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 in Clarksburg, MD, holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services for eight years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019. 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. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering its programs on a non-discretionary basis.

Scott Morgenthaler is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of his advisory role, he is involved with 318 Placido Place LLC. 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. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Paula Gutierrez is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2018 and previously spent time at TD Bank and Teavana. Outside of her advisory role, she works as a bartender one night a week at a restaurant/bar in Washington, DC. 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 Tener is a financial advisor with RBC Capital Markets in Washington, DC, holding a Series 66 designation and having eight years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as a committee member for a homeowners association. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers.

Teresa Clasby is a CFP® professional with 20 years of industry experience. She has been a financial advisor at Morgan Stanley since 2018 and previously worked at Thrivent Financial and Thrivent Investment Management from 2013 to 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, combining tailored financial planning with access to extensive investment resources and firm-approved planning tools.

Danny Jabbour is a Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he partners closely with clients to build personalized financial plans that align with their goals and challenges. He emphasizes understanding what matters most to clients and implements strategies that are continually refined as their lives evolve. Prior to joining Fidelity Investments, Danny served as Head of Wealth Advisory at Sarwa Digital Wealth from 2018 to 2020. He also gained experience as a Financial Advisor at UBS AG between 2016 and 2018, and at Merrill Lynch from 2015 to 2016.

Noah Sekowski is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 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. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis while clients retain final decision-making authority.

Robert Keefer is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Securities LLC since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Faith Goodwin is a financial advisor at J.P. Morgan Securities with five years of industry experience and holds a Series 66 designation. She previously worked at Merrill and Bank of America before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Faith serves as a volunteer board member at McLean Presbyterian Church, advising on governance and participating in various committees. 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 an ESG eligibility framework in its recommendations.

Beatriz Salvat is a financial advisor with J.P. Morgan Securities in Arlington, VA, holding Series 63 and Series 66 credentials and having 21 years of industry experience. Her prior roles include positions at Franklin Templeton Financial Services, Bank of America, and Merrill. 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Mark Wardzinski is a financial advisor at Raymond James & Associates with 33 years of industry experience. He has been with the firm since 1993 and holds Series 63 and Series 65 credentials. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Teigen Mahoney is a Planning Consultant at Fidelity, a role held since 2023. In this position, Teigen focuses on understanding clients' goals and priorities to collaborate on building tailored financial plans. Prior to this, Teigen served as a Relationship Manager at Fidelity from 2022 to 2023 and as a Financial Representative from 2021 to 2022, gaining experience in client relationship management and financial representation. Teigen's professional experience at Fidelity spans multiple roles over several years, reflecting a progression in responsibilities related to financial planning and client services. This background provides a foundation for consulting clients on their financial objectives and planning needs.

Bezawit Dessyalew is a financial advisor with LPL Financial in Fort Washington, MD, holding Series 63 and Series 66 licenses and with six years of industry experience. Prior to joining LPL Financial, Dessyalew worked at HSBC Securities and Wells Fargo Bank. Outside of advisory services, Dessyalew is involved with Teo LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Sirak Teodros is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. Prior to this role, he worked as a Financial Advisor at Morgan Stanley Smith Barney from 2008 to 2012. His professional focus is on educating clients to develop tailored financial plans that align with their personal and family goals. Sirak holds a California Insurance License, supporting his advisory capabilities. Outside of his professional life, he has interests in golf and traveling.

Robert Faller III is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and in hospitality at Morton's The Steakhouse. Outside of finance, he continues to work part-time at Morton's The Steakhouse. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, serves multiple registered investment companies, and utilizes systematic methodologies and long-term asset allocation benchmarks.

Drew Weinberger serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with high-achieving professionals, including law firm partners, corporate executives, and business owners, focusing on the wealth accumulation and retirement phases of their careers. His expertise encompasses tailored financial strategies addressing retirement planning aligned with complex career trajectories, tax-efficient investment approaches, cash flow management during fluctuating income cycles, and estate and legacy planning. Drew and his team assist clients in navigating unique financial dynamics associated with leadership roles, aiming to provide personalized guidance for retirement preparation, liquidity events, and strategic financial management. Drew holds a Bachelor's Degree from the University of Maryland and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is bilingual in English and Spanish and is involved with the West Windsor Volunteer Fire Company No. 1 Station 43. In his personal time, he enjoys activities such as fishing, football, hunting, music, skiing, soccer, and traveling.