Angela Sampson is a Planning Consultant at Fidelity Investments. She has progressed through several roles within Fidelity, including Life Event Consultant III, Life Event Consultant II, Transition Service Help Desk, and Transition Service Specialist. Her professional experience reflects a steady advancement in the field of financial planning and client service within the company. Angela's approach to financial planning emphasizes understanding the individual behind the portfolio. She focuses on building genuine relationships, listening attentively, and assisting clients in making decisions that align with their personal goals, values, and life priorities. Outside of her professional role, Angela has interests in food, football, and swimming.

Stephen Barron serves as a Senior Financial Advisor at Merrill Lynch Wealth Management in the Washington, D.C. office. He works with families and individuals to simplify and enhance their financial situations and lifestyles. Stephen provides personalized wealth management strategies tailored to clients' goals, offering access to investment insights from Merrill and banking services from Bank of America. His client focus includes college education planning, retirement income, portfolio management, tax minimization, and services for endowments, foundations, and defined benefit and contribution plans. Stephen holds a Bachelor of Science degree from McGill University in Montreal, where he majored in Anatomy and Cell Biology with dual minors in Pharmacology & Therapeutics and Atmospheric & Oceanic Sciences. He also completed Executive Education at Yale School of Management. His scientific background contributes to his adaptability in the evolving financial services industry. Stephen holds several professional designations including Accredited Asset Management Specialist (AAMS), Accredited Domestic Partnership Advisor (ADPA), Accredited Wealth Management Advisor (AWMA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Stephen follows Merrill's tradition of community involvement and volunteers with local organizations. Outside of work, he enjoys activities such as bowling, camping, chess, fishing, football, hiking, traveling, watching movies, and practicing yoga. He lives in McLean, Virginia with his golden retriever, Archer, and rents out his former residence in Washington, D.C.

Anton Reese is a financial advisor with Charles Schwab in Alexandria, VA, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., Bank of America, N.A., and Merrill. He owns a home where his mother resides and pays rent. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

Stacy Snyder is a financial advisor at Morgan Stanley with 28 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2006. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a 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 alongside its investment committee's return estimates and simulations to support its clients’ financial plans.

Andrew Mika is a CFP® with 10 years of industry experience, currently serving at LPL Financial since 2025. He previously worked at Grove Point Advisors and Grove Point Investments from 2021 to 2025, and at United Planners Financial Services and Pegasus Financial Group from 2016 to 2021. His business activities include work with Meighan Wealth Management Group related to insurance and investment services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and nonprofits. The firm offers a range of financial planning and advisory programs, utilizing discretionary and non-discretionary management alongside research and model portfolios from multiple sources.

Mikail Qazi is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. Outside of advising, he is a proprietor of a rental real estate business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by research from its Chief Investment Office and UBS Global Research.

Daniel Aliperti is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer for 12 years before joining Merrill in 2018. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tracy Tang is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2001. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Michael Gays is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 investment 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 menus.

Alfred Bozzo Jr. is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and models to support client outcomes.

Ryan Payne is a financial advisor with Edward Jones in Owings, MD, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a member of Blackout Racing 4 LLC, a manager-managed LLC based in Louisville, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions such as discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Cunningham is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with a diverse clientele including corporate executives, attorneys, physicians, families, and non-profit organizations across twenty-five states. Michael focuses on preserving clients' wealth and achieving reasonable growth through consistent investing over time while avoiding needless risk. Michael began his career in 1997 with Merrill Lynch Wealth Management in New York City before returning to the Washington, D.C. area to join Bank of America, where he has remained through the firm's merger with Merrill. He offers clients comprehensive financial guidance, including advice on Social Security, long-term care insurance, Medicare, and lending options such as residential, securities-based, and commercial loans through Bank of America. His approach emphasizes understanding clients' priorities and preparing for new financial situations and opportunities. He earned a Bachelor of Science degree, cum laude, in Biology and Psychology from James Madison University, where he was a member of the varsity rugby team. Michael resides in Mount Vernon with his three children. He volunteers at his local parish and children's schools and supports the American Parkinson Disease Association.

Paul Juergensen II is a Wealth Management Advisor with more than 35 years of experience in the financial services industry. He has been with Merrill Lynch since 2005, providing comprehensive wealth management strategies to help clients achieve their financial goals. Paul's expertise includes managing complex financial issues and advising high-net-worth individuals, entrepreneurs, business owners, foundations, and non-profit organizations across Washington D.C. and 15 states. Paul holds a Bachelor of Science degree from the University of Maryland and multiple professional designations, including CERTIFIED FINANCIAL PLANNER4 (CFP4), Certified Investment Management Analyst4 (CIMA4), Certified Private Wealth Advisor4 (CPWA4), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a Portfolio Manager, managing personalized and defined investment strategies on a discretionary basis. Beyond his professional work, Paul is a board member of Becky's Fund, an organization focused on ending domestic violence through education, advocacy, and service. He supports several other non-profit organizations in his community and resides in Herndon, Virginia with his family.

William Finnerty is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2003. Outside of his advisory role, Finnerty serves as an adjunct professor at Georgetown University and participates as a judge for the National Foundation of Teaching Entrepreneurship. He also holds board positions with the Georgetown University Advisory Board for Entrepreneurship and the Kennedy Center’s National Symphony Orchestra. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of solutions including financial planning, portfolio management, and alternative product distribution. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment strategies.

Woodroe Leach is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His prior work includes more than three decades at Money Concepts Capital Corp and ongoing roles at Chesapeake Life. Leach is also involved in entrepreneurial activities, owning Leach Wealth Management Group and The Woodlyn LLC, and he works as an independent insurance agent. Additionally, he plans to offer clients access to estate planning documents through the Estate Guru platform. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers a range of portfolio management options, including proprietary models and third-party strategies, delivered across multiple platforms with both discretionary and non-discretionary investment implementations.

Attor Kludze is a financial advisor at Merrill with 19 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Morgan Stanley Private Bank, M&T Bank, and LPL Financial. Outside of his advisory work, he is the owner of a private equity holding entity, though the company is not actively managed. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutions.

Danielle Thompson is a financial advisor with Equitable Advisors in Washington, DC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Equitable Advisors since 2012, having also worked at Axa Advisors, LLC during that time. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Richard Barron is a financial advisor at Wells Fargo Clearing with 46 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Bank of America, N.A. and Merrill. He is based in Washington, DC. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Marcela Arimany is a financial advisor with LPL Financial in Alexandria, VA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Carr Workplaces and South Florida Educational Federal Credit Union. Outside of her advisory duties, she is involved in online sales through Mercari and serves as a public notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research from LPL and third-party providers.

Maureen Obrien is a financial advisor with LPL Financial in Alexandria, VA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory work, she operates an online retail business selling antiques and collectibles through platforms such as eBay and Amazon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, incorporating both discretionary and non-discretionary management along with research and model portfolio options.