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.

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 Series 66-licensed financial advisor with UBS Financial Services in Washington, DC, and has one year of industry experience. Prior to joining UBS, he was associated with Davidson College Lake Campus and the University of Virginia, among other roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with a range of portfolio management and financial planning offerings. The firm integrates institutional trading capabilities with wealth management services to deliver customized financial solutions.

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 in Washington, DC, holding a Series 66 credential with one year of industry experience. Her prior roles include positions at JPMORGAN Chase Bank, N.A. and a year working at Camp Merrie Woode. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory approach combines quantitative and qualitative research supported by a dedicated manager solutions team.

John Prosperi is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses with 41 years of industry experience. He has been with Morgan Stanley and its affiliates since 2006, including a role at Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services that include tailored plans developed through structured discovery and firm-approved tools.

Daniel Dobbs is a financial advisor at J.P. Morgan Securities based in Washington, DC, holding a Series 66 designation. He has seven years of experience previously working at Bessemer Trust and five years at Bank of the West (BMO). J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating an ESG eligibility framework.

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 10 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through a structured process that includes firm-approved planning tools and scenario modeling.

Golda Hector is a financial advisor at Merrill with 25 years of industry experience and holds a Series 66 credential. She has worked at Merrill in various capacities since 1996 and also spent time at Amazon and Raymond James & Associates. Outside of her advisory role, she is an independent sales contractor for Avon Products Inc. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Megan Rooney is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with individuals and families to simplify their financial lives through strategic planning and dedicated service. Since joining Merrill in 2019, she has focused on areas including retirement and education savings, portfolio management, tax minimization, philanthropic planning, and legacy planning. Megan holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) designation. Raised in West Palm Beach, Florida, Megan earned her Bachelor's Degree from Georgetown University, where she studied American Studies with a minor in Psychology. She is involved with professional organizations such as Georgetown University Global Irish Studies and the International Honor Society in Psychology. Megan currently resides in Washington, DC. Outside of her professional work, Megan enjoys hiking, photography, yoga, spending time with her family, and watching movies. She also volunteers with animal rescue organizations including the Brandywine Valley SPCA and the Peggy Adams Animal Rescue League.

Christopher Mcnerney is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2020. Outside of his advisory role, he serves as a board member for the VHC Health Foundation, a nonprofit supporting hospital fundraising and community representation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, offering a range of strategies and specialized derivatives capabilities.

James Roble is a CFP® professional with 42 years of industry experience, currently serving at Raymond James & Associates since 2001. He is based in Davidsonville, MD, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Roble serves on the board and finance/investment committee of the Community Dental Center, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Yajaira Ortiz Wilson is a financial advisor at Vanguard Advisers with a Series 66 designation and three years of industry experience. She has been with The Vanguard Group since 2023 and previously held roles at Randstad and the University of Maryland's Smith School of Business. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create personalized asset allocations and manages a large client base through a combination of digital platforms and advisor teams.

Anne Buckley is a financial advisor at Wells Fargo Advisors with two years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and AppleOne Employment Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients able to choose implementation through various brokerage or advisory programs.

Robin Burton is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at City National Securities and Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.