Sallie Thompson is a CFP® and PFS™ with 29 years of industry experience. She is currently an advisor at Cetera and previously worked for Avantax Advisory Services and related entities for 13 years. In addition to her advisory role, she owns and operates an accounting and tax services firm, where she provides tax preparation, planning, and business consulting. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services, supported by a large nationwide network of over 10,000 advisors.

Ann Marie Mccormick is a financial advisor with UBS Financial Services in Bethesda, MD, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has worked at UBS Financial Services during multiple periods since 1999. Mccormick serves on the board of directors for Cards for Hospitalized Kids, a nonprofit that encourages the creation and distribution of cards to children in hospitals. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans. The firm provides a broad range of capital markets services alongside wealth management.

William Mason is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2022, with prior roles at Wells Fargo Clearing Services LLC and Pruco Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework.

Alicia Mosebrook is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Her background includes roles at AXA Advisors, Clearone Advantage, Johns Hopkins Hospital, Mary Kay, and The Pennsylvania State University. Outside of her advisory work, she serves as vice president of the Thunderbolt Society and works part-time at Wyndham Gettysburg in an event support role. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment programs through its network of Investment Adviser Representatives, utilizing third-party managers and curated advisory models.

David Johnson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes roles at Deutsche Bank and Allegro Securities, as well as self-employed financial work. Outside of his advisory role, he is involved as an owner and partner in a general contracting business. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates quantitative and qualitative due diligence to develop model asset allocations and includes capabilities in derivatives and commodities.

Colin Roddy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Merrill, Heritage Financial Consultants, and City Life Community Builders. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Rita Russell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has also worked at Wells Fargo Bank NA since 2011. 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 a range of brokerage and advisory solutions.

Leland Penno is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009 and 2016, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning conducted through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outcome modeling.

Jordan Lewis is a financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at Goldman Sachs and Bloomberg before joining J.P. Morgan Securities in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Daniel Shannahan is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. He is based in Washington, DC. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and a range of capital markets services.

Samuel Kushner is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Advisors, T. Rowe Price, and teaching experience at the University of Maryland and McDonogh 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Mark Skibbie is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Grove Point Advisors, Grove Point Investments, Research Financial Strategies, Wells Fargo Advisors, Merrill, and CUSO Financial Services. 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.

Ryan Stuart is a financial advisor with Morgan Stanley, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets from 2005 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that do not include individual security recommendations as part of standalone programs.

Rachel Marker is a financial advisor at UBS Financial Services with 12 years of industry experience. She has been with UBS since 2015 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with model-based asset allocations to tailor financial plans. The firm also provides institutional trading capabilities alongside wealth management services.

Jared Simmons is a Planning Consultant at Fidelity Investments, where he has been working since 2025. In this role, he collaborates with clients to build comprehensive financial plans that help them prepare for and pursue their fullest retirement. Prior to his current position, Jared served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. He holds a California Insurance License.

Dileep Nair is an International Wealth Advisor with Merrill Lynch Wealth Management, specializing in serving the planning and investment implementation needs of both international and U.S. wealth management clients. With over 20 years of experience, he provides personalized wealth management strategies tailored to clients' long-term financial goals. Dileep leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to develop flexible strategies responsive to changing market conditions. He holds a Master's degree from the University of Maryland, a Bachelor's degree from Concordia University, and completed his secondary education at Selwyn House School. Dileep’s professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in both French and English. In addition to his advisory role, Dileep is engaged in community service, volunteering with local organizations in line with Merrill’s tradition of community participation. His personal philosophy emphasizes working one-on-one with clients to develop individualized financial strategies.

Peter Glassman is a financial advisor with MassMutual Investors Services in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with MassMutual Investors Services since 1989 and also serves with MassMutual Life Insurance Company since 1987. Glassman is a board member of the Helping Hands Society of Greater Washington, a nonprofit organization. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and related services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars with planning engagements structured as annual, collaborative relationships.

Mark Stoll is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing for eight years. 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, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo research and planning tools.

Jeremiah Fitzgibbons is a CFP® and ChFC® with 34 years of experience in the financial services industry. He is currently with Raymond James & Associates, where he has worked since 2025. Prior to this, he spent eight years at Northwestern Mutual Wealth Management Company and eleven years at its affiliated entities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

James Straut is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo since 2016, following a prior role at Morgan Stanley from 2001 to 2005. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.