Samuel Doub is a Financial Advisor at The Hasenberg Hartsock Group, where he joined in 2023. Prior to this role, he spent seven years at Merrill Lynch Wealth Management as a Private Wealth Planner and Senior Client Associate. In his current position, he supports a diverse client base and contributes to the team's planning and investment research activities. Samuel holds the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Managerial Finance from the University of Mississippi. Originally from Annapolis, Maryland, Samuel currently lives in Washington, DC. He is involved with multiple non-profit organizations in the area, including serving on the Advisory Council of DC Scores and the National Links Trust. He also enjoys golf, pickleball, and spending time on the water.

Zoumana Berte is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 66, Series 65, and Series 63 designations and has worked at firms including Citigroup Global Markets and SunTrust Bank. Outside of financial services, he is involved in the health and wellness sector as an owner of two digital health platforms and serves on the board of directors for the National Children Center, a nonprofit organization. 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’s advisory process combines quantitative and qualitative manager due diligence, offering non-discretionary asset allocation advice and customized reporting, with an emphasis on model-driven investment recommendations that may include ESG criteria.

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.

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 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.