Matthew Taylor is a Series 66-credentialed financial advisor with 10 years of industry experience. He has been with J.P. Morgan Securities LLC since 2019 and previously worked at PNC Investments and PNC Bank. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and integrates an ESG eligibility framework in its recommendations.

Jay Siembieda is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, he serves as Chairman of the Board of Directors for the Yale Veterans Association, an organization supporting military service members and veterans. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Colin Steele is a financial advisor at RBC Capital Markets in Annapolis, MD. He holds the Series 66 designation and began his financial services career in 2024. Prior to joining RBC, he worked in various roles including hospitality and logistics. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies utilizing both in-house and third-party investment managers.

James Mercer is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Outside of his advisory role, Mercer is a sole proprietor and trustee of rental property entities. Morgan Stanley Wealth Management serves individual and institutional clients with a broad 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 financial planning process supported by firm-approved tools and models.

Marilyn Hoosen is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at Stifel Independent Advisors, Bank of America, Merrill Lynch, Morgan Stanley, and BB&T Investment Services. She serves on the planning committee for the Innovation in Agriculture and Energy Opportunity Zone Summit Puerto Rico. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs primarily implemented through third-party managers and emphasizes a personalized approach based on client information and risk tolerance.

Michel Girardi is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Oppenheimer, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he participates in the Dulles Plane Pull, a charitable event benefiting the Special Olympics, where he has displayed his plane for attendees. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mindy Mammen is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 designations. Prior to her current role, she worked at Tiffany and Company from 2014 to 2016. Outside of her advisory career, she is a manager of It's Our Road Farm, LLC, a family-owned farm leasing land for cotton and sorghum cultivation. 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.

Anthony Olimpio is a Financial Advisor at Merrill Lynch Wealth Management in Washington DC. He provides financial and retirement planning services, utilizing strategies such as tax loss harvesting and strategic asset allocation to help clients achieve their long-term financial goals. Anthony offers access to the full range of Bank of America and Merrill Lynch Wealth Management investment and banking products to deliver holistic financial solutions. He is committed to building long-lasting relationships based on trust, integrity, and service, guiding clients through every stage of their financial journey. Anthony's approach centers on personalized financial strategies tailored to each client's unique needs and aspirations, aiming to optimize wealth accumulation and preservation. Anthony holds a Bachelor's Degree from Indiana University of Pennsylvania and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys activities such as billiards, boating, boxing, chess, golfing, ice hockey, music, photography, skiing, and spending time with his family.

John Moran is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, USAdvisors Wealth Management, and Securities America Inc. Moran is based in Washington, DC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Peter Borger is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior work includes roles at Wells Fargo, Randstad Professionals, and the University of Richmond. Outside of his advisory duties, he is involved in running activities as a competitor and trainer in Malvern, Pennsylvania. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Heather Huff is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at BOFA Securities, Inc. and consulting roles including work with the University of Virginia Darden School Foundation and HBH Healthcare Consulting, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

George Bragaw III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Prior to joining Raymond James in 2016, he spent 26 years at Wells Fargo Clearing. He serves as a trustee for a family irrevocable trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, employing various portfolio management styles supported by firm research and sub-advisers.

Arathi Bezwada is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at UBS Group AG and the National Labor Relations Board. Outside of her advisory role, she is an owner and partner in Gecko Robotics, a company that develops AI-driven robotics systems for infrastructure inspection and predictive maintenance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Pratt Rexford is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. He previously worked at Lincoln Financial Advisors Corporation for four years. Rexford’s background also includes roles outside of financial advising at companies such as Whitely Steel and Sawgrass Country Club. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Michael Stuart is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliates since 2009, with prior experience at Citigroup Global Markets from 2005 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range 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 market outlooks from its Global Investment Committee.

Sean Duffy is a financial advisor at Ameriprise with 26 years of industry experience. He has held roles at Ameriprise since 2016 and previously worked at A.G. Edwards & Sons, Inc. from 2001 to 2016. Duffy holds Series 63 and Series 65 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

Suzanne Small is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Wells Fargo Advisors LLC and Sargent Investment Group, LLC. Outside of her advisory role, she serves as an executor and trustee for her brother’s investment-related trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute with third-party data to evaluate investment options.

Ryan Whyte is a CFP®-certified financial advisor with J.P. Morgan Securities in Washington, DC, bringing nine years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Wellington Capital Management, Inc. He is also the head coach of a youth lacrosse team, an activity he has been involved with for over a decade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Gregory Kight is a financial advisor at UBS Financial Services with 34 years of industry experience. He has held roles at Merrill and Bank of America prior to joining UBS in 2022. Outside of his advisory work, he serves as chairman of the audit committee for the Kappa Alpha Psi Hyattsville/Landover Alumni Chapter, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Joshua Rivera is a Series 66-licensed financial advisor with Morgan Stanley in Washington, DC, bringing eight years of industry experience. He has been with Morgan Stanley since 2016 and worked concurrently at the University of Maryland from 2015 to 2017. Outside of his advisory role, he is involved in a vending machine business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and models to support client goals while primarily acting in an advisory capacity.