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.

Thomas Carter III is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations with a variety of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm implements client-specific strategies using both in-house and third-party managers and integrates capital markets and alternative investments into its offerings.

Timothy Sprague II is a Series 65-licensed advisor at OSAIC with one year of industry experience. Prior to joining OSAIC Wealth, he served in the United States Navy for 21 years. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Keith Manning is a financial advisor at LPL Financial with 32 years of industry experience. He holds the PFS™ designation along with Series 63, 65, and 66 licenses. His prior experience includes roles at Grove Point Advisors, LLC, Lighthouse Financial Services, Grove Point Investments, LLC, and Kamins & Manning, P.C., where he is involved in tax preparation and accounting. 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 financial planning and portfolio management services through a large network of investment adviser representatives, utilizing both proprietary research and third-party asset managers.

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.

Paul Peck Jr. is a CFP®-certified financial advisor with Wells Fargo Advisors in Annapolis, MD, bringing 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Outside of his advisory role, Mr. Peck co-owns future salon franchise ventures with his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized niche planning, and combines advisory services with other financial products and referral channels.

Jacqueline Nicholson is a CFP®-certified financial advisor with 17 years of industry experience. She is currently with Cetera and previously worked at Avantax Investment Services and 1ST Global Advisors. Nicholson also serves as treasurer for the Saefern Saddle & Yacht Club and is involved in a family trust as a trustee. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

Erik Thompson is a financial advisor with Edward Jones in Edgewater, MD, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked in the automotive industry with positions at Toyota of Bowie, Nissan of Bowie, and Toyota of Waldorf. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

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.

Kendall Pace is a CFP® designated financial advisor with Edward Jones in Bowie, MD, where he has worked since 2019. He has six years of industry experience, including prior roles at Rev and a professional athletic career in the National Football League and Canadian Football League. His background also includes eight years in educational settings across middle school, high school, and college. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, ranging from non-high-net-worth to high-net-worth households and organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors, offering a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nicolas Cortes Godoy is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, Nicolas focuses on helping clients pursue their personal financial goals by tailoring plans that align with their unique priorities and circumstances. He emphasizes a transparent approach to wealth planning, assisting with a range of needs including retirement planning, education funding, and managing unexpected financial challenges. With professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), Nicolas combines his expertise with a commitment to understanding what matters most to each client. He strives to provide ongoing advice and guidance that adapts as client needs evolve. Nicolas communicates fluently in both English and Spanish. Nicolas holds a Bachelor's Degree from George Washington University and earned his high school diploma from Eastern Christian High School. Beyond his professional work, he is involved in community organizations such as Touch The World and YouthQuest.

Gianna Ruffino is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2020. Her prior roles include positions at Virtual Service Operations, Catholic University, Boston Children's Hospital, Body Bronze, and Parisian Day Spa. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Robert S. Wright is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm blends institutional trading capabilities with wealth management services, providing a broad range of capital markets, research, and lending solutions.

Trevor Nelson is a Certified Financial Planner (CFP®) with 32 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2021, following roles at Bank of America and Merrill. Nelson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a wide range of 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 both directly and through employer-sponsored plans.

Mathew Freeman is a Series 66-licensed financial advisor at J.P. Morgan Securities with 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously held positions at Morgan Stanley Private Bank, Morgan Stanley, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their approach combines quantitative and qualitative research supported by a dedicated manager solutions team and includes capabilities in derivatives and commodities through affiliated entities.