Jenny Lira is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney LLC since 2015, with a brief period of unemployment in 2020-2021. Based in Washington, DC, she is part of a large firm network. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning that includes structured discovery conversations and approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Trinity Hammerschmidt is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, she was associated with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, she is involved in horse braiding in Montpelier, VA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services supported by a platform that integrates adviser programs with a range of financial products and third-party asset management.

Tyler Jones is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at various entities within the J.P. Morgan organization since 2018. Outside of his advisory role, he officiates high school and NCAA basketball games. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling and centralized due diligence, with a focus on ESG criteria and non-discretionary client decision-making.

Carlos Ruiz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at M&T Securities for eight years and has been associated with M&T Bank since 2000. Outside of his advisory role, he is involved in residential property ownership. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

Sandra Guerrant is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, following earlier experience at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies to support its clients' financial goals.

Jeffrey Schweighoffer is a CFP® with 10 years of industry experience, currently serving at UBS Financial Services since 2015. He holds a Series 66 license and is based in Bethesda, MD. Outside of his advisory role, he works as an adjunct professor with the Financial Educators Network. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Theophilus Baidoo Jr. is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at New York Life Insurance Company and NYLIFE Securities LLC, as well as employment outside the financial sector at Waffle House, Inc. Baidoo is involved in insurance agency activities linked to his advisory role. LPL Enterprise, LLC serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to managed portfolios. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

John Hasenberg is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management with over 25 years of experience in financial advising. He leads an eight-person team serving a diverse array of families and businesses, with a focus on dentists, business owners, and non-profit organizations. John's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, and personal retirement planning. He holds the Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA) designations from recognized industry organizations. Before his financial services career began in 2001, John worked as a television reporter and producer specializing in business and political news, having been employed by First Business Television, CNN, The McLaughlin Group, Frontline, NBC4, and FOX5. He earned a bachelor's degree in journalism from Northwestern University. John is active in various business and civic organizations, including serving on the Investment Committee of the Charles E. Smith Jewish Day School and involvement with the Avalon Foundation and Leadership Greater Washington. Previously, he has held board positions with the Milton Jewish Day School, Network for Teaching Entrepreneurship, Jubilee Housing, and Levine Music. A native of Washington, D.C., and a graduate of D.C. Public Schools, John resides in Bethesda and St. Michaels, Maryland, with his wife Kimberly and their two labradoodles. He enjoys playing pickleball, cooking, traveling, and spending time with his college-age children Ellie and Benny.

Daniel Campos is a financial advisor at Osaic with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Osaic, Campos worked at Securities America Advisors, Inc. and RBC Capital Markets. He serves on the boards of multiple nonprofit organizations, including De Profundis, Inc. and Child Justice, Inc., and volunteers with groups focused on workforce diversification and professional networking. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit clients through a large network of advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services utilizing various asset-allocation tools, third-party money managers, and tailored portfolio management strategies.

Michael Hartary is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate advanced modeling techniques.

Tyler Jennings is a Financial Advisor with Merrill Lynch Wealth Management, focusing on providing personalized wealth management strategies that align with clients' unique financial goals. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, and tax minimization. Tyler connects all aspects of his clients' financial lives to help prioritize and pursue the goals that matter most to them. Prior to becoming a financial advisor, Tyler's career spanned roles in industrial sales, home building estimation, and automotive mechanics. His interest in financial markets and money stewardship grew from personal experience and a family connection to the industry. Tyler holds the Personal Investment Advisor (PIA) professional designation and earned his high school diploma from Commonwealth Academy. Tyler is active in his community, participating in the Kiwanis organization. He lives in Bristow, VA with his wife and two children. Outside of work, he enjoys spending time camping, fishing, hiking, engaging with music and photography, and being with his family.

Joseph Hemsley is a CFP®-certified financial advisor with Ameriprise, based in Bethesda, MD, with 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Outside of his advisory role, he oversees human resources and business expense management as president and treasurer of HH BMD Enterprises LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset thresholds. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that integrate tax-efficient strategies and asset management, with a focus on Ameriprise-managed accounts.

Samuel Strasser is a Financial Advisor and Senior Portfolio Advisor affiliated with Merrill Lynch Wealth Management. He provides comprehensive financial strategies tailored to meet the unique needs of individuals, families, and businesses. His focus includes long-term wealth management, financial planning, and creating personalized strategies that adapt to dynamic market conditions. Samuel has expertise in areas such as corporate executive services, divorce transition planning, education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Maryland and is a member of the professional organization Alpha Sigma Phi. Outside of his professional work, Samuel enjoys boating, golfing, and spending time with his family.

Isabel Barrow is a Series 66-licensed financial advisor with Edelman Financial Engines, bringing 24 years of industry experience. She has worked with several affiliated firms including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Outside of her advisory role, she holds a partnership interest in a family farm but has no active involvement in its operations. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term focus and offering both discretionary and non-discretionary investment solutions.

Sean Kirby Smith is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Advisors since 2016, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Outside his advisory work, he is fully engaged with SKS72, LLC, an investment-related business he owns and operates. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using proprietary research and planning tools. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, through a network of advisors.

Andrew Sheridan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in wealth management strategies tailored to individual clients, including areas such as college education planning, executive compensation, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Andrew began his career in financial services in 2007 and joined The Hasenberg Hartsock Group in 2014. He works with individuals, families, businesses, local government employees, non-profits, and multi-generational families to develop strategies that balance their financial objectives with their core values. His approach involves a disciplined process focused on understanding each client's unique needs, concerns, and priorities. He holds a BS in Business from Mount Saint Mary's University (2007) and has completed an Accredited Certificate Program from the College for Financial Planning. Andrew is a CERTIFIED FINANCIAL PLANNER® (CFP®), a CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®), a Personal Investment Advisor (PIA), and a Retirement Benefits Consultant (RBC). He serves on the steering committee for the Mount St. Mary's DC Alumni Association and volunteers with organizations including the Knights of Columbus and Cup of Joe meal packing events. Andrew lives in Vienna, Virginia, with his wife Katherine and their four children.

Linda Krupka is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and utilizes multiple portfolio management styles supplemented by firm research and affiliated sub-advisers.

Nigel Smith is a financial advisor at Edward Jones in Silver Spring, MD, with two years of industry experience. Prior to joining Edward Jones in 2024, he held roles in strategy and innovation consulting at Value Exchange Catalysts LLC and was involved with Zurena LLC, a beverage supply business. At Value Exchange Catalysts, he authored white papers on the impact of new technologies and regulations in medically underserved communities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a network of approximately 23,701 financial advisors.

Seth Wernick is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has served as First Vice President at Woodmont since 2016 in an unpaid capacity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Connor Schultz is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has been with JPMorgan Securities and JPMorgan Chase Bank since 2019. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.