Louise Burke is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2013, also affiliated with Bank of America N.A. since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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.

Alex Haffner is a Series 66-licensed financial advisor at UBS Financial Services in Washington, DC, with nine years of industry experience. He has been with UBS since 2016. 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 provides a broad range of capital markets functions and proprietary research to support client strategies.

Shannon Rowan is a CFP® professional with 37 years of industry experience, currently serving as an advisor at LPL Financial since 2012. Prior to joining LPL, Rowan worked at Chevy Chase Financial Services for 16 years and had roles at Capital One Financial Advisors LLC and Burke & Herbert Bank, where she is also Executive Vice President of Wealth. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment solutions using both proprietary and third-party strategies, supported by technology tools, and manages over $819 billion in discretionary assets through a large network of advisors.

Lauren Vining is a Series 66 licensed financial advisor with two years of industry experience. She currently works at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where she has been since 2026. Her prior roles include positions at Edward Jones and various businesses outside the financial industry, including ownership of Nailsby Tay LLC for seven years. 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 firm offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and incorporates ESG frameworks in its recommendations.

Thomas Greaser is a CFP® professional with 26 years of industry experience, currently with Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is an announcer for soccer games with Big East Digital Network and Georgetown University Men's Soccer. 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 employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Jonathan Betancourt is a financial advisor at Merrill with a Series 66 credential and nine years of industry experience. He has been with Merrill since 2013. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Hulse is a Series 66-licensed financial advisor with UBS Financial Services in Washington, DC, where he has worked since 2013. He has 17 years of industry experience. Outside of his advisory role, he is active in collegiate athletics as an assistant volleyball coach at multiple institutions, including Santa Monica College and George Mason University, and serves as Vice President of Community Relations for the Pepperdine University Alumni Association in Washington, DC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based strategies to tailor financial plans and portfolio management according to clients’ goals and risk tolerances.

Patrick Williams is a financial advisor with Morgan Stanley based in Washington, DC. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions across multiple Morgan Stanley affiliates and Eaton Vance Distributors, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools.

James New is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. Outside of his advisory work, he volunteers on the Finance Committee and Neighborhood Committee at National Cathedral School in Washington, DC, where his daughter attends. 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 client plans.

Nicholas Harding is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at City National Securities for nine years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning 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 utilizes firm-approved tools and models to help clients develop financial plans.

Anil Nachnani is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following 14 years at Citigroup Global Markets. Outside of his advisory role, he is associated with the Nachnani Family Partnership, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee’s market analyses.

Mark Henderson is a Series 66 licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, he worked at Bessemer Trust for seven years and practiced law at Van Ness Feldman LLP for two years. He also has experience with Georgetown University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting.

Joseph Mclister is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee’s analyses.

Sidney Williams is a Team Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2014, he has developed a reputation as a reliable resource for clients, handling various needs such as funds transfers and reconciliations. He focuses on delivering a high standard of service across multiple areas including college education planning, employee benefits planning, family wealth management strategies, personal retirement planning, tax minimization, and services tailored to endowments, foundations, non-profits, and defined benefit plans. Sidney holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned a high school diploma or GED from Southern Illinois University System and obtained a bachelor's degree from DeVry University. Outside of his professional responsibilities, Sidney enjoys activities such as billiards, bowling, chess, golfing, hiking, skiing, swimming, tennis, traveling, and spending time with his family.

Curtis Wiltsey is an Investment Consultant at Fidelity Investments. He has been with Fidelity since 2022, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I and II, before assuming his current position in 2026. Curtis approaches his work by understanding his clients' unique situations and goals to co-create personalized investment solutions aimed at benefiting clients and their families. His professional experience centers on workplace planning and investment consulting, providing comprehensive support to clients in managing their financial futures. Outside of work, Curtis has personal interests in food, music, running, swimming, and traveling.

Richard Kline is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His work history includes roles at AMG Funds LLC, Delaware Capital Management Advisers, Inc., and Lincoln Financial Distributors, Inc. Since 2021, he has been employed by both J.P. Morgan Securities and JPMorgan Bank, offering a broad range of bank products and services in addition to securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through its regulatory registrations and affiliates.

Duncan Mackay is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2020, he worked at Morgan Stanley and Morgan Stanley Private Bank, National Association from 2011 to 2020. Outside of his advisory role, he serves as co-trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mason Davis is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. He previously worked at Oppenheimer & Co. Inc. and JPMorgan Chase Bank, N.A. Outside of finance, Mason has experience working in the hospitality and entertainment sectors, including roles at J. Gilbert's Wood-fired Steaks and Seafood and Wolf Trap National Park for the Performing Arts. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and incorporates ESG eligibility frameworks in its recommendations.

Joyce Mayernick is a Financial Advisor with Merrill Lynch Wealth Management. She serves a diverse clientele that includes individuals, families, federal employees and contractors, active-duty and retired military members, and aviation professionals. Joyce works closely with her clients to address a broad range of financial needs such as retirement planning, family wealth management, legacy planning, philanthropic planning, and portfolio management services. She emphasizes building strong relationships to develop strategies tailored to her clients' unique goals and challenges. Joyce began her career in financial services in 2008 as a Private Equity Analyst and later founded her own event planning firm before returning to wealth management in 2022. She holds a Personal Investment Advisor (PIA) designation and earned her degree from the State University of New York at Geneseo. In addition to her financial expertise, Joyce is active in professional organizations including LEAD for Women and the National Association of Women Business Owners (NAWBO). Her community involvement includes serving as an Ombudsman for the U.S. Coast Guard Air Station Sacramento and participation with the United Service Organizations (USO). Joyce resides in Alexandria, Virginia, with her husband and enjoys interests such as basketball, cooking, golf, skiing, interior decorating, traveling, and spending time with family.

Meghan French is a Series 66-licensed financial advisor with Morgan Stanley in Washington, DC, bringing six years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2019, and previously worked at WMS Partners and the University of Richmond. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate the Global Investment Committee’s return estimates and Monte Carlo simulations.