Julia Mcintire is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Ken Furuya is a financial advisor with LPL Enterprise holding the ChFC® and Series 66 designations and has 22 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Kevin Nee is a financial advisor with Morgan Stanley, holding a Series 66 credential and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Based in Washington, DC, his career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and modeling techniques.

Danni Shen is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Shen worked at The Prudential Insurance Company of America, Pruco Securities LLC, BOC International (China) Co., Ltd., and Bank of China. Shen serves as treasurer and board member of the Tsinghua Alumni Association in Greater Washington DC and Hua Sports, both nonprofit organizations. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Kevin Olswfski is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with two years of industry experience. Before joining Morgan Stanley in 2024, he worked at Aldi, Genesis 50:20 LLC dba Linda Krisko Insurance and Financial, and several other firms. Outside finance, he operated a personal training business for ten years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Joyce Ward is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and 28 years of industry experience. She has been with J.P. Morgan Securities since 2001 and also works with JPMORGAN Chase Bank, N.A. since 2016. Outside of her advisory role, she is involved in managing several rental real estate properties in New York City and Washington, DC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation models with centralized due diligence and an ESG eligibility framework. The firm focuses on non-discretionary advisory services delivered by a select group of Wealth Advisors.

Grantham Myers is a CFP® with 24 years of industry experience, currently affiliated with Morgan Stanley in Washington, DC. Prior to joining Morgan Stanley in 2026, he spent 18 years at UBS Financial Services. He serves as managing member of Grantham Investment Partners, a partnership involved in a single investment in a natural foods company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Sean Brennan is a Series 66-licensed financial advisor at Morgan Stanley in Washington, DC. He has been with Morgan Stanley since 2025. Prior to his financial advisory role, he held positions at Shoes Cup and Cork and Raspberry Falls Golf and Hunt Club, and he studied at the University of Kentucky. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Richard Millner is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. The firm provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven process grounded in modern portfolio theory. Wells Fargo Clearing offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michelle Ohmke is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she is involved with a family-owned business in furniture restoration where she handles customer service, administrative tasks, and serves as secretary. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension funds, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Gregg Snow is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as Investment Committee Chairman for Virginia United Methodist Pension, Inc., and is a member of the Stewardship Committee at St. Stephens United Methodist Church. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services based on an IPS-driven process grounded in modern portfolio theory. The firm’s approach includes a broader set of financial product options than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep programs.

Katrina Hawkins is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. Her work history includes roles at PFS Investments Inc., Peraton, and Northrop Grumman. She is the owner of Katrina Hawkins LLC, a business consulting firm focused on IT services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, managing approximately $15.5 billion in assets with a network of nearly 3,700 advisors.

Shawn Roberts is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His career includes roles at Truist Advisory Services, BB&T Investments, and their affiliated entities. 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 non-discretionary advisory program supported by an in-house manager solutions team and a centralized due-diligence framework.

Matthew Zaft is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with Morgan Stanley since 2012, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Zaft serves as President of the Baltimore Phi Kappa Psi Alumni Association and is a board member of The Great Talk. He is also the chair of the Town of Somerset pool committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes financial planning through structured discovery conversations and proprietary planning tools while managing approximately $2.74 trillion in client assets.

Garrett Frye is a financial advisor with Morgan Stanley in Potomac, MD, holding a Series 66 license and nine years of industry experience. He has been with Morgan Stanley since 2016, including time at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and modeling techniques but typically acts in an advisory capacity without providing individual security recommendations.

James O'Sullivan is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. He leads the O'Sullivan Group, which offers customized investment services to domestic and international individual clients as well as various institutional clients. In his role, he is responsible for the overall investment process and portfolio construction. James began his career in Washington, D.C. in 1978 as a Registered Representative. From 2000 to 2001, he was a Senior Vice President at Morgan Stanley DW Inc. in Alexandria, Virginia, and he returned to Merrill Lynch in 2011. His FINRA registrations include series 5, 7, 8, 31, 63, and 65. James holds the Personal Investment Advisor (PIA) professional designation. He graduated from Lafayette College in 1977 with a Bachelor of Arts degree in Government and Law. James has been an active member of the Alexandria, Virginia community for over 30 years, serving as Chairman of the Board of Zoning Appeals and Chair of the Arlington/Alexandria Private Industry Council. He is also a member of the Federalist Society, the Alexander Hamilton Society, and a supporting contributor to the Center for New American Security.

Conor Mccusker is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials with three years of industry experience. His work history includes multiple roles at Bucknell University and Morgan Stanley, as well as engagements with Nfluence Partners and ADVNC Lacrosse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Catesby Palmer is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021, he worked at Fiduciary Investment Management International and BB&T Investment Services. Palmer serves as a board member for the Northern Virginia Estate Planning Council and VHC Health, a nonprofit hospital system. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Andrew Lenich is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has been with Cambridge since 2011. Outside of his advisory role, he owns a tax preparation business and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent professionals using a range of portfolio management and model-based solutions.

Brian Thoms is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns BWT Operations LLC, a business entity that employs staff supporting his practice. Ameriprise is an institutional firm serving clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, tailored recommendations and offers a broad range of advisory, brokerage, and insurance solutions.