Cynthia Mcgee is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo in various capacities from 2012 to 2022 before joining Merrill in 2022. Outside of her advisory work, she serves as a board treasurer for the Philippine Humanitarian Coalition and is a board director for AREAA – DC Metro, a trade organization for real estate professionals. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.

Sean Hudson is a financial advisor at Morgan Stanley with a Series 66 designation. He began his advisory career in 2024 and has previous experience working in education and small business roles. Outside finance, he has been involved with JusCollege and Kammler Painting. Morgan Stanley Wealth Management serves both individual and institutional clients, offering financial planning and advisory programs supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

Dickinson Miller is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its related entities since 2005. Miller is also involved in business ownership through Sunderland Partners LLC and serves as CEO of Circle in a Square Advisors LLC, a firm established to manage operational infrastructure and continuity planning for his advisory practice. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Sulieman Nurideen is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments, Valic Financial Advisors, and Lincoln Financial Securities Corporation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Susan Hovanec is a CFP® professional with 33 years of industry experience, currently serving at RBC Capital Markets and City National Bank. She has been with RBC Capital Markets for 11 years and City National Bank for 10 years. Outside of her advisory career, she is involved with the Baltimore Women's Giving Circle, where she plans events, and serves on the investment committee of the Baltimore Community Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs that tailor investment strategies to clients’ risk profiles using a combination of in-house and third-party managers.

Morgan Romero is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Morgan has worked in various capacities within Fidelity Investments, including as a Planning Consultant from 2023 to 2025, a Relationship Manager from 2021 to 2023, and a Financial Representative from 2020 to 2021. Morgan focuses on collaborative financial planning and education to help clients work toward their financial goals. Emphasizing building trust and ensuring that every client feels heard and supported throughout their financial journey, Morgan applies experience gained through progressive roles within the company.

Sin Kwoun is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC prior to his current role. Outside of advisory work, he has ownership interests in family-owned and other real estate investment entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Brian Bink is a Financial Consultant at Fidelity Investments, where he works with clients to develop customized financial plans tailored to their specific objectives. He emphasizes building strong, collaborative relationships with clients and adapting strategies as their needs evolve. Prior to joining Fidelity Investments in 2024, Brian held the position of Manager at Bain & Company from 2021 to 2024. He also served as an Investment Advisor for the Yale Advisory Committee on Investor Responsibility between 2018 and 2020. Outside of his professional work, Brian engages in activities such as cars, family activities, outdoor adventures, pets, traveling, and volunteering.

Michael Rozofsky is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs with an emphasis on structured financial planning supported by proprietary tools and research from its Global Investment Committee.

Nicole Borger is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC before joining J.P. Morgan in 2022. J.P. Morgan Securities LLC 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 delivers its program on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Kylie Jenkins is a CFA® charterholder and financial advisor with J.P. Morgan Securities, based in Washington, DC. She has six years of experience with JPMorgan Chase and its affiliated entities, including roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Prior to her current position, she held various roles at the University of Richmond. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a comprehensive range of investment services.

Elisebeth Driscoll is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2009. Prior to that, she has held a long-term role at Bank of America. She is also an owner of a family investment business. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Joan Giacomini is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at SmartBrief Inc. for 14 years. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Benjamin Eisemann is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2013. 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 their recommendations.

Samah Adem is a financial advisor at Wells Fargo Clearing with two years of industry experience. Prior to joining Wells Fargo, Samah worked at HSBC Securities and HSBC Bank, and has also been employed with Uber, where they continue to work as a driver. Samah is a part owner of a childcare business that is not yet operational. 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 through more than 14,000 financial advisors.

Waheed Siddiqui is a financial advisor at Cetera with 22 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, he worked at CITIGROUP for 10 years. He is also a co-owner of Prestige Global Private Wealth, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing over $256 billion in assets through a network of more than 10,000 advisors.

Stephen Lo is a financial advisor with Charles Schwab in Bethesda, MD, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank Ssb since 2008. Charles Schwab & Co., Inc. serves primarily 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 offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and order-routing services.

Chelsi Dildine is a financial advisor at Edward Jones with nine years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2017, she worked for the Department of State for seven years. She serves as Community Service Chair for the Arlington Rotary Club, organizing events and service projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Riley Ellis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he worked at The Maryland Club and the University of Maryland, and has experience with Norbeck Country Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages fund advisory services and model portfolios delivered to intermediary platforms.

Jack Lvovsky is a financial advisor with Merrill based in Washington, DC. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Merrill Lynch, Trustar Bank, and employment at Penn State University. 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, corporations, and charitable organizations.