William Smith is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 credentials and 35 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Wells Fargo Advisors. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets through its Financial Advisors and Estate Planning Strategies Group. The firm uses structured planning tools and proprietary market estimates to support clients, offering a range of investment and financial services.

Anthony Spano is a Financial Advisor with Merrill Lynch Wealth Management. He provides guidance to individuals and families to help simplify complex financial decisions and create clear, structured plans tailored to their unique situations. Anthony's approach involves understanding clients' priorities and assisting them in maintaining organization and intentionality as their financial needs evolve. Anthony graduated magna cum laude from the University of South Carolina with degrees in Finance and International Business. He has also earned the Chartered Retirement Planning Counselor™ designation and holds the Maryland Life and Health Insurance License. He resides in Kentlands, Maryland. Outside of his professional work, Anthony enjoys traveling, playing pickleball and golf, and watching the Washington Capitals.

Dennis Reisher is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory role, he is involved as a producer in the sale of long-term care insurance through LTCi Partners and Crump Life Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Nancy Baker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Robert Dunn Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Merrill since 1995 and with Bank of America, N.A. since 2011. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America’s banking and capital markets platforms.

Samuel De La Cruz is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Grove Point Advisors, H. Beck, and Alexander Capital, among others. Outside of his advisory role, he is involved with Medallion Financial Group and Safe Money Concepts LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various advisory tools.

Ann Marie Mccormick is a financial advisor with UBS Financial Services in Bethesda, MD, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has worked at UBS Financial Services during multiple periods since 1999. Mccormick serves on the board of directors for Cards for Hospitalized Kids, a nonprofit that encourages the creation and distribution of cards to children in hospitals. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans. The firm provides a broad range of capital markets services alongside wealth management.

Alexandra Nolan Jamros is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2019, previously working at Stifel Nicolaus & Co Inc from 2016 to 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse clientele including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with customized portfolio management and financial planning services tailored to clients’ risk profiles.

Tara Bonilla is a financial advisor with Merrill in Reston, VA, holding a Series 66 designation and 12 years of industry experience. She has been with Merrill since 2013. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Dellinger is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation from 2016 to 2023. Outside of his advisory role, he serves as president of The Okusa Dellinger Foundation, a private 501(c)(3) foundation, and is a board member of the Fellowship of Christian Athletes Northern Virginia Chapter and C You In: The Major Leagues, a charitable organization. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates brokerage and investment advisory services with financial planning, retirement consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.

David Johnson is a financial advisor with J.P. Morgan Securities in Silver Spring, MD. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Deutsche Bank and Allegro Securities. Outside of financial advising, he is a part-time general contractor and home builder through his ownership of GR Nelson. 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 applying an ESG eligibility framework in its recommendations.

Phillip Shubinsky is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Bank of America, Merrill, and several other firms. Raymond James & Associates is a large firm that serves individuals, institutional clients, charitable organizations, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles supported by affiliated research and sub-advisers.

Sean Cable is a financial advisor at LPL Financial with a Series 66 designation and 21 years of industry experience. His prior roles include positions at Graham Holdings Company, Grove Point Investments, H Beck, CITIGROUP, PNC Wealth Management, United Brokerage Services, and A.G. Edwards & Sons. Outside of his advisory work, he volunteers as an elections officer with the Prince William County Elections Board and works as a bartender. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Carson Knight is a financial advisor at Merrill Lynch Wealth Management. He serves the unique wealth management needs of executives, business owners, and entrepreneurs, focusing on helping clients navigate complex financial situations related to family wealth management, personal retirement planning, philanthropic planning, and tax minimization. Carson collaborates with attorneys, CPAs, and family stakeholders to develop and execute tailored strategies for clients experiencing significant liquidity events or transition planning. Carson began his advisory career at Morgan Stanley and has prior experience in investment banking. He graduated cum laude from the University of Maryland's Robert H. Smith School of Business with a Bachelor of Science in Finance. He holds professional designations including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Carson is affiliated with professional organizations such as the Alliance of Merger & Acquisition Advisors, Association for Corporate Growth, and the Exit Planning Institute. A Maryland native, Carson resides in Rockville with his wife, Maggie. He enjoys golfing, traveling, and spending time with family.

Mark Skibbie is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Grove Point Advisors, Grove Point Investments, Research Financial Strategies, Wells Fargo Advisors, Merrill, and CUSO Financial Services. 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 portfolios, third-party asset management, and institutional platforms.

Anna Squier is a Series 66-licensed financial advisor with LPL Financial, based in Rockville, MD, and has one year of industry experience. Her career includes roles at Vintage Financial Partners, Babbington Inc, Gallagher Kies & Company, Keller Williams, and Carmen Schools for Science and Technology. Outside of advising, she is a licensed notary and owns Sharp Turn Products, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of investment options and platforms, combining extensive resources with a broad range of financial services.

Peter Glassman is a financial advisor with MassMutual Investors Services in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with MassMutual Investors Services since 1989 and also serves with MassMutual Life Insurance Company since 1987. Glassman is a board member of the Helping Hands Society of Greater Washington, a nonprofit organization. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and related services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars with planning engagements structured as annual, collaborative relationships.

Mark Stoll is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and tools to develop tailored client recommendations.

Stephen Jones is a Senior Financial Advisor and leader of The Jones Group in Reston, Virginia. He has over 19 years of experience in helping highly successful individuals, families, and business owners address the challenges of building and preserving wealth. As the senior leader of his team, he oversees portfolio construction, asset allocation, and income distribution strategies. His practice focuses on wealth accumulation, trust and estate strategies, and retirement income planning. Stephen earned a Bachelor's degree in Economics and Finance from the College of Charleston. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). As a second-generation Merrill Lynch Wealth Management advisor, many of his client relationships extend back four decades, reflecting his commitment to long-term client partnerships. In his personal time, Stephen enjoys golf, baseball, and hiking. He resides in Reston, Virginia.

Cory Grant is a Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience in banking. He specializes in helping clients build wealth, secure their future, and achieve their financial goals through personalized financial strategies. Cory's expertise includes divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment financial planning, individual and corporate investment strategy, tax minimization, and retirement income. A proud Pittsburgh native, Cory earned his Bachelor's Degree in Business Marketing from Howard University. He holds the Personal Investment Advisor (PIA) designation, reflecting his commitment to client-focused financial solutions. Cory emphasizes working closely with clients to set realistic expectations and milestones to keep their financial plans on track. Outside of his professional work, Cory coaches little league baseball and enjoys basketball, biking, cooking, football, music, reading, spending time with his family, and watching movies.