Brian Neeley is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory work, he is a passive owner of Bethesda Blues & Jazz, LLC, a music venue and restaurant in Bethesda, MD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 offers a structured planning process supported by firm-approved tools and modeling techniques.

John Cruikshank is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has been with J.P. Morgan Securities and JP Morgan Chase since 2006. Outside of his advisory role, he is a passive investor in Takoda Navy Yard, a bar and restaurant concept in Washington, DC. J.P. Morgan Securities 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Droozong Hon is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2011. 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 provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and quantitative models to support its advisory services.

Samuel Gottesman is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 2014. Prior to that, he was affiliated with J.P. Morgan Chase Bank and J.P. Morgan Securities Inc. beginning in 2010. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies.

Doreen Candeias is a financial advisor at LPL Financial with 14 years of industry experience and holds a Series 66 designation. She has worked at LPL Financial since 2016, with prior roles at Williams Estate & Financial Group, Inc. and Arbor Insurance Brokerage Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Richard Appling is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including JPMorgan Chase Bank and LPL Financial. Appling is also involved with Atlantic Union Financial Consultants, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual and high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Abigail Meighan is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to her current role, she was involved with Meighan Wealth Management and worked at Philly Pretzel Factory. Outside of finance, she has been associated with The Pennsylvania State University for four years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Brian Grimes is a CFP® professional with 30 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2015. He is based in Rockville, MD, and also operates as an independent insurance agent through GuideMark Strategic Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services delivered through a network of independent financial professionals.

John Krimigis is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2015. Based in Washington, DC, his career includes over a decade at the firm. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Mandeep Randhawa is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Morgan Stanley and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jennifer Landgraff is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Morgan Stanley Private Bank, Morgan Stanley, PNC Bank, and Caliber Home Loans. Outside of her advisory work, she manages rental properties in Washington, DC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm‑approved tools and modeling techniques to support client decision-making.

Peter Ocasio IV is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He previously served seven years in the U.S. Army with the Department of Defense at TSC Central MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of advisory programs and investment strategies, operating under a fiduciary standard.

Annie Davis is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. She has held roles at Merrill from 2002 to 2020 before joining Wells Fargo Advisors in 2020. Davis holds a Series 66 designation and is involved with Davis Wealth Management, LLC, where she has a 20% ownership interest and serves as co-trustee for the firm's 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, with tailored recommendations supported by Wells Fargo research and planning tools.

Supriyo Bose is a Financial Advisor with Merrill Lynch Wealth Management. He has over 18 years of experience in the financial industry and is committed to his clients' financial well-being by developing plans and strategies tailored to their individual goals. His expertise includes financial and retirement planning, investment management, risk management, planning major purchases, managing debts, and education and college planning. Mr. Bose employs a disciplined approach to assess his clients' financial needs, set and prioritize goals, and deliver customized financial strategies and recommendations. He holds a Master of Business Administration (MBA) degree from the University of Calcutta and has earned the Personal Investment Advisor (PIA) designation. He currently resides in Germantown, Maryland, with his spouse, son, and golden Labrador named Milo. Outside of his professional work, he is a sports and music enthusiast who enjoys following English and European soccer and playing the chromatic harmonica during his leisure time.

Trissa Monaghan is a financial advisor at Stifel with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Morgan Stanley before joining Stifel in 2019. Outside of her advisory role, Monaghan is a database specialist for technology solutions providers AMS.NET and MGT, where she transcribes data for record keeping. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and recommendations of third-party advisers. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Matthew Carney is a Senior Financial Advisor at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional who focuses on a planning-first approach to personalized wealth management, advising clients in areas including executive and equity compensation, family wealth management, retirement planning, socially responsible investing, and trust and estate planning services. Matthew works closely with his clients to help them understand their current financial positions and to plan effectively for their long-term goals. Since joining Merrill Lynch Wealth Management in 2017, Matthew has developed expertise in a broad range of financial services such as investment management, banking and cash management, insurance services, long-term care planning, and customized lending through Bank of America, N.A. He holds a Bachelor's Degree in Economics and American Public Policy from St. Mary's College of Maryland, where he graduated magna cum laude. During college, he was a member of the men's varsity lacrosse team. Matthew maintains active involvement with several professional and alumni organizations including the College for Financial Planning, St. Mary's College of Maryland Alumni Association, and The Potomac School Alumni Association. He has participated in community events such as the St. Mary's College of Maryland men's lacrosse fundraising game for The Wounded Warrior Project. Outside of his professional life, Matthew enjoys basketball, golfing, music, spending time with his family, and traveling.

William Smith is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 credentials and 35 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Wells Fargo Advisors. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets through its Financial Advisors and Estate Planning Strategies Group. The firm uses structured planning tools and proprietary market estimates to support clients, offering a range of investment and financial services.

Anthony Spano is a Series 66 credentialed advisor with LPL Enterprise, LLC, based in North Bethesda, MD. He has held roles at multiple organizations since 2016, including Seventy2 Capital and Saggar & Rosenberg, P.C., and is currently affiliated with LPL Enterprise since 2026. Outside of financial services, his work history includes positions in education and the hospitality industry. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, delivering services through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products.

Colleen Shemer is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, 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 and models to support financial planning services.

Dennis Reisher is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2009. In addition to his advisory role, he is also a producer licensed to sell long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from LPL Research and third-party subadvisors.