Susika Dimiyawa is a financial advisor at Morgan Stanley with four years of industry experience. She previously held roles at Equity Residential, Astrolytes Cyber Security, and an educational funding company. She holds a Series 66 designation. Morgan Stanley Wealth Management provides a range of advisory programs to individual 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 combines broad retail and institutional services with specialized investment activities.

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.

Olivia Lundstrom is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She has worked at LPL Financial since 2025 and previously held roles at M&T Bank and M&T Securities. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Keenan Shepard is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to align financial resources with their life goals, focusing on providing access to suitable products and a stable team approach without selling stock-picking advice. Keenan emphasizes understanding client interests and collaborating closely with families to support their financial planning needs. He holds a Bachelor's Degree from the University of Richmond and the Personal Investment Advisor (PIA) designation. Keenan is proficient in English, Spanish, and French, which supports his ability to communicate with a diverse clientele. Outside of his professional responsibilities, Keenan's personal interests include billiards, boxing, chess, golfing, hiking, photography, pickleball, tennis, and watching movies. His philosophy centers on carrying the burden of financial stress for clients so they can focus on their passions without worrying about markets and money.

Roderick Von Lipsey is a Series 66 licensed financial advisor with UBS Financial Services in Washington, DC, and has 26 years of industry experience. He has worked at UBS since 2007. Outside of his advisory role, he serves as a trustee for The Aspen Institute and is the Board Chairman for The CNA Corporation, a nonprofit FFRDC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Adam Clark is a Financial Consultant at Fidelity Investments, a position he has held since 2014. He began his career at Fidelity Investments in 2008, progressing through roles including Financial Representative, Private Client Specialist, and Investments Consultant. His approach centers on understanding clients deeply to empower them as investors and help them achieve their financial goals efficiently. Clark's professional experience spans over a decade within Fidelity Investments, providing him with extensive knowledge in financial consulting and client management. His commitment to client-focused service underpins his work and guides his interactions with investors. Outside of his professional responsibilities, Clark has interests in fishing, golf, kayaking, movies, and music.

James Purce Jr. is a financial advisor with Wells Fargo Clearing in Washington, DC. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. His prior work includes eight years at Prudential Equity Group, LLC. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Gary Thompson is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2009. He is based in Washington, DC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Kiera Murphy is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, she worked at Capgemini Government Solutions and held various roles during her time at the University of Virginia. Her outside experience includes co-owning Shoes Cup & Cork LLC from 2020 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager selection, and customized performance reporting supported by centralized due diligence.

Jason Borras is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has worked at Merrill since 2018, following roles at MC Financial and Wells Fargo. Based in Washington, DC, his background includes experience across several prominent financial institutions. 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.

Robert Keeley is a Certified Financial Planner (CFP®) and holds a Series 63 license. He has 30 years of experience at Edward D. Jones & Co., L.P., where he has worked since 1996. Based in Crownsville, MD, he is part of a large network of advisors within the firm. 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 advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michelle Rosenberg is a financial advisor with Ameriprise in Washington, DC, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Rosenberg is co-owner and Chief Financial Officer of Sunderland Partners L.L.C., an entity established to manage succession planning and operational costs for her practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, with a focus on assets held in Ameriprise Managed Accounts.

William Kast is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies to help clients pursue their long-term goals. Bill brings over 25 years of experience working with a diverse client base that includes business owners, real estate developers, lobbyists, consultants, and endowments. His background as a former business owner and his interest in business mechanics and economics inform his approach to providing thoughtful financial guidance. He holds a Bachelor's degree from the University of Delaware and several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).

Catherine Russell is a financial advisor at Edward Jones in Crofton, MD, holding a Series 66 designation. She has been with Edward Jones since 2024 and has prior experience at Scarborough Capital, RBC, and Interior Concepts Inc. She also spent several years working at Davis Pub and as a student before beginning her financial advisory career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Mary Ganley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has worked at Wells Fargo since 2016 and previously spent a year at Morgan Stanley. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing a range of brokerage and advisory solutions.

Adam Warshavsky is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in assets and offering tailored financial planning supported by firm-approved tools and structured discovery processes.

Darric Boyd is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career in 1994, he has specialized in serving a diverse client base that includes entrepreneurs, attorneys, physicians, corporate executives, sports and entertainment professionals, families, non-profit organizations, companies, and pension plans. In 2000, Mr. Boyd founded The Boyd Britton Group, which has grown into a national practice providing tailored financial strategies. Mr. Boyd holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified 401(k) Professional (C(k)P®), Accredited Asset Management Specialist™ (AAMS™), and Certified Plan Fiduciary Advisor (CPFA™). Prior to joining Merrill Lynch, he held leadership positions at Smith Barney/Citigroup and Legg Mason Wood Walker. He earned his bachelor’s degree from the University of Maryland–Baltimore County and an associate degree from the Pennsylvania State University System. In addition to his professional work, Mr. Boyd is actively involved in community and industry organizations. He is a lifetime member of the NAACP and holds memberships in Kappa Alpha Psi Fraternity, Inc., Sigma Pi Phi Fraternity Inc., the University of Baltimore Entrepreneurial Advisory Board, and the National Association of Security Professionals. He has served as an advisor to the Boys Club of Central Maryland and is a founding member of the Alliance of Young Black Professionals. His personal interests include football, golfing, and music.

J Thompson is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Donald Collett is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Outside of his advisory role, he is involved with Waypoint Group, LLC, a personal service corporation established to manage expenses for registered representatives' practices. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm serves a large client base through a broad range of advisory, brokerage, and insurance solutions.

William Compere is a financial advisor with Primerica Advisors in Crofton, MD, holding a Series 65 designation and 14 years of industry experience. His work history includes roles at Digi Financial, GPS Insight, and multiple technology firms, alongside a long tenure with Primerica and PFS Investments. Outside of advising, he has worked as a part-time driver for a rideshare company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers, uses a tiered wrap fee structure, and delegates trading responsibilities to BNY Mellon Advisors.