Katharine Finley is a financial advisor with Merrill in Washington, DC, holding a Series 66 designation and over 22 years of industry experience. She has worked at Merrill since 2009 and previously at Bank of America. Outside of her advisory role, she is involved in family businesses including wire jewelry making and also serves on the endowment board and finance committee of St. Paul’s Episcopal Church in Waldorf, Maryland. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, employing both model-based and discretionary investment strategies.

Chad Sigmon is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has experience working with local government as a commissioner of revenue and has been involved in managing a private club. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Paula Scali is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, she provides financial, investment, and trusts and estates advice to individuals and their companies. Paula focuses on developing personalized wealth management strategies that aim to help clients meet their long-term objectives with careful attention to risk management. With over thirty-five years of experience in the financial services industry, Paula has held management positions in corporate and multinational banking, capital markets, and private banking and investments at several major New York money-center banks including Chemical Bank, Irving Trust/The Bank of New York, and Chase Manhattan Bank. From 1990 to 1997, she directed a high net worth group in Private Banking at Chase, specializing in credit and lending products as well as traditional and alternative investment strategies for individuals, businesses, and not-for-profit companies. Since returning to her hometown of Washington, DC in 1997 to join Merrill Lynch, she has maintained long-term relationships with many clients, some spanning over twenty-five years. Paula holds a Master’s Degree (MBA) from Simmons College and a Bachelor’s Degree from Wells College. She has earned the Personal Investment Advisor (PIA) designation. Beyond her professional responsibilities, Paula participates in community volunteering in alignment with the Merrill tradition of serving local communities.

Priscilla Woo is a Series 66-licensed advisor at J.P. Morgan Securities with two years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Darschaun Snuffer is an Investment Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, serving in various roles including Planning Consultant, Fixed Income Specialist, Trading Execution III, High Net Worth Services, and High Opportunity Services. With over 13 years of experience as a CERTIFIED FINANCIAL PLANNER™ professional, Darschaun collaborates with clients to understand their unique financial goals and concerns. He develops financial plans designed to provide confidence and strategies to help clients work towards their objectives. He also focuses on educating clients to empower them in making informed financial decisions. Outside of his professional work, Darschaun's personal interests include spending time at the beach, cars, parenthood, tennis, and traveling.

Daniel Ward is a financial advisor at Osaic Wealth with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Lincoln Financial Advisors, TD Ameritrade, Fidelity, and Ameriprise. Outside of his advisory role, he is an insurance agent offering fixed and fixed-indexed annuities, long-term care, traditional life insurance, and group benefits through Mylestone Plans. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and access to third-party managers and proprietary investment strategies.

Lawrence Berberian Jr. is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2013 and served at Morgan Stanley Private Bank, National Association since 2015. He has 12 years of industry experience based in Alexandria, VA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals and through corporate financial planning agreements.

Nader Tamadon serves as a Resident Director and Wealth Management Advisor at Merrill Lynch. He leads a team comprising six advisors and three support associates, dedicated to providing comprehensive financial planning and wealth management services. His client base includes business owners, executives, retirees, entertainers, athletes, and their families. The advisory approach focuses on guiding clients through various financial stages with an emphasis on minimizing costs, taxes, and volatility. Mr. Tamadon holds a Bachelor's Degree from Towson University and a Master's Degree from Hofstra University. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designations. He and his family are active in their community, including involvement with the Tahirih Justice Center. Outside of his professional role, Mr. Tamadon speaks English and Persian and enjoys baseball, basketball, football, golfing, and spending time with his family.

Peter Kenny is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he assists individuals, families, and organizations in identifying their financial priorities and setting strategies to address them, managing investment capital to help attain their goals. His client focus areas include corporate executive services, services for endowments, foundations and non-profits, services for defined benefit plans, investment consulting for defined contribution plans, personal retirement planning, socially responsible and values-based investing, women and wealth, and retirement income. Peter has over 20 years of experience standing alongside clients to navigate the financial world and address concerns that are important to them. He has received recognition as a Forbes "Best-in-State Wealth Advisor" from 2018 to 2026 and has been named to Barron's Top 250 Private Wealth Management Teams for 2024 through 2026, as well as Forbes Americas Top 100 Wealth Management Teams - High Net Worth from 2022 through 2025. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Peter earned a Bachelor's Degree from Lehigh University in 1995. Outside of his professional work, he enjoys football, golfing, and spending time with his family.

Jennifer Fitzpatrick is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney throughout her career since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling to support its financial planning process.

Jonathan Godfrey is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. He holds the Series 66 designation and is based in Centreville, VA. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, primarily focusing on assets managed within Ameriprise.

Brian Mcnew is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and models developed by its Global Investment Committee.

Matthew Felber is a financial advisor with Ameriprise in Williamsburg, VA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, generally with at least $1 million in net investable assets. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team that employs research, modeling, and algorithmic automation to generate tailored advice.

Sean Stone is a financial advisor at J.P. Morgan Securities in Washington, DC, holding Series 66, Series 63, and Series 65 licenses with 16 years of industry experience. His prior roles include positions at Silicon Valley Bank, First Citizens Bancshares, Inc., and Capital Advisors Group, Inc. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with a forward-looking approach to capital markets and includes broader derivatives and commodities capabilities.

Jacob Telleria is a CFP® designated financial advisor with ten years of industry experience, currently associated with Cetera since 2023. His prior experience includes roles at firms such as LPL Financial, Merrill, and Bank of America. He is also involved as a financial professional with IDB Global Federal Credit Union and operates Telleria Financial Services as a DBA focused on financial services. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party investment solutions.

Jacob Langer is a financial advisor at Morgan Stanley in McLean, VA, with three years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Bessemer Trust, Fannie Mae, and served in the United States Senate. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, providing tailored financial planning with various tools and strategies while managing approximately $2.74 trillion in client assets.

Eric Horne is a financial advisor with Wells Fargo Advisors in Vienna, VA, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo Advisors in 2019, he worked for the Catholic Diocese of Richmond for three years. Outside of his advisory role, he is a poetry writer with several published works. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet net-worth criteria. The firm offers a broad range of planning services, leveraging proprietary research and tools, with discretionary implementation options through its brokerage or advisory programs.

Sydney Johnson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Johnson held roles in information technology and other sectors including Washington Gas and the University of Maryland. 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, and institutional investors.

Song Yi is a financial advisor with RBC Capital Markets in Washington, DC, holding Series 63 and Series 65 licenses and 39 years of industry experience. Yi has been with RBC Capital Markets since 2012 and also works with City National Bank. 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 with tailored investment strategies delivered through both in-house and third-party managers, supported by extensive capital-markets capabilities.

Peter Kien Sr. is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Wachovia Bank, N.A. and Boone & Associates P.C. He serves as a board member for the City of Falls Church Board of Zoning Appeals and as an alternate board member for the West Falls Community Development Authority. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to offer diversified investment solutions and distributes a range of financial products through bank and insurance affiliates.