Andre Stubbs is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021, following two years at Consumer Direct Care Network and over a decade at Wells Fargo Bank, NA. Outside of his advisory role, he owns and operates 3S Stubbs Supply Shop, LLC, a business providing common household goods, clothing, music, and collectibles. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, serving plan objectives with a range of investment products including insurance-related vehicles and bank deposit sweep options.

Ibrahim Bah is a financial advisor at Cetera with a Series 65 credential and one year of industry experience. His prior roles include work at Avantax Advisory Services and as a principal consultant at Robert Half, where he led government audit assignments. Outside of his advisory roles, he is a member of Vision Globale Inc, which implements environmental and healthcare programs across Africa. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a broad range of program options.

Venetta Macaluso is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Patrick Martin is a Series 66-licensed financial advisor at UBS Financial Services with 21 years of industry experience. He previously worked at Bank of America and Merrill before joining UBS in 2022. Outside of his advisory role, he owns and manages a rental property. 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, delivering advisory work supported by proprietary research and model-based asset allocations.

Christopher Reese is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with UBS Financial Services and previously worked at Raymond James & Associates, Morgan Stanley, and Morgan Stanley Services Group. Outside of his advisory career, he manages Reese Holdings, LLC, a real estate holding company. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Benjamin Rodgers is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and nine years of industry experience. He previously worked at BNY Mellon before joining Morgan Stanley in 2020. Rodgers serves as a board member and finance committee member for Army Emergency Relief, an organization focused on hardship assistance, education, and disaster relief. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with a broad range of investment and financial products available through its extensive platform.

Thomas Clark is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo since 2016, including a prior role at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, operating with over 14,000 advisors and approximately $671 billion in assets under management.

Thomas Fleury is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of his advisory work, Fleury serves as co-chair of the finance and enrollment committee on the advisory board of Holy Redeemer Catholic School in Kensington, MD. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Connor Kannapell is a Financial Advisor at Merrill Lynch Wealth Management, where he joined in 2020. He specializes in counseling families and business owners through periods of transition, complexity, and uncertainty, addressing sophisticated planning needs such as the sale of closely held businesses, equity award vesting, initial public offerings, inheritance, and retirement. Connor focuses on providing straightforward counsel to help clients organize and simplify their financial affairs and work towards an intentional wealth strategy. He holds the Certified Exit Planning Advisor (CEPA) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, along with Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. Connor has expertise in advanced retirement planning, exit planning for small business owners, 401(k) and employer-sponsored plans, portfolio management, equity compensation planning, and tax minimization. He earned his Bachelor's Degree from the College of Charleston. Connor lives in Washington, D.C., and enjoys traveling, golfing, waterfowl hunting, and volunteering for his alumni association. He supports community organizations including A Wider Circle, Alzheimer's Association, Miracle League of the Triangle, and the Chesapeake Bay Foundation.

Aaron Clem is a financial advisor at Merrill based in Washington, DC, holding a Series 66 designation. He has been with Merrill since 2025 and previously worked at Bank of America, ADP, and the Washington Commanders, with additional experience at the University of Maryland. Clem has no prior years of industry experience outside his current roles. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Rishi Vyas is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at PNC Investments and PNC Bank for ten years. Outside of his advisory role, he is a passive investor and lender in a vending machine business with approximately 100 machines across 50 locations. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Mariama Bah is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to develop tailored financial plans aligned with clients' unique goals and priorities. She focuses on delivering a high-quality, client-centric planning experience that emphasizes collaboration, trust, and understanding clients' values and long-term objectives. She has professional experience as a Financial Solutions Advisor at Merrill Lynch Bank of America from 2020 to 2021, and as a Relationship Banker at Capital One Financial Corporation from 2014 to 2020. Her background spans client relationship management and financial solutions, supporting her expertise in financial planning. Outside of her professional role, Mariama has interests in art, biking, music, tennis, traveling, and volunteering.

Corey Lyles is a financial advisor at Edward Jones in Washington, DC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at PricewaterhouseCoopers and Bloomberg Industry Group, as well as involvement with Project Hope - The People-to-People Foundation. Edward Jones is a full-service wealth management firm serving individuals and institutions with a range of advisory programs and maintains one of the largest retail advisor networks in the industry.

Gamal Aburdene Marcos is a Series 66-credentialed financial advisor with six years of industry experience, currently with J.P. Morgan Securities in Washington, DC. His prior roles include positions at Merrill and Bank of America, along with experience at Bull Run Financial Group and JP Morgan Chase Bank. Outside of his advisory work, he is involved in a family real estate business focused on house flipping. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework. The firm delivers its services through a select group of Wealth Advisors on a non-discretionary basis.

Eric Perschke is a financial advisor at Ameriprise with 23 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005 and holds the Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Douglas Bayer is a financial advisor at Stifel with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Mark Monninger is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he coaches lacrosse for Montgomery County Public Schools during the spring season. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning, model portfolios, retirement plan consulting, and incorporates research and advanced technologies in its investment approach.

Laith Layous is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on building long-term relationships with clients and their families, developing personalized wealth management strategies tailored to their individual needs, goals, values, and aspirations. Laith works closely with clients to understand what matters most to them, determining their appropriate level of risk and positioning them to pursue their long-term financial objectives. Laith holds a Bachelor's Degree from the University of Miami and has earned the Personal Investment Advisor (PIA) designation. He communicates fluently in English and Chinese, supporting a diverse client base. Committed to community involvement, Laith participates in volunteering activities aligned with Merrill's tradition of community service.

Chris Wallace is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank since 2015. Wallace holds Series 63, 65, and 66 credentials. 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 and tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Alistair Faghani is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Equinox, Spotluck, Capital Teas, and the University of Maryland, College Park. Outside of his advisory role, he instructs kendo, a martial art, to children and adults on a part-time basis. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.