Eric Teichberg is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has worked at J.P. Morgan since 2019 and previously spent eight years with UBS Financial Services. In addition to his advisory role, he is also employed by J.P. Morgan Bank, where he offers deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Anthony Jung is a financial advisor with Charles Schwab in Washington, DC, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Charles Schwab since 1989 and with Charles Schwab Bank since 2005. Outside of his advisory work, he serves as a director on the board of the US-Korea Art Foundation, a nonprofit charitable organization. Charles Schwab 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 access to affiliated discretionary separately managed accounts and offers investment guidance through multi-asset model portfolios and centralized operational support.

Samantha Cimino is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at M&T Bank Financial Services, Southern Maryland Family Dental, The Goddard School, The Community College of Baltimore County, and Unicorn Transportation Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.

Samantha Jackson is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, she worked at Hightower Advisors and has diverse experience including roles at George Mason University and involvement with a food-related business, Jackson's Mighty Fine Food and Lucky. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew McCormack is a financial advisor at Merrill with 27 years of industry experience. He has been with Merrill since 1999 and holds Series 63 and Series 65 designations. Based in Washington, DC, his career has been focused entirely within Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dominic Corrigan is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley, he worked at KPMG in both Australia and the U.S. from 2020 to 2025. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling methods. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Samuel Doub is a Financial Advisor at The Hasenberg Hartsock Group, joining the team in 2023. Prior to this role, he spent seven years at Merrill Lynch Wealth Management working as a Private Wealth Planner and Senior Client Associate. In his current position, he contributes to the team's planning and investment research processes, working with a diverse client base across various financial needs. Samuel holds the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning Institutes and the Personal Investment Advisor (PIA) certification. He earned his Bachelor of Science degree in Managerial Finance from the University of Mississippi (Ole Miss). His areas of focus include corporate benefits, education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, and tax minimization. Originally from Annapolis, Maryland, Samuel currently resides in Washington, DC. He is actively involved in the community, serving on the Advisory Council of DC Scores and volunteering with the National Links Trust. In his personal time, he enjoys basketball, boating, golfing, hiking, pickleball, and soccer.

Zoumana Berte is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63, Series 65, and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at CitiGroup Global Markets Inc and SunTrust Bank. Outside of financial services, he is involved in health and wellness ventures as an owner and partner of Opt Health and AnswersNow, and serves on the Board of Directors for the National Children Center, a nonprofit focused on inclusive opportunities. J.P. Morgan Securities provides investment consulting and advisory services primarily 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.

Raphael Safdie is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His background includes roles at Fidelity Investments and Green Key Resources, as well as earlier employment at Aeropostale and the University of Maryland. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies including AI-driven research.

Natalia Wesson is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. She has worked at Merrill and Bank of America since 2018 and was previously employed at Citibank from 2013 to 2017. 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. The firm offers model-based and discretionary investment strategies for individuals, institutions, and charitable organizations, with a range of asset allocation approaches including tax-aware options.

Kushtrim Peci is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping clients build and manage customized financial strategies aligned with their individual goals. Drawing on 20 years of experience in financial planning, wealth management, real estate, international trade, and supply chain, he works with High-Net-Worth individuals, families, and businesses to navigate complex financial landscapes with clarity and confidence. Kushtrim collaborates closely with clients to develop tailored plans addressing wealth accumulation, risk management, retirement planning, and legacy preservation. He is dedicated to ensuring that every financial decision is made with purpose and transparency, empowering clients throughout their financial journey. Kushtrim holds the Personal Investment Advisor (PIA) designation and completed the Accredited Certificate Program at the University of Pristina. He is fluent in English, Albanian, Bosnian, Croatian, and Serbian. Outside of his professional work, Kushtrim enjoys biking, cooking, hiking, horseback riding, music, soccer, table tennis, and tennis.

Allison Taylor is a Series 66 licensed financial advisor with Ameriprise in Alexandria, VA, and has 19 years of industry experience. She previously worked at Oppenheimer from 2016 to 2020 before joining Ameriprise in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Chelsea Rubio is a financial advisor at UBS Financial Services with two years of industry experience. Before joining UBS in 2023, she worked at several law firms, including McDermott Will & Emery and Venable, and served as a legal educator at Georgetown University School of Law and Pepperdine University Caruso School of Law. She contributes to a legal treatise on U.S. trust laws published by Globe Law and Business Ltd. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Kelley Hubbell is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She partners with clients to develop personalized financial plans and investment strategies that align with their goals, values, and priorities. Her approach involves leveraging Fidelity's resources to create strategies that adapt as clients' life circumstances change. Prior to her current position, Kelley served as an Investment Consultant (2021-2022), Relationship Manager (2021), and Financial Representative (2020-2021) at Fidelity Investments. She holds a California Insurance License. Outside of her professional work, Kelley enjoys biking, hiking, outdoor adventures, traveling, and practicing yoga.

Anthony Citro is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Charles Schwab in Washington, DC. His prior roles include positions at TD Ameritrade, Equitable Advisors, Merrill Lynch, and Northwest Bank. Charles Schwab & Co., Inc. serves a large client base, 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a centralized operational structure and a multi-asset investment approach.

Olivia Inglett is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. She holds the CFP® and ChFC® designations as well as a Series 66 license. Prior to joining Cambridge, she spent a decade at First Command in various advisory and insurance roles. Inglett is also the sole owner of Inglett Advising LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors who utilize a range of portfolio strategies and platform arrangements.

Michael Yankanich is a financial advisor with Merrill holding a Series 66 credential and has one year of industry experience. His prior roles include positions at Bank of America, Salisbury University, and work with small business and nonprofit organizations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes model-based and discretionary investment strategies developed by internal and third-party teams.

Masud Akbar is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Nicholas Osborn is currently serving as Vice President, Wealth Planner at Fidelity Investments. In this role, he works with High Net Worth and Fidelity Private Client Group clients throughout the Washington, DC area. He partners with individuals and families by consolidating assets, analyzing their financial situations to build forward-looking plans, and monitoring progress continuously. Nicholas has been with Fidelity Investments for over a decade, holding multiple roles including Financial Consultant, Investment Consultant, Retirement Solutions Representative, Investment Solutions Representative, Premium Relationship Associate, and Full Trader. Prior to this, he completed a Financial Advisor Internship with Merrill Lynch in 2011. Outside of his professional responsibilities, Nicholas has personal interests in fitness, golf, hiking, reading, skiing, and traveling.

David Sachrison is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020 and previously at Bank of America and Merrill from 2013 to 2020. J.P. Morgan Securities LLC 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.