Joseph Hughes is a Senior Financial Advisor at Merrill Lynch Wealth Management based in the Washington, D.C. office. He works within a broad wealth management team, focusing on guiding clients through their financial priorities using a thoughtful, relationship-focused approach. His expertise includes personal retirement planning, portfolio management services, sports and entertainment, and tax minimization. Joseph believes that managing wealth extends beyond building investment portfolios and involves collaborating with clients to define what matters most as they prepare for life’s next stages. He assists clients in navigating the cycles of life while keeping focus on key priorities such as family, finances, health, home, leisure, work, and giving. Joseph holds a Bachelor's Degree from Virginia Polytechnic Institute & State University. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). In addition, Joseph participates in community volunteering aligned with the Merrill tradition. His personal interests include golfing, ice hockey, and skiing.

Sarah George is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Smith Barney since 2009, currently serving at Morgan Stanley Private Bank since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Kenec Elvir Corrales is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial, Thrivent Investment Management Inc., and Pruco Securities LLC. Outside of his advisory role, he coaches youth soccer with Vienna Youth Soccer. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by advanced modeling tools and offers a variety of investment and planning options.

David Holdsworth is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He has been with Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing. Outside of his advisory role, he serves on the board of directors for Quincehaven HOA and is involved in several business ventures including ownership in HoldsyWholesale LLC and other investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including specialty services like business-owner transition and sports and entertainment planning, developing tailored recommendations through proprietary research and planning tools.

Nathan Marsden is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and Putnam Investments, as well as work outside the financial sector. 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 plans, corporations, and charitable organizations.

Ian Ross is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2021. Ross serves as Vice President and board member of The Beta Theta Pi Club of Michigan, a fraternal social and recreational organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Kara Bruntz is a financial advisor with Charles Schwab in Washington, DC, holding Series 63 and Series 66 licenses and six years of industry experience. Her career includes roles at Charles Schwab Bank SBB and Charles Schwab & Co., Inc., as well as prior positions outside finance such as at Old West Cafe and Gameday. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining non-discretionary advisory services with access to discretionary separately managed accounts and alternative investment options. The firm’s large scale and integrated structure support a broad client base and centralized operational functions.

Dallas Disbro is a Financial Advisor and Portfolio Advisor with Merrill Lynch Wealth Management. He has been providing financial advice and personalized guidance since joining Merrill in 2014, with experience serving individuals, families, and business owners. Dallas offers tailored wealth management strategies focused on retirement planning, education funding, liquidity events, and wealth transfer, aligning with his clients' unique financial goals and timelines. Dallas holds the Chartered Retirement Planning Counselor (CRPC) designation and the Portfolio Advisor title from the Merrill Investment Advisory Program. He also holds FINRA Series 7 and Series 66 registrations. Prior to Merrill, he worked at AXA Advisors as a Financial Consultant specializing in retirement benefits for public school employees. Dallas earned two Bachelor of Arts degrees with institute honors in Economics & Business and Spanish from the Virginia Military Institute, where he also minored in Leadership and concentrated in Financial Management. In addition to his professional work, Dallas is actively involved in the spinal cord injury and disability community in the Greater Washington DC area. Since 2017, he has served as a board member and acting President of the United Spinal Metro DC Chapter. He was honored with the naming of The Dallas Disbro Ability Center at the Sheltering Arms Institute, a physical rehabilitation hospital. Dallas incorporates special needs planning into his financial practice to assist clients with long-term disabilities and families with special needs individuals. He resides in Washington, D.C., and his personal interests include international travel, live music, dancing, and sports.

Alexander Koster is a Series 66 licensed financial advisor with Equitable Advisors in Columbia, MD, where he has worked since 2026. Prior to entering the financial industry, he had experience in the restaurant business and attended the University of Maryland and Wake Forest University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of advisors and third-party programs. The firm emphasizes matching clients to appropriate advisory models and offers a range of investment options including mutual funds, ETFs, and alternative investments.

Andrew Leleck is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 65 and Series 66 designations and bringing 17 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. Outside of finance, he is a partner in Made By the Water, LLC, which owns several regional breweries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Josselyn Romero Argueta is a financial advisor at Merrill with a Series 66 designation and seven years at the firm. Her prior work experience includes roles at Bank of America, Bath & Body Works, Victoria’s Secret, and Chick-fil-A. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Zawodny is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Vector Solutions and Everfi. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Elle Wong is a Series 66-licensed financial advisor with UBS Financial Services in Bethesda, MD, bringing 19 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, custody, underwriting, and capital markets solutions.

Cicely Fox is a Series 66-licensed financial advisor with seven years of experience at J.P. Morgan Securities and J.P. Morgan Bank, following three years at UBS Financial Services. She is based in Washington, DC. She is dual-employed at both J.P. Morgan Securities and J.P. Morgan Bank, enabling her to offer a range of bank products and services in addition to securities advice. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a framework that may include ESG considerations.

Miguel Talero is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2022, with 15 prior years at Bank of America. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jared Williams is a financial advisor with Raymond James & Associates in Washington, DC. He holds Series 63 and Series 66 designations and has 15 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Raymond James & Associates is a large 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, investment consulting, and municipal advisory services.

Genesis Inoa Reyes is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In this capacity, she collaborates with local advisors to support clients by addressing ongoing needs and assisting with strategy implementation. Her approach involves understanding clients' priorities, analyzing their current financial situations, and partnering with them to develop strategies aimed at achieving their goals. Prior to her current position, Genesis served as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Representative from 2021 to 2022. These roles have contributed to her experience in financial advising and client relationship management. Outside of her professional work, Genesis enjoys activities such as spending time at the beach, family activities, fitness, music, and traveling.

Keyan Tahmasebi is a Financial Solutions Advisor (FSA) affiliated with Merrill Lynch Wealth Management. In this role, he focuses on understanding clients' priorities to assist them in developing strategies aimed at achieving their short-, mid-, and long-term financial goals. He serves as a resource for a range of financial matters including investing, retirement planning, and preparing for unexpected expenses. Tahmasebi holds the professional designation of Personal Investment Advisor (PIA) and has completed an Accredited Certificate Program through Kaplan Financial Education. He collaborates with clients to address their financial concerns and questions, providing ongoing guidance as their needs evolve. Additionally, he can connect clients with Bank of America specialists for banking, credit, home financing, and small business solutions.

Tristan Hardy is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. His prior roles include positions at the Managed Funds Association and Hamilton Place Strategies, as well as academic affiliation with the University of Warwick and INSEAD. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering an extensive platform that includes custody, market-making, and affiliated banking programs.

Fredrick Jones is a financial advisor at Morgan Stanley with nine years of industry experience, including 14 years at Merrill before joining Morgan Stanley in 2025. He holds the Series 66 designation. Outside of finance, Jones is a freelance musician who receives royalties from sync licensing placements for music used in television and advertisements. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.