Christopher Pifer is a financial advisor at RBC Capital Markets with two years of industry experience. He previously worked at T. Rowe Price and has experience outside finance with Baltimore Tent Company and the Dulaney Swim Club. RBC Wealth Management serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs a tailored investment approach using in-house and third-party managers and offers integrated capital markets and lending capabilities.

Zoe Migliozzi is a financial advisor at Raymond James & Associates with four years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2022. Her prior roles include positions at TowneBank and the College of Charleston Center for Student Learning. 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, institutions, and municipal entities—and offers financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

Collin Doyle is an Investment Consultant at Fidelity Investments. In his current role, he collaborates with clients to support their financial planning journeys, focusing on retirement and other life goals. He works closely with his team to assist clients in achieving their objectives. Collin has been with Fidelity Investments since 2016, progressing through various positions. Prior to his current role, he served as a Planning Consultant from 2021 to 2026, a Relationship Manager from 2020 to 2021, and as a High Net Worth Representative from 2016 to 2020.

Thomas Perna Jr. is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017, following a three-year tenure at CPT Capital LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering written asset allocation advice, investment manager searches, and customized reporting through a non-discretionary program. The firm's advisory process integrates quantitative and qualitative research with a focus on eligible strategies and may include ESG criteria.

Taylor Ayers is a financial advisor at J.P. Morgan Securities with five years of industry experience and holds the Series 66 designation. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, Taylor worked at Bank of America and Merrill from 2021 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities not commonly found in similar institutional programs.

Phillip Cecil is a financial advisor at Ameriprise in Washington, DC, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, he worked at Budget Blinds. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with algorithmic automation overseen by a specialized consulting team.

Edward Sturtevant is a financial advisor with RBC Capital Markets in Washington, DC, holding a Series 66 designation and six years of industry experience. His work history includes roles at City National Bank and Super A-OK Inc. from 2016 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ advisory risk profiles using in-house and third-party investment managers.

Leif Springer is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018. His prior experience includes roles at Transamerica Capital, Inc., Transamerica Investors Securities Corporation, and Transamerica Retirement Solutions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. Advisors at UBS use proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Myah Bales is a Series 66 licensed financial advisor with Morgan Stanley in Washington, DC, and has two years of industry experience. Prior to joining Morgan Stanley, she held roles at Costar Group, Keller Williams, and Greenfield Companies. She is also a partner in Myah Bales Properties LLC, a real estate property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning solutions. The firm employs structured planning tools and investment modeling techniques, managing approximately $2.74 trillion in client assets.

Jonathan Feldman is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He previously worked at Goldman Sachs & Co. LLC and holds Series 63 and Series 66 licenses. Feldman serves as a board member and treasurer for the Oak Hill Cemetery Historic Preservation Foundation in Washington, D.C. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a focus on eligible strategies and may incorporate ESG criteria.

Michael Pagliuco is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various capacities at J.P. Morgan firms since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, including an ESG eligibility framework, supported by affiliates for implementation and portfolio services.

James Strother is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has worked with Global Retirement Partners, LLC since 2017 and was previously affiliated with Mass Mutual Investors Services from 2005 to 2013. Strother also conducts investment-related seminars at colleges. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Nyanya Joof is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. Joof has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, managing roughly $671 billion in assets through a network of more than 14,000 financial advisors. The firm combines research and analytics with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions.

Adam Shams is a financial advisor with UBS Financial Services in Bethesda, MD, holding a Series 66 designation and with one year of industry experience. His prior work includes roles at Caruso's Grocery, Sunglass Hut, Walter Johnson High School, and Masorti School. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products through a platform that integrates institutional trading capabilities with wealth management services.

John Rusciolelli is a financial advisor with LPL Financial in Washington, DC, holding a ChFC® designation and Series 63 and 65 licenses. He has 34 years of industry experience, including prior roles at Grove Point Advisors, Grove Point Investments, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he volunteers with The Player Progression Academy, a girls’ soccer nonprofit, and the Community Foundation of Northern Virginia. 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 financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Brandon Mazur is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2000 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to alternative products using proprietary research and model-based asset allocations.

Albana Droboniku is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill, Bank of America, N.A., and UBS before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services. The firm provides a broad range of planning options, including niche services like business-owner transition and special-needs analysis, utilizing its own research and planning tools to develop tailored client recommendations.

Alexander Gross is a financial advisor with Ameriprise in Bethesda, MD, holding a Series 66 designation and two years of industry experience. Prior to Ameriprise, he worked at The Motley Fool and has experience in various roles including peer tutoring and positions in the food and delivery sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

Janette Goudy is a Series 66 licensed financial advisor at Morgan Stanley with six years of industry experience. She has worked at Morgan Stanley since 2019 and has prior experience at Wells Fargo Clearing, Wells Fargo Bank, N.A., and Bank of the West. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and scenarios to model outcomes and offers various investment and advisory services through its broad platform.

Chito Okoye is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 and Series 63 designations. His career includes prior work at PNC Investments, PNC Bank, and Hechts. 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 with model-based and discretionary investment strategies.