Alexis George is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and bringing 12 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, George serves on the boards of several nonprofit organizations, including a vocational work study program for students with autism and a fundraising group supporting Georgetown University athletics. She is also the treasurer for the PTA at Hyde-Addison Elementary School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Ervrica Muhammad is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2021. Outside of her advisory role, she operates a home-based bakery business called Something Sweet by Rica and participates as an independent contractor reselling wellness products. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets through a range of advisory programs. The firm’s planning process uses structured discovery and firm-approved tools but generally does not offer individual security recommendations as part of standalone planning.

Dominique Green is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2013. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Geoffrey Hart is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 65 and Series 63 licenses and having 20 years of industry experience. He worked at Friedman, Billings, Ramsey & Co. for 11 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through customized asset-allocation advice, manager searches, and performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Christopher Connolly is a financial advisor at Merrill with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at GW&K Investment Management and Georgetown University. He is based in Washington, DC. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Snowden Jr. is a financial advisor at Merrill with 8 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group, Inc. He is also an employee of the United States Air Force Reserve. Outside of his advisory role, he operates an eBay store as a sole proprietor. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jackson Hall is a Planning Consultant at Fidelity Investments, where he collaborates with his team to assist clients in meeting their financial planning and service needs. He has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before his current position. Throughout his tenure at Fidelity Investments, Jackson has developed experience in client relationship management and financial planning. His work focuses on helping clients achieve their financial goals through tailored planning and services.

Alex Mann is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients 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 investment modeling in its advisory process.

Joanne McGrath is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds a Series 66 designation. Prior to joining Wells Fargo Advisors in 2026, she worked at Wells Fargo Clearing for three years and has experience in various roles outside the financial industry, including positions at Behr Paint, Beyond the Grind, and Houzz. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations.

Dtrajon Moore is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Prior to his current role at Charles Schwab, he worked at CHI St. Joseph Regional Health. Outside of his advisory work, he is involved in a clothing/textile venture selling old shoes and works as a caregiver providing assistance with daily activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Kevin Bruening is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, he serves on the board of the Patuxent River Commission and is a member of the board of directors for the Village of River Hill Community Association. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, employing proprietary capital market assumptions and model-based asset allocations. The firm offers fiduciary financial planning and integrates institutional trading capabilities with wealth management services.

Victoria Baker is a financial advisor at Charles Schwab with Series 66 credentials and two years of industry experience. Her background includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., alongside earlier work in education and service industries. She also has experience owning a small cleaning services business. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, using multi-asset model portfolios and research-driven guidance, supported by a scalable, integrated operational structure.

John Anderson is a financial advisor with Equitable Advisors in Washington, DC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model that includes advisory and brokerage channels, offering tailored financial plans and ongoing advisory services.

Oliver Fitch is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Samsung Electronics and several small businesses such as Blue Willow Bakery and Gourmet Seafood. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Clara Ranzetta is a CFP®, CFA®, and Series 66 designated financial advisor at Edward Jones with nine years of industry experience. She has worked at Edward Jones since 2017 and previously spent two years at Ernst & Young. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Logan Parker is a financial advisor at Morgan Stanley Wealth Management with one year of industry experience. He holds a Series 66 credential and has previously worked with Insight Global and Jen and Greg Money Matters. Outside of finance, he serves as a varsity baseball assistant coach at West Springfield High School and coaches at the Metropolitan Baseball Academy. Morgan Stanley Wealth Management provides a range of advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, supporting clients in implementing and updating their plans.

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.

Emily Huffman is a CFP® professional with 11 years of experience in the financial services industry. She has worked at RBC Capital Markets since 2011 and currently serves at City National Bank. Outside of her advisory role, she serves on the Board of Directors for Girls on the Run of Montgomery County and is a general member of the Finance and Audit Committee at the Sulgrave Club Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, utilizing both in-house and third-party resources to implement client strategies.

Elizabeth Cunneen is a financial advisor at Fidelity with a Series 66 designation and recent industry experience beginning in 2024. Prior to joining Fidelity Investments, she has held various roles including positions at Open Road Restaurant, Imre, and Hudson and Ash Boutique. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods and serves in advisory roles for multiple registered investment companies and fund-of-funds.