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.

Thomas Noble is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation. He has prior experience as an attorney, practicing law for nine years at Thomas A. Noble, Atty at Law, and spent one year at the Cochran Law Group before transitioning into financial services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages significant assets and employs a structured planning process supported by firm-approved tools and research.

Ana Mirandes is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Smith Barney since 2019, as well as prior work at Euraffex, the Democratic National Committee Headquarters, Janney Elementary School, and American University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support client financial plans.

Liam Donelan is an Investment Consultant at Fidelity Investments, where he partners with clients and their families to develop comprehensive financial plans. He focuses on building lasting relationships through intentional and thoughtful planning and guidance conversations, adapting plans as clients' unique situations evolve. Liam has held several roles within Fidelity Investments, including Investment Solutions Representative, Managed Account Service Associate, and Fidelity Rotational Associate, gaining experience across various facets of investment consulting and client services. His professional journey at Fidelity began in 2021 and continues to the present. Outside of his professional responsibilities, Liam enjoys camping, family activities, outdoor adventures, and playing soccer.

Bennett Kavlick is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Capital Planners. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to support tailored financial plans.

Christopher Gee is a CFA® charterholder with 21 years of industry experience. He has worked at UBS Financial Services since 2016 and previously held positions at Merrill and GFO Advisory Services, LLC. Based in Washington, DC, he holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers access to proprietary research and capital markets services.

Sean Wintz is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Edelman Financial Services, LLC, EF Legacy Securities, LLC, and Financial Engines Advisors L.L.C. Outside of his advisory role, he has acted as an insurance agent through Edelman Financial Services and EF Legacy Securities. Baird’s DDK Group serves a diverse client base including individuals, high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through separately managed accounts, and brokerage services, with investment oversight supported by internal research and the use of artificial intelligence.

Peggy Montgomery is a financial advisor at Merrill with 23 years of industry experience and a Series 66 designation. She has been associated with Merrill Lynch, Pierce, Fenner & Smith since 2007 and also works at Bank of America, N.A. since 2011. Outside of her advisory role, she participates in The Neilson Company, a global leader in audience measurement and data analytics. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Asif Bhally is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and 22 years of industry experience. He previously worked at Raymond James & Associates and RBC Capital Markets. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Michael Mitchell is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with 12 years of industry experience. He previously worked at Deutsche Bank Securities Inc. and has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, Mitchell is involved as an instructor in private sports and athletic training. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Mingxin Jin is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2017 and 2018, respectively, following two years at Vesta Investment Inc. Outside of his advisory role, Jin is also a solo performer of the guzheng, a traditional Chinese musical instrument. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market modeling techniques.

Rajasak Leksang is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Fisher Investments, and other firms. His background also includes employment outside of the financial sector. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of integrated brokerage, custody, and advisory services.

Chad Lemko is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC from 2014 to 2017 before joining UBS, where he has been since 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a range of capital markets functions.

Makenzie Belnap is a financial advisor with Fidelity Investments based in Washington, DC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to her current role, she worked in various positions including at Esprit de Corps LLC and Brigham Young University. Outside of finance, she is active as a singer and songwriter, involved in music composition and production. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves a range of clients through discretionary portfolio management, advisory work, and model portfolios.

Gianni Giordano is a financial advisor at Morgan Stanley in Alexandria, VA, holding a Series 66 designation with 26 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques in its planning services.

Forrest Williams is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 65 credentials and having 52 years of industry experience. He previously worked at Prudential Equity Group, LLC for nine years and has been with Wells Fargo Clearing and its related entities since 2016, with a brief period of unemployment in 2025-2026. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Cone is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services through its platform.