Sarah Simon is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Kenyon Wagner is a financial advisor with Equitable Advisors in Falls Church, VA. He holds a Series 66 designation and has 10 years of industry experience. His career includes tenure with Axa Advisors and Axa Equitable prior to his current role. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Grant Thompson is a Series 65-licensed financial advisor at Edelman Financial Engines in Alexandria, VA, with two years of industry experience. His work history includes prior roles at Pure Performance and Financial Engines Advisors, L.L.C., as well as non-financial positions at Legum & Norman Realty Inc, Shenandoah University, and Brightview Landscapes. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of solutions including workplace retirement plans, planner-led wealth management, and online advice, combining proprietary modeling with planner oversight and emphasizing diversified portfolios and long-term investment strategies.

John Limroth is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at Bank of America, Merrill, and Wilbanks Smith and Thomas Asset Management. Outside of advisory roles, he is the captain and owner of King Tide Charters, LLC, a fishing charter and aquatic services business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured planning tools and a variety of investment solutions.

Patrick Adams is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Theodora Gotard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at Wells Fargo Advisors from 2013 to 2022 before joining Wells Fargo Clearing. Outside of her advisory role, she serves on the hospitality committee for The Rotonda Condominiums in McLean, VA, where she helps plan community events. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jeremy Kim is a financial advisor with Ameriprise in Vienna, VA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Ameriprise, he worked for the U.S. Department of Education’s Office of Federal Student Aid for five years. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jaden Jeong is a financial advisor at Edelman Financial Engines with four years of industry experience. He has held roles at several firms including Morgan Stanley Smith Barney LLC, Wells Fargo, and Mitre Corporation. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Michael Krowe is a CFP® professional with 20 years of industry experience, currently serving at Edelman Financial Engines since 2025. His prior experience includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory work, he is a sole proprietor providing musical entertainment. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and long-term investment orientation.

Patrick Day is a CFP® professional with 41 years of experience in the financial services industry. He has been with Edelman Financial Engines and its predecessors since 1992. Outside of his advisory role, he writes articles supporting a book on life planning and wealth, scheduled for publication in June 2024. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios and a mix of discretionary and non-discretionary investment management.

Daniel Lash is a CFP® professional with 28 years of industry experience, currently affiliated with Cetera since 2023. He has held roles at VLP Financial Advisors and Cetera Wealth Services, LLC, where he has been engaged since 2013. Lash is involved in several community and educational activities, including serving as chairman of the financial planning and wealth management advisory board at George Mason University and acting as a basketball referee and mentor for youth leagues in Northern Virginia. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors with assets exceeding $256 billion.

Christopher Mellone is a CFP® and CFA® with 14 years of industry experience. He is currently with Cetera and has prior experience at VLP Financial Advisors, where he is also an owner and works as an associate para planner. Mellone serves as Director of PR for the Financial Planning Association, National Capital Area chapter, and is a board member of the Virginia Tech Financial Planning Advisory Board. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Lindsay Owens is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with J.P. Morgan entities since 2011, including JPMorgan Chase Bank NA and JPMorgan Securities LLC. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team.

Soo Jeong Heo is a Series 66–licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Her prior roles include positions at Barings and Stride Inc, as well as entrepreneurial experience running Doma Korean Kitchen. J.P. Morgan Securities LLC 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.

Alvaro Suarez Oviedo is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has held roles at Banco Popular Dominicano, AMSO Corporate Events, and Bank of America. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Greg Roemer is a financial advisor with Thrivent Investment Management in Washington, DC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Thrivent and its affiliated entities since 2002. Outside of his advisory work, Roemer serves on the Advancement Advisory Committee for Rockbridge Academy, a private K-12 religious school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s approach separates planning from managed-account services and does not include institutional portfolio management.

Jonathan Thomas is a CFP® certified financial advisor with 13 years of industry experience. He currently works at RBC Capital Markets and has prior experience with Truist Advisory Services and BB&T in various advisory and investment roles. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services through diverse wrap fee advisory programs tailored to clients’ risk profiles.

Hanane Lemlih is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Mark Vago is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory work, he serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers.

Jack Fechter is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with one year of industry experience. His work history includes roles at Morgan Stanley since 2022 and prior positions at Hampden-Sydney College, Durham University, Trustar Bank, and Bullis School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory and financial planning programs supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services ranging from tailored financial plans to broader investment and trading activities.