Caitlin Jolley is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has previous work experience at Honeywell and Brigham Young University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is known for its extensive retail advisor and branch network.

Charles Olson is a financial advisor with Morgan Stanley in Potomac, MD, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include broad retail and institutional offerings as well as relationships with investment companies and private funds.

David Clark is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for 12 years, followed by four years at XML Securities, LLC and XML Financial Group. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Justin O'Connell is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

William Jeffery is a Senior Financial Advisor with Merrill Lynch Wealth Management in Washington, D.C. As a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor, he focuses on developing strategies and recommendations tailored to high-net-worth individuals, their families, and their businesses to help them meet both short- and long-term financial goals. His areas of expertise include executive compensation, family wealth management strategies, legacy planning, retirement income, portfolio management services, tax minimization, and services for endowments, foundations, and non-profits. William holds a Bachelor's degree from the College of Charleston and completed an Accredited Certificate Program at North Carolina State University. Beyond his professional work, William is involved in community service, volunteering with organizations such as "A Place to Stand." His personal interests include adventure sports, billiards, boating, cooking, football, hunting, and watching movies.

Stephanie Yoingco is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Mass Mutual Investors Services and Waterford Wealth Management. Outside of her advisory role, she is also employed as a server at HHM Hospitality. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services supported by research and diversified investment strategies.

Randall Greene is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSC Securities Corporation since 1997 before joining OSAIC in 2023. In addition to his advisory role, Greene operates a sole proprietorship as an insurance agent, providing life insurance quotes and managing fixed annuities and long-term care policy renewals. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm combines brokerage and advisory services with financial planning and access to multiple third-party money managers, utilizing advanced asset-allocation tools and automated portfolio management.

Christine Pisano is a financial advisor at RBC Capital Markets with four years of industry experience. She holds a Series 66 designation and has previously worked at CEP Consulting LLC and The Carlyle Group. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Gregory Marcus is a Series 66-licensed financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves as president of The Marcus Group, LLC and has trustee responsibilities for a family account. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management, financial planning, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Gary Cundall is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and RBC Capital Markets, among other firms. Outside of advising, he writes history and humor books and serves as president and director of a family ranching operation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor portfolios. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and market-making activities.

Richard Horn is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and 38 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2009 to 2026 before joining UBS in 2026. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

David Edwards Jr. is a financial advisor with Wells Fargo Clearing, holding the CFP® designation and Series 63 and 65 licenses, and has 33 years of industry experience. His prior roles include positions at Morgan Stanley, Charles Schwab, NYLIFE Securities, and Eagle Strategies. Outside of his advisory work, he serves as a durable power of attorney for his mother’s financial affairs. 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 extensive research and analytics.

Christine Jaeger is a financial advisor with RBC Capital Markets in Rockville, MD. She holds a Series 66 designation and has been with RBC Capital Markets since 1997. 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 offers a range of wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Don Morton is a CFP® professional with five years of industry experience, currently with Edward Jones since 2021. Prior to joining Edward Jones, he worked at Fidelity Brokerage Services LLC and operated a business called Don's Mix LLC d.b.a. Shrub District from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Bruce Tanous is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He has been with J.P. Morgan Securities, J.P. Morgan Chase Bank, N.A., and J.P. Morgan Trust Company since 2006. Tanous holds Series 65 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers a range of approved funds and strategies through its Institutional Consulting Services program.

Stephen Lowman is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Matthew Carroccio is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory work, Carroccio serves as a finance committee member for both the Washington Jesuit Academy and the Safe Shores DC Advocacy Center. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Todd Ihrig is a financial advisor with Cetera based in Arlington, VA, holding a Series 66 designation and 27 years of industry experience. He previously spent 23 years at Avantax Advisory Services and Avantax Investment Services before joining Cetera in 2025. He operates his practice under the DBA name Invest With a Plan Position. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Alexander Groff is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Financial Consultant from 2019 to 2022 and as an Investment Consultant from 2018 to 2019, all within Fidelity Investments. In his role, Alexander works closely with clients to develop customized financial plans tailored to their unique family needs. He emphasizes forming strong client relationships and aims to be a primary trusted advisor by maintaining trust, reliability, and competency. Further information about his education, credentials, personal interests, or community involvement was not provided.

Zyon Jenkins is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Foreside Fund Services, Harborside Sales Group, Kestra Advisory, and Kestra Investment Services. His background also includes roles outside the financial sector, such as positions at Chewy, First National Bank, Dickinson College, Starbucks, and St. Paul’s School for Boys. Morgan Stanley Wealth Management provides advisory services and financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and research from its Global Investment Committee, offering a range of advisory programs without providing specific security recommendations within standalone planning services.