Kenneth Shure is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1998 to 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Steven Heger is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Mass Mutual Investors Services and Global Retirement Partners, LLC, where he continues to provide investment advisory services. Outside of his advisory work, he is involved with A Pineapple Life, a business entity maintained for tax and investment purposes unrelated to his financial advisory duties. LPL Financial is a nationwide broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions through a large network of advisors, utilizing various investment strategies and operational technologies.

Zachary Goddard is a financial advisor at Morgan Stanley in Bethesda, MD, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Truist Investment Services, Morgan Stanley Smith Barney LLC, Bank of America, and the Food and Drug Administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services across retail and institutional sectors.

Vincent Vaghi Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing nine years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company. He is also an insurance agent selling fixed insurance products, including life, disability, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements focused on collaborative goal analysis and written recommendations.

Scott Wallace is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at PYXERA Global and Population Services International. Outside of his advisory role, he is a program manager with the Vassar Broermann Group of Compass Real Estate in Washington, DC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, separately managed accounts, and affiliated investment products, supported by a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.

Andrew Guarente is a financial advisor with Raymond James & Associates in Rockville, MD, holding Series 63 and Series 66 designations and bringing seven years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase & Co. from 2013 to 2020. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets and serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm provides non-discretionary financial planning and consulting services, drawing on a wide range of portfolio management styles and affiliated research.

Philip Charlemagne is an Investment Consultant currently working with Fidelity Investments since 2024. He specializes in working with individuals and families to develop investment and planning strategies tailored to their goals. His approach involves understanding clients' objectives and emphasizing the importance of assigning roles to assets to pursue those goals effectively. Philip has experience as a Financial Advisor and Registered Representative, having worked at MML Investor Services, LLC and Park Avenue Securities during 2022. He also served as a Financial Solutions Advisor at Bank of America: Merrill Lynch Wealth Management from 2022 to 2024. Outside of his professional work, Philip has personal interests that include baseball, fitness, running, soccer, and traveling.

Kathleen Kennedy is a financial advisor with LPL Financial in Rockville, MD, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Grove Point Advisors, LLC, AMERIPRISE FINANCIAL SERVICES, Inc., and Discover Financial Services. Kennedy is also involved with Corporate Benefit Services, Inc. outside of her primary advisory role. 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.

Bruce Pearlman is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 24 years of industry experience. He previously worked at Avantax Insurance Agency and Avantax Advisory Services for over two decades. He is an emeritus member of the National Capital Chapter board of the MS Society. Cetera Investment Advisers LLC serves individual clients, retirement plans, corporate, charitable, and institutional accounts through a large network of independent advisors, offering portfolio management, financial planning, and access to multiple investment strategies and third-party managers.

Rajat Rajan is a CFP®-certified financial advisor with 38 years of industry experience, currently with LPL Financial since 2020. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, PNC Wealth Management, Banc of America Investment Services, Quick & Reilly, and UBS Financial 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 and access to third-party asset managers, supported by extensive operational tools and a large network of investment adviser representatives.

Eduardo Correa is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having nine years of industry experience. He has worked at Wells Fargo Bank, Bank of America, Merrill, and Morgan Stanley over the course of his career. He is based in Gaithersburg, MD. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions.

Ryan Poirier is a CFP® professional with 20 years of industry experience, currently serving at Edelman Financial Engines since 2025. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and a long-term investment orientation.

Sarah White is a financial advisor with Mass Mutual Investors Services and has 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 1991. In addition to her advisory role, she is involved in sales of life, health, group life, and group health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning and various specialized programs such as divorce and estate-settlement planning.

Daniel Eastep is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving individuals and families since 2004. He specializes in providing personalized retirement planning and investment management services for corporate executives, affluent individuals, families, and business owners. His approach emphasizes long-term strategies, personal attention, and consistent client experience, focusing on managing risk and creating opportunities through structured investment programs. Prior to joining Merrill Lynch, Daniel spent seven years as an accountant and auditor. He is an Army veteran and holds a Bachelor of Business Administration degree in Accounting from Radford University. Daniel is a CERTIFIED FINANCIAL PLANNER® certificant through the Certified Financial Planner Board of Standards, Inc., and has completed Georgetown University's Executive Certificate in Financial Planning program. His professional designations also include Accredited Domestic Partnership Advisor (ADPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Daniel resides in Dunn Loring, Virginia, with his wife Heather and their two children. Outside of his professional role, he enjoys basketball, biking, camping, golfing, music, reading, spending time with family, tennis, traveling, and watching movies.

Michael Stone is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab in 2025, he worked at Bankers Life and Bankers Life Advisory Services, Inc., and has experience in the insurance and financial services sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering clients multi-asset model portfolios supported by centralized custody and operational infrastructure.

Brenda Yombo is a financial advisor at Primerica Advisors with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Intuit, Jones and Company Professional Corporation, and Rose Financial Solutions. Brenda is also the CEO and managing member of Infinity Gray Consulting LLC, providing consulting and tax preparation services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and offers both discretionary and non-discretionary investment options supported by custodians such as BNY Mellon Advisors and Pershing.

Moshe Burstin is a CFP®-credentialed financial advisor at Wells Fargo Advisors with 24 years of industry experience. He previously worked within various Wells Fargo entities from 2009 to 2026 before joining Wells Fargo Advisors in 2026. Outside of his advisory role, he assists his mother with her financial affairs through a power of attorney arrangement. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm utilizes proprietary research and planning tools to develop customized recommendations while integrating advisory services with various financial products and referral channels.

Byron Hildebrand is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Securities America Advisors and Raymond James Financial Services. Outside of his advisory role, he is a CPA affiliated with Hildebrand, Limparis & Associates, CPAs, PC. OSAIC serves a wide range of retail and institutional clients, providing integrated brokerage and investment advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client preferences.

Jonathan Greaney is a financial advisor at Morgan Stanley with seven years of industry experience. His background includes positions at Morgan Stanley Private Bank, T. Rowe Price, and local government roles in Winchester and Gaithersburg, Maryland. He holds the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and under Corporate Financial Planning agreements.

Jonathan Dannenberg is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Empower Financial Services, RAD Search, and T. Rowe Price/FIS. He is based in Bethesda, MD. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody, supervisory services, and a formal alternative-investment process.