Justin Dennett is a financial advisor with Stifel in Washington, DC. He holds a Series 66 designation and has been with Stifel since 2026. Prior to his current role, he has worked in various positions including at Lesley University and several country clubs and fitness centers. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Andrew Coyne is a financial advisor with Edelman Financial Engines in Annapolis, MD, holding Series 63, Series 65, and Series 66 licenses and possessing 29 years of industry experience. He has worked at various related entities within the Financial Engines and Edelman Financial Engines umbrella since 2015. Outside of his advisory role, he has a brief credit as a cast extra in a film production. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.

Jed Woelfle is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to support its advisory process.

Hasan Nock is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent two years with SunTrust Advisory Services. 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 with more than 14,000 advisors and offers both brokerage and advisory solutions.

Jessica Heckel is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. She has previously worked at UBS Financial Services and Wells Fargo Bank, NA. Heckel owns a dormant LLC, Jess for Success LLC, which is not currently active and has no related business activities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Whitcome is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he held positions in construction and government services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

John Mc Lister is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 credential with three years of industry experience. Prior to joining Morgan Stanley in 2023, he served in the US Army from 2019 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kimberly Berry is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at 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 non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broader range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Alisa Napier is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She has worked at Ameriprise since 2026 and previously held roles at Raymond James Financial Services Advisors, Inc., Peoples Bank, Merrill Lynch, and State Farm Insurance. Outside of her advisory work, she is the owner and creator of the true crime conversational podcast, Watch For Deer. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Brian Feeley is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Mass Mutual Investors Services, and MetLife Securities. Outside of advising, he manages rental properties as a sole proprietor. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, using a range of tools and third-party solutions to construct diversified portfolios tailored to client needs.

Amar Ramroop is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career in 1995, he has worked with individuals, families, and business owners to understand their financial situations, time horizons, and liquidity needs. He assists clients in articulating their short- and long-term goals and recommends financial strategies aligned with their objectives, combining personalized service with Merrill’s investment insights and access to Bank of America’s banking services. His approach is holistic, utilizing both sides of the balance sheet to create custom wealth and liability management plans. Before joining Merrill, Amar was a Vice President at BOK Financial. He holds a Bachelor’s degree from Jai Hind College and an MBA from the University of Colorado at Denver. He also holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Personal Investment Advisor (PIA) designation. Amar’s client focus areas include family wealth management, executive compensation, retirement planning, tax minimization, and socially responsible investing, among others. Outside of his professional work, Amar participates in community service, volunteering with organizations such as the Second Harvest Food Bank. He enjoys spending time with his wife and two children, engaging in activities like golfing, swimming, basketball, biking, and traveling. Fluent in Hindi, Punjabi, and English, Amar emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Brian Terlinsky is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank NA since 2014 and holds Series 63 and Series 66 credentials. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Heather Lakner is a financial advisor at RBC Capital Markets with six years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Palate Pleasers. Outside of her advisory role, she has been involved with Centerpiece Boutique and Design. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Joanne Desjardins is a financial advisor at RBC Capital Markets with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs tailored to clients’ risk profiles and employs a combination of in-house and third-party investment managers to implement its strategies.

David Hartmeier is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC since 2017 and 2018, respectively. 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.

Tommie Roberson III is a financial advisor with Merrill in Silver Spring, MD, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill and Bank of America since 2016 and previously at National Agents Alliance. Outside of finance, he manages staff at Bobby McKeys Dueling Piano Bar, a role he has held since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Kirkland II is a financial advisor with Ameriprise in Clinton, MD, holding a Series 66 designation and three years of industry experience. His prior roles include positions at JPMorgan Chase & Co., SunTrust Bank, Wells Fargo, and Supreme Ledning. Outside of his advisory work, he is the owner of The Kirkland Group LLC, a consulting business, and serves on the Board of Directors for the Cam Kirk Foundation. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Daisy Guzman is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Fiducient Advisors and various firms outside the financial sector. Fidelity, through its affiliate 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 is noted for its use of AI in research, management of registered investment companies, and delivery of model portfolios to intermediary platforms.

Margaret Meagher is a Series 66 licensed financial advisor with nine years of industry experience, currently practicing at Morgan Stanley. She has previously worked at UBS Financial Services for seven years before joining Morgan Stanley in 2023. Outside of her advisory role, she serves on the investment committee for Together We Bake, a civic organization focused on economic and hardship assistance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Mary Rafferty is a financial advisor with RBC Capital Markets based in Washington, DC. She holds a Series 66 designation and has 19 years of industry experience. Her prior work includes multiple terms at RBC Capital Markets and City National Bank. Rafferty serves as chair of the community service subcommittee for the Georgetown Visitation Preparatory School Alumnae Board. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing a range of in-house and third-party investment managers and tools.