Dong Ha Kim is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with two years of industry experience. His prior work includes a role at Doma Korean Kitchen. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and methodologies.

Kelsey Feeley is a CFP®-certified financial advisor at Stifel with five years of industry experience. Before joining Stifel in 2020, she held roles at Merrill Lynch, Morgan Stanley, and Varonis. Feeley also worked at Washington Yu Ying Public Charter School and The Office of Senator Sheldon Whitehouse. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Timothy Martin is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Mike Raith is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. Prior to this role, he held positions as an Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative within Fidelity Investments, gaining comprehensive experience in financial services from 2021 onward. Mike works closely with clients to develop and implement financial plans tailored to their unique goals and needs. His approach begins with understanding clients on a personal level, including their objectives, desires, and challenges, and continues with monitoring the plan to adapt to life events. Outside of his professional role, Mike enjoys activities such as baseball, beach outings, concerts, football, and spending time with family.

Suzanne Skradski is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2006, with a brief tenure at Bofa Securities, Inc. in 2019. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Pryor is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at RBC Capital Markets, LLC. He has been with Raymond James since 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ashley Hall is a financial advisor at J.P. Morgan Securities with six years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Hall worked at Chevy Chase Trust for four years and at the Smithsonian Institution for four years. Hall holds Series 65 and Series 63 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Lauren Grant is a financial advisor with Morgan Stanley based in Washington, DC, holding a Series 66 designation and having two years of industry experience. She has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Michael Ruff is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and Deloitte Consulting LLP. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The advisory process combines quantitative screens and qualitative research to build model asset allocations, with an emphasis on client decision-making.

Michael Kirby is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior roles include positions at Athena Wealth Strategies, EveryMind, and Prospect Airport Services. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with asset allocation and portfolio optimization tools, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Edward Tarbutton is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at FBR Capital Markets & Co. and Morgan Stanley. Outside of his advisory work, he serves as a board member for the Town of Chevy Chase View neighborhood council. 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. Their advisory process integrates centralized due diligence with quantitative and qualitative research and may include ESG criteria in portfolio recommendations.

James Hempstead Jr. is a financial advisor with Raymond James Financial in Alexandria, VA, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Cambridge Investment Research, Capital Asset Management Group, and Donovans Reef, as well as non-investment positions at Virginia Polytechnic Institute and State University and Copper Canyon Restaurant. He also serves as a Client Services Associate at Goetzman Nau Financial Partners LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients, offering non-discretionary advice supported by analytical tools and a broad advisor network.

George Bauer is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, previously with Citigroup Global Markets and Legg Mason Wood Walker. Outside of his advisory role, he serves as Corporate Secretary for NPE Holdings LLC, a technology company. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through various platforms, including tailored financial and estate planning.

Charalambos Ferssizidis is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 66 registrations and has worked previously at Wells Fargo Clearing and Merrill. He is also the Director of Operations and Branch Manager at Goetzman Nau Financial Partners, LLC in Alexandria, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its recommendations through various advisory programs and partnerships.

Gabriela Guardia is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2006. Outside of her advisory role, she is a general partner and managing member of several non-investment entities in Costa Rica related to inherited family property. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Meg Shernisky is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at the University of Maryland and the Commonwealth of Kentucky. She serves as a board member on the St. Mary's College of Maryland Alumni Council. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients maintaining final decision-making authority.

Anthony Black is a financial advisor at Edward Jones with a Series 66 designation. He has been with the firm since 2026 and has prior experience working at Tria Federal and Georgetown University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages a broad range of investment strategies and offers advisory services under a fiduciary standard, supported by a large nationwide network of financial advisors and offices.

Joseph Fatzinger is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation. His prior experience includes roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Equitable Advisors. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Abigail Ganssle is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, she worked for eight years at OUTFRONT Media. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Alyssa Romanac is a financial advisor at Wells Fargo Advisors in Alexandria, VA, holding a Series 66 credential with four years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and FedEx Ground prior to her current position. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including cash-flow, retirement, education, and specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo research and tools to develop tailored recommendations.