Tracy Tang is a financial advisor at Morgan Stanley with 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent eight years at Citigroup Global Markets. Tang holds the Series 66 designation and is based in Washington, DC. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and corporate financial planning agreements.

Michael Gays is a CFP® professional affiliated with Wells Fargo Clearing, based in Washington, DC, with 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Alfred Bozzo Jr. is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank since 2015, previously spending 16 years at Citigroup Global Markets. Based in Washington, DC, 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. The firm offers a range of advisory programs, including tailored financial planning using structured tools and modeling techniques, managing approximately $2.74 trillion in client assets.

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, where he has built a career assisting a diverse clientele including corporate executives, attorneys, physicians, families, and non-profit organizations across twenty-five states. With more than 28 years of experience, he focuses on preserving clients' wealth and achieving reasonable growth through consistent investing without unnecessary risk. He emphasizes understanding clients’ priorities, helping them prepare for new financial situations, and providing access to various lending options through his extensive contacts within Bank of America. Michael launched his career in 1997 with Merrill Lynch Wealth Management in New York City and later joined Bank of America in the D.C. area, remaining with the firm through its merger with Merrill. He holds 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. He also carries the designation of Personal Investment Advisor (PIA). Outside of his professional work, Michael is a father of three and actively participates in his children’s sporting events. An avid fisherman, he volunteers at his local parish and supports the Stop Soldier Suicide organization. His approach is guided by a personal philosophy of working one-on-one with clients to develop personalized financial strategies aligned with their long-term goals.

Paul Juergensen II is a Wealth Management Advisor with over 35 years of experience in financial advising. He has been with Merrill Lynch since 2005, providing comprehensive wealth management strategies tailored to individual client goals. His expertise includes corporate benefits, divorce transition planning, family wealth management strategies, institutional investment consulting, and retirement income planning, among others. Paul also serves as a Portfolio Manager, utilizing personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Paul holds a Bachelor of Science degree from the University of Maryland. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials support his ability to advise on complex financial issues and create comprehensive financial strategies for high-net-worth individuals and institutions. In addition to his professional work, Paul is a board member of Becky's Fund, a nonprofit organization focused on ending domestic violence through education, advocacy, and service. He resides in Herndon, Virginia, has three adult children, and enjoys playing golf. Paul values frequent communication with clients and emphasizes an ongoing, planning-based approach to wealth management.

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.