John Brodie is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America and Merrill for ten years each before joining Charles Schwab and Charles Schwab Bank in 2022. 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 provides a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Aruzhan Ablyazova is a financial advisor at Merrill with Series 66 credentials and less than one year of industry experience. Prior to joining Merrill, she held positions at Bank of America, Citibank, and Uniqlo. Outside of finance, she is involved with Beauty by Aidana / MKP. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Homer Garrison III is a financial advisor with Raymond James & Associates. He holds Series 63 and Series 65 designations and has three years of industry experience. Prior to joining Raymond James, he worked at Merrill and has a background that includes roles outside the financial sector. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management styles and is notable for its municipal advisory services and extensive affiliate network.

Alem Lakew is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2017 and previously worked at America's Kids LLC from 2016 to 2018. 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 investment strategies for individuals, high-net-worth clients, and institutional accounts.

Julia Mcintire is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Ken Furuya is a financial advisor with LPL Enterprise and holds the ChFC® and Series 66 designations. He has 21 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in non-variable insurance activities through Prudential’s affiliated insurance agency. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering services that range from financial planning to access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance product sales through its affiliated entities.

Kevin Nee is a financial advisor with Morgan Stanley, holding a Series 66 credential and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Based in Washington, DC, his career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and modeling techniques.

Danni Shen is a financial advisor at LPL Enterprise with two years of industry experience. She holds a Series 66 designation and has prior experience at The Prudential Insurance Company of America, Pruco Securities LLC, BOC International (China) Co., Ltd., and Bank of China. Shen serves as treasurer and board member of the Tsinghua Alumni Association in Greater Washington DC and as treasurer for Hua Sports, both nonprofit organizations. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Kevin Olswfski is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with two years of industry experience. Before joining Morgan Stanley in 2024, he worked at Aldi, Genesis 50:20 LLC dba Linda Krisko Insurance and Financial, and several other firms. Outside finance, he operated a personal training business for ten years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 a structured planning process supported by firm-approved tools and modeling techniques.

Joyce Ward is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked with J.P. Morgan Securities since 2001 and JPMorgan Chase Bank, N.A. since 2016. Outside of her advisory role, she has ownership interests in several residential real estate properties in New York and Washington, DC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering 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 when recommending investment strategies.

Grantham Myers is a CFP® with 24 years of industry experience, currently affiliated with Morgan Stanley in Washington, DC. Prior to joining Morgan Stanley in 2026, he spent 18 years at UBS Financial Services. He serves as managing member of Grantham Investment Partners, a partnership involved in a single investment in a natural foods company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Sean Brennan is a Series 66-licensed financial advisor at Morgan Stanley in Washington, DC. He has been with Morgan Stanley since 2025. Prior to his financial advisory role, he held positions at Shoes Cup and Cork and Raspberry Falls Golf and Hunt Club, and he studied at the University of Kentucky. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Richard Millner is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. The firm provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven process grounded in modern portfolio theory. Wells Fargo Clearing offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michelle Ohmke is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she is involved with a family-owned business in furniture restoration where she handles customer service, administrative tasks, and serves as secretary. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension funds, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Katrina Hawkins is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. Her work history includes roles at PFS Investments Inc., Peraton, and Northrop Grumman. She is the owner of Katrina Hawkins LLC, a business consulting firm focused on IT services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, managing approximately $15.5 billion in assets with a network of nearly 3,700 advisors.

Shawn Roberts is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His career includes roles at Truist Advisory Services, BB&T Investments, and their affiliated entities. 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 non-discretionary advisory program supported by an in-house manager solutions team and a centralized due-diligence framework.

Matthew Zaft is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with Morgan Stanley since 2012, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Zaft serves as President of the Baltimore Phi Kappa Psi Alumni Association and is a board member of The Great Talk. He is also the chair of the Town of Somerset pool committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes financial planning through structured discovery conversations and proprietary planning tools while managing approximately $2.74 trillion in client assets.

Garrett Frye is a financial advisor with Morgan Stanley in Potomac, MD, holding a Series 66 license and nine years of industry experience. He has been with Morgan Stanley since 2016, including time at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and modeling techniques but typically acts in an advisory capacity without providing individual security recommendations.

James O'Sullivan is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. He leads the O'Sullivan Group, which offers customized investment services to domestic and international individual clients as well as various institutional clients. In his role, he is responsible for the overall investment process and portfolio construction. James began his career in Washington, D.C. in 1978 as a Registered Representative. From 2000 to 2001, he was a Senior Vice President at Morgan Stanley DW Inc. in Alexandria, Virginia, and he returned to Merrill Lynch in 2011. His FINRA registrations include series 5, 7, 8, 31, 63, and 65. James holds the Personal Investment Advisor (PIA) professional designation. He graduated from Lafayette College in 1977 with a Bachelor of Arts degree in Government and Law. James has been an active member of the Alexandria, Virginia community for over 30 years, serving as Chairman of the Board of Zoning Appeals and Chair of the Arlington/Alexandria Private Industry Council. He is also a member of the Federalist Society, the Alexander Hamilton Society, and a supporting contributor to the Center for New American Security.

Conor Mccusker is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials with three years of industry experience. His work history includes multiple roles at Bucknell University and Morgan Stanley, as well as engagements with Nfluence Partners and ADVNC Lacrosse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 services through both direct and corporate financial planning agreements.