Megan Cunningham is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing personalized investment strategies to help clients pursue their financial goals. She focuses on understanding what is important to her clients and offers guidance in areas such as college education planning, executive compensation, family wealth management, legacy planning, small business strategies, tax minimization, and retirement income. Megan holds a Bachelor's Degree from Denison University and has completed an Accredited Certificate Program at Arcadia University. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Megan is actively involved in professional organizations such as 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. Megan integrates her personal philosophy of uncovering what matters most to clients and their families to help develop strategies for pursuing financial objectives.

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 previous experience at Morgan Stanley Smith Barney LLC and Janney Montgomery Scott. Outside of her advisory work, she serves as a part-time organist for the Parish of Christ the King Anglican Catholic Church in Washington, DC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management and provides access to proprietary research and a broad range of capital markets services.

Ganithri Wickramasinghe is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America, among other firms. Outside of her advisory role, she is involved in pet sitting through Meowtell. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

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 with Morgan Stanley in Washington, DC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at UBS Financial Services and Wells Fargo, spanning over eight years before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services directly and through corporate financial planning agreements.

Christiana Kambouris is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at Northrop Grumman and JPMorgan Chase Bank, N.A. She completed her education at Wake Forest University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Marcus Geringswald is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Morgan Stanley since 2021, following roles at Bank of America and Merrill. Outside of his advisory work, he is involved as a contractor with DoorDash. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations and secular return estimates in its process.

George Vassiliou is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in retirement planning and income strategies for affluent individuals and small businesses. He provides a comprehensive approach to wealth management that prioritizes understanding clients’ life priorities and financial goals. George offers access to Merrill’s investment insights and Bank of America’s banking services to address various aspects of clients’ financial needs. As a Senior Portfolio Advisor, he combines traditional financial guidance with custom investment strategies, utilizing Merrill model portfolios and third-party investment options, and may manage portfolios on a discretionary basis through the firm’s Investment Advisory Program. With a financial services industry license since 1998 and tenure at Merrill since 2006, George holds multiple professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), and Retirement Accredited Financial Advisor (RAFA). He is also licensed to provide insurance products such as life policies, annuities, and long-term care coverage. George’s academic background includes a Bachelor's degree from the University of Patras, a Master’s degree from the University of Washington, and doctoral work at the University of Wisconsin-Madison. Prior to his financial career, he worked as a Senior Scientist supporting NASA, the Naval Research Lab, and NOAA on Earth and Planetary Sciences projects. George is active in the Washington DC community, supporting organizations such as the National Gallery of Art ("The Circle"), Church of the Little Flower, Mater Dei School, Stone Ridge School, and Georgetown Preparatory School. He is also a member of the University Club of Washington DC. His personal interests include boating, golfing, music, and singing.

Charles Gray is Vice President and Financial Consultant at Fidelity Investments, where he has served since 2017. In this role, he helps clients build, implement, and monitor comprehensive financial plans. Prior to his current tenure, he held the position of Regional Vice President at Fisher Investments from 2021 to 2022. Charles has extensive experience in the financial services industry, beginning as a Financial Advisor at Merrill Lynch in 2012 and Morgan Stanley in 2013. He joined Fidelity Investments in 2013 as an Investments Representative and advanced through roles including Financial Consultant and Vice President, Financial Consultant. Details regarding Charles's education, credentials, personal interests, and community involvement are not provided.

Declan O'Brien is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with six years of industry experience. He worked at the University of Vermont for four years prior to joining Morgan Stanley in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning and corporate financial planning agreements.

Scott Sturley is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 21 years of industry experience. He has worked at several major firms, including UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and Merrill, before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019. In addition to his advisory role, he is also an employee of JPMorgan Bank, offering certain deposit and credit products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Scott Morgenthaler is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2015. Prior to that, he was associated with Keel Point Advisors from 2011 to 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and may incorporate an ESG eligibility framework.