Molly Rochlin is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. She previously worked at Oppenheimer & Co. Inc. for five years before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, using structured discovery processes and firm-approved tools to assist clients in managing their financial goals.

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 at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan entities since 2017, including JPMorgan Securities LLC and JPMorgan Chase Bank NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and incorporates an ESG eligibility framework.

Tommie Roberson III is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America since 2016. Outside of finance, he manages the wait and kitchen staff at Bobby McKeys Dueling Piano Bar, a business he has been involved with since 2012. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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 two years of industry experience. She previously worked at Fiducient Advisors and has held various roles prior to her current position. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios and funds.

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.

Scott Mcroy is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He previously worked at Merrill for 33 years before joining Ameriprise in 2009. In addition to his advisory work, Mcroy serves as Vice Chair of the Anne Arundel Medical Center Foundation Board and chairs the foundation’s Finance Committee. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored recommendation reports that incorporate income, Social Security, and tax strategies. The firm combines research and modeling with automated and personalized advice, focusing on assets managed within Ameriprise accounts.

Zachery Daniel is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Atlantic Union Bank. Since 2023, he has served clients in the Washington, DC area through J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Seth Bergen is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity since 2020, progressing from Investment Consultant to Financial Consultant before his current role. Prior to Fidelity, Seth gained experience as an Investment Advisor at Glass Jacobson, a Wealth Advisor at Sawyer Wealth Management, and a Financial Advisor at AIG Financial Network. Throughout his career, Seth has focused on providing client-first financial planning, working closely with clients and their families to build confident financial futures. His professional journey reflects a consistent commitment to pursuing clients' financial success through strong and lasting relationships. Outside of his professional work, Seth has personal interests that include fitness, golf, playing instruments, motorcycles, snowboarding, and traveling.

Ariana Haislip is a Series 66-registered financial advisor at J.P. Morgan Securities with seven years of industry experience. She has worked at Merrill and multiple other firms before joining J.P. Morgan in 2022. Outside of her advisory role, she works as a pickleball instructor. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Brian Gibbons is a financial advisor with Cetera in Annapolis, MD, holding Series 63, 65, and 66 credentials and 29 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Mass Mutual, and Metlife Securities Inc. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with options ranging from model portfolios to bespoke strategies.

Irwin Sobers is a Certified Financial Planner® with 24 years of industry experience. He has worked at LPL Financial since 2008 and previously at Merrill from 2002 to 2008. In addition to his advisory role, he is involved with Tower Federal Credit Union and has an ownership interest in a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various portfolio strategies and technology tools, and oversees over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Madison Decker is a financial advisor at Raymond James & Associates with the Series 66 credential and four years of industry experience. Prior to joining Raymond James, Decker held roles with the Miami Dolphins and the Miami Open and Hard Rock Stadium. 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, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Welch is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Outside his advisory work, Welch serves as a board member for Pass With Purpose, a nonprofit organization focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Jake Pantalone is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. His prior work includes a contract role with Brillent Corporation supporting the U.S. Small Business Administration and nine years as a full-time student. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

Chad Clark is a financial advisor at Merrill with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1998 and at Bank of America, N.A. since 2011. Clark also serves as a power of attorney for two fiduciary entities in Mechanicsville, Virginia. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed accounts, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection, tax-focused investment strategies, and leverages its affiliation with Bank of America to provide integrated capital markets and banking support.

Stephen Antosh is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 65 and Series 63 credentials. Outside of his advisory role, he has equity investments in several hospitality ventures, including a high-end steakhouse and beer hall in Washington, DC, and a bar and restaurant in Shirlington, Virginia. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting.