, he has worked as a part-time driver for a rideshare company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers, uses a tiered wrap fee structure, and delegates trading responsibilities to BNY Mellon Advisors.