David Shepard is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2022, he worked for five years at the Bishop John T. Walker School for Boys and twelve years at St. Albans School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting supported by various 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, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Next Financial Group for 21 years before joining LPL Financial in 2025. His outside activities include managing fiduciary responsibilities for an estate and involvement in non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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® credentialed financial advisor at Wells Fargo Advisors with nine years of industry experience. He has been with Wells Fargo Clearing and its affiliated entities since 2016. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by offering investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm provides a broad range of planning services, utilizing proprietary research and tools to develop individualized recommendations delivered through meetings and written summaries.

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 with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2013, he has provided clients with personalized wealth management strategies focused on a comprehensive understanding of their financial situations. He offers advice on risk management, investments, asset allocation, retirement planning, and generational wealth transfer for individuals and families. Jeff's practice also supports non-profit organizations in developing and adhering to Investment Policy Statements to reduce fiduciary risk. Jeff has worked in financial services since earning his B.A. in International Relations from the University of Pennsylvania in 2001. Prior to Merrill Lynch, he spent eight years as a private client advisor at Bernstein Global Wealth Management in New York City and Washington, DC. He holds professional designations including Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Living in McLean, Virginia with his wife Liz and their two children, Jeff remains active in the University of Pennsylvania baseball community, where he was a varsity team captain. Outside of work, he enjoys golf, fishing, cooking, wine, and travel. He volunteers with local community organizations consistent with the Merrill tradition of community involvement.

Reginald Parker Jr. is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and 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 serving individuals 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 models.

Kelly Kaczmarek is a CFP®-certified financial advisor with 14 years of industry experience. She is currently with Ameriprise and has held prior roles at Morgan Stanley, Bogart Wealth, LLC, and H. Beck, Inc. She has had multiple tenures at Ameriprise since 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies. The firm uses proprietary research and algorithmic tools to support its recommendations, which emphasize tax-aware withdrawal approaches and Social Security claiming options.

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.

Jeanine Krall is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. She has worked at UBS since 2019 and previously held roles at Paychex Securities Corporation and Paychex, Inc. since 2016. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through vendor research and proprietary asset allocation models.

Warner Allred is a financial advisor at UBS Financial Services with a Series 66 designation and no prior industry experience. His work history includes roles outside of finance, such as positions at Davidson College Lake Campus and Camp Greenbrier. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Emily Bradshaw is a Financial Consultant currently working at Fidelity Investments. She has held several roles at Fidelity, including Investment Consultant from 2024 to 2025, Planning Consultant from 2022 to 2024, Relationship Manager from 2021 to 2022, and Financial Representative from 2020 to 2021. Her approach focuses on understanding each client's unique situation and priorities to partner with them in developing financial plans that align with their goals. Emily emphasizes providing education throughout the process to empower clients and build their confidence in financial decision-making.

Mary Lilley is a financial advisor at J.P. Morgan Securities with Series 66 registration and one year of industry experience. She has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

John Prosperi is a financial advisor with Morgan Stanley in Washington, DC, holding Series 66 and Series 63 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley since 2007, including eleven years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and modeling techniques.

Daniel Dobbs is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience at firms including Bessemer Trust and Bank of the West. He is based in Washington, DC, and has been with J.P. Morgan Securities since 2026. Daniel also has a background in banking through his concurrent role at JPMorgan Chase Bank, N.A. 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 employs a combination of quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Shawn Oreilly is a financial advisor with RBC Capital Markets in Washington, DC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been associated with RBC Capital Markets since 2009 and City National Bank since 2017. Outside of his advisory role, he is a passive owner of ROOM 11, LLC, a restaurant in Washington, DC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, corporations, and charitable organizations, offering advisory programs that combine discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Bethany Montgomery is a financial advisor at Morgan Stanley in Washington, DC, holding Series 65 and Series 63 licenses with nine years of industry experience. She has been with Morgan Stanley since 2016, following a brief tenure at LPL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by various analytical tools and investment research.