Jeffrey Nau is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial. He has worked at Merrill Lynch for 21 years prior to his current roles, which include senior positions at Nau Team Six, LLC and Goetzman Nau Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advising and SIMPLE IRA Employer Advisory services.

Davis Wheeler is a financial advisor at Edward Jones in Arlington, VA, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Baker Tilly and has experience in various roles including positions at Roanoke College and United Health Group. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large national network of advisors and branch offices. The firm manages over $1 trillion in assets and provides integrated services including tax-efficient solutions and affiliated investment products.

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.

Winthrop Cobb is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at UBS Financial Services from 1996 to 2008 before joining Wells Fargo Clearing in 2016. 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 combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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.

Hunter Chisholm is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2019. Prior to that, he held positions at Bank of the West and Deli Zone. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Gary Edmonds Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory role, he is the owner of Beltway Real Estate LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Amy Sturtevant is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked with RBC Capital Markets since 2010 and with City National Bank since 2017. She has served on the Board of Directors for the Barker Adoption Foundation, a nonprofit organization supporting adoptive and birth families. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management and financial planning, implementing tailored strategies through a combination of internal and external investment managers.

Richard Long is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Raymond James since 2009 and also works with Goetzman Nau Financial Partners. Outside of his advisory roles, he manages rental real estate properties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, nonprofits, and institutions. The firm provides non-discretionary planning and consulting tailored to client goals and supports institutional consulting and portfolio management through an extensive advisor network.

James Ball II is a financial advisor with UBS Financial Services in Washington, DC. He holds a Series 66 designation and has 22 years of industry experience. His prior roles include positions at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and client goals.

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.

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 CFP® professional with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016, and previously from 2000 to 2002. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as co-trustee for his brother’s trust and holds power of attorney for a family member, both investment-related responsibilities performed outside business hours. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

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®-certified financial advisor with 20 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He has worked previously at Truist Investment Services, Securian Financial Services, Banc of America Investment Services, and First Command Brokerage Services. Outside of his advisory role, he is a partial owner of Assault Forward LLC, a company focused on military and veteran-themed apparel and accessories. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research-driven portfolio management with a broad array of brokerage and advisory solutions.