Mason Davis is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer & Co. Inc. outside of his current role. Mason has held various positions across different industries prior to entering financial advisory. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Geoffrey Newman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Securities America Advisors, Inc., Securities America, Inc., SMI Financial, LLC, and H.Beck, Inc. Outside of advising, he is Vice President of Newman Funeral Homes and serves as President of the DC Society of the Sons of the American Revolution. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Douglas Potash is a financial advisor with LPL Financial, holding the Series 66 designation and with 22 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Osaic FS, and Ameriprise. Outside of his advisory role, he owns a social networking group called Shidoobee with StonesDoug. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, utilizing both proprietary and third-party strategies.

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.

Henry Chalkley is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory work, he serves as Chairman Emeritus and advisor to the Board of Directors of the Maryland Private Golf Club Conference. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a variety of investment strategies and affiliated services under a fiduciary standard.

Garrett Phillips is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he held roles at NewDay USA and HomeBuyer Connections, among others. He also works as a business processor and paraplanner with River Hills Consulting Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal 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.

Joel Dovi is a financial advisor with Raymond James Financial in Annapolis, MD, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2009. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports municipal and public-finance work through its affiliation with a municipal advisor.

Joseph Green is a financial advisor at Merrill with Series 63 and Series 65 credentials and four years of industry experience. His background includes roles at Verizon Wireless and American Councils for International Education prior to joining Merrill. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 at Primerica Advisors with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Primerica Financial Services in 2021, Jacks held positions at several firms including Equinox and Maryland Strength & Fitness. Outside of financial advising, Jacks is involved with MT Zion United Methodist Church. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies supported by third-party managers and custody services, operating with approximately 3,698 advisors and $15.5 billion in assets under management.

Paul Burdett III is a financial advisor at Raymond James Financial with a Series 66 designation. He joined Raymond James in 2026 and has prior experience working at the National Oceanic and Atmospheric Administration and Smartlink Group. 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, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Richard Shumway is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has a background that includes nearly a decade at Wilcox Electric, LLC. He and his wife own a rental property that they manage for a family member. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and is notable for its large network of advisors and branch offices as well as its affiliated financial services.

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.

Sandra Duff is a financial advisor with Ameriprise in Bel Air, MD, holding a Series 66 designation and 20 years of industry experience. She previously worked at MetLife Securities Inc from 2010 to 2016 before joining Ameriprise, where she has been since 2016. Outside of her advisory role, she serves as a paraplanner for Preal Haley and Associates. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Elbert Burson is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Burson serves as co-trustee for his brother’s trust in Washington, DC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers.

Andrew Hickey III is a financial advisor with OSAIC in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Woodbury Financial Services, Capital One advisors, Wells Fargo Clearing, Truist Investment Services, and Chevy Chase Financial Services. Outside of his primary advisory role, he is a partner at Symmetry Financial Partners, where he is involved in insurance and financial planning. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and investment advisory services supported by advanced asset-allocation tools and third-party managed account platforms.

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.