Daniel Williams is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 license and having 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014. Outside of his advisory role, he owns and manages rental property. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning and utilizing structured discovery and firm-approved tools to develop client plans.

Robert Taylor is a financial advisor with Morgan Stanley who holds Series 66 and Series 63 licenses and has 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Timothy Bouchard is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to develop personalized financial strategies that align with their priorities and goals. Timothy provides advisory services across areas including family wealth management, legacy and philanthropic planning, socially responsible and ESG investing, special needs planning, sports and entertainment, tax minimization, and retirement income. With a bachelor's degree from the University of Maryland and a Professional Investment Advisor (PIA) designation, Timothy brings a background in entrepreneurship, business development, and client service to his role. He supports clients in the Washington, DC area and nationwide, offering guidance on investing, retirement planning, and other financial decisions. Timothy is affiliated with the Alpha Tau Omega professional organization and is involved with The Light House Shelter in his community. Outside of his professional work, Timothy engages in personal interests such as billiards, fishing, golfing, photography, and running. His approach centers on understanding what matters to each client and building trust through openness and consistent communication to help navigate important financial decisions.

Jennifer Colvin is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Merrill and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and fiduciary functions.

Caroline Crowell is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Her prior work includes roles at City National Bank, Agrimark - Cabot, and Due East Partners. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivering portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers and tailored strategies based on client risk profiles.

Rashaka Caldwell is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Caldwell worked at Caribou Financial and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Greyson Flint is a financial advisor at Ameriprise in Washington, DC, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Farmers Insurance, Edward Jones, Campbell Wealth Management, and Glenwood. He also spent time affiliated with the UAB School of Public Health. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Hussain Khan is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2016, following a brief tenure at Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Thomas Blue is a financial advisor at Wells Fargo Clearing with Series 65 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Citizens Bank, Citizens Securities, McAdam LLC, and Eastern Bank. Thomas is based in Washington, DC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and employs over 14,000 advisors, offering both brokerage and advisory solutions supported by extensive research and analytics.

Kevin Collison is a financial advisor with Ameriprise in Edgewater, MD, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His prior work includes roles at Merrill and Bank of America. He has been with Ameriprise and its affiliates since 2019. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its advice, with a focus on assets managed within Ameriprise accounts.

Nona Avetisyan is a CFP® with 10 years of industry experience, currently affiliated with Morgan Stanley in Washington, DC. Her prior experience includes roles at Charles Schwab, Morgan Stanley Smith Barney, and UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, with a focus on tailored financial planning supported by firm-approved tools and methodologies.

Brian Bailey is a CFP® professional with 32 years of industry experience. He is currently with LPL Financial and has previously worked at Grove Point Investments, Grove Point Advisors, Maple Tree Financial, and H. Beck, Inc. He also operates Maple Tree Financial Services, Inc., a business related to his LPL activities. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology.

Jennifer Cherrey is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank NA since 2017 and JPMorgan Securities LLC since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mallory Feraci is a Planning Consultant at the Annapolis, MD Investor Center, where she collaborates with clients and their Financial Consultants to develop personalized financial plans aimed at helping clients pursue their goals. She joined Fidelity Investments in 2022, initially serving as a Relationship Manager before transitioning to her current role in 2023. Prior to her tenure at Fidelity Investments, Mallory worked as a Financial Advisor at First Command Financial Services from 2021 to 2022. Her professional experience spans client relationship management and financial planning, focusing on tailored strategies to meet individual client needs. Outside of her professional work, Mallory has personal interests that include food, football, snowboarding, and traveling.

Kyle Scallion is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2013 after earning his bachelor's and master's degrees from Shenandoah University. Kyle holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Kyle specializes in developing customized financial strategies for high net worth individuals, families, and businesses. His client focus areas include college education planning, managing new wealth, portfolio management services, and retirement income. Kyle takes a holistic approach, considering clients' financial goals, risk tolerance, liquidity needs, and time horizons to recommend tailored investment solutions. In his personal life, Kyle resides in Ashburn, VA with his wife and two children. He enjoys spending time with his family and is a fan of baseball, football, golfing, and music.

Chester Todd is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Deloitte Consulting LLP. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved planning tools.

Robert Saunders III is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Garrett Smith is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2022. Prior to this role, he served as Vice President at Fidelity Investments from 2015 to 2022. His professional experience also includes serving as Senior Vice President at ETF Securities, LLC from 2009 to 2015, and as Vice President at Claymore Securities-Rydex Investments from 2003 to 2009. Throughout his career, Garrett has developed expertise in financial consulting, leveraging his extensive experience across multiple investment firms. His goal is to provide clients with peace of mind regarding their financial journeys, aiming to create impactful conversations that lead to positive outcomes for individuals and their families.

Carson Litzinger is a financial advisor at UBS Financial Services in Washington, DC, holding Series 63 and Series 66 licenses. He has been with UBS since 2026. Prior to joining UBS, he held various positions including roles at Wells Fargo and academic institutions such as Penn State and Franklin & Marshall College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations tailored to client goals and risk tolerances.

Christie Crawford is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.