Christine Jaeger is a financial advisor with RBC Capital Markets in Rockville, MD. She holds a Series 66 designation and has been with RBC Capital Markets since 1997. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Don Morton is a CFP® professional with five years of industry experience, currently with Edward Jones since 2021. Prior to joining Edward Jones, he worked at Fidelity Brokerage Services LLC and operated a business called Don's Mix LLC d.b.a. Shrub District from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Bruce Tanous is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2006 and worked at Neuberger Berman BD LLC from 2001 to 2006. 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 through a non-discretionary program supported by centralized due diligence and a manager solutions team.

Stephen Lowman 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 and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Matthew Carroccio is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Citigroup Global Markets from 2002 to 2009. Outside of his advisory role, he serves on the finance committees of the Washington Jesuit Academy and the Safe Shores DC Advocacy Center. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate managers and investment options while providing a range of brokerage and advisory solutions.

Tyson Thompson is a financial advisor with Equitable Advisors holding a Series 66 designation. He is based in Columbia, MD, and has no prior industry experience. Tyson’s work history includes roles outside of finance, such as positions at Oakdale High School and Abercrombie & Fitch. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives. The firm emphasizes personalized client assessment and uses third-party advisory platforms alongside proprietary offerings to implement investment solutions.

Todd Ihrig is a financial advisor with Cetera based in Arlington, VA, holding a Series 66 designation and 27 years of industry experience. He previously spent 23 years at Avantax Advisory Services and Avantax Investment Services before joining Cetera in 2025. He operates his practice under the DBA name Invest With a Plan Position. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Alexander Groff is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Financial Consultant from 2019 to 2022 and as an Investment Consultant from 2018 to 2019, all within Fidelity Investments. In his role, Alexander works closely with clients to develop customized financial plans tailored to their unique family needs. He emphasizes forming strong client relationships and aims to be a primary trusted advisor by maintaining trust, reliability, and competency. Further information about his education, credentials, personal interests, or community involvement was not provided.

Zyon Jenkins is a financial advisor at Morgan Stanley in Washington, DC, holding Series 65 and Series 66 licenses with three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Foreside Fund Services, Harborside Sales Group, Kestra Advisory, and Kestra Investment Services, as well as in roles outside finance including at Chewy and First National Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through Corporate Financial Planning agreements.

Kevin Ramos is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked previously at Raymond James & Associates and Morgan Stanley. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Gallagher is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and having 20 years of industry experience. Prior to joining LPL Financial in 2025, he spent 18 years at Lincoln Investment Planning Inc. He is also the author of the publication *IS YOUR FINANCIAL ADVISOR FAILING YOU?* LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Stefan Shrivastava is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017, following prior roles at Merrill and Yale University. 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. The firm’s advisory process incorporates both quantitative and qualitative research and includes a range of derivative and commodity capabilities.

Justin Bowmaker is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2009 to 2017. Outside of his advisory role, he is involved in automobile racing. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using detailed client data and firm-approved analytical tools to provide written financial recommendations.

George Murdoch is a financial advisor at Merrill holding a Series 66 designation. He has one year of industry experience and previously worked at Bank of America, N.A. Murdoch’s background includes several years of involvement with Scouting America councils. Merrill provides managed account services through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Robert Boyles is a financial advisor with Mass Mutual Investors Services in Elkridge, MD, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with Massachusetts Mutual Life Insurance Company. Before that, he spent three years at MetLife Securities Inc. Outside of his advisory role, he is also an insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning and asset management services, using software tools and Monte Carlo simulations to inform collaborative, annual planning engagements.

Laurette Dearden is a CFP® professional with 30 years of industry experience, currently affiliated with Cetera. She has held roles at several firms, including The Guardian Life Insurance Company of America and Petersen International Underwriters. In addition to her advisory work, she owns a tax preparation and accounting practice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services through a nationwide network of independent advisors. The firm employs a multi-manager platform with diverse program structures and custodial relationships.

Alejandra Dominguez Jimenez is a financial advisor at Merrill with one year of industry experience and holds the Series 66 designation. Her prior work includes roles at Navy Federal Credit Union and Bank of America, N.A., as well as experience in the printing and graphics industry through ownership of Jireh Printing & Graphics, LLC. 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 and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Keith Apton is a Series 66-registered financial advisor with UBS Financial Services in Washington, DC, where he has worked since 2009. He has 24 years of industry experience. Outside of his advisory role, Apton serves on the boards of several organizations, including a pharmaceutical distribution company and a farming nonprofit, and is involved in employee ownership education through The ESOP Association and the National Center for Employee Ownership. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and capital market assumptions to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services through a broad platform of investment, custody, and capital markets solutions.

Atleena Jino is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked in various roles within JPMorgan Chase and at the University of Florida. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team.

Nicholas Day is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fidelity Brokerage Services LLC, Platinum Wealth Partners, QID LLC, and Capitalrock Investments, LLC. 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 both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.