Jeffrey Schweighoffer is a CFP® with 10 years of industry experience, currently serving at UBS Financial Services since 2015. He holds a Series 66 license and is based in Bethesda, MD. Outside of his advisory role, he works as an adjunct professor with the Financial Educators Network. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Edward Peabody is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. Prior to his current role, he held various positions including educational roles at The Potomac School and McLean High School, as well as involvement with youth soccer organizations. 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 offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and provides centralized custody, brokerage, and advisory services at scale.

Upinder Chandhok is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at J.P. Morgan Securities LLC and JP Morgan Chase Bank since 2020, with prior experience at SunTrust and PNC Investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors and offers access to a broad range of investment strategies and products.

Theophilus Baidoo Jr. is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at New York Life Insurance Company and NYLIFE Securities LLC, as well as employment outside the financial sector at Waffle House, Inc. Baidoo is involved in insurance agency activities linked to his advisory role. LPL Enterprise, LLC serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to managed portfolios. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Mark Gillen is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. Outside of his advisory work, he pursues oil painting and sells his artwork. 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, relying on proprietary research, model-based asset allocations, and a broad platform of capital markets functions.

Daniel Campos is a financial advisor at Osaic with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Osaic, Campos worked at Securities America Advisors, Inc. and RBC Capital Markets. He serves on the boards of multiple nonprofit organizations, including De Profundis, Inc. and Child Justice, Inc., and volunteers with groups focused on workforce diversification and professional networking. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit clients through a large network of advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services utilizing various asset-allocation tools, third-party money managers, and tailored portfolio management strategies.

Leo Mercer is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Equitable Advisors since 2017 and previously held roles at AXA Advisors LLC, Vectorworks, and the University of Maryland, Baltimore County. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Sharon Lafever is a financial advisor with UBS Financial Services in McLean, VA, holding Series 63 and Series 65 licenses and 32 years of industry experience. She previously worked at Morgan Stanley for eight years before joining UBS in 2022. Outside of her advisory role, she is involved in direct sales and business development for health and wellness products with Partner.Co, Inc. (formerly New Age Beverage) and DoTERRA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans for clients and offers integrated services including custody, underwriting, and securities-backed lending.

Joseph Hemsley is a CFP®-certified financial advisor with Ameriprise, based in Bethesda, MD, with 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Outside of his advisory role, he oversees human resources and business expense management as president and treasurer of HH BMD Enterprises LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset thresholds. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that integrate tax-efficient strategies and asset management, with a focus on Ameriprise-managed accounts.

Samuel Strasser is a Financial Advisor and Senior Portfolio Advisor affiliated with Merrill Lynch Wealth Management. He provides comprehensive financial strategies tailored to meet the unique needs of individuals, families, and businesses. His focus includes long-term wealth management, financial planning, and creating personalized strategies that adapt to dynamic market conditions. Samuel has expertise in areas such as corporate executive services, divorce transition planning, education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Maryland and is a member of the professional organization Alpha Sigma Phi. Outside of his professional work, Samuel enjoys boating, golfing, and spending time with his family.

Sean Kirby Smith is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Advisors since 2016, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Outside his advisory work, he is fully engaged with SKS72, LLC, an investment-related business he owns and operates. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using proprietary research and planning tools. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, through a network of advisors.

Shihi Chu is a financial advisor with Ameriprise in McLean, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its affiliates since 2010. Chu also manages her practice operations through an external LLC where she serves as paraplanner. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a written Recommendation Report and ongoing annual advice.

Nigel Smith is a financial advisor at Edward Jones in Silver Spring, MD, with two years of industry experience. Prior to joining Edward Jones in 2024, he held roles in strategy and innovation consulting at Value Exchange Catalysts LLC and was involved with Zurena LLC, a beverage supply business. At Value Exchange Catalysts, he authored white papers on the impact of new technologies and regulations in medically underserved communities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a network of approximately 23,701 financial advisors.

Tri Nguyen is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. He has worked at Merrill since 2006 and has been with Bank of America, N.A. since 2011. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sarah Murphy is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2020. Her previous experience includes roles at Campion Asset Management and a position unrelated to finance at Carrabba's Italian Grill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a variety of advisory programs with customizable portfolio management strategies that include both in-house and third-party investment managers.

Michael Robinson is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley and its predecessor firms since 2007. Robinson serves on the Pamplin Finance Advisory Board at Virginia Tech, participating in mentoring and educational initiatives. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by its Global Investment Committee and a broad range of investment and financial services.

Kenneth Greenwood is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Brookstone Capital Management, Cambridge Investment Research, and SunTrust Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

Brandon Williamson is a financial advisor with Merrill in North Bethesda, MD, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2017 and concurrently with Bank of America since 2018. Outside of his advisory role, he is the sole owner of a rental property business in Laurel, 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations, with portfolio implementation tailored to various strategic approaches.

Robert Taylor Jr. is a CFP® with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2020. Prior to this, he spent a decade at UBS Financial Services Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jakob Arneson is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has prior experience with The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory programs, and brokerage products, utilizing a platform that integrates investment advice with insurance and lending solutions.