Jeffrey Schweighoffer is a CFP® with 10 years of industry experience, currently serving at UBS Financial Services since 2015. He holds a Series 66 license and is based in Bethesda, MD. Outside of his advisory role, he works as an adjunct professor with the Financial Educators Network. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Theophilus Baidoo Jr. is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial sector, he worked at Waffle House, Inc. for four years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers financial planning, access to external asset managers, and insurance product facilitation through affiliated entities.

John Hasenberg is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management with over 20 years of experience in the financial services industry. He leads an eight-person team serving a diverse clientele that includes dentists, business owners, and non-profit organizations. His areas of focus include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, and personal retirement planning. John holds multiple professional designations, including Chartered Retirement Planning Counselor™, Accredited Asset Management Specialist™, Certified Plan Fiduciary Advisor®, Personal Investment Advisor, and Retirement Benefits Consultant. He earned a bachelor's degree in journalism from Northwestern University. Prior to his career in financial services, John worked as a television reporter and producer specializing in business and political news. He is active in several business and civic organizations such as Leadership Greater Washington, where he was a member of the class of 2007, and the Avalon Foundation Board of Trustees. John has served on the boards of the Milton Jewish Day School (formerly JPDS) and the Network for Teaching Entrepreneurship, where he was a past chair, as well as Jubilee Housing and Levine Music. A native Washingtonian and graduate of DC Public Schools, John resides with his wife Kimberly and two labradoodles in Bethesda and St. Michaels, Maryland. His personal interests include boating, cooking, pickleball, traveling, and spending time with his two children, Ellie and Benny.

Thomas Natoli is a CFP® and ChFC® with 32 years of industry experience, currently serving with Equitable Advisors since 1999. Prior to Equitable Advisors, he was affiliated with AXA Advisors, LLC, where he worked for 21 years. He is also involved in an outside insurance brokerage business. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Daniel Campos is a ChFC® and Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Osaic since 2024 and previously held positions at Securities America Advisors, RBC Capital Markets, and UBS Financial Services. Campos serves on several nonprofit boards, including De Profundis, Inc. and Child Justice, Inc., and is involved in workforce diversification initiatives through the SEEC Business Advisory Council. Osaic Wealth serves a broad range of retail and institutional clients, providing brokerage and advisory services across multiple platforms. The firm’s investment process centers on model-based asset allocation and portfolio optimization, with access to managed portfolios, third-party managers, and alternative investments.

Michael Hartary is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate advanced modeling techniques.

Tyler Jennings is a Financial Advisor with Merrill Lynch Wealth Management, focusing on providing personalized wealth management strategies that align with clients' unique financial goals. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, and tax minimization. Tyler connects all aspects of his clients' financial lives to help prioritize and pursue the goals that matter most to them. Prior to becoming a financial advisor, Tyler's career spanned roles in industrial sales, home building estimation, and automotive mechanics. His interest in financial markets and money stewardship grew from personal experience and a family connection to the industry. Tyler holds the Personal Investment Advisor (PIA) professional designation and earned his high school diploma from Commonwealth Academy. Tyler is active in his community, participating in the Kiwanis organization. He lives in Bristow, VA with his wife and two children. Outside of work, he enjoys spending time camping, fishing, hiking, engaging with music and photography, and being with his family.

Joseph Hemsley is a CFP®-certified financial advisor with Ameriprise, based in Bethesda, MD, with 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Outside of his advisory role, he oversees human resources and business expense management as president and treasurer of HH BMD Enterprises LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset thresholds. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that integrate tax-efficient strategies and asset management, with a focus on Ameriprise-managed accounts.

Samuel Strasser is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management, specializing in creating personalized financial strategies. He focuses on aligning his advice with each client's unique goals and simplifying complex financial concepts to provide clear, actionable guidance. His approach emphasizes understanding clients' financial situations and goals to deliver tailored advice that supports informed decision-making. With expertise in long-term wealth management and financial planning, Samuel serves individuals, families, and businesses. His client focus areas include Corporate Executive Services, Divorce Transition Planning, Education Planning, Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Tax Minimization. He holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Samuel earned a Bachelor's Degree in Economics from the University of Maryland and is a member of the Alpha Sigma Phi fraternity. In his personal time, he enjoys boating, golfing, and spending time with his family.

Isabel Barrow is a Series 66-licensed financial advisor with Edelman Financial Engines, bringing 24 years of industry experience. She has worked with several affiliated firms including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Outside of her advisory role, she holds a partnership interest in a family farm but has no active involvement in its operations. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term focus and offering both discretionary and non-discretionary investment solutions.

Sean Kirby Smith is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 66 designation and 12 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is fully involved in an investment-related business, SKS72, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored recommendations supported by proprietary research and planning tools, serving clients with diverse planning needs, including specialized areas such as business-owner transition and special-needs analysis.

Andrew Sheridan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in wealth management strategies tailored to individual clients, including areas such as college education planning, executive compensation, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Andrew began his career in financial services in 2007 and joined The Hasenberg Hartsock Group in 2014. He works with individuals, families, businesses, local government employees, non-profits, and multi-generational families to develop strategies that balance their financial objectives with their core values. His approach involves a disciplined process focused on understanding each client's unique needs, concerns, and priorities. He holds a BS in Business from Mount Saint Mary's University (2007) and has completed an Accredited Certificate Program from the College for Financial Planning. Andrew is a CERTIFIED FINANCIAL PLANNER® (CFP®), a CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®), a Personal Investment Advisor (PIA), and a Retirement Benefits Consultant (RBC). He serves on the steering committee for the Mount St. Mary's DC Alumni Association and volunteers with organizations including the Knights of Columbus and Cup of Joe meal packing events. Andrew lives in Vienna, Virginia, with his wife Katherine and their four children.

Linda Krupka is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and utilizes multiple portfolio management styles supplemented by firm research and affiliated sub-advisers.

Nigel Smith is a financial advisor at Edward Jones in Silver Spring, MD, with two years of industry experience. Prior to joining Edward Jones in 2024, he held roles in strategy and innovation consulting at Value Exchange Catalysts LLC and was involved with Zurena LLC, a beverage supply business. At Value Exchange Catalysts, he authored white papers on the impact of new technologies and regulations in medically underserved communities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a network of approximately 23,701 financial advisors.

Seth Wernick is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Woodmont, Deutsche Bank Securities Inc., and Citigroup Global Markets. He serves as 1st Vice President at Woodmont in an unpaid capacity. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Christopher Regan is a Series 66-licensed financial advisor at Equitable Advisors with 12 years of industry experience. He has worked at Equitable Advisors since 2014, including its predecessor Axa Advisors, LLC, from 2014 to 2020. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party and proprietary advisory models and provides ERISA fiduciary services through credentialed Investment Adviser Representatives.

Connor Schultz is a financial advisor with J.P. Morgan Securities in Washington, DC, holding a Series 66 designation and six years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019. 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 advisory process combines quantitative screening and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Kenneth Greenwood is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Brookstone Capital Management, Cambridge Investment Research, and SunTrust Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing various portfolio strategies and advisor support tools, and oversees more than $819 billion in discretionary assets.

Brandon Williamson is a financial advisor with Merrill in North Bethesda, MD, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2017 and concurrently with Bank of America since 2018. Outside of his advisory role, he is the sole owner of a rental property business in Laurel, Maryland. 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 plans, and charitable organizations, with portfolio implementation tailored to various strategic approaches.

Samuel Courtney is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is a partner and advisor at The College Funding Coach, a college consulting business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and investment consulting through non-discretionary services and offers municipal advisory roles, supporting clients with a wide range of portfolio management styles and affiliated research.