John Mongold is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 credential and bringing 13 years of industry experience. His prior experience includes ten years at Wilmington Trust before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the George Mason University Honors College Advisory Board and acts as Treasurer for the Belvoir Chapter of AFCEA. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers advisory services both directly and through Corporate Financial Planning agreements.

Adrianne Medford is a financial advisor at Morgan Stanley with 32 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 is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning and estate planning services, supported by structured discovery processes and advanced modeling tools.

Daniel Gordon is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2025. His prior experience includes roles at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and his own firm, Gordon & Associates. Outside of advising, he is involved in tax preparation and accounting through Gordon & Associates and holds a CPA, CFP, and CEBS designations. 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 portfolio programs, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Haider Khokhar is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, and Towson University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Andre Stubbs is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021, following two years at Consumer Direct Care Network and over a decade at Wells Fargo Bank, NA. Outside of his advisory role, he owns and operates 3S Stubbs Supply Shop, LLC, a business providing common household goods, clothing, music, and collectibles. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, serving plan objectives with a range of investment products including insurance-related vehicles and bank deposit sweep options.

Ibrahim Bah is a financial advisor at Cetera with a Series 65 credential and one year of industry experience. His prior roles include work at Avantax Advisory Services and as a principal consultant at Robert Half, where he led government audit assignments. Outside of his advisory roles, he is a member of Vision Globale Inc, which implements environmental and healthcare programs across Africa. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a broad range of program options.

Venetta Macaluso is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Patrick Martin is a Series 66-licensed financial advisor at UBS Financial Services with 21 years of industry experience. He previously worked at Bank of America and Merrill before joining UBS in 2022. Outside of his advisory role, he owns and manages a rental property. 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, delivering advisory work supported by proprietary research and model-based asset allocations.

Christopher Reese is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with UBS Financial Services and previously worked at Raymond James & Associates, Morgan Stanley, and Morgan Stanley Services Group. Outside of his advisory career, he manages Reese Holdings, LLC, a real estate holding company. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Benjamin Rodgers is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and nine years of industry experience. He previously worked at BNY Mellon before joining Morgan Stanley in 2020. Rodgers serves as a board member and finance committee member for Army Emergency Relief, an organization focused on hardship assistance, education, and disaster relief. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning services and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with a broad range of investment and financial products available through its extensive platform.

Thomas Clark is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets, where he worked for 7 and 15 years respectively. Clark has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Fleury is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo since 2016. Fleury serves as Finance and Enrollment Committee Co-Chair on the Holy Redeemer Catholic School Advisory Board in Kensington, MD. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Connor Kannapell is a Financial Advisor at Merrill Lynch Wealth Management, where he joined in 2020. He specializes in counseling families and business owners through periods of transition, complexity, and uncertainty, addressing sophisticated planning needs such as the sale of closely held businesses, equity award vesting, initial public offerings, inheritance, and retirement. Connor focuses on providing straightforward counsel to help clients organize and simplify their financial affairs and work towards an intentional wealth strategy. He holds the Certified Exit Planning Advisor (CEPA) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, along with Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. Connor has expertise in advanced retirement planning, exit planning for small business owners, 401(k) and employer-sponsored plans, portfolio management, equity compensation planning, and tax minimization. He earned his Bachelor's Degree from the College of Charleston. Connor lives in Washington, D.C., and enjoys traveling, golfing, waterfowl hunting, and volunteering for his alumni association. He supports community organizations including A Wider Circle, Alzheimer's Association, Miracle League of the Triangle, and the Chesapeake Bay Foundation.

Aaron Clem is a financial advisor at Merrill based in Washington, DC, holding a Series 66 designation. He has been with Merrill since 2025 and previously worked at Bank of America, ADP, and the Washington Commanders, with additional experience at the University of Maryland. Clem has no prior years of industry experience outside his current roles. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Rishi Vyas is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63, 65, and 66 credentials and 13 years of industry experience. Prior to joining J.P. Morgan in 2024, he worked for PNC Investments and PNC Bank for 10 years and BB&T Investment Services for 6 years. Outside of his advisory role, he is a passive investor and partner in Zenith Vending, LLC, a vending machine business with approximately 100 machines, and also owns residential investment properties with his wife. 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 and fund searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research, and it maintains broader regulatory registrations reflecting derivatives and commodities capabilities.

Mariama Bah is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to develop tailored financial plans aligned with clients' unique goals and priorities. She focuses on delivering a high-quality, client-centric planning experience that emphasizes collaboration, trust, and understanding clients' values and long-term objectives. She has professional experience as a Financial Solutions Advisor at Merrill Lynch Bank of America from 2020 to 2021, and as a Relationship Banker at Capital One Financial Corporation from 2014 to 2020. Her background spans client relationship management and financial solutions, supporting her expertise in financial planning. Outside of her professional role, Mariama has interests in art, biking, music, tennis, traveling, and volunteering.

Corey Lyles is a financial advisor at Edward Jones in Washington, DC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at PricewaterhouseCoopers and Bloomberg Industry Group, as well as involvement with Project Hope - The People-to-People Foundation. Edward Jones is a full-service wealth management firm serving individuals and institutions with a range of advisory programs and maintains one of the largest retail advisor networks in the industry.

Gamal Aburdene Marcos is a Series 66-licensed financial advisor with seven years of industry experience, currently with J.P. Morgan Securities in Washington, DC. His prior experience includes roles at Merrill and Bank of America, N.A. Additionally, he is involved in a family business focused on real estate house flipping through Aburdene LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Eric Perschke is a financial advisor at Ameriprise with 23 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005 and holds the Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Douglas Bayer is a financial advisor at Stifel with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.