Lovie Leach is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 and Series 65 designations and bringing 27 years of industry experience. Prior to joining Cambridge in 2024, Leach worked for Money Concepts Capital Corp and Money Concepts Financial Planning Centre for over two decades. Outside of advisory roles, Leach owns Ellevation Wealth Management and Legacy Planning, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple portfolio management approaches, proprietary and unaffiliated model strategies, and institutional features such as advisor transition support and compliance oversight.

Loren Danielson is a financial advisor with RBC Capital Markets in Washington, DC, holding Series 63 and Series 66 licenses and having 45 years of industry experience. He has been with RBC Capital Markets since 2009 and also works at City National Bank from 2017. Outside of his advisory role, Danielson manages a Washington-area softball league and serves on the American University Eagles Leadership Council for the athletic department. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Katherine Fleiss is a financial advisor with Wells Fargo Clearing in Chevy Chase, MD, holding Series 63 and Series 66 credentials and five years of industry experience. Her prior roles include positions at Brown Advisory and Lynx Investment Advisory. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Noah Barile is a Series 66-licensed advisor at J.P. Morgan Securities in Washington, DC, with one year of industry experience. Prior to joining J.P. Morgan Securities, he held positions at JPMorgan Chase Bank and spent several years affiliated with Georgetown University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Micah Montano is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan, Juju Durham, Oxford Properties Group, and The Cheesecake Factory. He studied at Duke University from 2021 to 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kaveh Gilanshah is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, he worked at Keystone Asset Management and held various roles at the Auto Care Association and George Mason University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Christopher Cunniff is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 35 years of experience helping individuals and families navigate significant financial decisions such as retirement planning, business transitions, legacy planning, and wealth transfer. Christopher works closely with clients to integrate investments, retirement income, lending and liquidity needs, estate planning strategies, and legacy goals into coordinated financial plans. His approach emphasizes understanding clients’ priorities to create personalized strategies that address their unique goals and family circumstances. He collaborates with other professional advisors when necessary to ensure comprehensive support for his clients. Christopher earned a Bachelor's Degree in Economics from Villanova University. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Throughout his career, he has engaged in many multigenerational client relationships, helping families prepare for opportunities and responsibilities associated with wealth. Outside of his professional role, Christopher resides in Bethesda, Maryland with his wife, Emily. They have four children. His personal interests include playing tennis and golf, spending time with his family, following college sports and Washington-area teams, and being involved in community activities. He was born and raised in the Washington, D.C. area and graduated from the Bullis School in Potomac.

James Oscar Lonaeus is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2023 and has prior experience working at the University of Vermont, Cottrell Pier Association, and Walsh Works LLC. His background includes roles in both educational and organizational settings. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Gilbert is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019, following four years at Stifel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Matthew Choma is a CFP® with 10 years of industry experience, currently serving at Charles Schwab in Washington, DC. He has been with Charles Schwab since 2015 and Charles Schwab Bank since 2017. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research-driven due diligence.

Kenneth Kline serves as a Private Wealth Advisor and is a founder and leader of the Bono & Kline Group at Merrill Private Wealth Management. He works with ultra-affluent individuals, families, and institutions to develop tailored financial strategies. His approach integrates investment management, trust and estate planning services, philanthropic planning, and access to customized credit and lending through Bank of America, N.A. Within his team, he oversees wealth transfer initiatives and has specialized expertise in philanthropic strategies including family foundations, donor-advised funds, and charitable trusts. Kline began his professional career as the founder and owner of an interstate mortgage and construction company operating in the Mid-Atlantic and Midwest regions. In 2001, he transitioned to wealth management by joining Sanford C. Bernstein (now AllianceBernstein) as a Private Wealth Advisor. After eight years, he moved to Barclays Wealth and Investment Management where he collaborated with the Bono & Kline Group before joining Merrill Private Wealth Management in 2015. He holds a Bachelor of Business Administration with a concentration in Real Estate and Economics from the University of Wisconsin, Madison, and a Master of Business Administration in Finance from the University of Maryland. Kline previously served on the Finance Committee for the Children’s Inn at the National Institute of Health and is a past president of the Estate Planning Council of Montgomery County, Maryland. He lives in Potomac, Maryland with his wife and three children and enjoys skiing, running, hiking, reading, and researching future investment trends.

Kyle Dews is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of advisors in helping clients define financial goals and develop strategies to meet their financial objectives. He leverages the resources available at Fidelity to educate clients on risks and opportunities associated with their financial plans. Kyle has extensive experience in the financial services industry, with a career spanning roles at Fidelity Investments since 2006, including positions such as Financial Consultant, Investment Consultant, and Retirement Relationship Manager. Prior to Fidelity, he worked as a Financial Advisor at Merrill Lynch and Waddell & Reed. This breadth of experience supports his leadership in guiding clients and managing advisory teams. Outside of his professional work, Kyle has personal interests that include art, the beach, fitness, movies, music, and parenthood.

Russell Chomiak is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with J.P. Morgan Securities since 2014 and with JPMorgan Chase Bank NA since 2013. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Dariush Youssefiani is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with four years of industry experience. His background includes roles at Morgan Stanley Private Bank, N.A., and the United States House of Representatives. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Aamir Qureshi is a financial advisor with J.P. Morgan Securities in Washington, DC. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank 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 combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Nick Caputo is a financial advisor at Morgan Stanley based in Alexandria, VA. He holds a Series 66 designation and began his career at Morgan Stanley in 2022 after graduating from the University of Maryland. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Phoebe Solms is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and previously worked at PricewaterhouseCoopers. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nicholas Rizzi is a financial advisor with Wells Fargo Clearing holding a Series 66 designation. He has experience at Wells Fargo since 2024 and previously worked at Spadaflora, Virginia Tech, and North Hunterdon High School. 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 combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Mark Blackburn is a Financial Consultant at Fidelity Investments, a position he has held since 2018. In this role, he works closely with clients to identify their financial goals and develop clear strategies to achieve them. He emphasizes making financial planning accessible to a broad range of individuals seeking to build stability for themselves and their families. Mark has extensive experience in the financial services industry, having served in various capacities at Fidelity Investments since 2016, including as an Investment Consultant and Central Relationship Manager. Prior to that, he was a Financial Adviser with MetLife Premier Client Group from 2011 to 2015. Outside of his professional work, Mark enjoys biking, hiking, music, photography, and soccer.

Faben Mesfen is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses with 18 years of industry experience. Prior to joining Morgan Stanley in 2019, Mesfen worked at UBS Financial Services and had roles at the Natural Resources Defense Council and Oakland Montessori School. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and offers both direct and corporate financial planning services.