Latrina Green is a Series 66-credentialed financial advisor with Morgan Stanley in Washington, DC, with 22 years of industry experience. She has worked with various Morgan Stanley entities since 2005, including Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Charmaine Cheng is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she works closely with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. She focuses on empowering clients with knowledge and tools to help manage their financial lives effectively. Charmaine holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her Bachelor's degree from the University of Wisconsin System and a Master's degree from George Mason University. Her professional philosophy centers on helping clients identify what matters most to them and their families to develop strategies that pursue their financial goals.

Kelsey Henneman is a Financial Consultant at Fidelity Investments, a position held since 2026. She is involved in creating personalized financial plans that align with the unique goals of individuals and families, utilizing Fidelity's strategic portfolios and innovative approaches. Prior to her current role, she served as an Investment Consultant at Fidelity Investments from 2025 to 2026. Her professional experience includes roles such as Senior Private Wealth Associate at Bernstein Private Wealth Management from 2022 to 2025, and Senior Investment Operations Associate at Cambridge Associates LLC from 2020 to 2022. These roles have contributed to her expertise in financial consulting and wealth management.

Michael Berens is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds the Series 66 and Series 63 designations and has been with RBC Capital Markets Corporation since 2008. The firm serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services. RBC Wealth Management tailors strategies to clients’ risk profiles and employs both in-house and third-party investment managers to implement portfolios.

Karen Holmes is a financial advisor with LPL Financial, holding a CFP® designation and Series 63 and 65 licenses, with 28 years of experience in the industry. Her prior experience includes roles at 1st Global Insurance Services, Inc., 1st Global Advisors, Inc., and 1st Global Capital Corp. She is also the owner of Holmes and Associates Accounting Services, which provides tax preparation and bookkeeping services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisors with model portfolios, third-party subadvisors, and technology tools, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

John Rutherford is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo Bank, NA since 2015. 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 offers both brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.

Jacob Scarbath is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Equitable Advisors, Howard County Arts Council, and multiple other organizations. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and various advisory programs through a large network of representatives.

Paula Heichel is a CFP® professional with 45 years of experience in the financial services industry. She has worked at Wells Fargo Clearing since 2016 and previously spent 14 years at Citigroup Global Markets. Based in Washington, DC, she has maintained ownership of a rental property since 1986. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, with an emphasis on research-driven investment strategies and a broad range of financial products distributed through bank and insurance affiliates.

Lisa Hunt is a financial advisor at Charles Schwab with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Charles Schwab since 1992, including a thirteen-year period at Charles Schwab Bank. Hunt serves on the Board of Directors at SIFMA and participates in financial literacy programs; she is also involved in educational initiatives with the Shanghai Advanced Institute of Finance and the University System of Maryland Foundation. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and employs multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Talya Bock is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing personalized financial strategies that align with clients' values and personal priorities, focusing on areas such as family wealth management, socially responsible investing, philanthropic planning, legacy planning, and special needs planning. Talya's approach involves ongoing consultations to help clients pursue their long-term financial goals. With more than a decade of experience in financial services, Talya holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Special Needs Consultant® (ChSNC), Chartered Retirement Planning Counselor™ (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). She holds bachelor's degrees in Economic History and Talmud from Barnard College and The Jewish Theological Seminary of America, graduating Magna Cum Laude, as well as a Master's degree in education from The Jewish Theological Seminary. Talya is multilingual, speaking Hebrew, French, and English. Outside of her professional work, Talya is actively involved in community service, serving on the boards of non-profit organizations such as Mechon Hadar and the Tikkun Olam Women's Foundation. She enjoys activities including camping, cooking, hiking, running, running marathons, scuba diving, spending time with her family, and practicing yoga.

Joseph Davis Jr. is a financial advisor at LPL Financial with 54 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Ic Advisory Services Inc, The Investment Center Inc, H. Beck, Inc., and his own firm, Davis Advisory Services, Inc. He is involved with The Living Capital Group and serves in a fiduciary capacity for The Michael E. Purcell Family Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. Its offerings include financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Bertrand Ong is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes eight years at UBS Financial Services prior to joining Wells Fargo in 2016. 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 employs over 14,000 advisors, offering a wide range of brokerage and advisory solutions supported by extensive research and analytics.

Jacob Wood is a Series 66 licensed financial advisor with Edward Jones in Washington, DC, where he has worked since 2021. He has four years of industry experience, including prior roles at Splashtacular LLC and Water Technology Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Erin Turner is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with 17 years of industry experience. She worked at Goldman, Sachs & Co. for 10 years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Michael Macintyre is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its financial planning process.

Edward Railey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both non-discretionary and discretionary investment management options.

Kate Mbonu is currently an Investment Solutions Representative III at Fidelity Investments, a role she has held since 2022. She partners with clients to understand their financial goals and helps build customized plans to meet their unique needs, emphasizing strong client relationships based on trust and reliability. Prior to this, she served as an Investment Consultant at Fidelity Investments from 2021 to 2022 and was a Financial Advisor at Cetera Investment Services LLC from 2019 to 2021. From 1998 to 2016, she was Branch Manager at Chevy Chase Bank LLC. Kate holds insurance licenses in Arkansas and California. Outside of her professional work, she enjoys cooking and baking, family activities, fitness, social events with friends, music, and singing.

Ryan Troxell is a financial advisor with LPL Financial in Rockville, MD, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, T. Rowe Price, and Fidelity Investments. 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 a large network of investment adviser representatives.

Barry Shapiro is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He co-founded the Sorkin Shapiro Unikel Group, overseeing a team of six professionals dedicated to serving the diverse financial goals of their clients. Barry began his career in financial services in 1996 and joined Merrill Lynch in 2008. He works primarily with corporate retirement plans and high-net-worth families to enhance their financial well-being. Barry specializes in a range of services including retirement income planning strategies, wealth transfer, insurance services, and philanthropic strategies. As a Retirement Benefits Consultant, he is part of an elite group of advisors qualified to address complex retirement investing challenges, assisting corporations with retirement plan enhancement, needs assessments, investment analysis, menu selection, and employee education. He holds a bachelor's degree in business from the University of Maryland College Park and holds the Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE) designations. Barry emphasizes personal service and objective advice, aiming to build enduring relationships with clients through disciplined investment management and comprehensive financial guidance.

Donald Glab is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 39 years of industry experience. His prior roles include positions at UBS Financial Services and Citigroup Global Markets. Outside of his advisory work, he is involved with Evergreen Christian School’s finance committee and his spouse owns a retail household store called The Family Room. 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 utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its offerings.