Mary Rafferty is a financial advisor with RBC Capital Markets based in Washington, DC. She holds a Series 66 designation and has 19 years of industry experience. Her prior work includes multiple terms at RBC Capital Markets and City National Bank. Rafferty serves as chair of the community service subcommittee for the Georgetown Visitation Preparatory School Alumnae Board. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing a range of in-house and third-party investment managers and tools.

Christopher Rush is a financial advisor with Wells Fargo Advisors and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including multiple roles with Wells Fargo Advisors and Wells Fargo Clearing since 2004. Outside of his advisory work, he owns and operates Capital Area Treasures, a business that locates buyers for liquidated items primarily through online listings. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutions. The firm provides a broad range of financial planning services and investment recommendations supported by Wells Fargo research and tools, with clients able to choose how to implement guidance through various brokerage or advisory programs.

Zachery Daniel is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Atlantic Union Bank. Since 2023, he has served clients in the Washington, DC area through J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 within a non-discretionary advisory program.

Ariana Haislip is a Series 66-registered financial advisor at J.P. Morgan Securities with seven years of industry experience. She has worked at Merrill and multiple other firms before joining J.P. Morgan in 2022. Outside of her advisory role, she works as a pickleball instructor. 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 within a non-discretionary program.

Darrell Nolton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with individuals and families to develop personalized wealth management strategies that align with their unique goals and life priorities. His approach emphasizes building trusting relationships through open and honest communication to help clients navigate financial planning for retirement, education, and managing new wealth. Born and raised in Alexandria, VA, Darrell has been in the finance industry since 2006, holding roles in both banking and investment management. He joined Merrill in 2022 to focus on helping clients plan and strategize for their financial futures. He holds a Bachelor's Degree from the University of Virginia and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Darrell is involved in his community as a volunteer coach for Fort Hunt Little League and a volunteer at Junior Achievement of Greater Washington's Finance Park. He enjoys spending time with his wife and three children, as well as engaging in activities such as baseball, camping, football, ice hockey, music, photography, reading, traveling, and watching movies.

Daniel Welch is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Outside his advisory work, Welch serves as a board member for Pass With Purpose, a nonprofit organization focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Joshua Wynne is a Series 66–licensed financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013. Wynne serves as a board member of The Arts Council of Calvert County, supporting local artists and art initiatives. 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 provides a broad range of advisory and investment services through a nationwide network of more than 23,000 financial advisors.

Jake Pantalone is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. His prior work includes a contract role with Brillent Corporation supporting the U.S. Small Business Administration and nine years as a full-time student. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

Chad Clark is a financial advisor at Merrill with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1998 and at Bank of America, N.A. since 2011. Clark also serves as a power of attorney for two fiduciary entities in Mechanicsville, Virginia. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed accounts, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection, tax-focused investment strategies, and leverages its affiliation with Bank of America to provide integrated capital markets and banking support.

Stephen Antosh is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 65 and Series 63 credentials. Outside of his advisory role, he has equity investments in several hospitality ventures, including a high-end steakhouse and beer hall in Washington, DC, and a bar and restaurant in Shirlington, Virginia. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting.

Justin Hatch is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill, K2 Integrity, Cambridge Associates, Capital One Bank, Eddie Bauer, and Houghton College. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Warner Moore III is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds the Series 66 designation and has been with UBS since 2006. Outside of his advisory role, he serves on the board of directors for VWI International, a consulting firm working with medical contracts, and is involved in a small retail wine business operated by his spouse. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform of capital markets and research resources.

Kathleen Webster is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 33 years of industry experience. She has worked at firms including Shore United Bank, Infinex Investments, Community Bank of the Chesapeake, and Kestra Investment Services. Webster is also involved in executive roles related to non-variable insurance with BSMG and Highland Capital. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Craig Mckenzie is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley since 2013. Outside of his financial advisory role, he is involved in the fitness industry as the owner and certified personal trainer at Dynamic Force Fitness and Training Solutions and is also a co-owner and trainer at Triad Fitness Solutions. Morgan Stanley Wealth Management 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 utilizes structured planning tools supported by its Global Investment Committee to model financial outcomes.

Megan Cunningham is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing personalized investment strategies to help clients pursue their financial goals. She focuses on understanding what is important to her clients and offers guidance in areas such as college education planning, executive compensation, family wealth management, legacy planning, small business strategies, tax minimization, and retirement income. Megan holds a Bachelor's Degree from Denison University and has completed an Accredited Certificate Program at Arcadia University. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Megan is actively involved in professional organizations such as the Daughters of the American Revolution and serves on the Denison University Alumni Washington, DC Regional Network Board. Her community involvement includes participation with DC Central Kitchen and Read > Lead > Achieve. Megan integrates her personal philosophy of uncovering what matters most to clients and their families to help develop strategies for pursuing financial objectives.

John Murdoch is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career after graduating with honors from Washington & Lee University in 1989 with a Bachelor of Science degree with Special Attainments in Commerce. Prior to joining Merrill in 2005, John spent nearly 15 years managing his family's wholesale and retail florist business in Easton, Maryland. Since transitioning to finance, John has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Investment Management Analyst® (CIMA®). He provides financial advisory services to both businesses and high net worth individuals, focusing on areas such as retirement plan design and implementation, 401(k) education, and comprehensive financial planning including investments, retirement, and estate planning. John lives in Alexandria, Virginia with his wife, Emily. Outside of his professional work, he enjoys football, reading, and spending time with his family.

Kathleen Koch is a CFP® with Series 63 registration currently at Raymond James & Associates. She has 11 years of industry experience, including a decade at PNC Bank prior to joining Raymond James in 2026. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Charlotte Von Claparede Crola is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has previous experience at Morgan Stanley Smith Barney LLC and Janney Montgomery Scott. Outside of her advisory work, she serves as a part-time organist for the Parish of Christ the King Anglican Catholic Church in Washington, DC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management and provides access to proprietary research and a broad range of capital markets services.

Ganithri Wickramasinghe is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America, among other firms. Outside of her advisory role, she is involved in pet sitting through Meowtell. 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 combines quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Jeffrey Donald Mcgrew is a financial advisor with Fisher Investments in Arlington, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.