Shane Seaberry is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior experience at Babson College and The Maret School. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Christopher Tennyson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo in 2019, he worked at BAE Systems and the University of South Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services based on an IPS-driven process grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Andrew Di Ferdinando is a financial advisor at Fisher Investments with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2015 to 2017. Fisher Investments serves a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment approach that combines quantitative and qualitative analysis, implementing tax-aware processes and risk management strategies.

Mackenzie Watson is a CFP® and Series 66-licensed financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial, Watson worked at Charter Financial Group and held positions at Uber Inc., RZIM, SunTrust Inc., and the University of Maryland. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Paul Schiavone is a Series 66 credentialed financial advisor with Edward Jones in Churchton, MD, where he has worked since 2012, totaling 14 years of industry experience. He is a member of MJM Enterprises LLC, a women’s consignment store operated by his wife. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment and advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

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 financial advisor at Osaic Wealth, holding a Series 65 designation. He has been with Osaic Wealth since 2026 and serves while also maintaining a career in the United States Navy that began in 2005. Osaic Wealth serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers and offers varied investment solutions including portfolios comprised of stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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.

Charlotte Huger is a financial advisor at LPL Enterprise with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm typically uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Jeffrey Kiley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for discretionary management and a broader set of financial products than typical for large institutional advisers.

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.