Reginald Parker Jr. is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2014 to 2021 before joining Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Julia Heine is a Series 66-licensed financial advisor at Stifel with two years of industry experience. Her prior work includes roles at Manayunk Brewing Company and 2/13 Strategic Partners, among others. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Aaron Goodman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors and Primerica Financial Services in 2023, he worked at Washington College from 2015 to 2023. He is involved in sales of investment-related and non-investment-related products through affiliated companies, including mortgage loans and home security services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services using model-based strategies created by unaffiliated asset managers.

Jeanine Krall is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. She has worked at UBS since 2019 and previously held roles at Paychex Securities Corporation and Paychex, Inc. since 2016. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through vendor research and proprietary asset allocation models.

Warner Allred is a financial advisor at UBS Financial Services with a Series 66 designation and no prior industry experience. His work history includes roles outside of finance, such as positions at Davidson College Lake Campus and Camp Greenbrier. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Emily Bradshaw is a Financial Consultant currently working at Fidelity Investments. She has held several roles at Fidelity, including Investment Consultant from 2024 to 2025, Planning Consultant from 2022 to 2024, Relationship Manager from 2021 to 2022, and Financial Representative from 2020 to 2021. Her approach focuses on understanding each client's unique situation and priorities to partner with them in developing financial plans that align with their goals. Emily emphasizes providing education throughout the process to empower clients and build their confidence in financial decision-making.

Mary Lilley is a financial advisor at J.P. Morgan Securities with Series 66 registration and one year of industry experience. She has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2024. 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 team of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

John Prosperi is a financial advisor with Morgan Stanley in Washington, DC, holding Series 66 and Series 63 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley since 2007, including eleven years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and modeling techniques.

Daniel Dobbs is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience at firms including Bessemer Trust and Bank of the West. He is based in Washington, DC, and has been with J.P. Morgan Securities since 2026. Daniel also has a background in banking through his concurrent role at JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm employs a combination of quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Bethany Montgomery is a financial advisor at Morgan Stanley in Washington, DC, holding Series 65 and Series 63 licenses with nine years of industry experience. She has been with Morgan Stanley since 2016, following a brief tenure at LPL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 a structured planning process supported by various analytical tools and investment research.

Golda Hector is a financial advisor at Merrill with 25 years of industry experience and holds a Series 66 credential. She has worked at Merrill in various capacities since 1996 and also spent time at Amazon and Raymond James & Associates. Outside of her advisory role, she is an independent sales contractor for Avon Products Inc. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Patricia Beaver is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and bringing 16 years of industry experience. Her prior roles include positions at Lee Financial Group and Raymond James Financial Services. She also operated her own advisory practice from 2015 to 2017. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, with a focus on managing assets within Ameriprise-managed accounts.

Megan Rooney is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with individuals and families to simplify their financial lives through strategic planning and dedicated service. Since joining Merrill in 2019, she has focused on areas including retirement and education savings, portfolio management, tax minimization, philanthropic planning, and legacy planning. Megan holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) designation. Raised in West Palm Beach, Florida, Megan earned her Bachelor's Degree from Georgetown University, where she studied American Studies with a minor in Psychology. She is involved with professional organizations such as Georgetown University Global Irish Studies and the International Honor Society in Psychology. Megan currently resides in Washington, DC. Outside of her professional work, Megan enjoys hiking, photography, yoga, spending time with her family, and watching movies. She also volunteers with animal rescue organizations including the Brandywine Valley SPCA and the Peggy Adams Animal Rescue League.

Christopher Mcnerney is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2020. Outside of his advisory role, he serves as a board member of the VHC Health Foundation, a nonprofit organization that supports hospital fundraising and community representation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

James Roble is a CFP® professional with 42 years of industry experience, currently serving at Raymond James & Associates since 2001. He is based in Davidsonville, MD, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Roble serves on the board and finance/investment committee of the Community Dental Center, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Yajaira Ortiz Wilson is a financial advisor at Vanguard Advisers with a Series 66 designation and three years of industry experience. She has been with The Vanguard Group since 2023 and previously held roles at Randstad and the University of Maryland's Smith School of Business. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create personalized asset allocations and manages a large client base through a combination of digital platforms and advisor teams.

Robin Burton is a financial advisor at Morgan Stanley with 31 years of industry experience. His career includes prior roles at City National Securities and J.P. Morgan Chase Bank. He holds Series 63, Series 65, and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm employs structured planning tools and a broad range of investment strategies across retail and institutional markets.

Ronya Corey is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management. She is the founding partner of The Corey Group in Washington, DC, which develops wealth management and investment planning strategies for families, businesses, executives, and non-profits to help them achieve their long-term objectives while minimizing risk. Ronya has been with Merrill Lynch since 1993. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP4), Chartered Retirement Planning Counselor (CRPC4), Chartered Financial Consultant (ChFC4), and Certified Plan Fiduciary Advisor (CPFA4), as well as FINRA Series 7 and Series 66 registrations. Her education includes a High School Diploma from Charleston Catholic High School and a Bachelor's Degree from the University of Kentucky. Ronya serves on the National Symphony Orchestra Association Board of Trustees and is on the Board Emeritus of DC Scores. She is also involved with The Langley School. Her client focus areas include college education planning, corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, and specialized services for women, sports, and entertainment professionals.

Catherine Voorhees is a Financial Advisor at Merrill Lynch Wealth Management. She works with individuals, families, and business owners to organize, grow, and protect their wealth through customized financial strategies. Her team provides access to investment insights from the Merrill platform, trust and fiduciary services from the Bank of America Private Bank, and credit and lending solutions from Bank of America. Her expertise includes retirement plan design and exit planning for business owners, education planning, multigenerational wealth strategies for families, and other client focus areas such as divorce transition planning, employee benefits planning, liquidity management, and tax minimization. Catherine holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Catherine has a Bachelor's degree from Elon University. Outside of her professional role, she enjoys hiking, reading, and playing tennis.

Matthew O'Neill is a financial advisor at Morgan Stanley with eight years of industry experience. He has held positions at Morgan Stanley since 2020 and previously worked at UBS Financial Services Inc. from 2017 to 2020. He holds the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.