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. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Goldman Sachs & Co. LLC and Deloitte Consulting LLP. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Michael Kirby is a financial advisor at Osaic Wealth, Inc. based in Washington, DC. He holds the Series 66 designation and has been with Osaic and Athena Wealth Strategies since 2025. Prior to entering the financial industry, his background includes roles in education and service positions. Osaic Wealth, Inc. serves a broad client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various portfolio construction tools and third-party solutions to manage a wide range of investment products.

Edward Tarbutton is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 65 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, following six years at FBR Capital Markets & Co. He serves as a board member for the Town of Chevy Chase View, participating in the local neighborhood council. J.P. Morgan Securities provides investment consulting and advisory services mainly 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.

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 with Morgan Stanley in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets beginning in 2006. Outside of his advisory role, he serves as Corporate Secretary for a technology company, NPE Holdings LLC, in a strictly administrative capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing various advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a wide range of retail and institutional investment products and services.

Charalambos Ferssizidis is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors before joining Raymond James in 2020. In addition to his advisory role, he serves as Director of Operations and Branch Manager at Goetzman Nau Financial Partners, 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, pension plans, corporations, and institutional clients. The firm employs fact-finding, risk profiling, and analytical tools to provide non-discretionary planning tailored to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

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 with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. She has worked at various JPMorgan entities since 2022 and has prior experience with the University of Maryland and state political organizations. She serves as a board member on the St. Mary's College of Maryland Alumni Council, providing input on alumni association matters and college events. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

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 with three years of industry experience. She holds the Series 66 designation and has worked in various roles within Wells Fargo entities since 2014, including Wells Fargo Clearing and Wells Fargo Bank. Prior to her career in finance, she was employed at FedEx Ground. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research and planning tools to develop customized recommendations.

Jeanette Ruchelman is a financial advisor at Morgan Stanley with two years of industry experience. Her previous roles include positions at Wells Fargo Advisors and Wells Fargo Bank, as well as earlier experience outside the financial sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process with firm-approved tools and modeling techniques.

Patricia Bergman is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Cambridge Investment Research Advisors since 2022. In addition to her current role, she has been associated with Parkwood Associates, Inc. since 2013. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides a range of investment solutions, including proprietary models and access to third-party managers, with options for discretionary and non-discretionary management tailored to client objectives.

Jonathan Ellenbogen is a financial advisor with Wells Fargo Advisors in Washington, DC, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he serves as the secretary of his condominium board association. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs planning.

William Caudron is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at firms including EMP Management LLC, Capitolis, Citigroup, and Rotunda Capital Partners. Caudron also owns Riverfront Wealth WC, LLC, a wealth management business based in Alexandria, VA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and integrates advisory services with various financial product sales and referral channels.

Matthew Tomczuk is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Merrill, Northwestern Mutual, and R.H. Marcon Inc. from 2021 to 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Justin Gaither is a Wealth Management Advisor who has been with Merrill since 2002. He serves as a senior partner of The Group AG, a multi-generational team dedicated to making the complexities of financial life easier for clients. His professional focus is helping clients achieve their financial goals through thoughtful advice and a disciplined approach. Justin's expertise encompasses portfolio management services, college education planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, as well as socially responsible, values-based, and ESG investing. He also has a focus on sports and entertainment clientele. Justin holds a bachelor's degree in economics from Georgetown University and a high school diploma from Noble and Greenough School. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He is qualified as a Portfolio Manager, able to build and manage personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Committed to community engagement, Justin serves as a board member of SOUL (Students Organized to Understand Leadership). He lives in Bethesda, Maryland with his wife and two children. His personal interests include baseball, basketball, boating, football, hiking, spending time with family, and traveling.

Natnael Alem is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His work history includes roles at Fidelity Investments, Northwestern Mutual Investment Services LLC, and Uber EATS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.