Tristan Hardy is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. His prior roles include positions at the Managed Funds Association and Hamilton Place Strategies, as well as academic affiliation with the University of Warwick and INSEAD. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering an extensive platform that includes custody, market-making, and affiliated banking programs.

Charles Snyder is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2023. His prior experience includes roles at SunTrust Advisory Services and SunTrust Bank, where he was employed for a combined ten years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Fredrick Jones is a financial advisor at Morgan Stanley with nine years of industry experience, including 14 years at Merrill before joining Morgan Stanley in 2025. He holds the Series 66 designation. Outside of finance, Jones is a freelance musician who receives royalties from sync licensing placements for music used in television and advertisements. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

James Giaccia serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he helps clients develop personalized and durable financial strategies tailored to their unique goals and life circumstances. His approach emphasizes deep listening, thoughtful planning, and disciplined execution to support busy, high-achieving individuals and families with comprehensive wealth management. He advises clients across a broad range of financial needs including banking and cash management, corporate executive services, portfolio construction, investment management, insurance and risk management, and trust and estate planning coordination. James has experience working with equity compensation, retirement planning, major life transitions, and liquidity management. Originally from Palo Alto, California, James attended American University in Washington, DC, where he competed as a varsity wrestler. He holds a Bachelor's degree from American University and carries professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). James participates in the American University Alumni Association and is involved with the Eagle Regional Training Center in his community. His personal interests include boating, cooking, football, golfing, music, reading, running, and spending time with his family.

Matthew Cunnane is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this, he worked as an Investment Consultant with Fidelity Investments from 2020 to 2022 and held a similar position at BNY Mellon Investment Management from 2013 to 2019. His approach focuses on building partnerships with clients based on trust and open communication, working collaboratively to develop financial plans tailored to their needs and priorities. He utilizes the resources and services offered by Fidelity to assist clients in achieving their goals. Matthew holds an Arkansas Insurance License. Outside of his professional work, he has interests that include baseball, cooking and baking, movies, parenthood, reading, and traveling.

Charlotte Mcghee is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Jesse Kahn is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in comprehensive wealth management plans for individuals, families, and businesses. He focuses on areas such as college education planning, personal retirement planning, investment consulting for defined contribution plans, portfolio management services, tax minimization, and retirement income. With over 10 years of experience in financial markets, Jesse and his team utilize a comprehensive approach to financial planning that includes cash flow analysis, risk management, investment and retirement income planning, and estate services. He aims to provide a level of service consistent with that of a small, neighborhood business while leveraging the resources of one of Wall Street's largest firms. Jesse's diverse background—born in California, raised in the DC area, and educated in South Carolina—enables him to work effectively with clients from varied backgrounds, particularly those facing the distinctive financial challenges common in the DMV region. Jesse holds a Bachelor's Degree from the University of South Carolina and the Personal Investment Advisor (PIA) professional designation. He resides in the Navy Yard area of Washington, DC, with his wife. Outside of work, Jesse enjoys baseball, music, and spending time with his family.

Steven West is a financial advisor at UBS Financial Services with 27 years of industry experience. He has held positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker before joining UBS in 2016. He holds a Series 66 designation and is based in Bethesda, MD. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

John Mongold is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 credential and bringing 13 years of industry experience. His prior experience includes ten years at Wilmington Trust before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the George Mason University Honors College Advisory Board and acts as Treasurer for the Belvoir Chapter of AFCEA. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers advisory services both directly and through Corporate Financial Planning agreements.

Adrianne Medford is a financial advisor at Morgan Stanley with 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning and estate planning services, supported by structured discovery processes and advanced modeling tools.

Daniel Gordon is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2025. His prior experience includes roles at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and his own firm, Gordon & Associates. Outside of advising, he is involved in tax preparation and accounting through Gordon & Associates and holds a CPA, CFP, and CEBS designations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Haider Khokhar is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, and Towson University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Andre Stubbs is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021, following two years at Consumer Direct Care Network and over a decade at Wells Fargo Bank, NA. Outside of his advisory role, he owns and operates 3S Stubbs Supply Shop, LLC, a business providing common household goods, clothing, music, and collectibles. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, serving plan objectives with a range of investment products including insurance-related vehicles and bank deposit sweep options.

Ibrahim Bah is a financial advisor at Cetera with a Series 65 credential and one year of industry experience. His prior roles include work at Avantax Advisory Services and as a principal consultant at Robert Half, where he led government audit assignments. Outside of his advisory roles, he is a member of Vision Globale Inc, which implements environmental and healthcare programs across Africa. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a broad range of program options.

Nathan Mc Larty is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Apple Federal Credit Union, CUSO Financial Services, Equitable Advisors LLC, NYLife Securities, New York Life Insurance Company, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.

Venetta Macaluso is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Patrick Martin is a Series 66-licensed financial advisor at UBS Financial Services with 21 years of industry experience. He previously worked at Bank of America and Merrill before joining UBS in 2022. Outside of his advisory role, he owns and manages a rental property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advisory work supported by proprietary research and model-based asset allocations.

Christopher Reese is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with UBS Financial Services and previously worked at Raymond James & Associates, Morgan Stanley, and Morgan Stanley Services Group. Outside of his advisory career, he manages Reese Holdings, LLC, a real estate holding company. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Benjamin Rodgers is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and nine years of industry experience. He previously worked at BNY Mellon before joining Morgan Stanley in 2020. Rodgers serves as a board member and finance committee member for Army Emergency Relief, an organization focused on hardship assistance, education, and disaster relief. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with a broad range of investment and financial products available through its extensive platform.

Thomas Clark is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets, where he worked for 7 and 15 years respectively. Clark has been with Wells Fargo Clearing since 2016. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.