Ann Marie Mccormick is a financial advisor with UBS Financial Services in Bethesda, MD, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has worked at UBS Financial Services during multiple periods since 1999. Mccormick serves on the board of directors for Cards for Hospitalized Kids, a nonprofit that encourages the creation and distribution of cards to children in hospitals. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans. The firm provides a broad range of capital markets services alongside wealth management.

Kleo Curry is a CFP® professional with 20 years of industry experience, currently affiliated with Morgan Stanley in McLean, VA. Prior to joining Morgan Stanley in 2023, Curry worked at UBS Financial Services for eight years. Outside of the financial industry, Curry serves on the Investment Committee of the Community Foundation for Loudoun and Northern Fauquier Counties. Morgan Stanley Wealth Management provides 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 structured planning tools alongside broad retail and institutional offerings.

Alexandra Nolan Jamros is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2019, previously working at Stifel Nicolaus & Co Inc from 2016 to 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse clientele including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with customized portfolio management and financial planning services tailored to clients’ risk profiles.

Tara Bonilla is a financial advisor with Merrill in Reston, VA, holding a Series 66 designation and 12 years of industry experience. She has been with Merrill since 2013. 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 and profit-sharing plans, corporations, and charitable organizations.

Thomas Dellinger is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation from 2016 to 2023. Outside of his advisory role, he serves as president of The Okusa Dellinger Foundation, a private 501(c)(3) foundation, and is a board member of the Fellowship of Christian Athletes Northern Virginia Chapter and C You In: The Major Leagues, a charitable organization. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates brokerage and investment advisory services with financial planning, retirement consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.

David Johnson is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and three years of industry experience. His previous roles include positions at Deutsche Bank and Allegro Securities, and he has operated as a self-employed advisor. Outside of finance, he is a general contractor and owner of a construction business, GR Nelson, where he is involved part-time. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and access to a broad range of investment products through its affiliations within the J.P. Morgan organization.

Sean Cable is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His prior career includes roles at Graham Holdings Company, Grove Point Investments, H Beck, and Citigroup. Outside of his advisory work, he volunteers as an elections officer for the Prince William County Elections Board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Carson Knight is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in serving executives, business owners, and entrepreneurs, focusing on their unique wealth management needs that arise from balancing professional and personal goals. Carson works closely with clients experiencing significant liquidity events or transition planning, helping to develop and execute coordinated strategies alongside attorneys, CPAs, and family stakeholders. Carson's expertise includes pre-liquidity planning, ownership optimization, tax-aware liquidity and investment strategies, portfolio construction after liquidity events, and long-term planning across family, entities, and multigenerational goals. He holds the Certified Exit Planning Advisor (CEPA®) and Chartered Retirement Planning Counselor™ (CRPC™) designations and is a member of the Alliance of Merger & Acquisition Advisors and the Exit Planning Institute. Carson began his advisory career at Morgan Stanley, with previous experience in investment banking. He graduated cum laude from the University of Maryland’s Robert H. Smith School of Business with a B.S. in Finance. Carson resides in Rockville, Maryland, and enjoys golfing, traveling, and spending time with his family and friends.

Mark Skibbie is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses, and has 32 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors, LLC, and Grove Point Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering various advisory programs, financial planning, and brokerage services.

Anna Squier is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has prior experience with firms including Vintage Financial Partners, Babbington Inc, Gallagher Kies & Company, and Keller Williams. Outside of her advisory role, she is a business owner of Sharp Turn Products, LLC, and is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

David Ciccone is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Wells Fargo in 2020. 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 Wells Fargo Investment Institute and third-party sources.

Peter Glassman is a financial advisor with MassMutual Investors Services in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with MassMutual Investors Services since 1989 and also serves with MassMutual Life Insurance Company since 1987. Glassman is a board member of the Helping Hands Society of Greater Washington, a nonprofit organization. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and related services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars with planning engagements structured as annual, collaborative relationships.

Lucile Ionescu is a financial advisor at Morgan Stanley with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Prior to joining Morgan Stanley in 2026, she also worked at Universita della Svizzera Italiana. Morgan Stanley Wealth Management 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 uses structured planning tools and modeling techniques to support its advisory process.

Mark Stoll is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo’s research and tools to develop tailored recommendations.

Michael Baker is a financial advisor at Morgan Stanley in McLean, VA, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, with a focus on tailored financial planning and diversified investment solutions.

Stephen Jones is a Senior Financial Advisor and leader of The Jones Group in Reston, Virginia. He has over 19 years of experience in helping highly successful individuals, families, and business owners address the challenges of building and preserving wealth. As the senior leader of his team, he oversees portfolio construction, asset allocation, and income distribution strategies. His practice focuses on wealth accumulation, trust and estate strategies, and retirement income planning. Stephen earned a Bachelor's degree in Economics and Finance from the College of Charleston. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). As a second-generation Merrill Lynch Wealth Management advisor, many of his client relationships extend back four decades, reflecting his commitment to long-term client partnerships. In his personal time, Stephen enjoys golf, baseball, and hiking. He resides in Reston, Virginia.

Cory Grant is a Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience in banking. He specializes in helping clients build wealth, secure their future, and achieve their financial goals through personalized financial strategies. Cory's expertise includes divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment financial planning, individual and corporate investment strategy, tax minimization, and retirement income. A proud Pittsburgh native, Cory earned his Bachelor's Degree in Business Marketing from Howard University. He holds the Personal Investment Advisor (PIA) designation, reflecting his commitment to client-focused financial solutions. Cory emphasizes working closely with clients to set realistic expectations and milestones to keep their financial plans on track. Outside of his professional work, Cory coaches little league baseball and enjoys basketball, biking, cooking, football, music, reading, spending time with his family, and watching movies.

Stephen Marshall is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Citigroup Global Markets for 17 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Roger Glasgow is a financial advisor at Merrill with Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Merrill since 2013 and has concurrently been with Bank of America, N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

Arthur Mc Grath III is a financial advisor with Ameriprise in Kensington, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and also maintains a longstanding association with Temps & Co since 1997. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, non-discretionary advice based on detailed analysis and proprietary tools.