David Johnston is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a co-trustee and trustee for family trusts. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Jake Sodeman is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Garrett Conn is a financial advisor with Mass Mutual Investors Services in Columbia, MD, holding Series 65 and Series 63 licenses with eight years of industry experience. Prior to joining Mass Mutual in 2018, he worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC from 2017 to 2018 and at Enterprise Holdings from 2015 to 2017. 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 provides financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships without investment discretion, and offers specialized services such as divorce planning and employer-sponsored planning programs.

Horace Daniel Sr. is a financial advisor with Raymond James Financial Services Advisors Inc. based in Kensington, MD. He holds the Series 66 designation and has 14 years of industry experience. His previous roles include positions at LPL Financial and CUNA Mutual Group. Outside of financial advising, he has extensive experience as a real estate broker, owning Urban Homes Realty since 1997. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting clients through various advisory programs and institutional consulting services.

Jonathan Stroebel is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with successful business owners and their employees to help them achieve a worry-free retirement through customized investment and planning processes that address the challenges posed by market volatility, inflation, taxes, and unforeseen healthcare expenses. Jonathan leverages the resources of a global institutional research firm and an experienced advisory team to provide clear and effective financial guidance to his clients. He holds a Bachelor's Degree from Washington and Lee University and maintains several professional designations including Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). Jonathan is a member of the CFA Society Washington, DC, Montgomery County Chamber of Commerce, and the Society of Financial Service Professionals. Outside of his professional work, Jonathan is involved in his community through All Saints Church in Chevy Chase, MD, coaching youth soccer with MSI Soccer, and supporting the National Multiple Sclerosis Society. He also enjoys boating, golfing, music, soccer, spending time with his family, and tennis.

Jason Goldstein is a financial advisor at Raymond James & Associates with 20 years of industry experience. He previously worked at Oppenheimer and Lehman Brothers Inc. He holds Series 65 and Series 66 licenses. 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, investment consulting, and institutional fiduciary services with a range of portfolio management strategies.

Grace Wang is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 designations. Outside of her advisory role, she is involved in an adult care service business assisting seniors with physical and mental wellness. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations.

Adam Bellacicco is a CFP® and Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Cordoba Corporation, Gap Inc., and Calypso Technology. Outside of his advisory role, he is the owner of a beach house rental property managed through a third party. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Rick Starr is a Series 66 licensed financial advisor with nine years of industry experience. He currently works at J.P. Morgan Securities and JPMorgan Chase Bank, having previously been with Bank of America, Merrill, and other firms. Rick serves as a board member at George Mason University, contributing five hours weekly. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Tolulope Adeyemi is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2018. Prior to that, he was with PNC Investments and PNC Bank from 2016 to 2018. Outside of his advisory work, he is a co-founder of Haulers LLC, a hauling and moving business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through various channels including its Financial Advisors and Estate Planning Strategies Group.

Timothy Tillman is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MassMutual Life Insurance Co, Ascension Financial Capital, and US Bank. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools to analyze client goals and provides collaborative, ongoing financial planning engagements.

Luis Otero Lopez is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 65 and Series 63 designations and over one year of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Whole Foods. He has also been involved with LSJC Services since 2021. 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 through a network of more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by extensive research and analytics.

Steven Pilkerton is a CFP® professional with 21 years of industry experience, currently affiliated with Charles Schwab in Washington, DC. His prior experience includes a 12-year tenure at TD Ameritrade and roles within Charles Schwab Bank and Charles Schwab & Co., Inc. He is also an owner of a residential condo in Alexandria, Virginia. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervision and alternative investment due diligence.

Matthew Ondeck is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 13 years of industry experience. His career includes roles at Merrill, Edelman Financial Services, and EF Legacy Securities. Outside of his advisory work, he coaches little league soccer and softball in Loudoun County. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Michael Abbenante is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients manage their wealth by developing personalized strategies tailored to their financial goals and the evolving market conditions. Michael holds the Professional Investment Advisor (PIA) designation and earned a bachelor's degree from James Madison University. He combines access to Merrill's investment insights with the banking and lending solutions of Bank of America to support his clients' comprehensive financial needs.

Zara Smith is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Her prior work includes roles at Wells Fargo Clearing, H&R Block, and Overseas Military Sales Corp. (OMSC). Raymond James & Associates, Inc. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Macaughlan Byrne Houser is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, Houser held roles at several companies, including Stonemor Inc, USP of Pittsburgh LLC, and Byrne-Houser L.L.C. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Ronald Everett is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in Washington, D.C. He specializes in serving corporate retirement plans, professional firms, closely held corporations, and business owners. His expertise includes divorce transition planning, employee benefits planning, institutional and corporate benefit services, and investment consulting for various types of retirement and defined benefit plans. Ron advises organizations on structuring and managing corporate retirement plans to maximize tax benefits for owners while enhancing employee benefits. His work includes implementing and optimizing tax-advantaged retirement plans such as 401(k), profit-sharing, and pension plans, as well as developing tax-sheltering strategies for wealth accumulation. He coordinates with record-keepers and third-party administrators to ensure plan compliance with ERISA and DOL regulations. Ron has been with Merrill Lynch Wealth Management in Washington, D.C., since 2018. He holds a Bachelor's Degree from the University of Michigan – Ann Arbor and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional role, he enjoys hiking, spending time with his family, and traveling.

Maximilian Gleason is a Series 66 credentialed financial advisor with Morgan Stanley in Washington, DC. He has been with Morgan Stanley since 2024 and has prior experience at Rohr's and several roles connected to the University of Notre Dame. Outside of finance, he has been involved with youth camps and sports programs, including The Heights School’s summer camps and soccer camp. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Brian Neeley is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory work, he is a passive owner of Bethesda Blues & Jazz, LLC, a music venue and restaurant in Bethesda, MD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a structured planning process supported by firm-approved tools and modeling techniques.