William Finnerty is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Merrill for nine years before joining UBS in 2003. Outside of his advisory role, Finnerty serves as an adjunct professor at Georgetown University, participates as a judge in entrepreneurship programs, and holds board positions with the Georgetown University Advisory Board for Entrepreneurship and the Kennedy Center’s National Symphony Orchestra, including membership on the NSO Finance Committee. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm leverages proprietary research and model-based asset allocation to tailor client solutions and combines institutional trading capabilities with comprehensive wealth management services.

Woodroe Leach is a financial advisor at Cambridge Investment Research Advisors with 45 years of industry experience. He previously worked at Money Concepts Capital Corp for 34 years and has been associated with Chesapeake Life since 1979. Leach is also involved in entrepreneurial activities, including ownership of Leach Wealth Management Group and The Woodlyn LLC, and plans to use technology services for estate planning through the Estate Guru platform. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms and custodians.

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 at Equitable Advisors with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Equitable Advisors since 2012, with prior experience at AXA Advisors and Valic Financial Advisors. Based in Washington, DC, her career spans multiple established advisory firms. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of proprietary and third-party solutions tailored to client risk tolerance and investment needs.

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 the South Florida Educational Federal Credit Union. Outside of advising, she is engaged in online sales through Mercari and serves as a public notary in Virginia. 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, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Maureen O'Brien is a financial advisor with LPL Financial in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at LPL Financial since 2007 and previously spent four years at First Heartland Consultants, Inc. Outside of her advisory work, Maureen operates an online retail business specializing in antiques and collectibles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research technology.

Hsiao Chuan Chang is a financial advisor with LPL Financial in Washington, DC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at UBS Financial Services, Purshe Kaplan Sterling Investments, Adventus Veritas LLC, CUSO Financial Services, Wells Fargo Clearing, and Equitable Advisors. Outside of his advisory work, he is involved in real estate development and ownership in the Derwood, MD area. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, employing various portfolio strategies and operational tools.

Mackenzie Mendoza is a Series 66-licensed financial advisor with Morgan Stanley in Washington, DC. She has been with Morgan Stanley since 2017, with a total of seven years of experience at the firm. Prior to her current role, she worked briefly at Comfort & Son Jewelers. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and offers a range of advisory programs, managing approximately $2.74 trillion in client assets.

David Dorsett is a Series 66-licensed financial advisor with UBS Financial Services in Washington, DC, and has two years of industry experience. Prior to joining UBS, he worked at Fairfield University and a law firm, Karp, Wigodsky, Norwind Kudel & Gold. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and offers a broad range of capital markets and wealth management solutions.

Alexandra Baez Ortiz is a financial advisor at Merrill with a Series 66 credential and six years of industry experience. She has worked at Merrill since 2019 and previously spent six years at 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. The firm offers model-based and discretionary strategies constructed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicole Wright is a financial advisor at LPL Financial with nine years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill Lynch, Bank of America, Fidelity Investments, and Raymond James. Outside of advisory roles, she was involved with Parallel Wine Bistro in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory strategies supported by advanced research and technology tools.

Andrea Cammarano is a Series 66 licensed financial advisor at Merrill with 11 years at the firm and 7 years of industry experience. He is based in Washington, DC. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Courtney Mcintosh is a financial advisor at Morgan Stanley with 18 years of industry experience. She has held roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Mcintosh holds a Series 66 designation and is based in Washington, DC. 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. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Eric Zagin is a financial advisor at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association. His credentials include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling techniques in its financial planning process.

Khaleed Beltran is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. He has been with Merrill and Bank of America since 2017 and previously worked at SunTrust Bank. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Breanna Tavernini is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Her prior roles include positions at the United States Patent and Trademark Office, Thrivent, and Northwestern Mutual. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment entities. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad range of funds and portfolios.

Melissa Geracimos is a CFP® and ChFC® credentialed financial advisor at Cetera with 30 years of industry experience. Her work history includes roles at Aurelius Family Office, Charles Schwab, HUB International Investment Services, and Campbell Wealth Management. She is based in Alexandria, VA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Craig Kelly is a Series 66 licensed financial advisor at Merrill with 21 years of industry experience. He has worked at Merrill since 2014 and previously held roles at Bank of America and Fisher Investments. 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.

Lauren Escribano is a financial advisor at Raymond James Financial with nine years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing, Morgan Stanley, and Iberia Bank. Outside of advisory work, she provides operations and administrative support as an independent contractor for Argentum Private Wealth. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to deliver non-discretionary planning and supports municipal and public finance work through a municipal advisor affiliation.