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.

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.

Raul Jimenez Ramirez is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. His career includes multiple roles at Bank of America, N.A. and Merrill since 2015, as well as brief positions at Lyft and Uber in 2017. Merrill, along 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.

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.

Chester Wortham is the Vice President Private Wealth Management Advisor at Fidelity Investments, where he has been serving since 2021. He collaborates closely with clients to develop comprehensive wealth plans, leveraging over 25 years of experience working with high net worth individuals and their families. His career includes various roles within Fidelity Investments, such as Wealth Management Advisor since 2021, Financial Consultant from 2013 to 2021, and Investment Consultant in 2013. Prior to Fidelity, Chester held positions at several financial services firms, including MetLife, Liberty Mutual, AXA Advisors, Waddell & Reed, and T. Rowe Price, gaining extensive experience in financial consulting and advisory services. Outside of his professional work, Chester enjoys baseball, family activities, fitness, football, running, and table tennis.

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.

Kojo Gyabaah is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as secretary on the board of directors for Decatur Building Condominium Inc. and is involved in parish budget matters at St. Andrew's Episcopal Church in College Park, MD. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with significant investable assets. Their approach integrates research, modeling, and tax-efficiency analysis, delivering tailored recommendation reports in partnership with financial advisors.

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.

John Talbott is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of finance, Talbott owns and operates Jay Talbott Photography, specializing in wedding photography. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

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.

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.

Evelyn Velasco is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She works closely with clients and their families to develop tailored financial plans that address both short- and long-term goals. Her professional experience includes several positions at Fidelity Investments, where she served as Planning Consultant, Relationship Manager, and Financial Representative between 2022 and 2025. Prior to joining Fidelity, she worked at Deloitte as a Tax Consultant II and Tax Intern, as well as a Tax Intern at BDO. Evelyn holds a California Insurance License. Outside of her professional work, she enjoys golf and running.

Charles Kunda is a financial advisor with Morgan Stanley Wealth Management in Washington, DC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and institutional research to support its advisory process.

Craig Dell is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in banking in 1996 and joined Merrill Lynch Wealth Management in 2009. Craig employs a consultative, goals-based approach to wealth management, focusing on aligning investment and wealth management strategies with each client's unique short- and long-term objectives. Craig's areas of expertise include education planning, executive and equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, socially responsible and ESG investing, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Craig earned a bachelor's degree from Shepherd University. He lives in Frederick, Maryland, and has one son. His personal interests include basketball, golfing, music, spending time with his family, and traveling.

James LoBocchiaro is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized financial advice and strategies to help clients pursue their short-, mid-, and long-term financial goals. His client focus includes areas such as divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Before entering financial services, James worked as a real estate broker in the DMV area, guiding institutional investors and local families through property transactions. He is a Navy Veteran and a graduate of the University of Maryland. James holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He works closely with clients to define goals and develop portfolio strategies aligned with their financial objectives, providing ongoing advice and adapting portfolios as clients' needs change. Outside of his professional responsibilities, James enjoys personal interests such as cooking, dancing, golfing, hiking, and playing tennis. He is involved in the community through his participation with Hero Academy.