Arthur Ellis is a Financial Consultant at Fidelity Investments, where he has been working since 2022. His approach focuses on partnering with clients to understand their unique goals, values, and circumstances, aiming to assist them with holistic financial planning. He prioritizes helping clients improve their financial situations and educating them by simplifying complex financial concepts into easily understandable language. Arthur's experience at Fidelity Investments spans several roles since 2018, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Through these positions, he has developed expertise in financial planning and client relationship management. Outside of his professional work, Arthur has personal interests in cars, family activities, food, football, soccer, and traveling.

Matthew Taylor is a Series 66-licensed financial advisor with J.P. Morgan Securities in Washington, DC, where he has worked since 2019. He has 10 years of industry experience, including prior roles at PNC Investments and PNC Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and may incorporate an ESG framework, supported by affiliates that provide implementation and portfolio services.

Amanda Connelly is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Latham & Watkins LLP from 2021 to 2025. Her background also includes roles outside finance, such as work with the Danbury Farmers' Market Community Collaborative and the UConn Foundation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jay Siembieda is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2009. Outside of his advisory role, he serves as Chairman of the Board of Directors for the Yale Veterans Association, an organization supporting military service members and veterans. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process blends quantitative and qualitative research and includes ESG considerations, with implementation supported by affiliated entities.

James Mercer is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Outside of his advisory role, Mercer is a sole proprietor and trustee of rental property entities. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range 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 financial planning process supported by firm-approved tools and models.

Wenxia Shen is a financial advisor at Fidelity with a Series 66 credential and six years of industry experience. Her prior roles include three years at Wells Fargo Clearing and one year at Stars Wealth Co. Ltd. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Marilyn Hoosen is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at Stifel Independent Advisors, Bank of America, Merrill Lynch, Morgan Stanley, and BB&T Investment Services. She serves on the planning committee for the Innovation in Agriculture and Energy Opportunity Zone Summit Puerto Rico. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs primarily implemented through third-party managers and emphasizes a personalized approach based on client information and risk tolerance.

Michel Girardi is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Oppenheimer & Co. Inc. and Wells Fargo Clearing. Outside of his advisory role, he participates in the Dulles Plane Pull, a charitable event supporting the Special Olympics, where he has displayed his plane. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice.

Mindy Mammen is a financial advisor with J.P. Morgan Securities based in Washington, DC, holding Series 65 and Series 63 licenses and bringing six years of industry experience. Her career includes roles at J.P. Morgan Chase Bank NA and Tiffany and Company. Outside of finance, she is a manager of It's Our Road Farm, LLC, an agricultural LLC involved in leasing land for crop production. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting to plan sponsors, corporations, endowments, and other institutional clients. The firm employs a process supported by centralized due diligence and quantitative and qualitative research, offering recommendations within an ESG eligibility framework and enhancing capabilities through broader derivatives and commodities expertise.

Anthony Olimpio is a Financial Advisor at Merrill Lynch Wealth Management in Washington DC. He provides financial and retirement planning services, utilizing strategies such as tax loss harvesting and strategic asset allocation to help clients achieve their long-term financial goals. Anthony offers access to the full range of Bank of America and Merrill Lynch Wealth Management investment and banking products to deliver holistic financial solutions. He is committed to building long-lasting relationships based on trust, integrity, and service, guiding clients through every stage of their financial journey. Anthony's approach centers on personalized financial strategies tailored to each client's unique needs and aspirations, aiming to optimize wealth accumulation and preservation. Anthony holds a Bachelor's Degree from Indiana University of Pennsylvania and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys activities such as billiards, boating, boxing, chess, golfing, ice hockey, music, photography, skiing, and spending time with his family.

John Moran is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, USAdvisors Wealth Management, and Securities America Inc. Moran is based in Washington, DC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Peter Borger is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior work includes roles at Wells Fargo, Randstad Professionals, and the University of Richmond. Outside of his advisory duties, he is involved in running activities as a competitor and trainer in Malvern, Pennsylvania. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Heather Huff is a financial advisor at J.P. Morgan Securities with six years of industry experience. She previously worked at BOFA Securities, Inc. and has experience in consulting through roles at the University of Virginia Darden School Foundation and HBH Healthcare Consulting, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

George Bragaw III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Prior to joining Raymond James in 2016, he spent 26 years at Wells Fargo Clearing. He serves as a trustee for a family irrevocable trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, employing various portfolio management styles supported by firm research and sub-advisers.

Arathi Bezwada is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience at UBS Group AG and the National Labor Relations Board. Outside of her advisory role, she is an owner and partner of Gecko Robotics, a company that develops AI-driven robotics systems for infrastructure inspection and predictive maintenance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary wealth advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence using quantitative and qualitative research with a forward-looking capital market framework.

Diana Rumbaugh is a Series 66 licensed financial advisor at Merrill with seven years of industry experience. She has been with Bank of America and Merrill since 2016. 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 both model-based and discretionary strategies for a range of individual and institutional investors.

Michael Stuart is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliates since 2009, with prior experience at Citigroup Global Markets from 2005 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlooks from its Global Investment Committee.

Paul Horrocks is a financial advisor with LPL Financial based in Arlington, VA. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he spent seven years with Rocksurance Solutions, Inc. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Suzanne Small is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 designations and 25 years of industry experience. She previously worked at Sargent Investment Group, LLC and has had multiple tenures with Wells Fargo Clearing. Outside of her advisory role, she serves as an executor and trustee for her brother’s trust in Brooklyn, NY. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Ryan Whyte is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the CFP® designation and Series 65 and Series 63 licenses. Prior to joining J.P. Morgan Securities in 2022, he worked at Wellington Capital Management, Inc. from 2014 to 2022. Outside of his advisory work, Whyte coaches youth lacrosse. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to deliver written asset allocation advice and manager searches, with clients maintaining final decision authority.