Marcia Simpkins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting through a large network of advisors and extensive asset management.

James Ebron is a Financial Advisor at Merrill Lynch Wealth Management. He holds both a Bachelor's and a Master's Degree from East Carolina University. His professional background includes expertise in financial planning and wealth management. Further details about his experience, credentials, or personal interests were not provided.

Marshall Miller is a financial advisor at Raymond James & Associates with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Marks Wealth Management and CitizenM. Outside of his advisory work, he is the owner of DMV Turnkey Investments, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities with a range of financial planning and consulting services, supported by extensive research and diverse portfolio management options.

Isabella Scarpinato is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at MassMutual and JSA Flooring, as well as employment in education and hospitality. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Jeffrey Mullaney is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he partners with clients to develop personalized financial strategies that align with their individual goals and adapt to evolving market conditions. He provides access to the investment insights of Merrill as well as the banking and lending solutions of Bank of America. Jeffrey holds a Personal Investment Advisor (PIA) designation. He earned a Master's degree from Johns Hopkins University and a Bachelor's degree from Boston College. Committed to community engagement, he volunteers with local organizations, reflecting Merrill’s tradition of participation in the communities it serves.

Daniel Williams is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 license and having 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014. Outside of his advisory role, he owns and manages rental property. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning and utilizing structured discovery and firm-approved tools to develop client plans.

Robert Taylor is a financial advisor with Morgan Stanley who holds Series 66 and Series 63 licenses and has 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market models.

Timothy Bouchard is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to develop personalized financial strategies that align with their priorities and goals. Timothy provides advisory services across areas including family wealth management, legacy and philanthropic planning, socially responsible and ESG investing, special needs planning, sports and entertainment, tax minimization, and retirement income. With a bachelor's degree from the University of Maryland and a Professional Investment Advisor (PIA) designation, Timothy brings a background in entrepreneurship, business development, and client service to his role. He supports clients in the Washington, DC area and nationwide, offering guidance on investing, retirement planning, and other financial decisions. Timothy is affiliated with the Alpha Tau Omega professional organization and is involved with The Light House Shelter in his community. Outside of his professional work, Timothy engages in personal interests such as billiards, fishing, golfing, photography, and running. His approach centers on understanding what matters to each client and building trust through openness and consistent communication to help navigate important financial decisions.

Jennifer Colvin is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Merrill and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and fiduciary functions.

Juan Mendieta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Bank of America, PNC Financial Services, and Carmax. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions through a large network of financial advisors.

Rashaka Caldwell is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Caldwell worked at Caribou Financial and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Greyson Flint is a financial advisor with Ameriprise in Washington, DC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Farmers Insurance, Edward Jones, Campbell Wealth Management, and Glenwood. He has also been affiliated with the UAB School of Public Health. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients and offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Hussain Khan is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2016, following a brief tenure at Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Thomas Blue is a financial advisor at Wells Fargo Clearing with Series 65 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Citizens Bank, Citizens Securities, McAdam LLC, and Eastern Bank. Thomas is based in Washington, DC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and employs over 14,000 advisors, offering both brokerage and advisory solutions supported by extensive research and analytics.

Joshua Blackman is a Series 66-licensed financial advisor with Morgan Stanley in Alexandria, VA, with three years of industry experience. Prior to joining Morgan Stanley, he held roles at Fuel Sales Academy, SV Academy, Talend, and Nath, Goldberg, & Meyer. He is also a partner in AJ Digital Marketing Group, a website design business. Morgan Stanley Wealth Management serves individual and institutional clients by providing financial planning and advisory services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs and planning strategies.

Nona Avetisyan is a CFP® with 10 years of industry experience, currently affiliated with Morgan Stanley in Washington, DC. Her prior experience includes roles at Charles Schwab, Morgan Stanley Smith Barney, and UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, with a focus on tailored financial planning supported by firm-approved tools and methodologies.

Jennifer Cherrey is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. She has been with JPMorgan Chase Bank NA since 2017 and JPMorgan Securities LLC since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, including an ESG eligibility framework, to build model asset allocations supported by a centralized due diligence team.

Kyle Scallion is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2013 after earning his bachelor's and master's degrees from Shenandoah University. Kyle holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Kyle specializes in developing customized financial strategies for high net worth individuals, families, and businesses. His client focus areas include college education planning, managing new wealth, portfolio management services, and retirement income. Kyle takes a holistic approach, considering clients' financial goals, risk tolerance, liquidity needs, and time horizons to recommend tailored investment solutions. In his personal life, Kyle resides in Ashburn, VA with his wife and two children. He enjoys spending time with his family and is a fan of baseball, football, golfing, and music.

Chester Todd is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Deloitte Consulting LLP. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved planning tools.

Garrett Smith is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2022. Prior to this role, he served as Vice President at Fidelity Investments from 2015 to 2022. His professional experience also includes serving as Senior Vice President at ETF Securities, LLC from 2009 to 2015, and as Vice President at Claymore Securities-Rydex Investments from 2003 to 2009. Throughout his career, Garrett has developed expertise in financial consulting, leveraging his extensive experience across multiple investment firms. His goal is to provide clients with peace of mind regarding their financial journeys, aiming to create impactful conversations that lead to positive outcomes for individuals and their families.