Sean Jenkins is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Charles Schwab since 1994 and Charles Schwab Bank since 2005, both based in Washington, DC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a hybrid advisory model that combines non-discretionary guidance with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment due diligence.

Thomas Rietano III is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in holistic wealth management. He focuses on serving high-net-worth individuals, particularly corporate executives, by integrating various aspects of their financial lives. His expertise includes managing concentrated stock positions, executive compensation, family wealth management strategies, liquidity management, new wealth management, and personal retirement planning. Tom began his financial services career at Merrill Lynch Wealth Management in 1992. He holds the Chartered Alternative Investment Analyst (CAIA) designation and has earned professional designations such as Equity Plan Consultant (EPC) and Personal Investment Advisor (PIA). He received a bachelor's degree in political science from the University of Vermont. In addition to his professional work, Tom serves on the board of trustees for the Potomac School. His personal interests include tennis, lacrosse, kite boarding, skiing, reading, adventure sports, fishing, and music. He lives in Washington, D.C., with his wife and four children.

Candida Sampson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her work history includes roles at Merrill and multiple dental-related organizations before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, applying proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Sonya Logan is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Spire Investment Partners, TD Ameritrade, and Scottrade. Outside of finance, she was the owner of a candle-making business, Lydon's Creative Concepts. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of wealth levels. The firm offers a variety of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Stephen Barron is a Senior Financial Advisor at Merrill Lynch Wealth Management based in the D.C. office. He collaborates with families and friends to simplify and enhance their financial pictures and lifestyles, providing personalized wealth management strategies that aim to pursue clients' long-term goals. His expertise includes college education planning, services for endowments, foundations, and non-profits, managing new wealth, retirement income planning, portfolio management services, and tax minimization among other focus areas. Barron holds multiple professional designations such as Accredited Asset Management Specialist (AAMS), Certified Investment Management Analyst (CIMA), and Chartered Retirement Planning Counselor (CRPC). Stephen earned a Bachelor's Degree of Science from McGill University and completed Executive Education at Yale School of Management. He is also recognized on the 2024 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list. Outside of work, he spends time volunteering in the community and enjoys activities such as bowling, camping, chess, fishing, football, hiking, traveling, yoga, watching movies, and time with his family.

Stacy Snyder is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, following roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. 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 firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Karen Williams is a financial advisor with Edward Jones in Severna Park, MD, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she spent seven years at Wells Fargo Home Mortgage. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Mikail Qazi is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. Outside of advising, he is a proprietor of a rental real estate business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by research from its Chief Investment Office and UBS Global Research.

Daniel Aliperti is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer for 12 years before joining Merrill in 2018. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tracy Tang is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2001. 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 and financial planning services supported by structured discovery processes and firm-approved planning tools.

Sharon Peters is a financial advisor with LPL Financial in Silver Spring, MD, holding a Series 66 credential and four years of industry experience. Her prior roles include positions at Avantax Insurance Services and Advance Financial Inc. Peters is involved in business activities related to tax and investment purposes through entities under her management. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individual and institutional clients. The firm offers a range of financial planning and asset management solutions, combining advisory services with extensive non-advisory financial offerings and support tools.

Michael Gays is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Alfred Bozzo Jr. is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and models to support client outcomes.

Paul Juergensen II is a Wealth Management Advisor with over 35 years of experience in financial advising. He has been with Merrill Lynch since 2005, providing comprehensive wealth management strategies tailored to individual client goals. His expertise includes corporate benefits, divorce transition planning, family wealth management strategies, institutional investment consulting, and retirement income planning, among others. Paul also serves as a Portfolio Manager, utilizing personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Paul holds a Bachelor of Science degree from the University of Maryland. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials support his ability to advise on complex financial issues and create comprehensive financial strategies for high-net-worth individuals and institutions. In addition to his professional work, Paul is a board member of Becky's Fund, a nonprofit organization focused on ending domestic violence through education, advocacy, and service. He resides in Herndon, Virginia, has three adult children, and enjoys playing golf. Paul values frequent communication with clients and emphasizes an ongoing, planning-based approach to wealth management.

William Finnerty is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Merrill for nine years before joining UBS in 2003. Outside of his advisory role, Finnerty serves as an adjunct professor at Georgetown University, participates as a judge in entrepreneurship programs, and holds board positions with the Georgetown University Advisory Board for Entrepreneurship and the Kennedy Center’s National Symphony Orchestra, including membership on the NSO Finance Committee. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm leverages proprietary research and model-based asset allocation to tailor client solutions and combines institutional trading capabilities with comprehensive wealth management services.

Michelle Kruhm is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked at LPL Financial since 2011, with prior experience at Morgan Stanley and Citigroup Global Markets. Additionally, she is commissioned as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Attor Kludze is a financial advisor at Merrill with 19 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Morgan Stanley Private Bank, M&T Bank, and LPL Financial. Outside of his advisory work, he is the owner of a private equity holding entity, though the company is not actively managed. 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 institutions.

Danielle Thompson is a financial advisor at Equitable Advisors with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Equitable Advisors since 2012, with prior experience at AXA Advisors and Valic Financial Advisors. Based in Washington, DC, her career spans multiple established advisory firms. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of proprietary and third-party solutions tailored to client risk tolerance and investment needs.

Richard Barron is a financial advisor at Wells Fargo Clearing with 46 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Bank of America, N.A. and Merrill. He is based in Washington, DC. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Hsiao Chuan Chang is a financial advisor with LPL Financial in Washington, DC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at UBS Financial Services, Purshe Kaplan Sterling Investments, Adventus Veritas LLC, CUSO Financial Services, Wells Fargo Clearing, and Equitable Advisors. Outside of his advisory work, he is involved in real estate development and ownership in the Derwood, MD area. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, employing various portfolio strategies and operational tools.