Alyson Scott is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management serves both 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 uses structured planning tools and modeling techniques as part of its advisory process.

Zachary Karr is a financial advisor at Stifel with 23 years of industry experience. He holds the CFP® and Series 66 designations. Karr has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning analyses.

Kelly Davis is a financial advisor at J.P. Morgan Securities with 14 years of experience at JPMorgan Chase Bank NA and 13 years at JPMorgan Securities LLC. She holds Series 66 and Series 63 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers a non-discretionary service model and incorporates an ESG eligibility framework in its investment recommendations.

Peter Muckerman is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2009. Outside of his advisory work, he is the owner of a rental real estate property. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Carole Franks is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. She previously worked at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm employs a structured planning process that utilizes firm-approved tools and modeling techniques to support client financial goals.

Juan Gochez Barrientos is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America, N.A. since 2013. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John O'Donnell is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at The Strategy Group and the Democratic Senatorial Campaign Committee. Outside of his advisory role, he teaches yoga classes at a studio in Washington, DC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through a mix of in-house and third-party investment managers.

Judith Zins is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 credentials. She has 39 years of industry experience, including roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services alongside broader institutional capabilities.

Melissa Chockley is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, she was unemployed for ten years. She serves as Secretary on the Board of Directors for Yorktown Crew Boosters. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Keith Cross is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously managed a pet sitting business before transitioning to full-time education. His current role at Charles Schwab began in 2024. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory models and access to discretionary separately managed accounts, supported by a centralized operational structure and comprehensive alternative investment options.

William Zorr is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 63 credential and over 59 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021 and previously spent 15 years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

J Britt Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.

Jonas Rodriguez Jones is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Charles Schwab, where he has worked since 2018, and previously spent 18 years at Fidelity Investments. Jones holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Jacqueline Hughes is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping individuals and families gain clarity and confidence in managing their financial lives. She works closely with clients through a planning-led approach that simplifies complex investing decisions by focusing on clients' values, goals, and life circumstances. Jacqueline collaborates with clients during periods of change or complexity, supporting informed decision-making in areas such as retirement planning, college education planning, family wealth management, and women and wealth. Jacqueline holds a Bachelor's Degree in Finance from Virginia Polytechnic Institute & State University and carries the Personal Investment Advisor (PIA) designation. She is a member of the Society of Financial Service Professionals. Her expertise includes managing portfolios, tax minimization, liquidity management, and navigating unique financial considerations faced by women investors. Raised in Vienna, Virginia, Jacqueline currently resides in Arlington. She maintains an active lifestyle, engaging in activities such as cycling, running, swimming, boxing, and tennis. Jacqueline values spending time with her family and their dog, Ella, and participates in community organizations including Alex's Lemonade Stand and Food for Others.

Adam Proger is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 21 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Raymond James in 2019. Outside of his advisory role, he serves as Treasurer and Board Member of the Jewish Foundation for Group Homes, where he is also part of the Finance and Investment Committee. 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 charitable organizations, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and municipal advisory services.

Hayley Davis is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients, providing a range of advisory programs and 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 financial planning process supported by firm-approved tools and models.

Jaclyn Bellini is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at UBS and Segal Waters Consulting. She has held multiple roles in academia and consulting early in her career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm‑approved planning tools and modeling techniques.

Laura Torres is a financial advisor at Merrill with 22 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2005. Outside of her advisory role, she is involved part-time with BroCo Vending Ltd, a corporation that sells concert merchandise. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Duane Rollins is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Capital One, Seed Spot, and 18F. Outside of his advisory work, he is a co-producer involved in fundraising for theater, film, and TV productions through Score 3 Partners. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers collaborative, annual financial planning engagements using firm-approved software tools, with implementation of recommendations requiring separate arrangements.

Michael Brodnik is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Securities Company, LLC, Bank of America, N.A., and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.