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 licenses and possessing 52 years of industry experience. He has worked with various Wells Fargo entities since 2009, with a brief period of unemployment in 2025. 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 the Wells Fargo Investment Institute and third-party data.

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.

Leslie Starck is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various capacities since 2013. Outside of her advisory role, she has a minority ownership interest in PSM Ventures, LLC. Wells Fargo Clearing provides retirement plan consulting for ERISA-qualified and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Grant Baker is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked since 2006 at firms including Citigroup Global Markets and Morgan Stanley Smith Barney. Baker has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services directly and through Corporate Financial Planning agreements.

Elizabeth Wurster is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 credentials with 13 years of industry experience. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2013. Outside of her advisory role, she serves as a trustee and finance committee member on the board of The Children's Inn at NIH, a nonprofit family-centered hospitality house. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice and performance reporting on a non-discretionary basis through its Institutional Consulting Services program.

Irina Kibizova is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at JPMorgan Securities since 2019, with prior experience at UBS Financial Services and Janney Montgomery Scott. In addition to her advisory role, she is also employed by JPMorgan Bank, enabling her to offer certain banking products alongside investment services. 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 combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Sara Renzi is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her work history includes roles at Merrill Lynch and engagement work with The University of Tennessee. Outside of finance, she was involved in entrepreneurial activities with Berries and Bowls and RSV Pools Inc. 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 and profit-sharing plans, corporations, and charitable organizations.

DeMarco Eberhardt is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2014, progressing through various roles including Financial Consultant, Investment Consultant, Investments Solutions Representative, and High Net Worth Associate. DeMarco partners with clients to help them make educated decisions on their financial plans by developing trusting relationships. He emphasizes understanding clients' personal stories, goals, needs, and challenges to implement and monitor financial plans that evolve with changing circumstances. Outside of his professional work, DeMarco's personal interests include fitness, food, social events, music, parenthood, and volunteering.

Eric Hothem is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ira Turpin Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at Summit Financial Group Inc and Summit Brokerage Services Inc for nine years each before joining LPL Financial in 2018. Outside of his advisory work, he is an author and is involved with All The Glory Ministries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Gracyn Maretta Bertucci is a financial advisor at UBS Financial Services in Washington, DC, holding a Series 66 designation. She has been with UBS since 2022, with prior experience at BCA Private Wealth and various roles in other industries. Her work history includes positions outside of finance at organizations such as Southern Pressed Juicery and Aramark. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Sheri Lesh is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and 24 years of industry experience. She has worked at Morgan Stanley since 2016 and at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Secular Return Estimates and Monte Carlo simulations.

Stephen Coffey is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following four years at Bank of America. 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 through a nationwide network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ivana McNeill is a financial advisor with Wells Fargo Advisors in Alexandria, VA, holding CFP® and Series 66 designations and bringing eight years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked with Wells Fargo Clearing from 2017 to 2024 and gained earlier experience at WeddingWire. She also owns Riverfront Wealth IM LLC, an investment-related business based in Alexandria. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized niche planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with implementation options offered through brokerage or advisory programs.

Nicole Anderson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.