Tristan Caudron is a CFP® professional at Wells Fargo Advisors with 30 years of industry experience. He has worked with Wells Fargo Advisors and its affiliates since 2009. Caudron holds ownership interests in Riverfront Wealth TC LLC and Riverfront Wealth Advisors LLC, both investment-related businesses based in Virginia. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, leveraging Wells Fargo research and planning tools to provide tailored recommendations.

Alisa Patton is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2006. In addition, she has worked at Bank of America, N.A. since 2015. 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, and institutions.

Renea Campbell is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America from 2015 to 2024. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Michael Gradowski is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Donald Chomas is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. In addition to his advisory role, he lectures and teaches at Montgomery College and with the Financial Educators Network. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets solutions.

Christopher Mathieu is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at JPMorgan Chase Bank, NA and J.P. Morgan Securities continuously since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Malik Moore is a Series 66-licensed financial advisor with Merrill, bringing nine years of industry experience. He has worked at Merrill since 2016 and has been with Bank of America, N.A. since 2019. In addition to his financial career, Moore has been involved with Morgan State since 2011. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jesse Rivas is a financial advisor at LPL Enterprise with a Series 66 designation and eight years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, National Life Group, and Hill International. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory programs with active product sales.

Mila Lynne Floro is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2014. In addition to her role at Edward Jones, she has been involved with MaestraA2Z Consultants since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Melanie Folstad is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has worked at RBC Capital Markets since 2014 and City National Bank since 2016. Folstad serves on the boards of the Bethesda Chevy Chase Chamber of Commerce and the Greater Washington Community Foundation, and she is involved with several local nonprofit and educational organizations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies with a range of advisory programs and combines its capital-markets capabilities with multiple investment managers and responsible-investing options.

Maria Fruciano is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously spent 11 years at Morgan Stanley Smith Barney. Her background includes a term with the Peace Corps. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

Alyson Scott is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

Zachary Karr is a financial advisor at Stifel with 23 years of industry experience. He holds the CFP® and Series 66 designations. Karr has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning analyses.

Kelly Davis is a financial advisor at J.P. Morgan Securities with 14 years of experience at JPMorgan Chase Bank NA and 13 years at JPMorgan Securities LLC. She holds Series 66 and Series 63 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers a non-discretionary service model and incorporates an ESG eligibility framework in its investment recommendations.

Peter Muckerman is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2009. Outside of his advisory work, he is the owner of a rental real estate property. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Carole Franks is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. She previously worked at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm employs a structured planning process that utilizes firm-approved tools and modeling techniques to support client financial goals.

Juan Gochez Barrientos is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America, N.A. since 2013. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John O'Donnell is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at The Strategy Group and the Democratic Senatorial Campaign Committee. Outside of his advisory role, he teaches yoga classes at a studio in Washington, DC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through a mix of in-house and third-party investment managers.

Judith Zins is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 credentials. She has 39 years of industry experience, including roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services alongside broader institutional capabilities.

Melissa Chockley is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, she was unemployed for ten years. She serves as Secretary on the Board of Directors for Yorktown Crew Boosters. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.