Faith Goodwin is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. Outside of her advisory role, she serves as a volunteer board member at McLean Presbyterian Church, assisting with church governance and committee work. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through specialized wealth advisors. The firm’s program offers non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Beatriz Salvat is a financial advisor with J.P. Morgan Securities in Alexandria, VA, holding Series 63 and Series 66 licenses and 22 years of industry experience. Her career includes positions at Franklin Templeton Investments, Merrill, Bank of America, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice and customized performance reporting, supported by centralized due diligence and incorporating ESG considerations.

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 at LPL Financial with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at HSBC Securities, Wells Fargo, Sun Trust Bank, and PNC Bank. Dessyalew is also involved with Justice Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

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 is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on working with individuals in the wealth accumulation and retirement phases, including law firm partners, business owners, and executives. His practice emphasizes early planning and investing to help clients maintain flexibility in their financial futures. Weinberger specializes in assisting high-achieving professionals navigate the financial complexities associated with leadership roles, such as uneven cash flow, complex compensation structures, high tax exposure, and long-term planning needs. His team provides tailored strategies covering retirement planning aligned with career trajectories and partnership structures, tax-efficient investment strategies, cash flow management for fluctuating income cycles, and estate and legacy planning. He holds a Bachelor's Degree from the University of Maryland and carries professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Weinberger is bilingual in Spanish and English and is involved in the community through the West Windsor Volunteer Fire Company No. 1 Station 43. Outside of work, his personal interests include fishing, football, hunting, music, skiing, soccer, and traveling.

Fay Brownlow is a financial advisor at Stifel with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses that support client decision-making.

Nancy Stickel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has prior experience with Wachovia Bank, N.A. since 2006. 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 a combination of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Donald Metzger is a financial advisor at Morgan Stanley with 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Metzger is involved outside of his advisory role as the owner of a horse racing and breeding operation in Baltimore and serves as a director of the Safety Council of Maryland. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, supporting clients with tailored planning without providing individual security recommendations in standalone programs.

Anibal Drelichman Jr. is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank, RBC Capital Markets, and Oppenheimer. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through offerings such as discretionary portfolio management, market-making, and proprietary research.

Robert Farrell II is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.

Steven Hrones is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc, UBS Financial Services Inc, and Bank of America. Outside of his advisory role, he serves as a co-trustee of a trust in Silver Spring, Maryland. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Edward Duffy Jr. is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He is also employed by JPMorgan Bank, enabling him to offer certain bank products and services. 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. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, supported by centralized due diligence and implemented by affiliated investment-management entities.

Stephen Thomsen is a CFP®-certified financial advisor with 18 years of industry experience, currently with Stifel since 2018. He previously worked at Bank of America and Merrill, with overlapping tenures between 2009 and 2018. Outside of his advisory role, Thomsen serves on the Leadership Committee for the Mid-Atlantic Division of Autism Speaks and hosts an annual charity golf tournament fundraiser. Stifel serves a broad client base, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing forward-looking analyses and asset allocation guidance intended as a basis for client decisions.

Jonathan Ustun is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he coaches basketball and soccer at Burgundy Farm Country Day School in Alexandria, VA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using Wells Fargo research and planning tools to develop tailored recommendations across a broad range of financial needs.

Maria Naranjo is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2016. Outside of her advisory role, she serves as a board member for the Charlotte Ballet, supporting its arts, education, and community engagement programs. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Muhammad Shaukat is a Financial Advisor with Merrill Lynch Wealth Management who assists clients in making confident financial decisions through personalized advice and meaningful relationships. He focuses on understanding clients' goals, family, and values as the foundation for successful financial strategies. His expertise includes personal retirement planning, portfolio management services, and individual and corporate investment strategy. Muhammad works one-on-one with clients to define their goals and design portfolio strategies aimed at achieving them. He provides ongoing advice and adjusts portfolios as clients' situations change. Muhammad holds a Personal Investment Advisor (PIA) designation. He earned a High School Diploma from Mount Vernon High School, attended George Mason University without earning a degree, and obtained an Associate's Degree from Northern Virginia Community College. He speaks Urdu, Hindi, Punjabi, and English. He has lived in Alexandria, Virginia, for 25 years and volunteers in the DMV area, especially in Alexandria. Outside of work, he enjoys traveling, trying new cuisines with his wife and children, playing pickleball, and spending time with his daughter.

Olivia Eckstein is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 designation and has worked at UBS since 2020. Prior to her career in finance, she was employed by the Corporation for National and Community Service OIG and participated in the Better Make Room Campaign. She also operates a notary service through the Office of Notary Commissions and Authentications. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets services.