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.

Justin Holtz is a CFP® professional with 25 years of experience in the financial services industry. He has been with LPL Financial since 2008 and previously worked at Next Financial Group, Inc. from 2006 to 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Eric Hothem is a financial advisor with J.P. Morgan Securities in Washington, DC. He holds Series 65 and Series 66 credentials and has 23 years of industry experience. His prior work includes roles at Citigroup Global Markets and Citicorp Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screening and qualitative research, incorporating ESG criteria and supported by affiliated implementation services.

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 CFP® professional with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. Prior to this, she worked at Wells Fargo Clearing for seven years and has experience in the events industry through her role at WeddingWire. She is the sole owner of Riverfront Wealth IM LLC, an investment-related business in Alexandria, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, with planning engagements typically tailored and discrete rather than ongoing.

Nicole Anderson 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 since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Shepard is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and previously worked at the Bishop John T. Walker School for Boys and St. Albans School. Outside of his advisory role, he is a partner in a rental real estate business. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on diverse portfolio management styles and affiliated research.

Sophia Grazioli is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors LLC, Jeffrey Tindall, and State Farm Insurance. Outside of her advisory role, she serves as an assistant lacrosse coach for a local women's travel team. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

Robert Reichelt is a financial advisor with LPL Financial in Arlington, VA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior experience includes more than two decades at NEXT Financial Group and three years at CUNA Brokerage Services, Inc. He is also involved in fiduciary duties for an estate and holds a non-variable insurance license. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Chris Greenberg is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. He has held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2020. His earlier work includes positions at the University of South Carolina, Columbia Country Club, and Walt Whitman High School. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients in developing their financial plans.

Philip Bartilucci is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked with Wells Fargo Advisors since 2025 and previously spent nine years at Wells Fargo Clearing. He is based in Alexandria, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Jennifer Roensch is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill Lynch in 2019, bringing with her nearly two decades of experience in investment banking and wealth management. Jennifer specializes in serving high-net-worth individuals and families, with a focus on areas such as divorce transition planning, employee benefits, executive compensation, family wealth management, personal retirement planning, small business strategies, and socially responsible investing. Born and raised in Mexico and educated in Germany, Jennifer holds a Bachelor's degree in Management from the University of Texas at San Antonio and a Master's degree in Finance from Nuertingen University. She also holds the Certified Plan Fiduciary Advisor (CPFA) designation, along with designations as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Fluent in Spanish, German, and English, Jennifer's international background enhances her ability to communicate and relate to clients from diverse cultures. Outside of her professional work, Jennifer resides in West Springfield, Virginia with her husband and two daughters. Her interests include cooking, dancing, painting, and traveling.

Angela Ellison is a Wealth Management Advisor at Merrill Lynch Wealth Management based in the Washington D.C. office. She holds the titles of Vice President and Senior Financial Advisor. Angela supports individuals, families, and professionals in structuring and clarifying their long-term financial decision making by providing personalized guidance combined with Merrill's investment insights and Bank of America's banking services. Her expertise includes long-term investment strategies, multigenerational planning, retirement preparation and income considerations, cash flow and liquidity planning, education planning, and assisting clients in navigating life transitions. Angela holds a bachelor's degree from Michigan State University and holds several professional designations including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). She began her career in the defense contracting industry before joining Merrill Lynch Wealth Management in 2016. Angela is a member of the Junior League of Washington where she volunteers. Residing in Chevy Chase, D.C., Angela enjoys spending time with her husband and exploring the local area. Her personal interests include cooking, hiking, interior decorating, and traveling. She is active in her community, including participation at Blessed Sacrament and the Junior League.

Jeffrey Gregorio is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he assists individuals, families, trusts, non-profits, and corporations in managing their financial goals. He offers expertise in areas such as risk management, investments, asset allocation, retirement and generational planning, and works alongside trusted advisors like CPAs, family offices, and attorneys to develop comprehensive wealth and retirement strategies. Jeff has been working in financial services since graduating from the University of Pennsylvania in 2001. Prior to joining Merrill Lynch Wealth Management in 2013, he spent eight years as a private client advisor at Bernstein Global Wealth Management in both New York City and Washington, DC. He holds a Bachelor's Degree from the University of Pennsylvania, where he also captained the varsity baseball team, and holds professional designations including Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Jeff resides in McLean, Virginia with his wife and two children. He participates actively in the Penn baseball community and enjoys golf, fishing, cooking, wine, and travel.

Reginald Parker Jr. is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and nine years of industry experience. He 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 that offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved planning tools to support its financial planning services.

Kelly Kaczmarek is a CFP® with 14 years of industry experience, currently advising at Ameriprise. She has worked previously at Morgan Stanley, Bogart Wealth, Northwestern Mutual Investment Management, Merrill, and multiple tenures at Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice through a written Recommendation Report and ongoing annual reviews.

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.

Cari Neitzey is a financial advisor at RBC Capital Markets in Washington, DC, holding a Series 66 designation with four years of industry experience. She has been with RBC Capital Markets since 2019. Outside of her advisory role, she works as a freelance bartender and serves as a notary public in the District of Columbia. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations, offering tailored investment strategies through various advisory programs and access to both in-house and third-party investment managers.