John Anderson is a financial advisor with Equitable Advisors in Washington, DC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Equitable Advisors since 2008 and previously was with Axa Advisors and Valic Financial Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals—including both non-high-net-worth and high-net-worth clients—as well as pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

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.

Tanmika Hysmith is a Series 66 licensed financial advisor with 15 years of experience, currently practicing at Merrill in Washington, DC. She has worked at both Bank of America, N.A. and Merrill since 2011. 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 a range of clients including individuals, high-net-worth investors, and institutions.

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.

Desi Berry is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. Berry has 11 years of industry experience and previously worked at Morgan Stanley and Northern Trust Securities. Outside of advising, Berry operates a home-based travel agency and works as an Uber driver. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing, collaborative financial planning engagements supported by firm-approved tools and educational seminars.

Themba Magagula is a financial advisor at LPL Financial with 20 years of industry experience and a Series 66 designation. He has worked at several firms including Capital One Advisors, Merrill, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he owns a repair business. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

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 financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 credential and 25 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, Von Lipsey serves as a trustee for The Aspen Institute and as the board chairman of The CNA Corporation, a nonprofit FFRDC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of financial solutions through its extensive platform.

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, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory process is IPS-driven, incorporates modern portfolio theory, and includes discretionary options with a notable range of financial product offerings beyond typical institutional advisers.

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 financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she held roles at Capgemini Government Solutions and has entrepreneurial experience through her involvement with Shoes Cup & Cork LLC. J.P. Morgan Securities provides institutional consulting services to clients including corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

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.

Paul Abbou is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He currently works at Cetera and has held previous roles at Avantax Investment Services, HeimLantz Professional Corporation, and 1st Global Capital Corp. In addition to his advisory work, Abbou manages HeimLantz CPAs and Advisors, LLC, where he provides tax return review and tax planning advisory services. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts with a variety of portfolio management and financial planning services. The firm offers a broad range of program options and custodial relationships, supported by over 10,000 advisors and approximately $256 billion in assets under management.

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.