Dallas Disbro is a Financial Advisor and Portfolio Advisor with Merrill Lynch Wealth Management. He has been providing financial advice and personalized guidance since joining Merrill in 2014, with experience serving individuals, families, and business owners. Dallas offers tailored wealth management strategies focused on retirement planning, education funding, liquidity events, and wealth transfer, aligning with his clients' unique financial goals and timelines. Dallas holds the Chartered Retirement Planning Counselor (CRPC) designation and the Portfolio Advisor title from the Merrill Investment Advisory Program. He also holds FINRA Series 7 and Series 66 registrations. Prior to Merrill, he worked at AXA Advisors as a Financial Consultant specializing in retirement benefits for public school employees. Dallas earned two Bachelor of Arts degrees with institute honors in Economics & Business and Spanish from the Virginia Military Institute, where he also minored in Leadership and concentrated in Financial Management. In addition to his professional work, Dallas is actively involved in the spinal cord injury and disability community in the Greater Washington DC area. Since 2017, he has served as a board member and acting President of the United Spinal Metro DC Chapter. He was honored with the naming of The Dallas Disbro Ability Center at the Sheltering Arms Institute, a physical rehabilitation hospital. Dallas incorporates special needs planning into his financial practice to assist clients with long-term disabilities and families with special needs individuals. He resides in Washington, D.C., and his personal interests include international travel, live music, dancing, and sports.

Tammy Pan is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, following prior roles at Suntrust Advisory Services, Suntrust Investment Services, and Panco Realty Company. 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 investment strategies supported by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Leleck is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 65 and Series 66 designations and bringing 17 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. Outside of finance, he is a partner in Made By the Water, LLC, which owns several regional breweries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Sean Zawodny is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Vector Solutions and Everfi. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ryan Bortner is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing prior to joining Wells Fargo Advisors. Outside of his advisory role, he is involved with Potomac Valley Swimming as a finance committee member and serves as a referee and chief judge for regional swim leagues. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research and tools to develop tailored recommendations. The firm’s services cover a broad range of planning areas, including retirement, education, risk management, and specialized planning for business owners and other niche needs.

Elle Wong is a Series 66-licensed financial advisor with UBS Financial Services in Bethesda, MD, bringing 19 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, custody, underwriting, and capital markets solutions.

Matthew Moore is a CFP®-certified financial advisor with Edward Jones in Alexandria, VA, with seven years of industry experience. Prior to joining Edward Jones in 2018, he served seven years in the United States Marine Corps, where he held the rank of Captain. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Cicely Fox is a Series 66-licensed financial advisor with seven years of experience at J.P. Morgan Securities and J.P. Morgan Bank, following three years at UBS Financial Services. She is based in Washington, DC. She is dual-employed at both J.P. Morgan Securities and J.P. Morgan Bank, enabling her to offer a range of bank products and services in addition to securities advice. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a framework that may include ESG considerations.

Robert Ni is a Financial Advisor with Merrill Lynch Wealth Management. He offers a comprehensive approach to wealth management, drawing on his background from a family of business owners to assist clients in managing both personal and business finances. Robert focuses on creating personalized wealth management strategies that align with clients' values and financial goals. He specializes in simplifying clients' financial lives by addressing questions related to retirement planning, investment strategies, asset preservation, business continuity, and wealth transfer. Robert utilizes a structured financial stress test process to help clients understand their financial situations and plan accordingly. Robert holds a Bachelor's Degree from the University of Pittsburgh and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In addition to his professional work, he participates in community volunteering and enjoys basketball, pickleball, and spending time with his family.

Miguel Talero is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2022, with 15 prior years at Bank of America. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jared Williams is a financial advisor with Raymond James & Associates in Washington, DC. He holds Series 63 and Series 66 designations and has 15 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Raymond James & Associates is a large 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, providing financial planning, investment consulting, and municipal advisory services.

