Daniel Reid is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2003, also serving at JPMorgan Chase Bank, N.A. since 1999. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ally Pugh is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this position, she collaborates with clients to understand their goals and priorities, working together to develop tailored financial plans. Her tenure at Fidelity Investments includes experience as a Relationship Manager from 2025 to 2026 and as a Financial Representative from 2024 to 2025. This progression reflects her ongoing commitment to supporting clients in their financial planning and investment needs.

Franklin Newby is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Newby is also a trustee and co-trustee in a trust based in Bethesda, Maryland. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including 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 supported by firm-approved tools and modeling techniques.

Desmond Morrison is a Financial Consultant currently working at Fidelity Investments since 2022. He serves as a resource for high net worth households, curating pathways towards their financial goals and providing support during periods of financial turbulence. As a CERTIFIED FINANCIAL PLANNER™ professional, he is committed to putting clients' interests first throughout the planning process. Prior to his current role, Desmond held positions including Investment Consultant at Fidelity Investments from 2021 to 2022, and various roles at Vanguard from 2018 to 2021, such as Sales Consultant, Senior High Net Worth Client Consultant, and High Net Worth Client Solutions Specialist. He holds an Arkansas Insurance License. Outside of his professional work, Desmond's personal interests include board games, cars, concerts, social events with friends, music, and writing.

Sean Manders is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2020. Outside of his advisory role, Manders operates a commercial timber sales business in Silver Spring, Maryland. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes without providing individual security recommendations as part of standalone plans.

Joel Patierno is a financial advisor at Edward Jones in Alexandria, VA, with 13 years of industry experience. He holds the CFP® and ChFC® designations, as well as the Series 66 license. He has worked at Edward Jones since 2013 and is also involved with Girasole LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Lauren Holmes is a Financial Advisor at Merrill Lynch Wealth Management. In her role as a Merrill Financial Solutions Advisor, she works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. She provides guidance on various financial matters including investing, retirement planning, and saving for unforeseen expenses, and can connect clients with Bank of America specialists for additional services such as banking, credit, home financing, and small business solutions. Lauren's expertise centers on helping clients manage competing financial priorities such as home purchases, education funding, elder care, and healthcare planning. She collaborates one-on-one with clients to define their goals and select portfolio strategies designed to meet those objectives, offering ongoing advice and adapting plans as clients' situations evolve. She holds a Bachelor's Degree from James Madison University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA).

Vishal Patel is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with professionals, executives, business owners, and families to navigate important financial decisions with clarity and confidence. Vishal works closely with the Evolve Wealth Management Group in Washington, DC, providing personalized wealth management strategies that align with clients' life priorities and goals. His expertise includes divorce transition planning, equity compensation services, family wealth management strategies, international wealth management, liquidity management, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Vishal emphasizes understanding the full financial picture and addressing both obvious and less apparent financial risks through thoughtful questions and strategic planning. Vishal holds a Bachelor's Degree from the University of Central Florida and is a Personal Investment Advisor (PIA). He is fluent in English and Gujarati. Outside of his professional role, he participates in community volunteering through Merrill's tradition of service. His personal interests include basketball, cooking, football, golfing, music, photography, reading, spending time with his family, traveling, and watching movies.

Gregory Porter is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Daniel Kim is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Prudential Insurance Company of America since 2002 and joined LPL Enterprise in 2024. Kim is also involved in non-variable health insurance and property and casualty insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining advisor programs with active product sales.

Dorina Haias is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018. Prior to that, she was with Wells Fargo Advisors and also had experience at Takemori Law Firm. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services that utilize firm-approved planning tools and methodologies to model outcomes.

Zachary Garlitos is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Think Food Group. He has also been affiliated with George Washington University. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Flanigan III is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Wells Fargo Clearing and Wells Fargo Advisors. Flanigan operates under the DBA Flanigan Wealth Management Group within his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary management and access to model portfolios and research.

Kiarra Sandoval is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2017, following two years at Ameriprise Financial Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Amit Shashidharan is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the CFP® and Series 66 designations and has been with RBC Capital Markets since 2009. Outside of his advisory role, he is an owner of a condominium association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Greg Wells is a financial advisor with RBC Capital Markets in Washington, DC, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management services and leverages both in-house and third-party investment managers to tailor strategies to each client’s risk profile.

Joshua Schneider is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2009, including work at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by analytical tools and a structured planning process.

Kenneth Shure is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 1998, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Adam Geffner is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. He currently works at Morgan Stanley, where he has been since 2022. His prior roles include positions at Geffner Capital Management, The MacArthur Company, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients through a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by comprehensive tools and resources, offering both retail and institutional investment solutions.

Ryan Maki is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently affiliated with Morgan Stanley, where he has worked since 2015 across various roles, including Morgan Stanley & Co. LLC and Morgan Stanley Private Bank, N.A. Outside of his advisory responsibilities, he is involved as a sole proprietor in a rental property business. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.