Forrest Williams is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 65 licenses and possessing 52 years of industry experience. He has worked with various Wells Fargo entities since 2009, with a brief period of unemployment in 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party data.

William Cone is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services through its platform.

Leslie Starck is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various capacities since 2013. Outside of her advisory role, she has a minority ownership interest in PSM Ventures, LLC. Wells Fargo Clearing provides retirement plan consulting for ERISA-qualified and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Grant Baker is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His career includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Joanne Jaeger is a financial advisor at Edelman Financial Engines with seven years of industry experience. She holds a Series 65 designation and has previously worked at PNC Financial Services Group Inc and Howard County Public Schools. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Elizabeth Wurster is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 credentials with 13 years of industry experience. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2013. Outside of her advisory role, she serves as a trustee and finance committee member on the board of The Children's Inn at NIH, a nonprofit family-centered hospitality house. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice and performance reporting on a non-discretionary basis through its Institutional Consulting Services program.

Irina Kibizova is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at JPMorgan Securities since 2019, with prior experience at UBS Financial Services and Janney Montgomery Scott. In addition to her advisory role, she is also employed by JPMorgan Bank, enabling her to offer certain banking products alongside investment services. 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 combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Mark Frederick is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked for seven years with the AA County Department of Recreation and Parks. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written Recommendation Reports and ongoing annual planning focused on dependable income sources and tax-aware withdrawal strategies.

Sara Renzi is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her work history includes roles at Merrill Lynch and engagement work with The University of Tennessee. Outside of finance, she was involved in entrepreneurial activities with Berries and Bowls and RSV Pools Inc. Merrill, together 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.

Tammie Williams is a Series 66-licensed financial advisor with 26 years of industry experience, currently with Wells Fargo Clearing since 2019. She previously worked at Merrill and Bank of America, N.A. Williams has a side business managing a VRBO rental property in Annapolis, MD. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

William Thompson is a financial advisor with Raymond James Financial in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Raymond James Financial and its affiliated entities since 1999 and has also been associated with Long Financial Services, Inc. since 2014. He serves as a member of the Finance and Investment Committee at Calvary United Methodist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs non-discretionary planning tailored to client goals using risk profiling and analytical tools, and supports municipal and public-finance work through an affiliated municipal advisor.

James Denora is a CFP® with 24 years of industry experience and has been with Cambridge Investment Research Advisors since 2010. He serves as CFO of the Certified Financial Planner Board of Standards Inc., overseeing its financial activities. Denora is also Treasurer of the Anne Arundel Conflict Resolution Center and is active as a community volunteer with Epping Forest, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party investment strategies tailored to client objectives.

Kyle Dixon is a financial advisor with RBC Capital Markets in Annapolis, MD, holding a Series 66 designation and 14 years of industry experience. He has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with strategies tailored to each client’s Advisory Risk Profile.

Eric Hothem is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Citigroup Global Markets and Citicorp Investment Services prior to joining J.P. Morgan in 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Ira Turpin Jr. is a financial advisor with LPL Financial in Bowie, MD, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior roles include positions at Summit Financial Group, Summit Brokerage Services, and Raymond James Financial. Turpin is also an author and is involved with All The Glory Ministries. 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, supported by extensive research and advisor tools.

Kenneth Weeks is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services with a range of financial planning, portfolio management, and institutional platforms.

Gracyn Maretta Bertucci is a financial advisor at UBS Financial Services in Washington, DC, holding a Series 66 designation. She has been with UBS since 2022, with prior experience at BCA Private Wealth and various roles in other industries. Her work history includes positions outside of finance at organizations such as Southern Pressed Juicery and Aramark. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Sheri Lesh is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and 24 years of industry experience. She has worked at Morgan Stanley since 2016 and at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Secular Return Estimates and Monte Carlo simulations.

David Hall is a financial advisor with LPL Financial based in Annapolis, MD, holding a Series 66 credential and possessing 13 years of industry experience. His prior work includes roles at Bank of America, Merrill, Truist Investment Services, Bb&T Securities, and Morgan Stanley. Hall is also associated with the State Employee Credit Union of Maryland. 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 with various investment strategies and operational tools, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Craigory Brown Jr. is a financial advisor with Edward Jones in Takoma Park, MD, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Automotive Management Services, Inc. and the U.S. Department of State. He serves as president of the US Naval Academy South Florida Parents Club, an unpaid volunteer position within the network of parent organizations affiliated with the US Naval Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs. The firm is notable for its large advisor network, diverse service offerings including discretionary and non-discretionary strategies, and affiliated capabilities such as a trust company and proprietary mutual funds.