Hayley Glantz is a financial advisor with Raymond James & Associates in Chevy Chase, MD, holding a Series 66 credential and four years of industry experience. Her work history includes roles at Raymond James Financial Services, Inc., Agency One, and The Capital Grille. 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, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Charles Wojcik is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation. He has been with Morgan Stanley since 2026. Prior to this, he held various roles including positions at Windes and involvement with educational institutions such as Loyola Marymount University and Northern Virginia Community College. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, emphasizing tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and integrates diverse investment strategies and offerings as part of its services.

Megan Hendricksen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. Her prior work includes roles at Wells Fargo Bank, M&T Bank, and PNC Bank. She is based in Columbia, MD. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Philip Doyle is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves a diverse clientele that includes corporate executives, business owners, and multi-generational families. His approach prioritizes a service-first model with a careful consideration of risk, fees, and taxes to enhance the client experience. Engagements typically begin with a client’s cash flow analysis, enabling his team to assess factors such as single stock concentration, liability management, and health care costs. Philip's areas of expertise encompass corporate executive services, executive and equity compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, philanthropic planning, tax minimization, and retirement income. He is part of Merrill Lynch's Corporate Advisory Services Group, which focuses on integrating customized wealth management strategies for corporate insiders and high net-worth families. Philip holds a Bachelor's Degree from the University of South Carolina and an international diploma from Gonzaga College High School. He has earned professional designations including Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA).

Louis Foran is a financial advisor with RBC Capital Markets in Columbia, MD, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has worked at RBC Capital Markets since 2009 and concurrently with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Denis Mc Groddy is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade, Inc., and Scottsdale Securities. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by centralized custody and operational infrastructure.

Benjamin Goldsmith is a financial advisor with Wells Fargo Clearing based in Columbia, MD, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo Clearing in 2025, he held positions at Bank of America, Merrill, and several other companies. His background includes roles outside finance in the automotive and hospitality sectors. 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 the Wells Fargo Investment Institute.

Donald Irwin IV is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

Brandon Cigna is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2011, working closely with clients to develop personalized financial strategies aligned with their long-term goals. Brandon’s approach emphasizes understanding each client’s priorities by asking detailed questions, listening carefully, and designing customized wealth management plans that help clients pursue their financial objectives while managing investment risk. Brandon’s expertise spans education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and liquidity management, among other areas. His mission is to help clients use their wealth to turn goals into reality. He holds a Bachelor's Degree from Michigan State University, where he was a member of the Men's Golf team and a former professional golfer. Brandon holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Brandon participates in community service through organizations such as First Tee of Greater Washington, DC. He is also active in the Michigan State Varsity S Club/DC Alumni. Outside of work, Brandon enjoys cooking, golfing, music, spending time with his family, traveling, and watching movies.

Alan Dana is a CFP® credentialed financial advisor with 32 years of industry experience. He is currently with Wells Fargo Advisors, having previously worked at Wells Fargo Clearing for 10 years and A. G. Edwards & Sons, Inc. for six years. Outside of his advisory work, he owns and manages a room rental business in Arlington, VA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, with clients choosing how to implement those recommendations through various brokerage or advisory programs.

Carl Wojcik is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in property maintenance for a sole proprietorship related to real estate in Wayland, MA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Eugene Mc Vey is a financial advisor with LPL Financial and holds a Series 66 designation. He has five years of industry experience, including roles at firms such as Merrill, TD Bank, and MassMutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Kristina Bakis is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Christopher Dillon Sr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Cetera since 2013 and has worked with affiliated firms since 2002. In addition to his advisory role, he owns and manages a tax and accounting business, Christopher Dillon CPA, which he has operated since 1994. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party strategies, managing over $256 billion in assets across more than 10,000 advisors.

Parker Wiseman is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held positions at Bank of America and has worked in various roles across several industries including aviation, fitness, and education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Sherod Malik Davis is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at J.P. Morgan Chase Bank, Northwestern Mutual, and his own business, Sherod-Malik. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Ryan Wiebe is a Financial Advisor at MKBH & Associates within Merrill Lynch Wealth Management. In his role, he is responsible for business development, investment management, and multigenerational wealth planning for clients. He employs a customized approach to wealth management that adapts to clients' goals and changing market conditions. Ryan provides access to Merrill's investment insights and the banking services of Bank of America to help address various aspects of clients' financial lives. Ryan focuses on areas including college education planning, family wealth management strategies, managing new wealth, portfolio management services, and serves clients in the sports and entertainment sectors. He views his role as a consultant assisting clients in navigating their financial lives, creating personalized plans designed around their family, goals, and aspirations. A native of Melbourne, Florida, Ryan holds a Bachelor's Degree from the University of Central Florida and the Personal Investment Advisor (PIA) designation. He currently resides in the Logan Circle neighborhood of Washington D.C. with his wife, Lauren. Outside of work, Ryan enjoys engaging with the offerings of the nation's capital, playing and watching various sports including baseball, basketball, and golf, as well as traveling to destinations such as South Africa, Switzerland, and the Caribbean Islands.

Patrick Dunn is a financial advisor at Osaic with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors for 11 years and New England Securities for two years. Dunn is the sole owner of Copper Dunn Company, which offers group insurance and employee benefits, and he serves as a volunteer trustee on the board of St. Joseph’s Collegiate Institute in Buffalo, NY. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services across various programs, employing a model-based investment process with options for discretionary and advisor-managed strategies.

Daniel Syvret is a financial advisor at Morgan Stanley with four years of industry experience. He has previously worked at The Vanguard Group and has a background that includes roles in music education and performance. Outside of finance, he is a band member and owner of Dropkick The Bear, a music group based in Washington, DC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, employing structured financial planning tools and managing approximately $2.74 trillion in client assets.

Frank Scicchitano is a Series 66 certified financial advisor at Wells Fargo Advisors with 25 years of industry experience. His prior roles include positions at UBS Financial Services Inc., Wells Fargo Clearing, Banc of America Investment Services, and Morgan Stanley DW Inc. He is also involved in managing private investment firms. Wells Fargo Advisors serves individual, trust, and institutional clients, offering a broad range of investment and financial planning services including specialized planning for business-owner transitions, special-needs analysis, and divorce planning. The firm combines advisory services with various financial products and referral channels.