Alexandra Nolan Jamros is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2019, previously working at Stifel Nicolaus & Co Inc from 2016 to 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse clientele including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with customized portfolio management and financial planning services tailored to clients’ risk profiles.

David Johnson is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and three years of industry experience. His previous roles include positions at Deutsche Bank and Allegro Securities, and he has operated as a self-employed advisor. Outside of finance, he is a general contractor and owner of a construction business, GR Nelson, where he is involved part-time. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and access to a broad range of investment products through its affiliations within the J.P. Morgan organization.

Phillip Shubinsky is a financial advisor at Raymond James & Associates with three years of industry experience. He previously held roles at Morgan Stanley, Bank of America, Merrill, and several other firms. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

Colin Roddy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Merrill, Heritage Financial Consultants, and City Life Community Builders. 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 services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Anuj Singh is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several major firms, including Wells Fargo Bank, Bank of America, and JPMorgan Chase Bank, N.A. 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 brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by a centralized due-diligence framework.

Sean Cable is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His prior career includes roles at Graham Holdings Company, Grove Point Investments, H Beck, and Citigroup. Outside of his advisory work, he volunteers as an elections officer for the Prince William County Elections Board. 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, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Rita Russell is a financial advisor with Wells Fargo Clearing in Baltimore, MD, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with various Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Leland Penno is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009 and 2016, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning conducted through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outcome modeling.

Jordan Lewis is a financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at Goldman Sachs and Bloomberg and holds Series 65 and Series 63 licenses. 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.

Carson Knight is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in serving executives, business owners, and entrepreneurs, focusing on their unique wealth management needs that arise from balancing professional and personal goals. Carson works closely with clients experiencing significant liquidity events or transition planning, helping to develop and execute coordinated strategies alongside attorneys, CPAs, and family stakeholders. Carson's expertise includes pre-liquidity planning, ownership optimization, tax-aware liquidity and investment strategies, portfolio construction after liquidity events, and long-term planning across family, entities, and multigenerational goals. He holds the Certified Exit Planning Advisor (CEPA®) and Chartered Retirement Planning Counselor™ (CRPC™) designations and is a member of the Alliance of Merger & Acquisition Advisors and the Exit Planning Institute. Carson began his advisory career at Morgan Stanley, with previous experience in investment banking. He graduated cum laude from the University of Maryland’s Robert H. Smith School of Business with a B.S. in Finance. Carson resides in Rockville, Maryland, and enjoys golfing, traveling, and spending time with his family and friends.

Daniel Shannahan is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Merrill and Bank of America prior to joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment 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 strategies to clients' goals and risk tolerances.

Samuel Kushner is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Advisors, T. Rowe Price, and teaching experience at the University of Maryland and McDonogh School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Mark Skibbie is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses, and has 32 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors, LLC, and Grove Point Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering various advisory programs, financial planning, and brokerage services.

Ryan Stuart is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Washington, DC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its process.

Rachel Marker is a financial advisor at UBS Financial Services with 12 years of industry experience. She has been with UBS since 2015 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with model-based asset allocations to tailor financial plans. The firm also provides institutional trading capabilities alongside wealth management services.

Jared Simmons is a Planning Consultant at Fidelity Investments, where he has been working since 2025. In this role, he collaborates with clients to build comprehensive financial plans that help them prepare for and pursue their fullest retirement. Prior to his current position, Jared served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. He holds a California Insurance License.

Anna Squier is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has prior experience with firms including Vintage Financial Partners, Babbington Inc, Gallagher Kies & Company, and Keller Williams. Outside of her advisory role, she is a business owner of Sharp Turn Products, LLC, and is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Dileep Nair is an International Wealth Advisor with Merrill Lynch Wealth Management, specializing in serving the planning and investment implementation needs of both international and U.S. wealth management clients. With over 20 years of experience, he provides personalized wealth management strategies tailored to clients' long-term financial goals. Dileep leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to develop flexible strategies responsive to changing market conditions. He holds a Master's degree from the University of Maryland, a Bachelor's degree from Concordia University, and completed his secondary education at Selwyn House School. Dileep’s professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in both French and English. In addition to his advisory role, Dileep is engaged in community service, volunteering with local organizations in line with Merrill’s tradition of community participation. His personal philosophy emphasizes working one-on-one with clients to develop individualized financial strategies.

Peter Glassman is a financial advisor with MassMutual Investors Services in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with MassMutual Investors Services since 1989 and also serves with MassMutual Life Insurance Company since 1987. Glassman is a board member of the Helping Hands Society of Greater Washington, a nonprofit organization. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and related services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars with planning engagements structured as annual, collaborative relationships.

Mark Stoll is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves 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, using Wells Fargo’s research and tools to develop tailored recommendations.