Keyan Tahmasebi is a Financial Solutions Advisor (FSA) affiliated with Merrill Lynch Wealth Management. In this role, he focuses on understanding clients' priorities to assist them in developing strategies aimed at achieving their short-, mid-, and long-term financial goals. He serves as a resource for a range of financial matters including investing, retirement planning, and preparing for unexpected expenses. Tahmasebi holds the professional designation of Personal Investment Advisor (PIA) and has completed an Accredited Certificate Program through Kaplan Financial Education. He collaborates with clients to address their financial concerns and questions, providing ongoing guidance as their needs evolve. Additionally, he can connect clients with Bank of America specialists for banking, credit, home financing, and small business solutions.

Tristan Hardy is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. His prior roles include positions at the Managed Funds Association and Hamilton Place Strategies, as well as academic affiliation with the University of Warwick and INSEAD. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering an extensive platform that includes custody, market-making, and affiliated banking programs.

Charles Snyder is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2023. His prior experience includes roles at SunTrust Advisory Services and SunTrust Bank, where he was employed for a combined ten years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Fredrick Jones is a financial advisor at Morgan Stanley with nine years of industry experience, including 14 years at Merrill before joining Morgan Stanley in 2025. He holds the Series 66 designation. Outside of finance, Jones is a freelance musician who receives royalties from sync licensing placements for music used in television and advertisements. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

James Giaccia serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he helps clients develop personalized and durable financial strategies tailored to their unique goals and life circumstances. His approach emphasizes deep listening, thoughtful planning, and disciplined execution to support busy, high-achieving individuals and families with comprehensive wealth management. He advises clients across a broad range of financial needs including banking and cash management, corporate executive services, portfolio construction, investment management, insurance and risk management, and trust and estate planning coordination. James has experience working with equity compensation, retirement planning, major life transitions, and liquidity management. Originally from Palo Alto, California, James attended American University in Washington, DC, where he competed as a varsity wrestler. He holds a Bachelor's degree from American University and carries professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). James participates in the American University Alumni Association and is involved with the Eagle Regional Training Center in his community. His personal interests include boating, cooking, football, golfing, music, reading, running, and spending time with his family.

Matthew Cunnane is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this, he worked as an Investment Consultant with Fidelity Investments from 2020 to 2022 and held a similar position at BNY Mellon Investment Management from 2013 to 2019. His approach focuses on building partnerships with clients based on trust and open communication, working collaboratively to develop financial plans tailored to their needs and priorities. He utilizes the resources and services offered by Fidelity to assist clients in achieving their goals. Matthew holds an Arkansas Insurance License. Outside of his professional work, he has interests that include baseball, cooking and baking, movies, parenthood, reading, and traveling.

Charlotte Mcghee is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Jesse Kahn is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in comprehensive wealth management plans for individuals, families, and businesses. He focuses on areas such as college education planning, personal retirement planning, investment consulting for defined contribution plans, portfolio management services, tax minimization, and retirement income. With over 10 years of experience in financial markets, Jesse and his team utilize a comprehensive approach to financial planning that includes cash flow analysis, risk management, investment and retirement income planning, and estate services. He aims to provide a level of service consistent with that of a small, neighborhood business while leveraging the resources of one of Wall Street's largest firms. Jesse's diverse background—born in California, raised in the DC area, and educated in South Carolina—enables him to work effectively with clients from varied backgrounds, particularly those facing the distinctive financial challenges common in the DMV region. Jesse holds a Bachelor's Degree from the University of South Carolina and the Personal Investment Advisor (PIA) professional designation. He resides in the Navy Yard area of Washington, DC, with his wife. Outside of work, Jesse enjoys baseball, music, and spending time with his family.

Steven West is a financial advisor at UBS Financial Services with 27 years of industry experience. He has held positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker before joining UBS in 2016. He holds a Series 66 designation and is based in Bethesda, MD. UBS Financial Services serves individual, corporate, and institutional clients with 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 capital markets services.