Theodore Blanchard is a financial advisor at RBC Capital Markets in Chevy Chase, MD, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers and provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Michael Palazzo is a financial advisor with Wells Fargo Clearing in Bethesda, MD, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Capital One Advisors, LLC and Capital One Investing, LLC from 2015 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Pifer is a financial advisor at RBC Capital Markets with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining RBC, he worked at T. Rowe Price and has held roles outside finance, including at Baltimore Tent Company and Dulaney Swim Club. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized investment strategies through various advisory programs and a combination of in-house and third-party managers.

Zoe Migliozzi is a financial advisor at Raymond James & Associates with four years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2022. Her prior roles include positions at TowneBank and the College of Charleston Center for Student Learning. Raymond James & Associates is a large, dually registered 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—and offers financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

Collin Doyle is an Investment Consultant at Fidelity Investments. In his current role, he collaborates with clients to support their financial planning journeys, focusing on retirement and other life goals. He works closely with his team to assist clients in achieving their objectives. Collin has been with Fidelity Investments since 2016, progressing through various positions. Prior to his current role, he served as a Planning Consultant from 2021 to 2026, a Relationship Manager from 2020 to 2021, and as a High Net Worth Representative from 2016 to 2020.

Thomas Perna Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017 and previously worked at CPT Capital LLC from 2014 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Xiaoxiao Lou is a CFA charterholder and holds Series 63 and Series 66 licenses, with six years of industry experience. She has worked at Edward Jones since 2011, with a four-year period at NISA Investment Advisors from 2017 to 2021 before returning to Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Taylor Ayers is a financial advisor with J.P. Morgan Securities who holds a Series 66 credential and has five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, Ayers worked at Bank of America and Merrill from 2021 to 2024, and has experience in both financial services and hospitality sectors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Phillip Cecil is a financial advisor at Ameriprise in Washington, DC, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, he worked at Budget Blinds. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with algorithmic automation overseen by a specialized consulting team.

Edward Sturtevant is a financial advisor with RBC Capital Markets in Washington, DC, holding a Series 66 designation and six years of industry experience. His work history includes roles at City National Bank and Super A-OK Inc. from 2016 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ advisory risk profiles using in-house and third-party investment managers.

Stephen Little Jr. is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2014 and Bank of America, N.A. since 2024. Outside of his advisory role, he is the sole owner of a rental property in Dumfries, Virginia. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Leif Springer is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018. His prior experience includes roles at Transamerica Capital, Inc., Transamerica Investors Securities Corporation, and Transamerica Retirement Solutions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. Advisors at UBS use proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Mario Gabalda is a financial advisor with Ameriprise in Alexandria, VA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of advising, he owns a small business related to managing his Ameriprise practice. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Myah Bales is a Series 66 licensed financial advisor with Morgan Stanley in Washington, DC, and has two years of industry experience. Prior to joining Morgan Stanley, she held roles at Costar Group, Keller Williams, and Greenfield Companies. She is also a partner in Myah Bales Properties LLC, a real estate property management business. 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 solutions. The firm employs structured planning tools and investment modeling techniques, managing approximately $2.74 trillion in client assets.

Jonathan Feldman is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Goldman Sachs & Co. LLC. He serves as a board member and treasurer for the Oak Hill Cemetery Historic Preservation Foundation, a nonprofit organization in Washington, D.C. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Pagliuco is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various roles within J.P. Morgan firms since 2008. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

James Strother is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2013, as well as Global Retirement Partners, LLC since 2017. Strother also conducts investment-related seminars at colleges. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Nyanya Joof is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Adam Shams is a financial advisor with UBS Financial Services in Bethesda, MD, holding a Series 66 designation and with one year of industry experience. His prior work includes roles at Caruso's Grocery, Sunglass Hut, Walter Johnson High School, and Masorti School. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products through a platform that integrates institutional trading capabilities with wealth management services.

John Rusciolelli is a financial advisor with LPL Financial in Washington, DC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including prior roles at Grove Point Advisors, Grove Point Investments, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he volunteers with the Community Foundation of Northern Virginia and the Player Progression Academy, a girls' soccer nonprofit. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide, offering a range of financial planning and advisory programs with discretionary and non-discretionary management supported by research and model portfolios.