Chad Sigmon is a financial advisor with LPL Enterprise and holds the Series 66 designation, bringing six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, and he also served as Loudoun County Commissioner of Revenue. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model wealth portfolios through an integrated platform that combines advisory programs with brokerage and insurance products.

Paula Scali is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, she provides financial, investment, and trusts and estates advice to individuals and their companies. Paula focuses on developing personalized wealth management strategies that aim to help clients meet their long-term objectives with careful attention to risk management. With over thirty-five years of experience in the financial services industry, Paula has held management positions in corporate and multinational banking, capital markets, and private banking and investments at several major New York money-center banks including Chemical Bank, Irving Trust/The Bank of New York, and Chase Manhattan Bank. From 1990 to 1997, she directed a high net worth group in Private Banking at Chase, specializing in credit and lending products as well as traditional and alternative investment strategies for individuals, businesses, and not-for-profit companies. Since returning to her hometown of Washington, DC in 1997 to join Merrill Lynch, she has maintained long-term relationships with many clients, some spanning over twenty-five years. Paula holds a Master’s Degree (MBA) from Simmons College and a Bachelor’s Degree from Wells College. She has earned the Personal Investment Advisor (PIA) designation. Beyond her professional responsibilities, Paula participates in community volunteering in alignment with the Merrill tradition of serving local communities.

Priscilla Woo is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend strategies.

Darschaun Snuffer is an Investment Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, serving in various roles including Planning Consultant, Fixed Income Specialist, Trading Execution III, High Net Worth Services, and High Opportunity Services. With over 13 years of experience as a CERTIFIED FINANCIAL PLANNER™ professional, Darschaun collaborates with clients to understand their unique financial goals and concerns. He develops financial plans designed to provide confidence and strategies to help clients work towards their objectives. He also focuses on educating clients to empower them in making informed financial decisions. Outside of his professional work, Darschaun's personal interests include spending time at the beach, cars, parenthood, tennis, and traveling.

Daniel Ward is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Osaic and has prior experience at Lincoln Financial Advisors Corporation, TD Ameritrade, and as a self-employed advisor. Outside his advisory work, Ward is an agent with Mylestone Plans, offering fixed and fixed-indexed annuities, life insurance, and group benefits. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios tailored to client risk tolerances.

Lawrence Berberian Jr. is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2013 and served at Morgan Stanley Private Bank, National Association since 2015. He has 12 years of industry experience based in Alexandria, VA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals and through corporate financial planning agreements.

Nader Tamadon serves as a Resident Director and Wealth Management Advisor at Merrill Lynch. He leads a team comprising six advisors and three support associates, dedicated to providing comprehensive financial planning and wealth management services. His client base includes business owners, executives, retirees, entertainers, athletes, and their families. The advisory approach focuses on guiding clients through various financial stages with an emphasis on minimizing costs, taxes, and volatility. Mr. Tamadon holds a Bachelor's Degree from Towson University and a Master's Degree from Hofstra University. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designations. He and his family are active in their community, including involvement with the Tahirih Justice Center. Outside of his professional role, Mr. Tamadon speaks English and Persian and enjoys baseball, basketball, football, golfing, and spending time with his family.

Peter Kenny is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he assists individuals, families, and organizations in identifying their financial priorities and setting strategies to address them, managing investment capital to help attain their goals. His client focus areas include corporate executive services, services for endowments, foundations and non-profits, services for defined benefit plans, investment consulting for defined contribution plans, personal retirement planning, socially responsible and values-based investing, women and wealth, and retirement income. Peter has over 20 years of experience standing alongside clients to navigate the financial world and address concerns that are important to them. He has received recognition as a Forbes "Best-in-State Wealth Advisor" from 2018 to 2026 and has been named to Barron's Top 250 Private Wealth Management Teams for 2024 through 2026, as well as Forbes Americas Top 100 Wealth Management Teams - High Net Worth from 2022 through 2025. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Peter earned a Bachelor's Degree from Lehigh University in 1995. Outside of his professional work, he enjoys football, golfing, and spending time with his family.

Craig Mccune is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 designations and 41 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves 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 utilizes firm-approved planning tools and structured processes in its financial planning services.

Jennifer Fitzpatrick is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers its services through both direct client relationships and corporate financial planning agreements.

Brian Mcnew is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety 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 models developed by its Global Investment Committee.

Sean Stone is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior experience includes roles at Silicon Valley Bank and First Citizens Bancshares, Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Jacob Telleria is a CFP® designated financial advisor with ten years of industry experience, currently associated with Cetera since 2023. His prior experience includes roles at firms such as LPL Financial, Merrill, and Bank of America. He is also involved as a financial professional with IDB Global Federal Credit Union and operates Telleria Financial Services as a DBA focused on financial services. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored 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 combines affiliated and third-party investment solutions.

Jacob Langer is a financial advisor at Morgan Stanley in McLean, VA, with three years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Bessemer Trust, Fannie Mae, and served in the United States Senate. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, providing tailored financial planning with various tools and strategies while managing approximately $2.74 trillion in client assets.

Song Yi is a financial advisor with RBC Capital Markets in Washington, DC, holding Series 63 and Series 65 licenses and 39 years of industry experience. Yi has been with RBC Capital Markets since 2012 and also works with City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies delivered through both in-house and third-party managers, supported by extensive capital-markets capabilities.

Peter Kien Sr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He serves as a board member on the City of Falls Church Board of Zoning Appeals and as an alternate board member for the West Falls Community Development Authority. 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 based on modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Thomas Johnson is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, discretionary and non-discretionary portfolio management, and leverages research from its Chief Investment Office and UBS Global Research to tailor client strategies.

Craig Beden is a financial advisor at Mass Mutual Investors Services with over 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. He has been with MassMutual Life Insurance Company and its subsidiary since 1984. Beden serves as a board member of the THANC Foundation. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, and its planning process involves collaborative, annual engagements using firm-approved analytical tools.

Shajhan Sabir is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Accredited Asset Management Specialist™ (AAMS™), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA) designations, all earned through the College for Financial Planning Institutes Corp. These credentials indicate his commitment to providing informed, personalized advice in all aspects of wealth planning. Shajhan has over two decades of experience in the financial services industry. Prior to joining Merrill, he served as a Senior Financial Advisor at Wells Fargo Advisors. His expertise covers financial strategies, retirement income planning, education savings, and estate considerations. Shajhan works to deliver comprehensive, tailored strategies that align with clients’ unique priorities, supporting their long-term financial goals. He earned both his Bachelor’s and Master’s degrees from the University of the Punjab. Shajhan communicates fluently in English, Hindi, Urdu, and Punjabi.

Joseph Kelly is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and four years of industry experience. Before joining Morgan Stanley in 2019, his career included roles at Oracle, Symbiont Group, the United States Congress House of Representatives, and the University of Dallas. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.