Bertrand Ong is a financial advisor with Wells Fargo Clearing in Ashburn, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process 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.

Jacob Wood is a Series 66 licensed financial advisor with Edward Jones in Washington, DC, where he has worked since 2021. He has four years of industry experience, including prior roles at Splashtacular LLC and Water Technology Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Erin Turner is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with 17 years of industry experience. She worked at Goldman, Sachs & Co. for 10 years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Cecilia Zurita is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2006. Outside of her advisory role, she is involved in several business activities including managing a publishing company and serving as a managing member in multiple real estate-related LLCs. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Michael Macintyre is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its financial planning process.

Edward Railey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both non-discretionary and discretionary investment management options.

Kate Mbonu is currently an Investment Solutions Representative III at Fidelity Investments, a role she has held since 2022. She partners with clients to understand their financial goals and helps build customized plans to meet their unique needs, emphasizing strong client relationships based on trust and reliability. Prior to this, she served as an Investment Consultant at Fidelity Investments from 2021 to 2022 and was a Financial Advisor at Cetera Investment Services LLC from 2019 to 2021. From 1998 to 2016, she was Branch Manager at Chevy Chase Bank LLC. Kate holds insurance licenses in Arkansas and California. Outside of her professional work, she enjoys cooking and baking, family activities, fitness, social events with friends, music, and singing.

Ryan Troxell is a financial advisor with LPL Financial who holds the Series 66 designation and has five years of industry experience. His prior work includes roles at Bank of America, Merrill, T Rowe Price, and Fidelity Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Barry Shapiro is a Wealth Management Advisor and Retirement Benefits Consultant with Merrill Lynch Wealth Management. He began his career in financial services in 1996 and has been with Merrill Lynch since 2008. Barry co-founded the Sorkin Shapiro Unikel Group, leading a team of six professionals to provide services tailored to clients' diverse financial goals. Barry specializes in corporate retirement plans and wealth management for families. His expertise includes retirement income planning, wealth transfer, insurance services, gifting, and philanthropic strategies. As a Retirement Benefits Consultant, he assists corporations with plan enhancement, needs assessments, investment analysis, menu selection, and employee education to address modern retirement investing challenges. He holds a bachelor's degree in business from the University of Maryland College Park and maintains several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, Barry enjoys biking, hiking, skiing, swimming, and yoga.

Donald Glab is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at UBS Financial Services Inc. for 12 years before joining Wells Fargo in 2020. Outside of his advisory role, he is involved with Evergreen Christian School in Leesburg, VA, serving on its finance committee. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Damien Barros is a Financial Advisor specializing in wealth management through Merrill Lynch Wealth Management. He focuses on international wealth management, liquidity management, and portfolio management services, tailoring strategies to meet clients' long-term financial goals. Damien works closely with clients, emphasizing collaboration to align investment portfolios with their aspirations. He holds a Bachelor's degree from Virginia Commonwealth University and has earned the Chartered Retirement Planning Counselor (CRPC) designation. Damien integrates insights from Merrill and resources from Bank of America to provide comprehensive financial services. Beyond his professional role, Damien contributes to his community by volunteering with local organizations. He also engages in personal interests such as biking, cooking, golfing, running, scuba diving, and traveling.

Jason Martin is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Martin volunteers with the CFA Institute, reviewing examination content and assisting with standards and grading. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients, focusing on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Stephen Bearce is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. He serves as a trustee for a non-family irrevocable life insurance trust. 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 process is IPS-driven and incorporates a broad range of investment options, including insurance-related products and bank deposit sweeps.

Seena Ghavami is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client's unique goals, risk tolerance, time horizon, and liquidity needs. Seena employs a goals-based wealth management process aimed at fostering collaborative client relationships characterized by transparency and purpose. With expertise in utilizing global resources and innovative web technology, Seena helps families pursue financial lifestyles that align with their long-term objectives. He provides personalized advice and access to specialized investment services, ensuring clients receive service designed to meet their specific needs. Seena holds a Bachelor's Degree from George Mason University and is a Personal Investment Advisor (PIA). He is fluent in English and Persian.

Molly Shaughnessy is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals, families, and businesses to help build, preserve, and manage wealth through personalized financial strategies. Her expertise includes investment planning, retirement solutions, and risk management, focusing on long-term client relationships based on trust and transparency. She leverages the global resources of Bank of America and Merrill to provide tailored financial guidance aligned with each client's goals and values. Molly holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her Bachelor's degree from Saint John's University and is a member of the St. John's University Alumni association. Her client focus areas include personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Outside of her professional work, Molly enjoys golfing, painting, pickleball, and yoga.

Dominic Lo Piccolo is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, with a break during which he served on the investment committee of the Zeta Psi Educational Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools.

Kwaku Dompere is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fidelity Brokerage Services LLC since 2016, with prior experience at SunTrust Bank. Dompere is currently based in Washington, DC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is involved in managing fund-of-funds structures, delivering model portfolios to intermediary platforms, and has unique roles including registration as a commodity pool operator and advisory services to multiple registered investment companies.

Katherine Clark is a financial advisor at RBC Capital Markets with 48 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at City National Bank. Clark has served on the boards of The Excel Institute, a training program for underprivileged young adults, and the National Park Trust, a nonprofit focused on land acquisitions near U.S. national parks and children’s educational programs. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning through a variety of advisory programs, leveraging both in-house and third-party investment managers.

Kurt Schwartz is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Schwartz serves as an arbitrator for both the National Association of Securities Dealers and the National Futures Association and holds minority management roles in family investment entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory services to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Casey Coffman is a financial advisor at UBS Financial Services with seven years of industry experience. Prior to joining UBS in 2024, Coffman worked at Morgan Stanley from 2017 to 2024 and held positions at PenFed Credit Union and Energy Federal Credit Union. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.