Adrienne Delibert is a financial advisor with Merrill in Washington, DC, holding a Series 66 designation and nine years of industry experience. She has been with Merrill since 2015. 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 a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Megan Viviano is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various entities within the J.P. Morgan organization since 2017. Prior to her advisory roles, she was affiliated with Miami University from 2014 to 2018. 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 and fund searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Christopher Beanland is a financial advisor with Merrill in Washington, DC, holding a Series 66 designation and 13 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2012. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Joshua Fretz is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial and Tower Wealth Management since 2016. His prior roles include positions at Maryland 529, BB&T Investment Services, and Ameriprise, among others. He operates Tower Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by a large network of investment adviser representatives.

Ty Stepner is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His career includes roles at TD Bank and GWN Securities, as well as a position at Salty Mermaid Bar & Grille. 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 individuals, high-net-worth clients, and various institutional investors.

Glover Kebe Jr. is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has worked across various divisions within Fidelity since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Francesca Zelachowski is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 and Series 65 designations and previously worked at Goldman, Sachs & Co. from 2014 to 2017 before joining Morgan Stanley in 2017. She is also a board member of Beia LLC, a retail and online stores business based in New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning process.

William Patriarca is a CFP® professional with 10 years of industry experience, currently associated with LPL Financial. His career includes roles at Cetera Investment Services, First National Bank of PA, Wells Fargo Clearing Services, and several other financial institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment programs and utilizes technology tools to support its advisors while overseeing over $819 billion in discretionary assets across more than 22,800 advisors.

Shane Cooke is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Washington, DC. He focuses on helping individuals, families, and business owners pursue their financial goals through personalized wealth management strategies and thoughtful planning. Shane works closely with clients to navigate important financial decisions with clarity and a long-term perspective. He offers expertise in areas such as family wealth management strategies, institutional and corporate benefit services, services for endowments, foundations, and non-profits, employee financial health, personal retirement planning, and portfolio management services. Shane adopts a consultative approach, tailoring strategies to align with each client's unique circumstances and broader financial objectives. Shane holds a Bachelor's Degree from the University of Virginia and holds the Personal Investment Advisor (PIA) designation. He is involved with community organizations including the Code of Support Foundation and Service Never Sleeps. Outside of work, Shane enjoys cooking, golfing, skiing, and soccer.

Samuel Emery is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and several medical device companies. LPL Enterprise, LLC serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutions, offering investment advisory and brokerage services through a network of investment adviser representatives. The firm’s investment approach is largely model-driven, utilizing portfolios developed by internal research and third-party strategists, and it provides access to various financial planning and asset management solutions.

John Rubin is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 65, Series 66, and Series 63 credentials. His prior roles include positions at GFO Advisory Services, LLC and Legg Mason Wood Walker, Incorporated. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating a forward-looking investment approach.

Andrew Lowrie is a Series 66–licensed financial advisor with Morgan Stanley in Washington, DC, where he has worked since 2021. He has four years of industry experience and previously taught at the University of Georgia and Landon School. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to help clients model financial outcomes.

Millard Herold III is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 broader range of financial products than typical institutional advisers.

Andrew Arnold is a financial advisor at J.P. Morgan Securities in Washington, DC, holding a Series 66 designation with seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023 and was previously with Citigroup for four years. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and includes a range of eligible investment strategies with an ESG eligibility framework.

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 financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His work history includes positions at JPMorgan Chase Bank, N.A., and Georgetown University. 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. Their advisory process combines quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities.

Micah Montano is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 credential and has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan since 2024. His prior experience includes roles outside the financial industry and attending Duke University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.