Alan Dana is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His career includes over 18 years of experience with Wells Fargo entities prior to his current role. Outside of his advisory work, he owns a room rental business in Arlington, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds, using Wells Fargo research and tools to develop recommendations delivered through meetings and written summaries.

William Bleau is a financial advisor with Charles Schwab in Tysons Corner, VA, holding Series 63 and Series 66 credentials and 20 years of industry experience. His career includes roles at Scottrade, Inc., TD Ameritrade Investment Management, LLC, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios guided by research from its Center for Financial Research.

Carl Wojcik is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in property maintenance for a sole proprietorship related to real estate in Wayland, MA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Kristina Bakis is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with UBS Financial Services since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Parker Wiseman is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held positions at Bank of America and has worked in various roles across several industries including aviation, fitness, and education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Sherod Malik Davis is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Northwestern Mutual and The Home Depot. J.P. Morgan Securities LLC 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.

Ryan Wiebe is a Financial Advisor at MKBH & Associates within Merrill Lynch Wealth Management. In his role, he is responsible for business development, investment management, and multigenerational wealth planning for clients. He employs a customized approach to wealth management that adapts to clients' goals and changing market conditions. Ryan provides access to Merrill's investment insights and the banking services of Bank of America to help address various aspects of clients' financial lives. Ryan focuses on areas including college education planning, family wealth management strategies, managing new wealth, portfolio management services, and serves clients in the sports and entertainment sectors. He views his role as a consultant assisting clients in navigating their financial lives, creating personalized plans designed around their family, goals, and aspirations. A native of Melbourne, Florida, Ryan holds a Bachelor's Degree from the University of Central Florida and the Personal Investment Advisor (PIA) designation. He currently resides in the Logan Circle neighborhood of Washington D.C. with his wife, Lauren. Outside of work, Ryan enjoys engaging with the offerings of the nation's capital, playing and watching various sports including baseball, basketball, and golf, as well as traveling to destinations such as South Africa, Switzerland, and the Caribbean Islands.

Patricia Chapple is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 registrations and has 26 years of industry experience. Her prior work includes roles at Morgan Stanley and various Wells Fargo entities from 2009 to the present. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Jeffrey Hale is a financial advisor at Morgan Stanley in McLean, VA, with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and its affiliated entities since 2017. Prior to that, he spent 19 years at Merrill Lynch and 8 years at Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Daniel Syvret is a financial advisor at Morgan Stanley with four years of industry experience. He has previously worked at The Vanguard Group and has a background that includes roles in music education and performance. Outside of finance, he is a band member and owner of Dropkick The Bear, a music group based in Washington, DC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, employing structured financial planning tools and managing approximately $2.74 trillion in client assets.

James Garrity is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliate entities since 2015. Garrity is based in Washington, DC. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations in standalone planning services.

Michael Brown is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2024. In this capacity, he partners with his associates to support their professional development and assist them in achieving their career goals. Prior to his current position, Michael served as Branch Leader from 2022 to 2024. He has been with Fidelity Investments since 2015, holding various roles including Team Leader of the Client Services Help Desk, Manager of Participant Services, and Senior Trading Specialist. Michael's professional experience reflects a progression through leadership and specialist positions within Fidelity Investments, demonstrating a focus on client services and team management. His background encompasses managing participant services and leading client support teams, contributing to his expertise in operational and client service aspects of the financial sector. Outside of his professional commitments, Michael enjoys biking, camping, and snowboarding.

Wyatt Hammond is a Financial Consultant I at Fidelity Investments based in Tysons Corner. He works alongside his clients to provide financial planning tailored to their individual needs, focusing on understanding what matters most to them and their families. His approach emphasizes direct communication and support in various financial situations, including wealth building, retirement preparation, and major financial decisions. Wyatt has been with Fidelity Investments since 2021, accruing experience across multiple roles including Investment Solutions Representative I through III, High Net Worth Representative, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Wyatt enjoys biking, concerts, hiking, outdoor adventures, swimming, and traveling.

Marvin Mc Wright III is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Merrill, Delta Global Services, County Grill & Smokehouse, and Houlihans Inc. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Freddie Moultrie is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Washington, DC. With 25 years of experience, he specializes in assisting individuals and institutions in addressing their financial needs through a holistic, consultative approach. Freddie is a senior advisor with the Moultrie Pojani Group, where he leverages expertise in both asset management and balance sheet strategies to support client goals in areas including family wealth management, retirement planning, institutional investment consulting, and liquidity management. Prior to joining Merrill, Freddie served as a Director at Citi Law Firm Group in Washington, DC, where he spent eight years advising senior attorneys on banking, investments, cash flow, and trust and estate planning. His educational background includes a Bachelor's degree with a double major in Finance and Logistics from the University of Maryland at College Park and an MBA from the University System of Maryland. Freddie holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Freddie is involved in his church community and spends his free time enjoying sports such as basketball and football, reading, and family activities.

Gerald Grant III is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 10 years of industry experience. He has worked at Equitable Advisors since 2016, including its predecessor Axa Advisors. Outside of his advisory role, he is an author and publisher of the book *The Power of Generational Wealth* and is involved in paid speaking engagements. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Apu Patel is currently a Vice President and Financial Consultant at Fidelity Investments, a position held since 2015. He specializes in partnering with clients to construct and implement personalized financial plans designed to work toward their goals. His approach involves understanding clients' priorities to create plans that clients comprehend and feel comfortable with, regardless of life changes. Mr. Patel has over a decade of experience in the financial industry, having held various roles at Fidelity Investments since 2011, including Investment Consultant and Relationship Manager. Prior to that, he worked as an Investor Center Specialist at T. Rowe Price from 2009 to 2011. He holds an Arkansas Insurance License. Outside of his professional career, Mr. Patel has personal interests that include cooking and baking, family activities, swimming, traveling, and yoga.

Laura Hannon is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior work includes positions at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors LLC before joining Merrill and Bank of America in 2017. Merrill, along 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 individual, high-net-worth, and institutional clients, utilizing internal Chief Investment Office teams and third-party managers.

Michael Feeley is a financial advisor at Raymond James & Associates in Washington, DC, holding Series 65 and Series 63 licenses with 11 years of industry experience. His career includes roles at LMI, Retirement Wealth Advisors, Inc., and Monumental Financial Group. 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, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Jonathan Delp is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at LPL Financial since 2022 and previously held positions at CUNA Mutual Group, CUNA Brokerage Services, Inc., and Wells Fargo entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.