Daniel Dobbs is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience at firms including Bessemer Trust and Bank of the West. He is based in Washington, DC, and has been with J.P. Morgan Securities since 2026. Daniel also has a background in banking through his concurrent role at JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm employs a combination of quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Halida Sher is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America, Truist Bank, and SunTrust Bank. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies developed by internal and third-party managers.

Shawn Oreilly is a financial advisor with RBC Capital Markets in Washington, DC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been associated with RBC Capital Markets since 2009 and City National Bank since 2017. Outside of his advisory role, he is a passive owner of ROOM 11, LLC, a restaurant in Washington, DC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, corporations, and charitable organizations, offering advisory programs that combine discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Bethany Montgomery is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 designations and specializing in wealth management with 10 years of industry experience. She has been with Morgan Stanley since 2016, previously working for LPL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Golda Hector is a financial advisor at Merrill with 25 years of industry experience and holds a Series 66 credential. She has worked at Merrill in various capacities since 1996 and also spent time at Amazon and Raymond James & Associates. Outside of her advisory role, she is an independent sales contractor for Avon Products Inc. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Megan Rooney is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with individuals and families to simplify their financial lives through strategic planning and dedicated service. Since joining Merrill in 2019, she has focused on areas including retirement and education savings, portfolio management, tax minimization, philanthropic planning, and legacy planning. Megan holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) designation. Raised in West Palm Beach, Florida, Megan earned her Bachelor's Degree from Georgetown University, where she studied American Studies with a minor in Psychology. She is involved with professional organizations such as Georgetown University Global Irish Studies and the International Honor Society in Psychology. Megan currently resides in Washington, DC. Outside of her professional work, Megan enjoys hiking, photography, yoga, spending time with her family, and watching movies. She also volunteers with animal rescue organizations including the Brandywine Valley SPCA and the Peggy Adams Animal Rescue League.

Christopher Mcnerney is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2020. Outside of his advisory role, he serves as a board member of the VHC Health Foundation, a nonprofit organization that supports hospital fundraising and community representation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

James Roble is a CFP® professional with 42 years of industry experience, currently serving at Raymond James & Associates since 2001. He is based in Davidsonville, MD, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Roble serves on the board and finance/investment committee of the Community Dental Center, a nonprofit organization. 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, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Yajaira Ortiz Wilson is a financial advisor at Vanguard Advisers with a Series 66 designation and three years of industry experience. She has been with The Vanguard Group since 2023 and previously held roles at Randstad and the University of Maryland's Smith School of Business. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create personalized asset allocations and manages a large client base through a combination of digital platforms and advisor teams.

Robin Burton is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at City National Securities and Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Ronya Corey is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management. She is the founding partner of The Corey Group in Washington, DC, which develops wealth management and investment planning strategies for families, businesses, executives, and non-profits to help them achieve their long-term objectives while minimizing risk. Ronya has been with Merrill Lynch since 1993. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP4), Chartered Retirement Planning Counselor (CRPC4), Chartered Financial Consultant (ChFC4), and Certified Plan Fiduciary Advisor (CPFA4), as well as FINRA Series 7 and Series 66 registrations. Her education includes a High School Diploma from Charleston Catholic High School and a Bachelor's Degree from the University of Kentucky. Ronya serves on the National Symphony Orchestra Association Board of Trustees and is on the Board Emeritus of DC Scores. She is also involved with The Langley School. Her client focus areas include college education planning, corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, and specialized services for women, sports, and entertainment professionals.

Catherine Voorhees is a Financial Advisor at Merrill Lynch Wealth Management. She works with individuals, families, and business owners to organize, grow, and protect their wealth through customized financial strategies. Her team provides access to investment insights from the Merrill platform, trust and fiduciary services from the Bank of America Private Bank, and credit and lending solutions from Bank of America. Her expertise includes retirement plan design and exit planning for business owners, education planning, multigenerational wealth strategies for families, and other client focus areas such as divorce transition planning, employee benefits planning, liquidity management, and tax minimization. Catherine holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Catherine has a Bachelor's degree from Elon University. Outside of her professional role, she enjoys hiking, reading, and playing tennis.

Elizabeth Liechty is a financial advisor at LPL Financial with 27 years of industry experience. She previously worked for Lincoln Financial Advisors Corporation for 25 years before joining LPL Financial in 2024. Outside of her advisory role, she is involved in authoring and publishing children’s books through her publishing company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew O'Neill is a financial advisor at Morgan Stanley with eight years of industry experience. He has held positions at Morgan Stanley since 2020 and previously worked at UBS Financial Services Inc. from 2017 to 2020. He holds the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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.

Steven Eagley is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he owns a charter boat business in the British Virgin Islands and operates a horse farm in Maryland where he boards horses and hosts events. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with customized investment strategies implemented through in-house and third-party managers.

Craig Hall is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2016, following four years at Deutsche Bank Securities Inc. in Washington, DC. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analysis to support client financial goals.

Walter Stundick is a financial advisor with Edward Jones in Annapolis, MD, holding a Series 66 designation and 24 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is part owner of a real estate LLC through an irrevocable trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of accounts. The firm offers discretionary and non-discretionary investment strategies, managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Matt Megary is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 31 years of industry experience. He has worked at Wells Fargo in various capacities since 2014. Megary has ownership interests in two investment-related businesses, Riverfront Wealth Advisor LLC and Riverfront Wealth MM LLC, both based in Alexandria, VA. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Ryanne Mills is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation. Prior to her current role, she worked at Goldman Sachs and RBC Wealth Management and has a background that includes time with JPMorgan Chase Bank and experience outside finance at Orangetheory Fitness. 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 applying an ESG eligibility framework in its recommendations.

Bao Tran Le is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A. and engaged in entrepreneurial activities including creating and publishing coloring books through Amazon's Kindle Direct Publishing platform. He also sells personal items on Mercari as an independent contractor. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies built by internal and third-party managers, with a focus on strategic and tactical asset allocation and tax-aware options for investors.