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.

Delaney Washington is a Series 66-licensed advisor with J.P. Morgan Securities, based in Washington, DC. Washington joined J.P. Morgan Securities in 2026 and previously held roles at the McDonough School of Business Undergraduate Programming Office, Georgetown University's Black Studies and Athletic Departments, and the Georgetown University Student Federal Credit Union (GUASFCU). 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. The firm’s advisory process integrates quantitative and qualitative research and offers access to a broad range of eligible investment strategies.

Kaitlin Brancaccio is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Goldman Sachs & Co LLC and Merrill Lynch. Kaitlin is based in Washington, DC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and advisory programs without providing individual security recommendations as part of standalone plans.

Christian Zonts is currently a Vice President and Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to build and implement customized financial plans aimed at achieving their goals. He takes a holistic approach to financial planning, assisting investors through various life stages and helping them balance living for today with planning for the future. Christian has been with Fidelity Investments since 2014, holding positions including Financial Consultant, Field Training Director, and Investment Consultant before his current role. Prior to joining Fidelity, he worked as a Financial Planner at Prudential Insurance from 2012 to 2014.

Joseph Green is a financial advisor at Merrill with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at American Councils for International Education and Verizon Wireless. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jack Whaley is a Planning Consultant at Fidelity Investments, where he has been serving since 2024. In this role, he works closely with clients to ensure they are aligned with their financial goals and objectives by implementing holistic financial planning strategies. Jack emphasizes building trust-based relationships and seeks to understand each client's unique situation to provide tailored financial advice. He joined Fidelity Investments in 2022 as an Investment Consultant before advancing to his current position. Prior to that, Jack worked as a Financial Professional at Equitable Advisors from 2020 to 2022. His career reflects a consistent focus on guiding clients through their financial planning journeys. Outside of his professional responsibilities, Jack has interests in fitness, social events with friends, movies, music, and theater.

Kaula Jacks is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. His background includes roles in physical therapy, fitness, and retail, as well as involvement with MT Zion United Methodist Church. He also engages in sales of investment-related products and referral services for home security and automation through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-driven investment strategies managed by third-party asset managers.

Sean Dries is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley since 2016 and previously worked at Merrill for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Elbert Burson is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. He serves as a co-trustee for his brother’s trust, dedicating a small amount of time monthly to this role. 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 manages approximately $671 billion in assets and combines research-driven investment approaches with a broad range of brokerage and advisory solutions.

Todd Price is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2011, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Joshua Steinmetz is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2016, progressing through positions including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, Workplace Planning & Advice Consultant, and Financial Associate. Throughout his career at Fidelity Investments, Joshua has developed expertise in financial consulting and investment management, partnering with clients to align their current decisions with their long-term financial plans. His approach emphasizes purposeful planning and collaboration with clients and their families. Outside of his professional work, Joshua is engaged in family activities, fitness, golf, parenthood, and caring for pets.

Andrew Pritsios is a Private Wealth Advisor at Merrill Private Wealth Management. He focuses on helping clients with college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. His role involves integrating thoughtful planning, disciplined portfolio management, and long-term strategic vision to support clients' financial goals throughout every stage of life. Andrew began his career in financial services in 2000 and has held positions involving investment banking, institutional trading, and investment strategy. He currently works closely with clients to design customized financial plans, implement trust and estate strategies, and structure solutions that promote tax efficiency, asset protection, and legacy preservation. He collaborates with clients' legal and tax advisors to ensure alignment with their values and prepares wealth for transition across generations. He holds a bachelor's degree from Bucknell University and maintains the Personal Investment Advisor (PIA) designation. Outside of work, Andrew enjoys biking, cooking, golfing, music, running, skiing, spending time with his family, and traveling.

Megan Kondos is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds the Series 66 designation and has been with UBS since 2010. 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 incorporates proprietary research and model-based asset allocations to tailor investment plans.

Tonya Merriweather is a financial advisor with Wells Fargo Clearing based in Washington, DC, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Milliman, Morgan Stanley, Citigroup Global Markets, and Merrill. 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 manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Venus Wilson is a Series 66-licensed financial advisor with Thrivent Investment Management in Bowie, MD, bringing 20 years of industry experience. She has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of her advisory role, Wilson serves as an advisory board member for the Maryland Insurance Administration, providing input on licensing issues related to life and health advisors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes written recommendations on various planning topics and the option to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

Lance DiNatale is a Planning Consultant at Fidelity Investments, where he supports Financial Consultants and their Wealth Management teams. In his role, he works with clients to identify their concerns and objectives, collaborating to develop financial plans aimed at helping them pursue their goals. He joined Fidelity Investments in 2022 and has held various positions including Customer Relationship Advocate and Investment Solutions Representative before becoming a Planning Consultant in 2025. His experience within the company spans client support and investment solutions, contributing to his expertise in financial planning.