Phillip Cecil is a financial advisor at Ameriprise in Washington, DC, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, he worked at Budget Blinds. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with algorithmic automation overseen by a specialized consulting team.

Edward Sturtevant is a financial advisor with RBC Capital Markets in Washington, DC, holding a Series 66 designation and six years of industry experience. His work history includes roles at City National Bank and Super A-OK Inc. from 2016 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ advisory risk profiles using in-house and third-party investment managers.

Leif Springer is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018. His prior experience includes roles at Transamerica Capital, Inc., Transamerica Investors Securities Corporation, and Transamerica Retirement Solutions. 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 offerings. Advisors at UBS use proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jeremiah Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and beginning his advisory career in 2025. His prior work experience includes roles at Wells Fargo Bank, FedEx, Macy’s, Kohl’s, and several educational institutions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Myah Bales is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has worked at several firms including Costar Group and Keller Williams. Outside of her advisory role, she is involved in property management through Myah Bales Properties LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 a structured planning process supported by firm-approved tools and methodologies.

Jonathan Feldman is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, he worked at Goldman Sachs & Co LLC from 2019 to 2023. Feldman serves as a board member and treasurer for the Oak Hill Cemetery Historic Preservation Foundation, a nonprofit organization in Georgetown. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Pagliuco is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various roles within J.P. Morgan firms since 2008. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Nyanya Joof is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Adam Shams is a financial advisor with UBS Financial Services in Bethesda, MD, holding a Series 66 designation and with one year of industry experience. His prior work includes roles at Caruso's Grocery, Sunglass Hut, Walter Johnson High School, and Masorti School. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products through a platform that integrates institutional trading capabilities with wealth management services.

Brian Avrunin is a financial advisor with Ameriprise in Columbia, MD, holding a Series 66 designation and 25 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer for the Friends of Scott Berkowitz, MD campaign, managing campaign finance reporting independently of Ameriprise. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary, personalized recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

John Rusciolelli is a financial advisor with LPL Financial in Washington, DC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including prior roles at Grove Point Advisors, Grove Point Investments, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he volunteers with the Community Foundation of Northern Virginia and the Player Progression Academy, a girls' soccer nonprofit. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide, offering a range of financial planning and advisory programs with discretionary and non-discretionary management supported by research and model portfolios.

Brandon Mazur is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2000 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to alternative products using proprietary research and model-based asset allocations.

Alexander Gross is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previous work experience at The Motley Fool and several other companies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Janette Goudy is a Series 66 licensed financial advisor at Morgan Stanley with six years of industry experience. She has worked at Morgan Stanley since 2019 and has prior experience at Wells Fargo Clearing, Wells Fargo Bank, N.A., and Bank of the West. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and scenarios to model outcomes and offers various investment and advisory services through its broad platform.

Chito Okoye is a financial advisor at Merrill with 15 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Merrill since 2025. Prior to this, he had roles at PNC Investments, PNC Bank, and Hechts. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individual, high-net-worth, and institutional clients.

John Pagano is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is also involved in investment-related business activities through his ownership of PAGANO72, LLC and PAGANO GP, LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, using Wells Fargo research and planning tools to develop tailored recommendations. The firm’s comprehensive planning services address areas such as retirement, education, risk, and specialized needs like business-owner transitions and divorce planning.

Neyci Sued is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles at Wells Fargo Bank, Sandy Spring Bank, Capital One Bank, and Check Cash Depot. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Ahmon Smallwood is an Investment Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he collaborates with clients to develop comprehensive financial plans, focusing on investments, insurance, retirement, and wealth planning to support clients' short and long-term financial objectives. Prior to his current position, Ahmon held roles as a Relationship Manager and Financial Representative at Fidelity Investments from 2022 to 2025. Before joining Fidelity, he worked as a Relationship Banker at Bank of America from 2021 to 2022. Throughout his career, Ahmon has gained experience in financial services across various client-focused roles, enabling him to provide strategic guidance tailored to individual financial goals. Outside of his professional work, he has interests in comedy, family activities, fitness, football, reading, and running.

Dwight Ferguson is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. In addition to his advisory role, he is involved in mortgage lending facilitation, insurance agency leadership, and business exit planning strategies through his firm, Ferguson Financial Group. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage, investment advisory services, financial planning, and retirement plan consulting through a large network of affiliated advisors and multiple advisory platforms.

Brian Clifford is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. Clifford is also active as a licensed life insurance and health agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning supported by advanced analytical tools.