Hunter Chisholm is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes prior roles at Bank of the West and experience outside finance working at Deli Zone. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Gary Edmonds Jr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 66 designation and previously worked for UBS Financial Services Inc. from 2011 to 2022. Edmonds is also the owner of a real estate business, Beltway Real Estate LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing various investment strategies and technologies.

Seun Olojola is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading The Olojola Group. The group serves a diverse client base including successful families, non-profit organizations, corporate executives, minority-based small business owners, and medical and legal practitioners. The team follows a consultative process aimed at understanding clients' personal objectives, identifying wealth accumulation strategies, and preparing for wealth distribution. Olojola's expertise encompasses a range of client focus areas such as services for endowments, foundations, and non-profits; investment consulting for defined contribution plans; legacy planning; LGBT wealth planning; managing new wealth; personal retirement planning; philanthropic planning; women and wealth; sports and entertainment; and retirement income. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned an MBA and a Master's Degree from the University of Maryland University College as well as a Bachelor's Degree from the University of AdoEkiti. Olojola is fluent in English and Yoruba. In addition to his professional activities, he dedicates time to volunteering with community organizations and has personal interests in golfing, hunting, soccer, and traveling.

Meagan Riordan is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2016 and at Morgan Stanley Smith Barney LLC since 2014. She serves as a co-trustee for a charity/private foundation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Kyle Bansa is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2024, he held various roles at Towson University, Bank of America, and New Day Financial LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Ball II is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and 22 years of industry experience. His career includes tenures at Merrill and Bank of America, where he has worked since 2004 and 2009, respectively, alongside his current role at UBS since 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Eric Han is a financial advisor with Merrill, holding Series 66 and Series 63 designations and two years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company and volunteers as a Korean language instructor with the Korean American Education Foundation. 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.

Gautam Bose is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. In addition to his advisory role, he is involved with GBB, LLC, a business established to provide financial planning and advisory services, and IFIND Education LLC, which focuses on financial literacy education and training. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Mikah Calp is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds the Series 66 designation and has previously worked at Citi Bank, Bank of America/Merrill Lynch, Bank of America, M&T Bank, and Wells Fargo. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large participant base through both advisor-led and online offerings.

John Reim is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2009. He serves on the advisory board of the Pontifical Faculty of the Immaculate Conception in Washington, DC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Fred Simpkins is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior work includes seven years with Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as a co-trustee for his brother’s trust and holds power of attorney for a family member, both involving investment-related responsibilities. 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 IPS-driven advisory process includes discretionary options and a broader range of financial products than typical large institutional advisers.

John Lytle is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a finance committee board member at Christ Church Georgetown in Washington, DC. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and modeling techniques as part of its advisory process.

Richard Courtney is a financial advisor with Raymond James & Associates in Washington, DC. He holds Series 63 and Series 65 credentials and has 42 years of industry experience, including 10 years with his current firm. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Shahriar Chowdhury is a CFP® with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at WELLS FARGO Advisors, LLC from 2013 to 2016. Outside of his advisory role, he is a part owner of Assault Forward LLC, a business focused on military and veteran-themed apparel and accessories. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes insurance-related investment options alongside traditional products.

Thomas Noble is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation. He has prior experience as an attorney, practicing law for nine years at Thomas A. Noble, Atty at Law, and spent one year at the Cochran Law Group before transitioning into financial services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages significant assets and employs a structured planning process supported by firm-approved tools and research.

Ana Mirandes is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Her prior roles include positions at Euraffex and the Democratic National Committee Headquarters. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and planning tools in its approach.

Steven Rice is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at City National Bank and T. Rowe Price. Outside of his advisory work, he serves on finance committees and boards for several nonprofit organizations, including the Maryland SPCA, The Arc Baltimore, Shore Acres Improvement Association, and the Anne Arundel Estate Planning Council. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning services through multiple advisory programs, utilizing a combination of in-house and third-party investment managers.

Bennett Kavlick is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Capital Planners. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to support tailored financial plans.

Christopher Gee is a CFA® charterholder with 21 years of experience in the financial services industry. He has worked at UBS Financial Services since 2016 and previously spent eight years at Merrill Lynch. Based in Washington, DC, he holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Sean Wintz is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Edelman Financial Services, LLC, EF Legacy Securities, LLC, and Financial Engines Advisors L.L.C. Outside of his advisory role, he has acted as an insurance agent through Edelman Financial Services and EF Legacy Securities. Baird’s DDK Group serves a diverse client base including individuals, high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through separately managed accounts, and brokerage services, with investment oversight supported by internal research and the use of artificial intelligence.