Nauman Peerwani is a financial advisor with Wells Fargo Clearing in Arlington, VA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has been associated with Wells Fargo Bank NA since 2010. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Patrick Mcknight is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab Bank, SSB, and Charles Schwab & Co. Inc. outside of his advisory role. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

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.

Robert Pascal is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as previous experience at Citigroup Global Markets. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services through its Financial Advisors and Estate Planning Strategies Group.

Christopher Snowling is a financial advisor with Charles Schwab in Washington, DC, holding the CFP® designation and several FINRA licenses. He has 24 years of industry experience, including prior roles at TD Ameritrade, Janney Montgomery Scott, PNC Wealth Management, and other firms. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 separately managed accounts and employs multi-asset model portfolios supported by centralized custody and order-routing systems.

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 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.