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.

Carson Litzinger is a financial advisor at UBS Financial Services in Washington, DC, holding Series 63 and Series 66 licenses. He has been with UBS since 2026. Prior to joining UBS, he held various positions including roles at Wells Fargo and academic institutions such as Penn State and Franklin & Marshall College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations tailored to client goals and risk tolerances.

Christie Crawford is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. 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 and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence combining quantitative and qualitative research, and incorporates ESG eligibility frameworks.

William Wilson III is a Financial Advisor at Merrill Lynch Wealth Management, where he develops and executes custom wealth strategies for individuals and families. He brings experience in managing complex strategies including wealth management planning, single stock risk management, non-traditional investments, liability planning, and business succession planning. His client base includes business owners, private equity professionals, corporate executives, doctors, and attorneys. William employs a comprehensive approach to wealth management that starts with understanding a client's family, financial situation, and priorities. He provides access to investment insights from Merrill and banking services from Bank of America to address various financial aspects. William helps design and implement personalized portfolios, including defined and Merrill model strategies, to support retirement, education, employment changes, family dynamics, and estate planning. Originally from Johnstown, Pennsylvania, William graduated Cum Laude from The Catholic University of America with a Bachelor of Science in Business Administration in finance and a minor in entrepreneurship. He holds the Chartered Retirement Planning Counselor™ (CRPC) designation and the Personal Investment Advisor (PIA) designation. Outside of work, he enjoys playing baseball, traveling, supporting Pittsburgh sports, and exploring new restaurants.

Braxton Ransaw is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sanford C. Bernstein & Co., LLC, and JPMorgan Chase Bank, N.A. in addition to his current roles. He has also held academic positions at Johns Hopkins University. 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, supported by centralized due diligence and proprietary research.

Justin Dennett is a financial advisor with Stifel in Washington, DC. He holds a Series 66 designation and has been with Stifel since 2026. Prior to his current role, he has worked in various positions including at Lesley University and several country clubs and fitness centers. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Yue Yang is a Financial Advisor specializing in personalized wealth management strategies for clients. Based in Virginia, Yue focuses on helping families fund college education, plan for retirement, and build a legacy. Affiliated with Merrill Lynch Wealth Management, Yue leverages the resources of Merrill and Bank of America to support clients in navigating the complexities of today's financial markets. Yue employs a consistent approach to asset management aimed at growing wealth over time and assisting clients in coping with market uncertainties. Yue holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Syracuse University. Originally from Shenzhen, China, Yue has lived in several locations across the United States, including Delaware, New York City, Massachusetts, and Upstate New York. In addition to professional activities, Yue participates in community service as a high school volunteer math tutor. Personal interests include cooking, dancing, golfing, music, painting, spending time with family, swimming, tennis, traveling, and volleyball.

Jed Woelfle is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to support its advisory process.

Cameron Blackwood is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Hasan Nock is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent two years with SunTrust Advisory Services. 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 with more than 14,000 advisors and offers both brokerage and advisory solutions.

Jessica Heckel is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. She has previously worked at UBS Financial Services and Wells Fargo Bank, NA. Heckel owns a dormant LLC, Jess for Success LLC, which is not currently active and has no related business activities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Mc Lister is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 credential with three years of industry experience. Prior to joining Morgan Stanley in 2023, he served in the US Army from 2019 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Rosa Gonzalez is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She focuses on gaining a full understanding of her clients and their families to develop customized financial strategies. Rosa works closely with clients to connect various aspects of their financial lives and leverages Fidelity's resources and technology to create comprehensive financial plans. Her professional experience includes roles as an Investment Consultant at Fidelity Investments from 2020 to 2021, a Financial Advisor at Edward Jones Investments from 2018 to 2019, and a Relationship Manager at Bank of America from 2014 to 2018. Throughout her career, she has developed expertise in financial consulting and investment advising. Outside of her professional work, Rosa is interested in fitness, social events with friends, caring for pets, reading, and volunteering.

Liam Maison is a financial advisor with LPL Financial based in Alexandria, VA. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked at Burke & Herbert Bank and held various positions including at EnviroTech Services, Inc. and InFirst Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a range of advisory services with extensive non-advisory financial activities.

Lisa Toews Daugherty is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and 13 years of industry experience. She previously worked at Avantax Advisory Services and Avantax Investment Services, and she has been involved with BBG Financial Planning since 2011. Outside of her advisory work, she serves as Chair of the Administration Ministry at Trinity Presbyterian Church in Arlington, VA. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management services and access to multiple program platforms, including model portfolios and third-party managers.

Amar Ramroop is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career in 1995, he has worked with individuals, families, and business owners to understand their financial situations, time horizons, and liquidity needs. He assists clients in articulating their short- and long-term goals and recommends financial strategies aligned with their objectives, combining personalized service with Merrill’s investment insights and access to Bank of America’s banking services. His approach is holistic, utilizing both sides of the balance sheet to create custom wealth and liability management plans. Before joining Merrill, Amar was a Vice President at BOK Financial. He holds a Bachelor’s degree from Jai Hind College and an MBA from the University of Colorado at Denver. He also holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Personal Investment Advisor (PIA) designation. Amar’s client focus areas include family wealth management, executive compensation, retirement planning, tax minimization, and socially responsible investing, among others. Outside of his professional work, Amar participates in community service, volunteering with organizations such as the Second Harvest Food Bank. He enjoys spending time with his wife and two children, engaging in activities like golfing, swimming, basketball, biking, and traveling. Fluent in Hindi, Punjabi, and English, Amar emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.