Patrick Boehk is a Series 66 credentialed advisor with J.P. Morgan Securities in Washington, DC. He has been with J.P. Morgan and its affiliated entities since 2025, with prior experience at HBGT LLC and HBLH LLC. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research and includes broader derivatives and commodities capabilities.

Adam Brinkley is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2024. Outside of his advisory role, he serves as power of attorney for his mother through a family trust arrangement. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients. The firm employs structured planning tools and investment models to assist clients and manages approximately $2.74 trillion in client assets.

Anthony Perrino is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to his advisory role, he was employed at Georgetown University for four years. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and broad investment resources.

Jordan Kraus is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at LPL Financial in Rockville, MD. He has worked at LPL Financial since 2007 and previously held positions at Stratos Wealth Partners, Ltd and Uvest Financial Services Group, Inc. Outside of his advisory role, Kraus is involved with MedicarePhD, an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, supported by extensive advisor tools and a broad platform that includes institutional and retirement-focused services.

Nathaniel Massey Jr. is a financial advisor at Ameriprise with 25 years of industry experience and holds the Series 66 designation. He has worked at Ameriprise in various capacities since 2001. Massey serves on the Board of Directors for the Ingleside Foundation and several Ingleside senior living communities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Charles Lewandowski is a financial advisor with LPL Financial, holding CFP® and ChFC® designations, and has 46 years of industry experience. He previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and Principal Financial Services. Outside of his advisory role, he is a business owner of Artisan Movers, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning and model portfolio programs, utilizing various investment strategies and technology tools to support advisors.

Marilyn Mc Kinnon is a financial advisor at Morgan Stanley with 26 years of industry experience. She previously worked at Citigroup Global Markets and City National Securities before joining Morgan Stanley Smith Barney LLC in 2025. Mc Kinnon holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Christie Tran is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at the Applied Research Laboratory for Intelligence and Security and was involved with University of Maryland Athletics and the university itself for three years. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jasmine Isreal is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for eight years before joining Morgan Stanley in 2024. Based in Washington, DC, she currently serves clients through Morgan Stanley Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support its advisory services.

Lara Kien is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, with prior experience at Wachovia Bank, N.A. beginning in 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a broad range of services such as investment advisory, financial planning, and retirement plan consulting, utilizing research and analytics to support diversified investment strategies.

Jimmy Lourenco is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He is dedicated to providing clients with an exceptional experience and assisting them in making confident financial decisions by leveraging the insight, resources, and technology offered by Fidelity. Jimmy's professional experience includes roles such as Investment Consultant at Fidelity Investments from 2023 to 2024, Managing Director at BlueRook from 2022 to 2023, Wealth Management Advisor at MassMutual from 2022 to 2023, Financial Advisor at Morgan Stanley from 2018 to 2021, and Vice President Financial Advisor at Capital One Investing from 2014 to 2018. Outside of his professional career, Jimmy enjoys beach activities, family time, sailing, soccer, surfing, and traveling.

Tyghe Carstens is a Financial Consultant at Fidelity, a role he has held since 2025. In this position, he works with individuals and families to help them navigate their financial lives in a holistic manner, assisting them in planning for futures that align with their goals. He utilizes interactive software and Fidelity's robust offerings to help clients clarify their priorities and act with confidence. Prior to joining Fidelity, Carstens gained experience as a Financial Advisor at CW Advisors from 2024 to 2025, a Financial Planning Specialist at Citibank from 2022 to 2024, and as a Private Client Advisor at BMO from 2019 to 2022. His professional experience includes working domestically and abroad, exposing him to a wide array of clients and financial strategies. Outside of his professional work, Carstens has interests in family activities, outdoor adventures, scuba diving, tennis, traveling, and writing.

Eric Rosner is a financial advisor at UBS Financial Services in Washington, DC, holding a Series 66 designation with 22 years of industry experience. He worked at Kaplan Financial Group from 2004 to 2017 before joining UBS in 2017. UBS Financial Services offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with personalized wealth management solutions. The firm provides a range of services including fee-based financial planning, portfolio management, and access to proprietary research and capital markets products.

Jeffrey Sheats is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2013, previously serving as a Financial Consultant. His career in financial advising spans over three decades, beginning in 1985 at Merrill Lynch. He has held various roles including Financial Advisor positions at First Montauk Securities, H&R Block Financial, Lincoln Financial, and UVest, as well as Branch Manager at H&R Block Financial from 1997 to 2008. Throughout his career, Jeffrey has developed extensive experience in financial planning and consulting. He applies his long-term industry knowledge to assist clients with important financial decisions and help them execute their financial visions.

Joyce Wallace is a financial advisor at Cetera with 40 years of industry experience. She holds the PFS™ designation along with Series 63 and Series 65 licenses. In addition to her advisory work, Joyce owns Wallace Tax and Accounting Services, a tax preparation business, and is involved with Praise Him, Inc., a nonprofit Christian organization and radio show. She is also an author self-publishing the spiritual journal of her late husband. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Edward Mandel is a financial advisor at Raymond James & Associates with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Harbert Pioneer Fund and William Blair & Company. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Matthew Goodspeed is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 65 and Series 66 designations and has worked with J.P. Morgan Securities since 2008. Outside of his advisory role, he is involved as an owner and partner in a mobile home park and a real estate LLC. 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 delivered through a non-discretionary program.

Finnian Gaudreau is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His background includes roles at Truist Financial Corporation, Compass Point LLC, and Harbor Investment Advisory. He also has experience tutoring at Wake Forest University and worked at Sherwood Forest Boys and Girls Camp. 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 within a non-discretionary advisory program.

John Heckler Jr. is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 16 years before joining Wells Fargo in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach 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 offerings.

Mark Applegate is a Series 66-credentialed financial advisor with Edward Jones in Arlington, VA. He has three years of prior experience at CAPTRUST/Campbell Wealth Management and one year at Northwestern Mutual. Before entering the financial industry, he spent four years at Virginia Tech and three years at Westwood Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.