Edward Duffy Jr. is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He is also employed by JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, supported by centralized due diligence and implemented by affiliated investment-management entities.

Stephen Thomsen is a CFP®-certified financial advisor with 18 years of industry experience, currently with Stifel since 2018. He previously worked at Bank of America and Merrill, with overlapping tenures between 2009 and 2018. Outside of his advisory role, Thomsen serves on the Leadership Committee for the Mid-Atlantic Division of Autism Speaks and hosts an annual charity golf tournament fundraiser. Stifel serves a broad client base, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing forward-looking analyses and asset allocation guidance intended as a basis for client decisions.

Jonathan Ustun is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he coaches basketball and soccer at Burgundy Farm Country Day School in Alexandria, VA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using Wells Fargo research and planning tools to develop tailored recommendations across a broad range of financial needs.

Maria Naranjo is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2016. Outside of her advisory role, she serves as a board member for the Charlotte Ballet, supporting its arts, education, and community engagement programs. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Muhammad Shaukat is a Financial Advisor with Merrill Lynch Wealth Management who assists clients in making confident financial decisions through personalized advice and meaningful relationships. He focuses on understanding clients' goals, family, and values as the foundation for successful financial strategies. His expertise includes personal retirement planning, portfolio management services, and individual and corporate investment strategy. Muhammad works one-on-one with clients to define their goals and design portfolio strategies aimed at achieving them. He provides ongoing advice and adjusts portfolios as clients' situations change. Muhammad holds a Personal Investment Advisor (PIA) designation. He earned a High School Diploma from Mount Vernon High School, attended George Mason University without earning a degree, and obtained an Associate's Degree from Northern Virginia Community College. He speaks Urdu, Hindi, Punjabi, and English. He has lived in Alexandria, Virginia, for 25 years and volunteers in the DMV area, especially in Alexandria. Outside of work, he enjoys traveling, trying new cuisines with his wife and children, playing pickleball, and spending time with his daughter.

Olivia Eckstein is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 designation and has worked at UBS since 2020. Prior to her career in finance, she was employed by the Corporation for National and Community Service OIG and participated in the Better Make Room Campaign. She also operates a notary service through the Office of Notary Commissions and Authentications. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets services.

Carlos Talamante Romo is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, JPMORGAN Securities LLC, and Goldman Sachs. He serves on the boards of several nonprofit organizations focused on Latino communities and educational initiatives in the Washington, DC area. 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.

Terrance Mcgowan is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Goldman, Sachs & Co. from 2005 to 2017 before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools.

Malik Waleed is a Financial Advisor at Merrill Lynch Wealth Management with a focus on tailoring investment strategies to meet the personal and professional financial goals of his clients. He specializes in family wealth management strategies, services for endowments, foundations, non-profits, personal retirement planning, and sports and entertainment sectors. His approach emphasizes building lasting relationships based on trust, transparency, and results. Mr. Waleed holds a Bachelor's Degree in Economics from the University of Maryland and has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Born and raised in the Washington DC Metro area, he brings deep knowledge of the region's financial landscape to his client work. He maintains active involvement in community initiatives by partnering with non-profit organizations to support their financial growth and impact. Outside of his advisory role, Mr. Waleed volunteers as a girls' basketball coach and trainer in the DMV area. He is a member of Kappa Alpha Psi Fraternity Incorporated. In his personal time, he enjoys reading, attending sporting events, playing tennis, and spending quality time with his fiancée and their daughter.

James Gray III is a financial advisor with Merrill in Washington, DC, holding a Series 66 designation and nine years of industry experience. He has been with Merrill since 2017 and also has experience with Bank of America, N.A. since 2018. Outside of his advisory role, he is the owner of several for-profit entities unrelated to investment activities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carrie Stringfellow is a Series 66-licensed financial advisor with Morgan Stanley in Washington, DC, bringing 19 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2012. Outside of her advisory role, she is involved as a partner in a real estate venture and owns a private investment business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in assets and utilizing structured planning tools and modeling techniques as part of its process.

Casey Cooper is a financial advisor with Charles Schwab in Washington, DC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Charles Schwab, Cooper worked in various roles including at Future Medical Group and Great American Restaurants. Outside of advising, Cooper has bartended at events for the Irish Embassy. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with a distinctive operational structure and integrated custody and brokerage services.

Natalie Meehan is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked previously at Citibank and Bank of America. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Renzi is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing 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 and scenario modeling as part of its financial planning process.

Tracy Randle is a financial advisor with LPL Financial in Clinton, MD, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. Prior to joining LPL in 2024, Randle worked at Wells Fargo Clearing for eight years and Truist Investment Services for 14 years. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Marguerite Hodgkins is a CFP®-certified financial advisor at UBS Financial Services with 13 years of industry experience. She has been with UBS Wealth Management since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary research and model-based asset allocations tailored to clients' goals and risk tolerances.

David Jennings is a financial advisor with Merrill in Washington, DC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at UBS Financial Services and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, and institutional investors. The firm utilizes internal Chief Investment Office teams and third-party managers to implement diversified portfolios with strategic, tactical, and tax-aware options.

Michael Hill is a Series 66-licensed financial advisor with Morgan Stanley Wealth Management in Washington, DC, where he has worked since 2014. He has 12 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model outcomes without providing individual security recommendations.

Danny Riley is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Ameriprise Financial Services, Inc. and has caddied independently at Burning Tree Golf Club. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on structured financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Matthew Teems is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for over a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a range of products supported by proprietary research and affiliated banking and lending programs.