David Dorsett is a Series 66-licensed financial advisor with UBS Financial Services in Washington, DC, and has two years of industry experience. Prior to joining UBS, he worked at Fairfield University and a law firm, Karp, Wigodsky, Norwind Kudel & Gold. 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 uses proprietary research and model-based asset allocations to tailor financial plans and offers a broad range of capital markets and wealth management solutions.

Alexandra Baez Ortiz is a financial advisor at Merrill with the Series 66 credential and seven years at the firm. She has a total of five years of industry experience, including six years previously at 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. The firm offers model-based and discretionary strategies developed by internal and third-party managers for a range of clients, including individuals, high-net-worth investors, and institutions.

David Plasse is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, M&T Securities, and Suntrust Advisory Services. In addition to his advisory role, he is involved with Lafayette Credit Union in a financial institution capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes tailored, non-discretionary planning and advanced analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jocelyn Smith is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, she worked for Deloitte for 11 years. She is also self-employed. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Andrea Cammarano is a Series 66 licensed financial advisor at Merrill with 11 years at the firm and 7 years of industry experience. He is based in Washington, DC. 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.

Courtney Mcintosh is a financial advisor at Morgan Stanley with 18 years of industry experience. She has held roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Mcintosh holds a Series 66 designation and is based in Washington, DC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Jonathan Bulman is a Series 66-licensed financial advisor with 24 years of industry experience. He is affiliated with Cetera and has held advisory roles at Lincoln Financial Advisors and his own firm, Bulman Financial LLC. Outside of his advisory work, he is a co-owner of two restaurants through an LLC. Cetera Investment Advisers LLC supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms, utilizing affiliated and unaffiliated third-party managers.

Therese Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at LPL Financial since 2009 and has been associated with Global Retirement Partners, LLC since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, with advisory services provided by representatives who may use discretionary or non-discretionary strategies.

Eric Zagin is a financial advisor at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association. His credentials include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling techniques in its financial planning process.

Anthony Johnson is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Morgan Stanley and Traders, as well as entrepreneurial work with Crow Entertainment, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale, delivering advisory services primarily through model-based strategies managed by third-party asset managers.

Khaleed Beltran is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. He has been with Merrill and Bank of America since 2017 and previously worked at SunTrust Bank. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Byrne is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Craig Kelly is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. He has worked with Merrill since 2014 and Bank of America, N.A. since 2015. 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, pension and profit-sharing plans, corporations, and charitable organizations.

William Mills is a financial advisor with Charles Schwab in Annapolis, MD, holding Series 63 and Series 66 licenses with 12 years of industry experience. His previous roles include positions at Morgan Stanley Smith Barney LLC and Fidelity Investments, in addition to multiple tenures at Charles Schwab and Charles Schwab Bank. 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 models with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Darren Sweeney is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 18 years. Outside of his advisory role, he owns a separate legal entity involved in warehousing and property purchases and is active as an insurance agent offering a range of insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit clients through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios incorporating various asset types, and supports both discretionary and non-discretionary account management.

Marcia Simpkins is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Marshall Miller is a financial advisor at Raymond James & Associates with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Marks Wealth Management, CitizenM, and Optime Realty. Miller is also the owner of DMV Turnkey Investments, LLC, a business he oversees on a limited basis. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through a variety of programs and draws on multiple portfolio management styles supported by affiliated research and sub-advisers.

Isabella Scarpinato is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at MassMutual and JSA Flooring, as well as employment in education and hospitality. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Courtney Raney is a CFP® professional with 13 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, she worked with Wells Fargo Advisors, LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Mullaney is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he partners with clients to develop personalized financial strategies that align with their individual goals and adapt to evolving market conditions. He provides access to the investment insights of Merrill as well as the banking and lending solutions of Bank of America. Jeffrey holds a Personal Investment Advisor (PIA) designation. He earned a Master's degree from Johns Hopkins University and a Bachelor's degree from Boston College. Committed to community engagement, he volunteers with local organizations, reflecting Merrill’s tradition of participation in the communities it serves.