Thomas Hagigh is a Certified Financial Planner (CFP®) with 31 years of industry experience, currently serving at LPL Financial since 2023. His prior roles include positions at Janney Montgomery Scott and Wells Fargo Advisors. He also works as an agent selling fixed annuity insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, and institutions, offering a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Andrew Arnold is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup, Stand Together, Arizona State University, and Buckeye Partners, LP. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers customized, non-discretionary advice through its Institutional Consulting Services program.

Jeffrey Brill is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and possessing 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Frank Piotrkowski is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2004, he has provided personalized financial strategies designed to assist clients in pursuing their long-term goals. His approach emphasizes communication, goal tracking, ongoing portfolio management, and advice, with a focus on delivering a tailored experience supported by a dedicated team. Frank's expertise spans retirement income planning, wealth building strategies for individuals and families, and company retirement plans including 401(k), 403(b), and defined benefit plans. He utilizes goals-based planning, tax-minimization strategies, portfolio risk management, and disciplined portfolio construction and rebalancing to help clients manage and grow their wealth. His client focus areas include divorce transition planning, employee benefits planning, LGBT wealth planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds a Bachelor's Degree from Georgetown University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Frank is fluent in English and French. Outside of work, he spends time running, skiing, and traveling with his family, and participates in community volunteer activities aligned with Merrill's tradition of community involvement.

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.

Stephen Metzger is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2016 and also works as a teacher with Anne Arundel County Public Schools. Additionally, he is commissioned as a notary public with the American Association of Notaries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

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.

Ethan Wittner is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has worked previously at PRUCO Securities, LLC. Outside of advisory work, he is involved with Rite Way Valet. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, model portfolio services, third-party asset management, and brokerage and insurance products through an integrated platform.

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.

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.

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.

Allie Gamble Taylor is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 17 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors Inc. and Janney Montgomery Scott. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.