Shawn Roberts is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 designations and 20 years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T, and related affiliates. 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 and fund searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research to support its recommendations.

Matthew Zaft is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with Morgan Stanley since 2012, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Zaft serves as President of the Baltimore Phi Kappa Psi Alumni Association and is a board member of The Great Talk. He is also the chair of the Town of Somerset pool committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes financial planning through structured discovery conversations and proprietary planning tools while managing approximately $2.74 trillion in client assets.

Garrett Frye is a Series 66-licensed financial advisor with Morgan Stanley in Potomac, MD, bringing 10 years of industry experience. He has been with Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

James O'Sullivan is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. He leads the O'Sullivan Group, which offers customized investment services to domestic and international individual clients as well as various institutional clients. In his role, he is responsible for the overall investment process and portfolio construction. James began his career in Washington, D.C. in 1978 as a Registered Representative. From 2000 to 2001, he was a Senior Vice President at Morgan Stanley DW Inc. in Alexandria, Virginia, and he returned to Merrill Lynch in 2011. His FINRA registrations include series 5, 7, 8, 31, 63, and 65. James holds the Personal Investment Advisor (PIA) professional designation. He graduated from Lafayette College in 1977 with a Bachelor of Arts degree in Government and Law. James has been an active member of the Alexandria, Virginia community for over 30 years, serving as Chairman of the Board of Zoning Appeals and Chair of the Arlington/Alexandria Private Industry Council. He is also a member of the Federalist Society, the Alexander Hamilton Society, and a supporting contributor to the Center for New American Security.

Jules Klose is a CFP® professional with 11 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. Prior to this, he was with Axa Advisors LLC from 2014 to 2017. He is also an agent with Thompson Financial Group, LLC, where he handles individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive planning through collaborative annual engagements using firm-approved analytical tools.

Conor Mccusker is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials with three years of industry experience. His work history includes multiple roles at Bucknell University and Morgan Stanley, as well as engagements with Nfluence Partners and ADVNC Lacrosse. 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 supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Zachary Payton is a CFP® professional with 12 years of experience, currently serving at Raymond James Financial in Columbia, MD. His prior roles include positions at Wells Fargo Clearing Services and Uber. He is also involved as an associate and employee of Merriweather Money Management, where he provides financial advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary consulting using analytical tools and supports a broad network of advisors with specialized municipal and public-finance services.

Catesby Palmer is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Fiduciary Investment Management International Inc. and BB&T Investment Services, Inc. Palmer serves as a board member for the Northern Virginia Estate Planning Council and VHC Health, and he is a trustee and partner of the Ravensfield Trust. 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.

Andrew Sipala is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously at Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors. The firm combines in-house research and third-party analytics to evaluate investment options while offering brokerage and advisory solutions across a broad client base.

John Gracyalny is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 35 years of industry experience. His prior roles include long-term positions at Financial Advantage Associates, Inc., and Securian Financial Services. He is also a partner at Financial Advantage Tax LLC, an accounting firm. Cetera Investment Advisers LLC is a national SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform featuring affiliated and third-party managers.

Andrew Lenich is a financial advisor with Cambridge Investment Research Advisors in Bethesda, MD, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Cambridge since 2011 and previously held positions with Prostatis Financial Advisors Group, Asset & Financial Planning, Ltd, TD Ameritrade, and Ameriprise. Outside of his advisory role, Lenich owns AHL Tax and Financial Advisors, where he provides tax preparation services. Cambridge Investment Research Advisors serves a diverse clientele, including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals. The firm supports both discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Robert Goldbeck Jr. is a financial professional with four years of industry experience, currently associated with Cetera. He holds the Series 66 designation and has worked at various firms including Portfolio Advisory Associates and First Allied Securities. His background includes roles outside finance at GEA Mechanical Equipment US, Inc., GEA Process Engineering US, Inc., and Rohde & Schwarz. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated money managers and varied account structures.

Brian Thoms is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns BWT Operations LLC, a business entity that employs staff supporting his practice. Ameriprise is an institutional firm serving clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, tailored recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Jonathan Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017 and has held roles at Wells Fargo Bank NA since 2001. 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, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Peter Schaefer is a financial advisor with RBC Capital Markets in Washington, DC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Dunn Lewis LLC since 2016 and RBC Capital Markets LLC since 2014. Outside of finance, he is involved in motorcycle retail and repair businesses, serving as a minority owner and instructor at Dunn Lewis LLC and operating Street Spirit Cycles LLC, a motorcycle repair and customization shop. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies using both in-house and third-party managers, offering features such as tax management and responsible-investing options.

James Mellendick is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and Morgan Stanley. Outside of his advisory work, he serves as a consultant for Coleman Research. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing a wide network of advisers and advanced operational tools.

David Precourt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at The Vanguard Group and held various roles in both the finance and retail sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Mark Jutkowitz is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. He previously worked at Wells Fargo Clearing Services LLC for eight years and Commonwealth Financial Network for two years. Outside of his advisory role, he coaches youth lacrosse in the Bethesda and Kensington, MD areas. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by proprietary research and tools, serving clients who meet a net-worth threshold with tailored recommendations delivered through meetings and written summaries.

Andrew Murphy is a financial advisor with UBS Financial Services in Bethesda, MD, holding a Series 66 designation and 21 years of industry experience. Prior to joining UBS in 2024, he spent 15 years at Morgan Stanley and its affiliated private banking entities. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

David Powell is a financial advisor at Ameriprise Financial Services with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Ameriprise, he worked at Wells Fargo Clearing and operated Djp Consulting, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes written recommendations and ongoing tax-aware withdrawal strategies.