Diane Schaefer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. She has been with RBC Capital Markets since 2009 and concurrently worked at City National Bank since 2017. Outside of her advisory role, she serves as President of the Founders Auxiliary Board of Children’s National Hospital and sits on the Board of Directors for The Choral Arts Society of Washington. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management strategies and access to in-house and third-party investment managers.

Brian Powell is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and 25 years of industry experience. He has been with Wells Fargo affiliates 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 with over 14,000 advisors and offers both brokerage and advisory solutions.

Petro Zouzoulas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving clients since beginning his wealth management career in 1988 and brings extensive experience in helping individuals and families navigate their financial journeys. As part of the Dismore Petro Conner Wealth Management Group, Petro was named to the 2024 Forbes “Best in State Wealth Management Teams” list. His expertise encompasses a broad range of client focus areas including college education planning, equity compensation services, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. Petro emphasizes a personalized approach aligned with six key life priorities: family, philanthropy, finance, home, health, and work. He holds the Personal Investment Advisor (PIA) designation and has earned his Bachelor’s degree from Ball State University. Petro resides in Northwest Indiana with his wife, Lisa, and their two daughters. Outside of his professional role, he enjoys golfing, reading, running, skiing, swimming, and spending time with his family.

Joseph Whalen is a financial advisor with Raymond James & Associates in Chevy Chase, MD, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he serves as an assistant rugby coach, teaching high school sophomores how to play the sport. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities, offering financial planning and consulting through various advisory programs.

Ashley Amirsakis is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2021, she held positions at Wee Burn Country Club, J.Crew, and The Catholic University of America, among others. 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 portfolios. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and fiduciary services.

Aydin Tuncer is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James & Associates since 1999. Outside of his advisory role, he serves as a director and member of the finance committee for iF, a Foundation for Radical Possibility, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services with a diverse array of portfolio management styles and affiliated research resources.

Joseph DiGiovanni is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been in the financial services industry for over 20 years, during which he has worked with a diverse range of clients. His work centers on financial planning and assisting clients in pursuing their financial goals. Joseph's professional experience includes roles at Fidelity Investments as a Financial Consultant from 2011 to 2020, and as a Service Specialist from 2001 to 2005. He also served as a Senior Investment Counselor at T. Rowe Price from 2005 to 2011. Throughout his career, he has developed expertise in financial consulting and investment counseling. Joseph emphasizes a process and business philosophy focused on creating financial plans tailored to clients' needs. Further details about his education, credentials, personal interests, or community involvement were not provided.

John Ingram is a financial advisor with Charles Schwab in Washington, DC, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Charles Schwab since 2011, including roles at Charles Schwab Bank, SSB. 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 offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and due diligence through its Alternative Investments Select program.

Richard Tanis is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Climb On / Mitchell Bernstein for two years and spent nine years with Alexandria City Public Schools. He also taught at Bishop O'Connell High School for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Tammy Haygood is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at UBS Financial Services and City National Bank. Outside of her advisory work, she participates in writing a book on impact investing and mentors a CEO through a professional impact investing network. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a combination of in-house and third-party managers and provides a range of program options that include tax management and responsible investing.

Robert Frantz is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling techniques as part of its advisory services.

Robert Barbuto is a financial advisor with Merrill in Washington, DC, holding Series 63 and Series 65 licenses and over 53 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith since 1975 and also has a tenure at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal and third-party managers.

Ryan Fischer is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 63 designation and four years of industry experience. His career includes roles at Wells Fargo Clearing Services and Red Ventures, as well as work with Body Armor Sports Drink. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, using proprietary research and tools, with optional implementation through various brokerage and advisory programs.

Andrew Arnold is a Financial Consultant at Fidelity Investments, where he supports clients with financial planning, investing, and service needs. He focuses on forming lasting relationships with clients and helping shape their financial picture over time. Andrew has held various roles at Fidelity Investments since 2024, including Financial Representative, Planning Consultant, and currently Financial Consultant. Through these positions, he has gained experience in financial planning and client service. Outside of his professional role, Andrew's personal interests include cooking and baking, fitness, movies, and soccer.

Gordon Romans is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2023. Prior to that, he was with Equitable Advisors from 2020 to 2022. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models as part of its process.

Brandon Mong is a CFP® with 11 years of industry experience, currently affiliated with J.P. Morgan Securities in Bethesda, MD. His background includes roles at various divisions within J.P. Morgan, as well as United Brokerage Services and United Bank. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, delivering non-discretionary advice through a process that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Conor Porter is a financial advisor with Edward Jones in Crofton, MD, holding a Series 66 designation and 24 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Brett Anthony is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of standalone planning services.

David Giulieri is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1994. Outside of his advisory role, he is involved with Lake Sunapee Partnership LLC, a real estate investment entity. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies to support its clients' financial goals.

Timothy Calabrese is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Merrill since 2008 and concurrently at Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional investors.