Justin Biggs is a financial advisor with UBS Financial Services in Washington, DC, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. He has been with UBS Securities LLC since 2013. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and affiliated banking programs.

Amanda Mc Kenna is a financial advisor at UBS Financial Services with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill, G.research, LLC, Fairfield University, and GAMCO Investors, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 plans to clients’ goals and risk tolerances.

Robert Crowe is a financial advisor with LPL Financial in Arlington, VA, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved with Textore, Inc., where he manages administrative tasks including invoicing and travel arrangements. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, and institutional clients. The firm offers a range of advisory programs and services supported by model portfolios, research, and advanced technologies.

Elizabeth Breaux is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with two years of industry experience. She has been with Morgan Stanley since 2017, following nine years at Hyatt Regency Baltimore Inner Harbor. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that uses structured discovery conversations and advanced modeling tools.

Joshua Richardson is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2025. Prior to that, he spent eight years at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Richardson also has experience at Creative Minds International Public Charter School. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide array of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Neil Goetzman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously spent 33 years at Merrill Lynch, Pierce, Fenner & Smith Inc. Mr. Goetzman is a managing partner of Goetzman Nau Financial Partners LLC and the owner of Goetzman Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools, supports municipal and public-finance work, and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Nauman Peerwani is a financial advisor with Wells Fargo Clearing in Arlington, VA, holding Series 63 and Series 65 designations and having 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both non-discretionary and discretionary options, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Patrick Mcknight is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab Bank, SSB, and other diverse positions outside the financial sector. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining a large-scale client base with integrated custody and advisory capabilities.

Qasim Abbas is a financial advisor at UBS Financial Services with Series 66 credentials and less than one year of industry experience. Prior to joining UBS, he was involved in a Morrisville City Council campaign and worked in various roles including at Swish and Target. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and capital market tools. The firm combines institutional trading capabilities with wealth management solutions across a broad platform.

Evan Pietras is a Financial Advisor at Merrill Lynch Wealth Management in the Washington, DC Metropolitan area. He focuses on understanding clients' priorities and helps them create personalized financial plans designed around their goals and aspirations. Evan works with attorneys, corporate executives, and individuals undergoing major life transitions such as marriage, child planning, promotion, job change, and retirement. With experience spanning multiple wealth management firms, Evan specializes in college education planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from James Madison University. Outside of his professional role, Evan is involved with Lucky Dog Animal Rescue and TeamEsteem. His personal interests include basketball, boating, cooking, football, golfing, hiking, running, skiing, and traveling.

Robert Pascal is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 provides planning services through Financial Advisors and its Estate Planning Strategies Group.

Christopher Snowling is a CFP® professional with 24 years of industry experience, currently serving at Charles Schwab. His career includes roles at TD Ameritrade Investment Management, TD Ameritrade, Janney Montgomery Scott, and Advantage Waypoint. He is based in Washington, DC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset investment approach supported by Schwab Center for Financial Research due diligence.

Stephen Comiskey is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 license and over 23 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007 and is also a co-owner and managing partner of Comiskey & Hunt Law Firm, where he has practiced law since 1983. Additionally, he serves on the boards of the U.S. Naval Academy Council of Class Presidents and the U.S. Naval Academy Alumni Association. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, including customized financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers various investment solutions encompassing retail and institutional offerings.

David Seidl is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Chesapeake Corporate Advisors, and attended the College of William and Mary. 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.

Danielle Orleans is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Based in Washington, DC, she brings nearly two decades of experience to her role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Peter Lamade is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America and Merrill since 2015. 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 institutions.

Nathan Baga is a financial advisor at UBS Financial Services in Washington, DC, holding Series 63 and Series 65 credentials with four years of industry experience. Prior to joining UBS in 2025, he worked at Alliance Bernstein from 2021 to 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets activities.

Matthew Back is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at MBI and experience in educational institutions such as Salisbury University, Furman University, and Gonzaga College High School. 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 offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Violet Son is a Series 66-credentialed financial advisor with Edward Jones in Alexandria, VA, where she has worked since 2018. She has seven years of industry experience and prior work history includes roles at MurLarkey Distilled Spirits, HITT General Contracting, George Mason University, and Open Road Bar and Grill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a proprietary money market fund.

Brandon Hsia is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Lincoln Investment Planning and Hendershot Financial Group. 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 a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.