Justin Hatch is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill, K2 Integrity, Cambridge Associates, Capital One Bank, Eddie Bauer, and Houghton College. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Warner Moore III is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds the Series 66 designation and has been with UBS since 2006. Outside of his advisory role, he serves on the board of directors for VWI International, a consulting firm working with medical contracts, and is involved in a small retail wine business operated by his spouse. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform of capital markets and research resources.

Craig Mckenzie is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley since 2013. Outside of his financial advisory role, he is involved in the fitness industry as the owner and certified personal trainer at Dynamic Force Fitness and Training Solutions and is also a co-owner and trainer at Triad Fitness Solutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee to model financial outcomes.

Megan Cunningham is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing personalized investment strategies to help clients pursue their financial goals. She focuses on understanding what is important to her clients and offers guidance in areas such as college education planning, executive compensation, family wealth management, legacy planning, small business strategies, tax minimization, and retirement income. Megan holds a Bachelor's Degree from Denison University and has completed an Accredited Certificate Program at Arcadia University. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Megan is actively involved in professional organizations such as the Daughters of the American Revolution and serves on the Denison University Alumni Washington, DC Regional Network Board. Her community involvement includes participation with DC Central Kitchen and Read > Lead > Achieve. Megan integrates her personal philosophy of uncovering what matters most to clients and their families to help develop strategies for pursuing financial objectives.

Michael Norris is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Margaret Kosmerl is a financial advisor with LPL Financial in Annapolis, MD, holding the Series 63 and Series 65 designations and accumulating 35 years of industry experience. She has been with LPL Financial since 1997. Outside of her advisory role, she is involved with Flight Plan Financial Services and NGFCU Wealth Management. 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 and access to third-party asset management, with a platform supporting both discretionary and non-discretionary strategies.

Andrew Frazier is an advisor at OSAIC Wealth, Inc. with Series 66 credentials and one year of industry experience. His prior work experience includes roles at Thrivent Financial, Thrivent Investment Management Inc, and several hospitality positions. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and maintaining a complex affiliate network.

Kathleen Koch is a CFP® with Series 63 registration currently at Raymond James & Associates. She has 11 years of industry experience, including a decade at PNC Bank prior to joining Raymond James in 2026. 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 and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Charlotte Von Claparede Crola is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has previous experience at Morgan Stanley Smith Barney LLC and Janney Montgomery Scott. Outside of her advisory work, she serves as a part-time organist for the Parish of Christ the King Anglican Catholic Church in Washington, DC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management and provides access to proprietary research and a broad range of capital markets services.

Ganithri Wickramasinghe is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America, among other firms. Outside of her advisory role, she is involved in pet sitting through Meowtell. 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 and includes capabilities in derivatives and commodities through its broader regulatory registrations.

M Stanaway is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014, both based in Washington, DC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and global investment insights.

Emily Cunniff is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

David Schmidt is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at UBS Financial Services and Wells Fargo, spanning over eight years before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services directly and through corporate financial planning agreements.

Christiana Kambouris is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at Northrop Grumman and JPMorgan Chase Bank, N.A. She completed her education at Wake Forest University. 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, supported by centralized due diligence and a combination of quantitative and qualitative research.

Robert Hobart is a financial advisor at Stifel with the Series 66 designation and two years of industry experience. Before joining Stifel, he held roles at Visions Treatment Centers, Stone Harbor Strategies, Kohl's, and Indiana University. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance.

Alexander Tatem is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to his current role, he has held positions including Annapolis Harbor Master and participated in community activities such as coaching the Round Bay Swim Team. 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, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts.

Marcus Geringswald is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Morgan Stanley since 2021, following roles at Bank of America and Merrill. Outside of his advisory work, he is involved as a contractor with DoorDash. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations and secular return estimates in its process.

George Vassiliou is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in retirement planning and income strategies for affluent individuals and small businesses. He provides a comprehensive approach to wealth management that prioritizes understanding clients’ life priorities and financial goals. George offers access to Merrill’s investment insights and Bank of America’s banking services to address various aspects of clients’ financial needs. As a Senior Portfolio Advisor, he combines traditional financial guidance with custom investment strategies, utilizing Merrill model portfolios and third-party investment options, and may manage portfolios on a discretionary basis through the firm’s Investment Advisory Program. With a financial services industry license since 1998 and tenure at Merrill since 2006, George holds multiple professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), and Retirement Accredited Financial Advisor (RAFA). He is also licensed to provide insurance products such as life policies, annuities, and long-term care coverage. George’s academic background includes a Bachelor's degree from the University of Patras, a Master’s degree from the University of Washington, and doctoral work at the University of Wisconsin-Madison. Prior to his financial career, he worked as a Senior Scientist supporting NASA, the Naval Research Lab, and NOAA on Earth and Planetary Sciences projects. George is active in the Washington DC community, supporting organizations such as the National Gallery of Art ("The Circle"), Church of the Little Flower, Mater Dei School, Stone Ridge School, and Georgetown Preparatory School. He is also a member of the University Club of Washington DC. His personal interests include boating, golfing, music, and singing.

Declan O'Brien is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with six years of industry experience. He worked at the University of Vermont for four years prior to joining Morgan Stanley in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning and corporate financial planning agreements.

Tracy Donoho is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate firms since 2014. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a centralized consulting team and emphasizes a mix of advisory, brokerage, and insurance solutions typical of a large institutional firm.