Jacob Telleria is a CFP® designated financial advisor with ten years of industry experience, currently associated with Cetera since 2023. His prior experience includes roles at firms such as LPL Financial, Merrill, and Bank of America. He is also involved as a financial professional with IDB Global Federal Credit Union and operates Telleria Financial Services as a DBA focused on financial services. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party investment solutions.

Sydney Johnson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Johnson held roles in information technology and other sectors including Washington Gas and the University of Maryland. 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 for individuals, high-net-worth clients, and institutional investors.

Kojo Gyabaah is a CFP®-designated financial advisor with Ameriprise, based in Kensington, MD, and has 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Kojo serves as secretary on the board of directors for Decatur Building Condominium Inc. and is involved with St. Andrew's Episcopal Church in College Park, addressing parish budget matters. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning and income strategies supported by proprietary research and third-party data.

Matthew Day is a financial advisor with LPL Financial in Columbia, MD, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved with Belman Klein Insurance, providing life, health, disability, long-term care, and fixed annuities insurance products. 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, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered through a broad network of investment adviser representatives.

Song Yi is a financial advisor with RBC Capital Markets in Washington, DC, holding Series 63 and Series 65 licenses and 39 years of industry experience. Yi has been with RBC Capital Markets since 2012 and also works with City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies delivered through both in-house and third-party managers, supported by extensive capital-markets capabilities.

John Talbott is a financial advisor with Wells Fargo Clearing in Bethesda, MD, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of finance, he operates Jay Talbott Photography, a wedding photography business he has run since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Thomas Johnson is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2015. 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 fee-based financial planning, discretionary and non-discretionary portfolio management, and leverages research from its Chief Investment Office and UBS Global Research to tailor client strategies.

Pratik Shrestha is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at J.P. Morgan Securities, Primerica Financial Services, and Transworld Business Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from its Wells Fargo Investment Institute and third-party sources to guide its investment approach.

Joseph Kelly is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked previously at Oracle, Symbiont Group, and the United States Congress House of Representatives. His background also includes three years at the University of Dallas. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals 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 combines broad retail and institutional services with specialized investment and planning capabilities.

Evelyn Velasco is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She works closely with clients and their families to develop tailored financial plans that address both short- and long-term goals. Her professional experience includes several positions at Fidelity Investments, where she served as Planning Consultant, Relationship Manager, and Financial Representative between 2022 and 2025. Prior to joining Fidelity, she worked at Deloitte as a Tax Consultant II and Tax Intern, as well as a Tax Intern at BDO. Evelyn holds a California Insurance License. Outside of her professional work, she enjoys golf and running.

Charles Kunda is a financial advisor with Morgan Stanley Wealth Management in Washington, DC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and institutional research to support its advisory process.

David Gough is a CFP® professional with 43 years of experience in the financial services industry. He has worked at LPL Financial since 2011, following roles at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He operates a business under the name Compass Wealth Strategies, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sheila Cheek is a financial advisor at Edward Jones with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering various advisory strategies and affiliated investment products through a large nationwide network of financial advisors.

Jose Rodriguez is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping professionals, business owners, executives, and families navigate the complexities of wealth management by integrating investment management, retirement planning, wealth transfer, and banking and lending strategies into coordinated financial plans. Fluent in English and Spanish, Jose takes a comprehensive approach to understand clients' goals, values, and long-term priorities. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jose earned his bachelor's degree from American University and completed his high school education at Carol Morgan School. He is a member of Sigma Chi Fraternity. Raised in the Dominican Republic by parents with careers in banking, Jose developed an appreciation for guiding clients beyond transactions toward meaningful financial goals. He currently resides in Washington, DC, with his Standard Schnauzer, Mangu. Outside of work, he enjoys fishing, horseback riding, skiing, spending time with his family, and traveling.

Timothy Veith is a Senior Financial Advisor with the VBC Group, affiliated with Merrill Lynch Wealth Management. He works with ultra-high-net-worth clients to develop customized financial strategies and long-term initiatives aimed at growing and preserving their wealth. Timothy focuses on understanding clients' goals, concerns, and aspirations to create personalized wealth strategies that address the distinctive needs of multiple generations. He also contributes to portfolio management within the VBC Group by conducting research and implementing trading. Timothy began his financial services career in 2006 as a Registered Client Associate with Smith Barney and joined Merrill Lynch Wealth Management in 2008. He holds a Bachelor's degree in Business Administration from James Madison University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He specializes in areas such as corporate executive services, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and individual and corporate investment strategy. Timothy resides in Rockville, Maryland, with his wife and their three children.

Alex Digirolamo is a financial advisor at Primerica Advisors with a Series 65 credential and seven years of industry experience. He has held roles at Primerica Advisors since 2018 and is currently associated with DiGi Financial. Outside of his advisory work, he is involved in non-investment related referrals for home security and automation products and holds a partnership in Next Gen Ventures LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Edward Hayes is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2018 and previously worked at Spouting Rock Capital Advisors LLC. Hayes serves as a board member for the Society of Presidential Descendants, a nonprofit organization based in Atlanta, Georgia. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, including tailored financial planning that utilizes firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

Bridget Catterton is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with Wells Fargo Bank NA since 2010 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Michael Levitsky is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 12 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Wells Fargo Advisors in 2016. Outside of his advisory work, Levitsky is involved in several investment-related business ventures. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that include cash-flow, retirement, education, and niche services tailored for specific client needs.

Christine Austin is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at E*TRADE Securities and Charles Schwab. Her career also includes a personal sabbatical in 2024–2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.