Mario Gabalda is a financial advisor with Ameriprise in Alexandria, VA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of advising, he owns a small business related to managing his Ameriprise practice. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Myah Bales is a Series 66 licensed financial advisor with Morgan Stanley in Washington, DC, and has two years of industry experience. Prior to joining Morgan Stanley, she held roles at Costar Group, Keller Williams, and Greenfield Companies. She is also a partner in Myah Bales Properties LLC, a real estate property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning solutions. The firm employs structured planning tools and investment modeling techniques, managing approximately $2.74 trillion in client assets.

Jonathan Feldman is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He previously worked at Goldman Sachs & Co. LLC and holds Series 63 and Series 66 licenses. Feldman serves as a board member and treasurer for the Oak Hill Cemetery Historic Preservation Foundation in Washington, D.C. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a focus on eligible strategies and may incorporate ESG criteria.

Michael Pagliuco is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various capacities at J.P. Morgan firms since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, including an ESG eligibility framework, supported by affiliates for implementation and portfolio services.

James Strother is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has worked with Global Retirement Partners, LLC since 2017 and was previously affiliated with Mass Mutual Investors Services from 2005 to 2013. Strother also conducts investment-related seminars at colleges. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Nyanya Joof is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. Joof has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, managing roughly $671 billion in assets through a network of more than 14,000 financial advisors. The firm combines research and analytics with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions.

Adam Shams is a financial advisor with UBS Financial Services in Bethesda, MD, holding a Series 66 designation and with one year of industry experience. His prior work includes roles at Caruso's Grocery, Sunglass Hut, Walter Johnson High School, and Masorti School. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products through a platform that integrates institutional trading capabilities with wealth management services.

John Rusciolelli is a financial advisor with LPL Financial in Washington, DC, holding a ChFC® designation and Series 63 and 65 licenses. He has 34 years of industry experience, including prior roles at Grove Point Advisors, Grove Point Investments, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he volunteers with The Player Progression Academy, a girls’ soccer nonprofit, and the Community Foundation of Northern Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Brandon Mazur is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2000 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to alternative products using proprietary research and model-based asset allocations.

Albana Droboniku is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill, Bank of America, N.A., and UBS before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services. The firm provides a broad range of planning options, including niche services like business-owner transition and special-needs analysis, utilizing its own research and planning tools to develop tailored client recommendations.

Alexander Gross is a financial advisor with Ameriprise in Bethesda, MD, holding a Series 66 designation and two years of industry experience. Prior to Ameriprise, he worked at The Motley Fool and has experience in various roles including peer tutoring and positions in the food and delivery sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

Janette Goudy is a Series 66 licensed financial advisor at Morgan Stanley with six years of industry experience. She has worked at Morgan Stanley since 2019 and has prior experience at Wells Fargo Clearing, Wells Fargo Bank, N.A., and Bank of the West. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and scenarios to model outcomes and offers various investment and advisory services through its broad platform.

Chito Okoye is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 and Series 63 designations. His career includes prior work at PNC Investments, PNC Bank, and Hechts. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

John Pagano is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is also involved in investment-related business activities through his ownership of PAGANO72, LLC and PAGANO GP, LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, using Wells Fargo research and planning tools to develop tailored recommendations. The firm’s comprehensive planning services address areas such as retirement, education, risk, and specialized needs like business-owner transitions and divorce planning.

Neyci Sued is a financial advisor with Wells Fargo Clearing based in Bowie, MD. She holds Series 63 and Series 65 licenses and has two years of industry experience. Her prior work includes positions at Wells Fargo Bank, Sandy Spring Bank, and Capital One Bank. 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 roughly $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Ahmon Smallwood is an Investment Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he collaborates with clients to develop comprehensive financial plans, focusing on investments, insurance, retirement, and wealth planning to support clients' short and long-term financial objectives. Prior to his current position, Ahmon held roles as a Relationship Manager and Financial Representative at Fidelity Investments from 2022 to 2025. Before joining Fidelity, he worked as a Relationship Banker at Bank of America from 2021 to 2022. Throughout his career, Ahmon has gained experience in financial services across various client-focused roles, enabling him to provide strategic guidance tailored to individual financial goals. Outside of his professional work, he has interests in comedy, family activities, fitness, football, reading, and running.

Dwight Ferguson is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Questar Asset Management. Ferguson also owns Ferguson Financial Group, where he provides mortgage lending facilitation, tax planning recommendations, and insurance services, including life, health, disability, and long-term care insurance. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Kevin Anderson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 19 years before joining Wells Fargo in 2016. Anderson serves as a trustee and executor for family estates, overseeing investment-related matters. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Crystal Cleare is a financial advisor at UBS Financial Services with a Series 66 designation and eight years of experience in the industry. Her career includes roles at UBS Financial Services since 2017, as well as positions with the Palm Beach School Board, Lowe's, and Florida A&M University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Sue Van Der Linden is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, she is the author of the book *Financial Custody: You Your Money, and Divorce*. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.