Sharon Lewis is a financial advisor at Primerica Advisors with 22 years of industry experience and holds Series 63 and Series 65 credentials. She has worked with Primerica Advisors since 1996 and operates a separate business, Fiscal Pink, LLC, which publishes children’s books. Primerica Advisors is a large firm serving individual, corporate, and charitable clients through a wrap-fee asset management program that relies on model-delivery strategies managed by third-party asset managers, with discretionary separately managed account options and custodial support from Pershing.

Madelyn Simmons is a financial advisor at RBC Capital Markets with Series 63 and Series 65 designations and one year of industry experience. She has previously worked at Rothschild Capital Partners, GGM Wealth Advisors (now Waverly Advisors), and MAI Capital Management. Outside of finance, she has experience with Fresh Prints and spent several years involved with Maryvale Preparatory School. 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 advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile using a combination of in-house and third-party investment managers.

Maria Vitullo is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Before joining UBS in 2026, she had roles at Reunion Brewery and Bread Garden Market, as well as eight years at Butterfield Country Club. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients' goals and risk tolerances.

Nicholas Burda is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, E*TRADE Capital Management, and The Vanguard Group. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that integrate both retail and institutional investment solutions.

Michele Bryceland is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2024. In this role, she serves as the primary contact for clients, supporting families as they work toward their financial goals. She emphasizes providing superior customer service and keeping clients informed about available resources, new products, and innovations to enhance their experience. Prior to her current role, Michele has held various positions within the financial services industry, including Planning Consultant at Fidelity Investments from 2022 to 2024, Paraplanner at Bogart Wealth in 2021, and roles at Morgan Stanley and Raymond James spanning from 2017 to 2021. Her experience encompasses client service and financial planning support, contributing to her expertise in wealth management. Outside of her professional career, Michele has personal interests that include museums, outdoor adventures, pets, photography, running, and traveling.

Theodore Blanchard is a financial advisor at RBC Capital Markets in Chevy Chase, MD, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers and provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Michael Palazzo is a financial advisor with Wells Fargo Clearing in Bethesda, MD, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Capital One Advisors, LLC and Capital One Investing, LLC from 2015 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Pifer is a financial advisor at RBC Capital Markets with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining RBC, he worked at T. Rowe Price and has held roles outside finance, including at Baltimore Tent Company and Dulaney Swim Club. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized investment strategies through various advisory programs and a combination of in-house and third-party managers.

Zoe Migliozzi is a financial advisor at Raymond James & Associates with four years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2022. Her prior roles include positions at TowneBank and the College of Charleston Center for Student Learning. 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—and offers financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

Collin Doyle is an Investment Consultant at Fidelity Investments. In his current role, he collaborates with clients to support their financial planning journeys, focusing on retirement and other life goals. He works closely with his team to assist clients in achieving their objectives. Collin has been with Fidelity Investments since 2016, progressing through various positions. Prior to his current role, he served as a Planning Consultant from 2021 to 2026, a Relationship Manager from 2020 to 2021, and as a High Net Worth Representative from 2016 to 2020.

Thomas Perna Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017 and previously worked at CPT Capital LLC from 2014 to 2017. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Taylor Ayers is a financial advisor with J.P. Morgan Securities who holds a Series 66 credential and has five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, Ayers worked at Bank of America and Merrill from 2021 to 2024, and has experience in both financial services and hospitality sectors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Phillip Cecil is a financial advisor at Ameriprise in Washington, DC, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, he worked at Budget Blinds. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with algorithmic automation overseen by a specialized consulting team.

Edward Sturtevant is a financial advisor with RBC Capital Markets in Washington, DC, holding a Series 66 designation and six years of industry experience. His work history includes roles at City National Bank and Super A-OK Inc. from 2016 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ advisory risk profiles using in-house and third-party investment managers.

Leif Springer is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018. His prior experience includes roles at Transamerica Capital, Inc., Transamerica Investors Securities Corporation, and Transamerica Retirement Solutions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. Advisors at UBS use proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

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 holds Series 66 and Series 63 licenses and previously worked at Goldman Sachs & Co. LLC. He serves as a board member and treasurer for the Oak Hill Cemetery Historic Preservation Foundation, a nonprofit organization in Washington, D.C. 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 applying an ESG eligibility framework in its recommendations.

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 roles within J.P. Morgan firms since 2008. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

James Strother is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2013, as well as Global Retirement Partners, LLC since 2017. Strother also conducts investment-related seminars at colleges. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Nyanya Joof is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.