Chad Clark is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1998. He and his team work closely with a select group of individuals and families to develop and execute customized wealth strategies. Their multi-disciplinary approach includes expertise in estate planning, retirement strategy, asset allocation, insurance analysis, and guidance on legacy and philanthropic planning. Chad also advises for-profit and not-for-profit organizations on qualified retirement plans, endowments, and investments, helping plan sponsors maintain compliance and improve plan offerings. Prior to his current role, Chad directed a Merrill office in downtown Washington, D.C., supporting advisors with in-depth financial strategies. His background also includes public service as Assistant Secretary of Health and Human Resources in the Virginia Governor’s Office, where he managed communications and helped guide the administration’s health and social welfare policies through the state legislature. Chad earned a Bachelor of Arts in Leadership Studies and Communications from the University of Richmond and is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of work, he enjoys hiking, running, skiing, traveling, and spending time with his family.

Stephen Antosh is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and bringing 23 years of industry experience. His background includes a long tenure at JPMorgan Securities LLC and Jpmorgan Chase Bank NA. Outside of his advisory role, he has passive investments in hospitality ventures such as the Astro Beer Hall and Astro Shirlington LLC, which operate bars and restaurants in the Washington, DC area. J.P. Morgan Securities 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.

Justin Hatch is a financial advisor with UBS Financial Services in Washington, DC. He holds a Series 66 designation and has worked in the industry since 2017, with experience at firms including Merrill, K2 Integrity, Cambridge Associates, and Capital One Bank. His background includes a variety of roles in finance and related fields. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers custody, underwriting, and 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® designation and a Series 63 license, and has 33 years of industry experience. Her career includes roles at Shore United Bank, infinex Investments, Inc., and Community Bank of the Chesapeake. Webster also serves as a vice president and financial advisor in non-variable insurance at two firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various technologies.

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. In her role, she focuses on helping clients develop personalized investment strategies aligned with their financial goals. Her areas of expertise include college education planning, corporate executive services, executive compensation, family wealth management, legacy planning, retirement income, and services for endowments, foundations, and non-profits. Megan holds a Bachelor's Degree from Denison University and has completed an Accredited Certificate Program at Arcadia University. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She is involved professionally as a member of 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.

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 worked previously at Morgan Stanley Smith Barney LLC and Janney Montgomery Scott. Outside of her advisory role, she serves as a non-regular organist for the Parish of Christ the King Anglican Catholic Church in Washington, DC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Ganithri Wickramasinghe is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, she worked at Merrill and Bank of America, among other firms. Outside of her advisory role, she is also involved in pet sitting through a local pet services business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

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.

M Stanaway is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014, both based in Washington, DC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and global investment insights.

Kirk Diehl Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Fannie Mae for 14 years. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Emily Cunniff is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

David Schmidt is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Christiana Kambouris is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank and Northrop Grumman. 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 investment recommendations.

Mark Rizzieri is a financial advisor with Morgan Stanley in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Robert Hobart is a financial advisor at Stifel with the Series 66 designation and two years of industry experience. Before joining Stifel, he held roles at Visions Treatment Centers, Stone Harbor Strategies, Kohl's, and Indiana University. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance.

Alexander Tatem is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to his current role, he has held positions including Annapolis Harbor Master and participated in community activities such as coaching the Round Bay Swim Team. 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, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts.