Kirk Michel is a financial advisor with Thrivent Investment Management in Odenton, MD, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at WesBanco Securities, Morgan Stanley, E*TRADE, TIAA-CREF, PNC Wealth Management, and Merrill. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, and estate planning, with the option to combine planning with managed-account services under a consolidated billing program.

Paul Burdett Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1999 and Capitalist Investment Services from 2004 to 2024. 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 using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Justin Biggs is a financial advisor at UBS Financial Services in Washington, DC, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has been with UBS Securities LLC since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Amanda Mc Kenna is a financial advisor at UBS Financial Services with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and G.research, LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and capital markets activities.

John Barnes is a financial advisor with Raymond James Financial in Severna Park, MD, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with Raymond James Financial and affiliated entities since 2010 and is associated with The Barnes Group and Capitalist Investment Services. Outside of his advisory work, Barnes manages rental real estate properties. 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, charities, and institutions. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs for municipal and public finance clients.

Collin Fleming is a financial advisor with Wells Fargo Clearing in Annapolis, MD, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Shore United Bank, Fort Lauderdale Country Club, The Cannon Club, Disney, and Wingate University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical large institutional advisers.

Elizabeth Breaux is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with two years of industry experience. She has been with Morgan Stanley since 2017, following nine years at Hyatt Regency Baltimore Inner Harbor. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that uses structured discovery conversations and advanced modeling tools.

Joshua Richardson is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2025. Prior to that, he spent eight years at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Richardson also has experience at Creative Minds International Public Charter School. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide array of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

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.

Evan Pietras is a Financial Advisor with Merrill Lynch Wealth Management, serving clients in the Washington, DC metropolitan area. He focuses on understanding each client's personal and financial goals to develop tailored strategies that align with their life priorities. With experience supporting attorneys, corporate executives, and individuals undergoing major life transitions, Evan assists with college education planning, executive compensation, family wealth management, retirement income, tax minimization, and portfolio management. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from James Madison University. Outside of his professional role, Evan is involved with community organizations including Lucky Dog Animal Rescue and TeamEsteem.

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, holding CFP® certification and multiple securities licenses (Series 63, 65, 66) and bringing 24 years of industry experience. His career includes roles at TD Ameritrade Investment Management, Janney Montgomery Scott, PNC Wealth Management, and other firms. He is based in Washington, DC. 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 discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and operational infrastructure.

Thomas Digirolamo is a financial advisor with Primerica Advisors in Annapolis, MD, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1995 and currently operates Digi Financial. Outside of his advisory role, he is a partner in a restaurant and catering business and is the owner of a book titled The S.O.B. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm uses a wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

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 with a Series 66 designation and two years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Chesapeake Corporate Advisors, and attended the College of William and Mary. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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.

John Snowden is a CFP® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2012. His prior experience includes roles at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. He is also involved with Thomas Point Financial, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing various model portfolios and third-party subadvisors across strategic and tactical allocations.

Amy Smith is a PFS™ credentialed advisor with Cetera in Annapolis, MD. She has been in the financial industry since 2007, including roles at HeimLantz Financial Advisors, LLC and HeimLantz CPAs & Advisors, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management services, including model portfolios, third-party managers, and customized strategies.

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.