Scott Cannon is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and is based in Ellicott City, MD. In addition to his advisory work, he owns Chesapeake Tax Services, LLC, which provides tax preparation services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized services, including municipal and public finance advisory.

Petro Zouzoulas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving clients since beginning his wealth management career in 1988 and brings extensive experience in helping individuals and families navigate their financial journeys. As part of the Dismore Petro Conner Wealth Management Group, Petro was named to the 2024 Forbes “Best in State Wealth Management Teams” list. His expertise encompasses a broad range of client focus areas including college education planning, equity compensation services, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. Petro emphasizes a personalized approach aligned with six key life priorities: family, philanthropy, finance, home, health, and work. He holds the Personal Investment Advisor (PIA) designation and has earned his Bachelor’s degree from Ball State University. Petro resides in Northwest Indiana with his wife, Lisa, and their two daughters. Outside of his professional role, he enjoys golfing, reading, running, skiing, swimming, and spending time with his family.

Eric Graffe Ostos is a Financial Consultant currently working at Fidelity Investments. He has held various roles within Fidelity, including Investment Consultant in 2024 and High Net Worth Service Associate from 2022 to 2024. Prior to joining Fidelity, Eric was a Financial Adviser at Edward Jones Investments from 2019 to 2021. His professional experience spans multiple facets of financial consulting, focusing on creating tailored financial plans that align with clients' unique goals and aspirations. Eric aims to simplify financial concepts and empower clients to feel optimistic about their financial futures. Outside of his professional work, Eric has interests in art, soccer, and traveling.

Babyalice Slopow is a financial advisor with Morgan Stanley in Washington, DC, holding Series 65 and Series 63 licenses and has three years of industry experience. Her prior work includes roles at TD Bank and engagements outside finance, such as positions at Top Golf and Regal Entertainment Group. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and uses proprietary tools and models, serving clients through both direct and corporate financial planning programs.

Joseph Whalen is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He has 10 years of industry experience, all with Raymond James since 2016. Outside of his advisory role, he serves as an assistant rugby coach at Gonzaga High School, teaching sophomores how to play rugby. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by extensive research and affiliate resources.

Roland Laryea is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held various roles across several companies including Encora, Bytes, and Ocado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Ashley Amirsakis is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2021, she held positions at Wee Burn Country Club, J.Crew, and The Catholic University of America, among others. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor portfolios. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and fiduciary services.

Aydin Tuncer is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James & Associates since 1999. Outside of his advisory role, he serves as a director and member of the finance committee for iF, a Foundation for Radical Possibility, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services with a diverse array of portfolio management styles and affiliated research resources.

Joseph DiGiovanni is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been in the financial services industry for over 20 years, during which he has worked with a diverse range of clients. His work centers on financial planning and assisting clients in pursuing their financial goals. Joseph's professional experience includes roles at Fidelity Investments as a Financial Consultant from 2011 to 2020, and as a Service Specialist from 2001 to 2005. He also served as a Senior Investment Counselor at T. Rowe Price from 2005 to 2011. Throughout his career, he has developed expertise in financial consulting and investment counseling. Joseph emphasizes a process and business philosophy focused on creating financial plans tailored to clients' needs. Further details about his education, credentials, personal interests, or community involvement were not provided.

John Ingram is a financial advisor at Charles Schwab in Washington, DC, holding Series 63 and 66 licenses with 15 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2011, including roles at Charles Schwab Bank, SSB and Charles Schwab Premier Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management alongside brokerage, custody, and financial planning services. The firm is notable for its integrated structure and large scale, combining multiple advisory wrap programs with centralized supervision and execution.

Tammy Haygood is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Edward Jones, and City National Bank. Outside of her advisory role, she participates in writing a book on impact investing and serves as a professional mentor to a CEO for an impact investing membership organization. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management, financial planning, and investment options designed to meet varied client risk profiles.

Robert Frantz is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling techniques as part of its advisory services.

Robert Barbuto is a financial advisor with Merrill in Washington, DC, holding Series 63 and Series 65 licenses and over 53 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith since 1975 and also has a tenure at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal and third-party managers.

Ryan Fischer is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 63 designation and four years of industry experience. His career includes roles at Wells Fargo Clearing Services and Red Ventures, as well as work with Body Armor Sports Drink. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, using proprietary research and tools, with optional implementation through various brokerage and advisory programs.

Aaron Shapo is a Series 66 licensed financial advisor with Equitable Advisors in Columbia, MD. He joined the firm in 2025 and has prior experience working with Communities First Inc. and the Bender JCC of Greater Washington. He also held various roles during his time at Michigan State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

John Lasheski is a financial advisor at Morgan Stanley with 22 years of industry experience and holds a Series 66 designation. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. In addition to his advisory role, he serves as an executor for an estate in Brookeville, Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and models.

Gordon Romans is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2023. Prior to that, he was with Equitable Advisors from 2020 to 2022. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models as part of its process.

Brandon Mong is a CFP® and holds a Series 66 license, with 11 years of experience in the financial services industry. He is currently with J.P. Morgan Securities in Bethesda, MD, where he has worked since 2019. His prior experience includes roles at United Brokerage Services, Inc. and United Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to build customized asset allocations, focusing on non-discretionary written advice and client decision-making.

Conor Porter is a financial advisor with Edward Jones in Crofton, MD, holding a Series 66 designation and 24 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Brett Anthony is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of standalone planning services.