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 CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. Prior to joining Cambridge in 2026, she spent a decade with First Command in various financial planning and advisory roles. She is also the sole owner of Inglett Advising LLC, an investment-related business. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Michael Yankanich is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Salisbury University, and involvement with the Small Business Development Center and The Salvation Army NHQ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

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 at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of wealth advisors. The firm’s advisory program focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a blend of quantitative and qualitative research.

Michael Teague is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his wealth management career in 2010 and joined Merrill Lynch in 2013. Michael specializes in providing counsel to families anticipating significant liquidity events such as the vesting of equity awards, the sale of closely held businesses, initial public offerings, and inheritances. His approach involves organizing and simplifying clients' financial affairs to develop cohesive wealth strategies that address their unique situations. Michael holds a Bachelor's Degree from Villanova University and has earned the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. He and his team focus on goals-based planning, offering services including investment management, trust services, banking, lending, and wealth transfer strategies. They collaborate closely with clients' other trusted advisors to ensure a harmonized approach to wealth management. Outside of his professional work, Michael is involved with St. Paul's Episcopal Church and Ducks Unlimited. He also serves on the Investment Committee of St. George's Episcopal Church. Michael enjoys baseball, basketball, fishing, football, gardening, hunting, spending time with his family, and tennis. He lives in Old Town Alexandria with his wife, Annie.

Jessie Sims is a financial advisor with Merrill, holding Series 66 and Series 63 licenses and three years of industry experience. Their background includes roles at Bank of America, J.P. Morgan Securities, Banco Santander, and Georgetown University. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Renz is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63, Series 65, and Series 66 designations and 29 years of industry experience. Prior to joining Wells Fargo Clearing in 2025, he worked at JP Morgan Securities from 2012 to 2025. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Jim Riutta is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works with clients and their families to develop comprehensive financial plans tailored to their individual goals and wishes. His approach includes a multi-step process that emphasizes accountability as a key factor in achieving success. Discussions with clients may cover estate planning, income and retirement planning, and tax-efficient investing. Jim has extensive experience in the financial services industry, having previously worked as a Premier Banker at Wells Fargo from 2021 to 2022, a Relationship Manager at Citi Bank from 2017 to 2021, a Regional Banking Private Banker at Wells Fargo from 2012 to 2017, and as a Registered Investment Advisor at First Command from 2008 to 2012. Outside of his professional life, Jim enjoys activities such as spending time at the beach, cars, family activities, fitness, motorcycles, and outdoor adventures.

Laurie Blackburn is a CFP®-designated financial advisor with 30 years of industry experience, currently with Wells Fargo Advisors since 2024. Her prior roles include positions at Wells Fargo Clearing, McLaughlin Ryder Advisory Services, Coburn & Meredith, Inc., and Morgan Stanley DW Inc. She serves as Investment Committee Chair for the Goodwin Living Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically discrete and optional implementation through brokerage or advisory programs.

Thomas Fahey Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets, where he worked for a combined 15 years before joining Wells Fargo in 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 and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Lindsay Kelly is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2011 and Bank of America, N.A. since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Elizabeth Hopkins is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Bank of America/Merrill Lynch and Thompson, Siegel & Walmsley LLC. Hopkins serves on the advisory councils for The Richmond Ballet and the Community Foundation for a Greater Richmond. 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. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Haley Kaufman is a Wealth Management Advisor at Merrill Lynch Wealth Management with over three decades of experience supporting more than 300 affluent clients through major financial transitions. Her expertise includes assisting clients with retirement planning, family wealth management, legacy planning, and philanthropic strategies. Haley's work extends to institutional-level advising, where she currently helps over twenty non-profit organizations with their investment reserves to support their missions. Haley holds a Bachelor's Degree from the University of Maryland and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She has been recognized by Forbes as one of their "Best-in-State" advisors for Washington, D.C. consecutively from 2018 through 2026. Haley has also served a three-year term on the Board of Advisors of the Robert H. Smith School of Business at the University of Maryland, providing strategic counsel and participating in task forces. In addition to her professional work, Haley is a mentor with the Cherie Blair Foundation, supporting women entrepreneurs worldwide. She resides in Washington, D.C. with her husband Jeff and takes pride in guiding and supporting their three young adult children. Outside of work, Haley enjoys biking, cooking, and spending time with her family.

James Tarr Jr. is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that incorporates firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Caroline Thummel is a financial advisor with J.P. Morgan Securities in Washington, DC, holding a Series 66 designation and one year of industry experience. She has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2025 and has prior experience at Tortoise Ecofin Investment Advisors and involvement with Wake Forest University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with a centralized due diligence process supporting its recommendations.

Patrick Kan Yek is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2022, serving in various capacities including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Personal Banker at PNC Financial Services from 2021 to 2022. Patrick partners with individuals and families to identify their financial priorities by understanding their unique goals and circumstances. He provides clarity and confidence in financial decisions by offering tailored strategies and options for the future. He holds a California Insurance License. Outside of his professional work, Patrick enjoys spending time at the beach, fitness activities, exploring food, hiking, watching movies, and caring for pets.

Jake Matysek is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for eight years. 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. Their advisory process combines quantitative screening and qualitative research to develop model asset allocations, with implementation supported by affiliated investment-management entities.