Christopher Biddison is a Series 66 licensed financial advisor with Equitable Advisors in Columbia, MD, where he has worked since 2005. He has 21 years of industry experience and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved as a member and co-owner of Lee Creek Farm, LLC, which manages a property in Cambridge, Maryland. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm offers various investment programs through a network of advisers and third-party sponsors, focusing on personalized risk assessment and model selection without relying on hypothetical performance in advertising.

Cody Monarch is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to his current role at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, he worked at Insight Enterprises and Marriott International. He also has experience in the hospitality sector, having worked at Mussel Bar and Grille. 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, and manages approximately $2.74 trillion in client assets.

Princess Taylor is a financial advisor with Wells Fargo Clearing in Columbia, MD. She holds Series 63 and Series 65 licenses and began her advisory career in 2025. Her prior experience includes roles at Navy Federal Credit Union, Matheson, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions informed by research and modern portfolio theory.

Lindsay Owens is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2011. 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 searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates centralized due diligence combining quantitative and qualitative research, with a focus on eligible strategies and an ESG eligibility framework.

Soo Jeong Heo is a financial advisor at J.P. Morgan Securities with two years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Barings and Stride Inc., and she has been involved with Doma Korean Kitchen. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their investment approach combines quantitative and qualitative research, using forward-looking capital market assumptions and an ESG eligibility framework for selecting strategies.

John Seitz III is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he leads The Seitz | Bosley Group, focusing on providing financial guidance that aligns with clients' specific goals. He emphasizes clear communication and client service within his team while maintaining a commitment to ongoing professional education. John's professional background includes managing personalized investment strategies that may incorporate individual stocks, bonds, Merrill model portfolios, and third-party investment strategies. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. He was recognized as one of Forbes/SHOOK's "Best-In-State Wealth Advisors" for six consecutive years through 2023. He holds a bachelor's degree in economics from St. Lawrence University in Canton, New York, and a master's degree from Loyola College in Baltimore. John resides in Glenwood, Maryland, with his family. His personal interests include golfing, spending time with family, and traveling.

Greg Roemer is a financial advisor with Thrivent Investment Management in Washington, DC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Thrivent and its affiliated entities since 2002. Outside of his advisory work, Roemer serves on the Advancement Advisory Committee for Rockbridge Academy, a private K-12 religious school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s approach separates planning from managed-account services and does not include institutional portfolio management.

Matthew Koppelman is a CFP® licensed financial advisor with five years of industry experience. He is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities, and Windsor Communities. Outside of his advisory role, he is involved with Precision Wealth Planners, a business related to his LPL activities. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment approaches with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust and lending services.

Joel Greenberg is a Series 66-licensed financial advisor with 15 years of industry experience, currently working at LPL Enterprise since 2024. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Eagle Strategies (NY Life), and Securian Financial Services, Inc. He also engages in Prudential-sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Jack Fechter is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with one year of industry experience. His work history includes roles at Morgan Stanley since 2022 and prior positions at Hampden-Sydney College, Durham University, Trustar Bank, and Bullis School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory and financial planning programs supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services ranging from tailored financial plans to broader investment and trading activities.

David Baker is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Citigroup Global Markets. Baker also serves as an administrator or executor of estates and trusts for family and non-family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of third-party advisory models and proprietary tools, offering services through a large network of Investment Adviser Representatives.

Matthew Slook is a Financial Consultant at Fidelity Investments, where he helps clients plan for their financial goals and ensures their investment strategies align with their objectives and risk preferences. He has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, Managed Account Support Specialist, and Investment Consultant before becoming a Financial Consultant in 2023. Throughout his tenure at Fidelity Investments, Matthew has gained experience working with a variety of client needs and investment strategies, focusing on providing dedicated advisory support. His career path reflects a commitment to understanding client relationships and investment management within the firm.

Franklin Rinko is a financial advisor at Merrill in Bethesda, MD, holding a Series 66 credential with four years of industry experience. He has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Outside of advising, he has served as an independent contractor with Vector Marketing, focusing on sales of Cutco kitchen knives. 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 model-based and discretionary investment strategies for a range of clients including individuals, pension plans, and charitable organizations.

Jarrett Brant is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 66 licenses and four years of industry experience. His previous roles include four years at Wells Fargo and seven years of service in the United States Marine Corps. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management offerings, providing a broad range of capital markets and advisory services.

Daniel Straub is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2017, he has worked alongside his mother, Elizabeth Shepard, to serve multiple generations of families, accomplished entrepreneurs, and professionals. Daniel's advisory approach focuses on addressing the complex financial issues faced by the career-building generation, emphasizing risk management, diversification, and personalized investment strategies. Daniel's expertise includes education planning, equity compensation services, family wealth management strategies, legacy planning, and socially responsible investing. He employs a systematic investment process that prioritizes quality investments and long-term planning. His commitment to outstanding client service is reflected in his goal to be the primary point of contact for all clients' wealth management needs. He earned dual bachelor's degrees in Psychology and Politics from Brandeis University. Outside of his professional work, Daniel is involved with Fizz Apparel. His personal interests include cooking, gardening, golfing, hiking, knitting and crocheting, music, singing, skydiving, traveling, and woodworking.

David Hurwitz is a financial advisor with Ameriprise in Bethesda, MD, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Vice President on the Board of Directors at Imagination Stage, a community arts organization. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports, supported by a centralized retirement-income consulting team.

Kristen Largay is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Before joining Merrill in 2022, she held roles at Ernst & Young and in athletics at American University. Outside of finance, she works part-time at Jaco Juice and Taco Bar in Washington, DC, where she prepares juices and smoothies. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Branthover is a CFP® professional with 11 years of industry experience, currently serving as an advisor at LPL Financial since 2016. He previously worked with Hergenroeder Financial Advisors, Inc. and holds a Series 66 license. Outside of his advisory role, he is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting a broad range of investment strategies through a large network of advisors.

Miguel Zayas is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following prior experience at Wachovia Bank, N.A. since 2011. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Adam Janowitz is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 63 designation and has previously worked at Morgan Stanley Smith Barney LLC and Artemis Real Estate Partners. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.