Haley Kaufman is a Wealth Management Advisor at Merrill Lynch Wealth Management with over three decades of experience supporting more than 300 affluent clients through major financial transitions. Her expertise includes assisting clients with retirement planning, family wealth management, legacy planning, and philanthropic strategies. Haley's work extends to institutional-level advising, where she currently helps over twenty non-profit organizations with their investment reserves to support their missions. Haley holds a Bachelor's Degree from the University of Maryland and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She has been recognized by Forbes as one of their "Best-in-State" advisors for Washington, D.C. consecutively from 2018 through 2026. Haley has also served a three-year term on the Board of Advisors of the Robert H. Smith School of Business at the University of Maryland, providing strategic counsel and participating in task forces. In addition to her professional work, Haley is a mentor with the Cherie Blair Foundation, supporting women entrepreneurs worldwide. She resides in Washington, D.C. with her husband Jeff and takes pride in guiding and supporting their three young adult children. Outside of work, Haley enjoys biking, cooking, and spending time with her family.

James Tarr Jr. is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that incorporates firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Caroline Thummel is a financial advisor with J.P. Morgan Securities in Washington, DC, holding a Series 66 designation and one year of industry experience. She has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2025 and has prior experience at Tortoise Ecofin Investment Advisors and involvement with Wake Forest University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with a centralized due diligence process supporting its recommendations.

Jake Matysek is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for eight years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative screening and qualitative research to develop model asset allocations, with implementation supported by affiliated investment-management entities.

Michael Lopes is a Series 66-licensed financial advisor at J.P. Morgan Securities in Washington, DC, with 12 years of industry experience. He previously worked for Sanford C. Bernstein & Co., LLC for 10 years before joining J.P. Morgan in 2024. Lopes is also employed by JPMorgan Chase Bank, N.A., where he can offer deposit and credit products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through various regulatory registrations.

Andrew Lee is a financial advisor with Merrill in Washington, DC, holding a Series 66 credential and two years of industry experience. Prior to Merrill, he worked at Robinhood Financial and has a varied background including roles at PetSmart Inc., Ohio State University, and Fashion.com. Outside of his advisory role, Lee owns Maxdiem, a clothing business that sells shirts made from sustainable fabric, and works as a server at Moon Rabbit. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient investment strategies and benefits from integration with Bank of America’s broader banking and capital-markets platform.

Mc Kenna Nolan is a Series 66 licensed financial advisor with Edward Jones in Annapolis, MD, bringing two years of industry experience. Prior to joining Edward Jones, Nolan worked at Lord Abbett and Morgan Stanley. Outside of finance, Nolan managed operations at RJ Bentleys Sports Bar for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Sean Jenkins is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Charles Schwab since 1994 and Charles Schwab Bank since 2005, both based in Washington, DC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a hybrid advisory model that combines non-discretionary guidance with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment due diligence.

Thomas Rietano III is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in holistic wealth management. He focuses on serving high-net-worth individuals, particularly corporate executives, by integrating various aspects of their financial lives. His expertise includes managing concentrated stock positions, executive compensation, family wealth management strategies, liquidity management, new wealth management, and personal retirement planning. Tom began his financial services career at Merrill Lynch Wealth Management in 1992. He holds the Chartered Alternative Investment Analyst (CAIA) designation and has earned professional designations such as Equity Plan Consultant (EPC) and Personal Investment Advisor (PIA). He received a bachelor's degree in political science from the University of Vermont. In addition to his professional work, Tom serves on the board of trustees for the Potomac School. His personal interests include tennis, lacrosse, kite boarding, skiing, reading, adventure sports, fishing, and music. He lives in Washington, D.C., with his wife and four children.

Candida Sampson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her work history includes roles at Merrill and multiple dental-related organizations before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, applying proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Sonya Logan is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2023, she worked at Spire Investment Partners, TD Ameritrade, Scottrade, and Ameriprise. Outside of her advisory work, she has owned a candle making and sales business, Lydon's Creative Concepts, though it is currently inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Stephen Barron is a Senior Financial Advisor at Merrill Lynch Wealth Management based in the D.C. office. He collaborates with families and friends to simplify and enhance their financial pictures and lifestyles, providing personalized wealth management strategies that aim to pursue clients' long-term goals. His expertise includes college education planning, services for endowments, foundations, and non-profits, managing new wealth, retirement income planning, portfolio management services, and tax minimization among other focus areas. Barron holds multiple professional designations such as Accredited Asset Management Specialist (AAMS), Certified Investment Management Analyst (CIMA), and Chartered Retirement Planning Counselor (CRPC). Stephen earned a Bachelor's Degree of Science from McGill University and completed Executive Education at Yale School of Management. He is also recognized on the 2024 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list. Outside of work, he spends time volunteering in the community and enjoys activities such as bowling, camping, chess, fishing, football, hiking, traveling, yoga, watching movies, and time with his family.

Stacy Snyder is a financial advisor at Morgan Stanley with 29 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009, preceded by roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Snyder holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Karen Williams is a financial advisor with Edward Jones in Severna Park, MD, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she spent seven years at Wells Fargo Home Mortgage. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Mikail Qazi is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. Outside of advising, he is a proprietor of a rental real estate business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by research from its Chief Investment Office and UBS Global Research.

Daniel Aliperti is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer for 12 years before joining Merrill in 2018. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Sharon Peters is a financial advisor with LPL Financial in Silver Spring, MD, holding a Series 66 credential and four years of industry experience. Her prior roles include positions at Avantax Insurance Services and Advance Financial Inc. Peters is involved in business activities related to tax and investment purposes through entities under her management. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individual and institutional clients. The firm offers a range of financial planning and asset management solutions, combining advisory services with extensive non-advisory financial offerings and support tools.

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.