Carter Lawrence is an advisor with Morgan Stanley in Columbia, MD, holding Series 63 and Series 65 licenses. He has been with Morgan Stanley and its Private Bank since 2026. Prior to this, he held various positions including roles at APL Federal Credit Union, SG Benefit Providers, and multiple engagements with West Virginia University and other organizations. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 delivers services both directly and through corporate financial planning agreements.

Angela Beckham is a CFP® and CFA® with 15 years of industry experience, currently affiliated with Cetera in Washington, DC. She has held roles at Cetera and Jacqueline Griffin E.A., and also serves as a financial professional at National Capital Bank of Washington. Outside of her advisory work, she owns a tax preparation business and sits on the boards of two local nonprofit organizations, Capitol Hill Village and the Washington School for Girls. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

John Brodie is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America and Merrill for ten years each before joining Charles Schwab and Charles Schwab Bank in 2022. Charles Schwab & Co., Inc. serves 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 provides a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Aruzhan Ablyazova is a financial advisor at Merrill with Series 66 credentials and less than one year of industry experience. Prior to joining Merrill, she held positions at Bank of America, Citibank, and Uniqlo. Outside of finance, she is involved with Beauty by Aidana / MKP. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Dormina Nyondo is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Wells Fargo, Dormina worked at M and T Bank and TD Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services that include investment policy statement preparation, performance reporting, and participant education. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Homer Garrison III is a financial advisor with Raymond James & Associates. He holds Series 63 and Series 65 designations and has three years of industry experience. Prior to joining Raymond James, he worked at Merrill and has a background that includes roles outside the financial sector. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management styles and is notable for its municipal advisory services and extensive affiliate network.

Alem Lakew is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2017 and previously worked at America's Kids LLC from 2016 to 2018. 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 institutional accounts.

Julia Mcintire is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Citigroup Global Markets and RBC Capital Markets. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Kristopher Cotton is a Financial Consultant currently working at Fidelity Investments since 2024. He has held financial advisory roles since 2016, including positions as Partner and Financial Advisor at Clarity Wealth Plan (2022-2024) and Financial Advisor at North Florida Wealth Advisors (2016-2022). Cotton focuses on understanding his clients' priorities and assisting them in developing tailored financial plans. Outside of his professional work, he has interests in food, football, hiking, motorcycles, outdoor adventures, and traveling.

Ken Furuya is a financial advisor with LPL Enterprise holding the ChFC® and Series 66 designations and has 22 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Casey Domanski is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, Casey worked in various roles including at PF Changs and Mount St. Mary's University. Equitable Advisors serves individual clients across the wealth spectrum, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Kevin Nee is a financial advisor with Morgan Stanley, holding a Series 66 credential and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Based in Washington, DC, his career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and modeling techniques.

Danni Shen is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Shen worked at The Prudential Insurance Company of America, Pruco Securities LLC, BOC International (China) Co., Ltd., and Bank of China. Shen serves as treasurer and board member of the Tsinghua Alumni Association in Greater Washington DC and Hua Sports, both nonprofit organizations. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Kevin Olswfski is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with two years of industry experience. Before joining Morgan Stanley in 2024, he worked at Aldi, Genesis 50:20 LLC dba Linda Krisko Insurance and Financial, and several other firms. Outside finance, he operated a personal training business for ten years. 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 employs a structured planning process supported by firm-approved tools and modeling techniques.

Joyce Ward is a financial advisor with J.P. Morgan Securities based in Washington, DC, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. She has worked at J.P. Morgan Securities since 2001 and has been with JPMorgan Chase Bank, N.A. since 2016. Outside of her advisory role, she is involved in real estate ownership, managing several rental properties originally purchased as personal residences. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes a broad range of investment strategies with support from affiliated management entities.

Grantham Myers is a CFP® with 24 years of industry experience, currently affiliated with Morgan Stanley in Washington, DC. Prior to joining Morgan Stanley in 2026, he spent 18 years at UBS Financial Services. He serves as managing member of Grantham Investment Partners, a partnership involved in a single investment in a natural foods company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Sean Brennan is a Series 66-licensed financial advisor at Morgan Stanley in Washington, DC. He has been with Morgan Stanley since 2025. Prior to his financial advisory role, he held positions at Shoes Cup and Cork and Raspberry Falls Golf and Hunt Club, and he studied at the University of Kentucky. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Richard Millner is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior work includes eight years at Prudential Equity Group, LLC before 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 offers a range of brokerage and advisory solutions supported by research and analytics.

Michelle Ohmke is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she is involved with a family-owned business in furniture restoration where she handles customer service, administrative tasks, and serves as secretary. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension funds, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Katrina Hawkins is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. Her work history includes roles at PFS Investments Inc., Peraton, and Northrop Grumman. She is the owner of Katrina Hawkins LLC, a business consulting firm focused on IT services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, managing approximately $15.5 billion in assets with a network of nearly 3,700 advisors.