Andrew Sipala is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously at Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors. The firm combines in-house research and third-party analytics to evaluate investment options while offering brokerage and advisory solutions across a broad client base.

Andrew Lenich is a financial advisor with Cambridge Investment Research Advisors in Bethesda, MD, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Cambridge since 2011 and previously held positions with Prostatis Financial Advisors Group, Asset & Financial Planning, Ltd, TD Ameritrade, and Ameriprise. Outside of his advisory role, Lenich owns AHL Tax and Financial Advisors, where he provides tax preparation services. Cambridge Investment Research Advisors serves a diverse clientele, including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals. The firm supports both discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Robert Goldbeck Jr. is a financial professional with four years of industry experience, currently associated with Cetera. He holds the Series 66 designation and has worked at various firms including Portfolio Advisory Associates and First Allied Securities. His background includes roles outside finance at GEA Mechanical Equipment US, Inc., GEA Process Engineering US, Inc., and Rohde & Schwarz. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated money managers and varied account structures.

Jonathan Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017 and has held roles at Wells Fargo Bank NA since 2001. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Peter Schaefer is a financial advisor with RBC Capital Markets in Washington, DC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Dunn Lewis LLC since 2016 and RBC Capital Markets LLC since 2014. Outside of finance, he is involved in motorcycle retail and repair businesses, serving as a minority owner and instructor at Dunn Lewis LLC and operating Street Spirit Cycles LLC, a motorcycle repair and customization shop. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies using both in-house and third-party managers, offering features such as tax management and responsible-investing options.

James Mellendick is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and Morgan Stanley. Outside of his advisory work, he serves as a consultant for Coleman Research. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing a wide network of advisers and advanced operational tools.

David Precourt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at The Vanguard Group and held various roles in both the finance and retail sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Mark Jutkowitz is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. He previously worked at Wells Fargo Clearing Services LLC for eight years and Commonwealth Financial Network for two years. Outside of his advisory role, he coaches youth lacrosse in the Bethesda and Kensington, MD areas. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by proprietary research and tools, serving clients who meet a net-worth threshold with tailored recommendations delivered through meetings and written summaries.

Andrew Murphy is a financial advisor with UBS Financial Services in Bethesda, MD, holding a Series 66 designation and 21 years of industry experience. Prior to joining UBS in 2024, he spent 15 years at Morgan Stanley and its affiliated private banking entities. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

David Powell is a financial advisor at Ameriprise Financial Services with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Ameriprise, he worked at Wells Fargo Clearing and operated Djp Consulting, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes written recommendations and ongoing tax-aware withdrawal strategies.

Pamela Gruver Adams is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where she has been serving clients since 1995. She is a partner of the Gruver Adams Jenkinson Group and specializes in advising high net worth families, business owners, physicians, retirees, and female investors. Pamela's approach involves a thorough and personalized discovery process, focusing on retirement planning, tax minimization, asset preservation, growth maximization, and wealth transfer. Pamela holds several professional credentials, including the Certified Private Wealth Advisor (CPWA®) designation, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is a graduate of American University and has also studied at The Wharton School of the University of Pennsylvania and the London School of Economics. Her expertise encompasses areas such as divorce transition planning, liquidity management, portfolio management, small business strategies, special needs planning strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. In her personal life, Pamela is active with Success in Style, an organization supporting women pursuing employment. She enjoys biking, genealogy, hiking, reading, skiing, and spending time with her family. Pamela lives in Clarksville, Maryland, with her husband, Brian Baumgardner, and their family.

Salman Alsaeede is a Financial Advisor associated with Merrill Lynch Wealth Management. In his role, he works with high net worth individuals, families, and business entities to assess and evaluate their financial circumstances. He provides advice and makes recommendations tailored to their unique goals through customized solutions on a one-on-one basis. Salman focuses on executive compensation, equity compensation services, family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, managing new wealth, portfolio management services, and individual and corporate investment strategy. He prioritizes understanding clients' perspectives to develop personalized strategies addressing short-, mid-, and long-term financial goals. He also connects clients to Bank of America specialists for additional banking, credit, home financing, and small business solutions. He holds a Master's Degree from the University of Cambridge and a Bachelor's Degree from Queen Mary University of London. Salman is a Personal Investment Advisor (PIA) and communicates fluently in English and Arabic. Outside his professional work, his personal interests include camping, chess, scuba diving, soccer, spending time with family, and traveling.

Amanda Robinson is a financial advisor at Equitable Advisors with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms including Wells Fargo Clearing, First Citizens Investor Services, and AXA Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Courtney Straus is a CFA® charterholder and licensed securities professional with 23 years of experience. She has been with J.P. Morgan Securities since 2003 and also holds a long-standing role at JPMorgan Chase Bank, N.A. Outside of her advisory work, Straus is a partner and investor in Grace the Musical LLC and serves as treasurer of the Middleburg Film Festival, contributing to the local arts community. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program that emphasizes written asset allocation advice, manager research, and customized reporting. The firm integrates quantitative and qualitative due diligence with a broad set of investment capabilities, including derivatives and commodities.

Daniel Lawson is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services 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 and leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Krishna Gall is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Swiss Re Management, Tradition Securities and Derivatives, Weiss Asset Management, and served as a lecturer at Columbia University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management strategies. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Caitlin Jolley is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and previously worked at Honeywell and Brigham Young University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Justin O'Connell is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 modeling techniques.

Jeannette Jordan is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with MetLife Securities, Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. Outside of her advisory role, she serves as an usher at the John F. Kennedy Center. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved analytical tools to support collaborative planning engagements.

William Jeffery is a Senior Financial Advisor with Merrill Lynch Wealth Management in Washington, D.C. As a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor, he focuses on developing strategies and recommendations tailored to high-net-worth individuals, their families, and their businesses to help them meet both short- and long-term financial goals. His areas of expertise include executive compensation, family wealth management strategies, legacy planning, retirement income, portfolio management services, tax minimization, and services for endowments, foundations, and non-profits. William holds a Bachelor's degree from the College of Charleston and completed an Accredited Certificate Program at North Carolina State University. Beyond his professional work, William is involved in community service, volunteering with organizations such as "A Place to Stand." His personal interests include adventure sports, billiards, boating, cooking, football, hunting, and watching movies.