David Seidl is a financial advisor at J.P. Morgan Securities in Washington, DC, holding a Series 66 designation with three years of industry experience. His work history includes roles at JPMorgan Chase Bank and Chesapeake Corporate Advisors, as well as a four-year period at the College of William and Mary. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative screens with qualitative research to develop model asset allocations, incorporating ESG considerations and supported by affiliates in implementation and portfolio services.

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. He previously worked at Lincoln Investment Planning and Hendershot Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party model portfolios and technology tools.

Charles Boylan is a Series 66-licensed financial advisor with Morgan Stanley in Washington, DC, bringing 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of his advisory role, he is involved in managing rental property as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual 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 a structured planning process supported by proprietary tools and market analysis.

Neil Goetzman is a financial advisor at Raymond James Financial in Alexandria, VA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Quadrant Strategies and involvement with Georgetown University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

Scott Clayton is a financial advisor with Merrill, holding a Series 66 credential and four years of industry experience. His prior roles include positions at AARP and CGI Inc., as well as several years of self-employment as a consultant. 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 with model-based and discretionary investment strategies.

Celandra Deane Bess is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for PNC Financial Services Group for 11 years. Outside of her advisory role, she serves as a board member for Lift DC, a nonprofit supporting economic empowerment, and is on the Board of Trustees for Arena Stage, a theater and theater education organization. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Zachary Tripoli is a Financial Advisor with Merrill Lynch Wealth Management. He serves as a trusted resource for individuals and businesses, providing tax-efficient investment management and financial planning tailored to their unique goals. Zachary works with clients to develop personalized strategies in areas such as family wealth management, retirement planning, portfolio management, and socially responsible investing. He holds a Bachelor's Degree from Siena College and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Zachary emphasizes integrity, transparency, and honesty in his approach, aiming to educate clients and support them in making informed financial decisions. Beyond his professional role, Zachary is involved with community organizations including the American Red Cross, Capital Area Food Bank, City Mission of Albany, For the Love of Children Tutoring, Regional Food Bank, Special Olympics USA, and Volo Kids Foundation. His personal interests include baseball, basketball, camping, football, music, photography, reading, skiing, spending time with family, and traveling.

Diana Hurst is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, pension plans, and charitable organizations—and offers financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

Lee Corey is a financial advisor with Morgan Stanley in Alexandria, VA, holding Series 63 and Series 65 credentials and with 45 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co., Incorporated, and IA Dean Witter Reynolds Inc. since 1981. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that integrate investment advisory and broker-dealer capabilities.

Alex Arinsmier is currently serving as Vice President and Branch Leader at Fidelity Investments. In this leadership role, Alex focuses on motivating and empowering the team to deliver a high-quality financial services experience to clients. By leveraging the talents of associates, Alex aims to collaborate with clients on planning for their long-term financial well-being. Alex has been with Fidelity Investments since 2006, progressing through various roles including VP, Regional Planning Consultant; Account Executive; Investments Representative; Financial Representative; Retirement Investment Specialist; and 401k Customer Service Associate. This extensive experience reflects a deep understanding of investment and retirement planning. Outside of work, Alex is engaged in family activities and parenthood, enjoys football and reading, and participates in volunteering.

Steven Freiman is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a variety of advisory programs, managing approximately $2.74 trillion in client assets.

Charles Hsieh is a financial advisor with Charles Schwab in Washington, DC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior experience includes roles at TD Ameritrade and Scottrade. Outside of his advisory work, he serves as a coordinator for extracurricular activities at the Washington School of Chinese Language & Culture. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary client relationships with access to affiliated discretionary separate managed accounts, using multi-asset model portfolios and centralized operations to support a large client base.

Mark Paschall is a financial advisor with J.P. Morgan Securities in Washington, DC, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, he worked at BDO USA, LLP for eight years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm utilizes centralized due diligence combining quantitative and qualitative research and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

Mark Siegel is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. He manages a family trust established under his father's will to provide income for his mother and oversee asset management according to their investment objectives. 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.

Jessica Clowney is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, following four years at Morgan Stanley. Outside the financial industry, she has operated Simply Elegant Catering for over a decade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.