Ivana Mcneill is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. Prior to this, she worked at Wells Fargo Clearing for seven years and has experience in the events industry through her role at WeddingWire. She is the sole owner of Riverfront Wealth IM LLC, an investment-related business in Alexandria, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, with planning engagements typically tailored and discrete rather than ongoing.

Ryan Sboray is a financial advisor with UBS Financial Services, holding a Series 66 designation and totaling 20 years of industry experience. He has been with UBS Financial Services Inc. since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside proprietary research and advisory solutions.

Linnette Quick is a financial advisor with Primerica Advisors in Crofton, MD, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has worked with Primerica Advisors since 2004 and has held roles at Aleut Federal LLC, LBYD Federal LLC, Chickasaw National Industries Inc., and Contemporaries Inc. In addition to her advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts. The firm operates at scale with approximately 3,948 advisors and $15.5 billion in assets under management.

David Shepard is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and previously worked at the Bishop John T. Walker School for Boys and St. Albans School. Outside of his advisory role, he is a partner in a rental real estate business. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on diverse portfolio management styles and affiliated research.

Sophia Grazioli is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors LLC, Jeffrey Tindall, and State Farm Insurance. Outside of her advisory role, she serves as an assistant lacrosse coach for a local women's travel team. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

David Donnelly is a financial advisor with LPL Enterprise holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Ameriprise, SunTrust Advisory Services, Pruco Securities LLC, and The Prudential Insurance Company of America. He is also involved in non-variable insurance activities through Prudential. LPL Enterprise, LLC serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Chris Greenberg is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. He has held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2020. His earlier work includes positions at the University of South Carolina, Columbia Country Club, and Walt Whitman High School. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients in developing their financial plans.

Jackson Ruckman is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he spent four years at High Point University, four years at McDonogh School, and three years at Central Middle School. Outside of his advisory role, he serves as an assistant varsity boys soccer coach at St. Mary’s High School in Annapolis, MD. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Angela Ellison is a Wealth Management Advisor at Merrill Lynch Wealth Management based in the Washington D.C. office. She holds the titles of Vice President and Senior Financial Advisor. Angela supports individuals, families, and professionals in structuring and clarifying their long-term financial decision making by providing personalized guidance combined with Merrill's investment insights and Bank of America's banking services. Her expertise includes long-term investment strategies, multigenerational planning, retirement preparation and income considerations, cash flow and liquidity planning, education planning, and assisting clients in navigating life transitions. Angela holds a bachelor's degree from Michigan State University and holds several professional designations including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). She began her career in the defense contracting industry before joining Merrill Lynch Wealth Management in 2016. Angela is a member of the Junior League of Washington where she volunteers. Residing in Chevy Chase, D.C., Angela enjoys spending time with her husband and exploring the local area. Her personal interests include cooking, hiking, interior decorating, and traveling. She is active in her community, including participation at Blessed Sacrament and the Junior League.

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.

Kenan Sahin is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Merrill and Bank of America, he worked at T. Rowe Price for four years and spent several years with The Ritz Carlton Hotel Company. 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, and institutional investors.

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.

Aaron Goodman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors and Primerica Financial Services in 2023, he worked at Washington College from 2015 to 2023. He is involved in sales of investment-related and non-investment-related products through affiliated companies, including mortgage loans and home security services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services using model-based strategies created by unaffiliated asset 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 with Series 66 registration and one year of industry experience. She has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

John Prosperi is a financial advisor at Morgan Stanley with 41 years of industry experience. He has worked with Morgan Stanley and its associated entities since 2006, including over a decade at Morgan Stanley Private Bank, National Association. He holds the Series 63 and Series 66 licenses and is based in Washington, DC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services that emphasize structured discovery and client implementation.