Thomas Natoli is a CFP® and ChFC® with 32 years of industry experience, currently serving with Equitable Advisors since 1999. Prior to Equitable Advisors, he was affiliated with AXA Advisors, LLC, where he worked for 21 years. He is also involved in an outside insurance brokerage business. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Michael Hartary is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate advanced modeling techniques.

Sharon Lafever is a financial advisor with UBS Financial Services in McLean, VA, holding Series 63 and Series 65 licenses and 32 years of industry experience. She previously worked at Morgan Stanley for eight years before joining UBS in 2022. Outside of her advisory role, she is involved in direct sales and business development for health and wellness products with Partner.Co, Inc. (formerly New Age Beverage) and DoTERRA. 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. The firm uses proprietary research and model-based asset allocations to tailor plans for clients and offers integrated services including custody, underwriting, and securities-backed lending.

Tyler Jennings is a Financial Advisor with Merrill Lynch Wealth Management, focusing on providing personalized wealth management strategies that align with clients' unique financial goals. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, and tax minimization. Tyler connects all aspects of his clients' financial lives to help prioritize and pursue the goals that matter most to them. Prior to becoming a financial advisor, Tyler's career spanned roles in industrial sales, home building estimation, and automotive mechanics. His interest in financial markets and money stewardship grew from personal experience and a family connection to the industry. Tyler holds the Personal Investment Advisor (PIA) professional designation and earned his high school diploma from Commonwealth Academy. Tyler is active in his community, participating in the Kiwanis organization. He lives in Bristow, VA with his wife and two children. Outside of work, he enjoys spending time camping, fishing, hiking, engaging with music and photography, and being with his family.

Thienkim Trinh is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been associated with PFS InvestmentS Inc and Primerica Financial Services since 1997. In addition to advisory work, she is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors is a large-scale firm serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program primarily based on model-delivery strategies managed by unaffiliated asset managers.

Isabel Barrow is a Series 66-licensed financial advisor with Edelman Financial Engines, bringing 24 years of industry experience. She has worked with several affiliated firms including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Outside of her advisory role, she holds a partnership interest in a family farm but has no active involvement in its operations. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term focus and offering both discretionary and non-discretionary investment solutions.

Andrew Sheridan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in wealth management strategies tailored to individual clients, including areas such as college education planning, executive compensation, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Andrew began his career in financial services in 2007 and joined The Hasenberg Hartsock Group in 2014. He works with individuals, families, businesses, local government employees, non-profits, and multi-generational families to develop strategies that balance their financial objectives with their core values. His approach involves a disciplined process focused on understanding each client's unique needs, concerns, and priorities. He holds a BS in Business from Mount Saint Mary's University (2007) and has completed an Accredited Certificate Program from the College for Financial Planning. Andrew is a CERTIFIED FINANCIAL PLANNER® (CFP®), a CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®), a Personal Investment Advisor (PIA), and a Retirement Benefits Consultant (RBC). He serves on the steering committee for the Mount St. Mary's DC Alumni Association and volunteers with organizations including the Knights of Columbus and Cup of Joe meal packing events. Andrew lives in Vienna, Virginia, with his wife Katherine and their four children.

Linda Krupka is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and utilizes multiple portfolio management styles supplemented by firm research and affiliated sub-advisers.

Sarah Murphy is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2020. Her previous experience includes roles at Campion Asset Management and a position unrelated to finance at Carrabba's Italian Grill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a variety of advisory programs with customizable portfolio management strategies that include both in-house and third-party investment managers.

Kevin Englert is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. He is also a principal at Englert & Associates CPAs, where he has been involved in tax preparation and accounting for over 15 years. 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, utilizing research and model portfolios to provide both discretionary and non-discretionary management.

Michael Robinson is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley and its predecessor firms since 2007. Robinson serves on the Pamplin Finance Advisory Board at Virginia Tech, participating in mentoring and educational initiatives. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by its Global Investment Committee and a broad range of investment and financial services.

Seth Wernick is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has served as First Vice President at Woodmont since 2016 in an unpaid capacity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Christopher Regan is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Connor Schultz is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has been with JPMorgan Securities and JPMorgan Chase Bank since 2019. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Robert Taylor Jr. is a CFP® with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2020. Prior to this, he spent a decade at UBS Financial Services Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Samuel Courtney is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is a partner and advisor at The College Funding Coach, a college consulting business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and investment consulting through non-discretionary services and offers municipal advisory roles, supporting clients with a wide range of portfolio management styles and affiliated research.

Colin Mattingly is a Senior Financial Advisor and Partner of the Coliton Mattingly Group at Merrill Lynch Wealth Management. He works closely with a select group of individuals and families, including Corporate Executives, Venture Capitalists, Investment Bankers, and Private Equity Professionals, to develop and execute custom wealth strategies. Colin's expertise includes navigating stock bonus plans, concentrated positions, private placements, and deferred compensation plans, with a disciplined approach to simplifying clients' financial lives. Colin co-founded Merrill's Venture Wealth Partners, where he collaborates with founders, executives, and senior leaders on specialized planning such as QSBS and Section 1202 post-OBBBA, pre-IPO and secondary market liquidity, concentration risk management, and structuring assets for long-term protection. He also partners with attorneys, CPAs, and bankers to provide planning support related to liquidity events. His professional designations include Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Originally from Rockville, MD, Colin earned a Bachelor's degree from the University of Maryland's Smith School of Business. Outside of his professional work, he enjoys playing tennis, cooking, and supporting local sports teams.

Jonathan Sowanick is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Marla Bosset is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is involved with Limelife Inc, a skincare and cosmetics business, working approximately 20 hours per month. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement plan consulting services. The firm uses research from Wells Fargo Investment Institute and third-party sources to evaluate investment options based on diversification and modern portfolio theory.

Katharine Finley is a financial advisor with Merrill in Washington, DC, holding a Series 66 designation and over 22 years of industry experience. She has worked at Merrill since 2009 and previously at Bank of America. Outside of her advisory role, she is involved in family businesses including wire jewelry making and also serves on the endowment board and finance committee of St. Paul’s Episcopal Church in Waldorf, Maryland. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, employing both model-based and discretionary investment strategies.