Adam Brinkley is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2024. Outside of his advisory role, he serves as power of attorney for his mother through a family trust arrangement. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients. The firm employs structured planning tools and investment models to assist clients and manages approximately $2.74 trillion in client assets.

Anthony Perrino is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to his advisory role, he was employed at Georgetown University for four years. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and broad investment resources.

Jordan Kraus is a financial advisor with LPL Financial in Rockville, MD, holding the CFP® designation and Securities Series 63 and 66 licenses. He has 26 years of industry experience, including five years at Stratos Wealth Partners and 19 years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from in-house and third-party sources.

Nathaniel Massey Jr. is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its related entities since 2005. Massey serves on the Board of Directors for the Ingleside Foundation and several affiliated organizations. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers these services through a centralized consulting team in partnership with its financial advisors and integrates algorithmic tools alongside human review.

Charles Lewandowski is a financial advisor with LPL Financial, holding CFP® and ChFC® designations, and has 46 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors, LLC for four years and has been involved with Artisan Movers, Inc. since 2017. He is also a business owner and officer at Artisan Movers, Inc. outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse financial planning and advisory programs, leveraging research, model portfolios, and technologies such as machine learning across discretionary and non-discretionary management.

Marilyn Mc Kinnon is a financial advisor at Morgan Stanley with 26 years of industry experience. She previously worked at Citigroup Global Markets and City National Securities before joining Morgan Stanley Smith Barney LLC in 2025. Mc Kinnon holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Christie Tran is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at the Applied Research Laboratory for Intelligence and Security and was involved with University of Maryland Athletics and the university itself for three years. Merrill, along 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jasmine Isreal is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for eight years before joining Morgan Stanley in 2024. Based in Washington, DC, she currently serves clients through Morgan Stanley Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support its advisory services.

Lara Kien is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. 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 grounded in modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Jimmy Lourenco is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He is dedicated to providing clients with an exceptional experience and assisting them in making confident financial decisions by leveraging the insight, resources, and technology offered by Fidelity. Jimmy's professional experience includes roles such as Investment Consultant at Fidelity Investments from 2023 to 2024, Managing Director at BlueRook from 2022 to 2023, Wealth Management Advisor at MassMutual from 2022 to 2023, Financial Advisor at Morgan Stanley from 2018 to 2021, and Vice President Financial Advisor at Capital One Investing from 2014 to 2018. Outside of his professional career, Jimmy enjoys beach activities, family time, sailing, soccer, surfing, and traveling.

Tyghe Carstens is a Financial Consultant at Fidelity, a role he has held since 2025. In this position, he works with individuals and families to help them navigate their financial lives in a holistic manner, assisting them in planning for futures that align with their goals. He utilizes interactive software and Fidelity's robust offerings to help clients clarify their priorities and act with confidence. Prior to joining Fidelity, Carstens gained experience as a Financial Advisor at CW Advisors from 2024 to 2025, a Financial Planning Specialist at Citibank from 2022 to 2024, and as a Private Client Advisor at BMO from 2019 to 2022. His professional experience includes working domestically and abroad, exposing him to a wide array of clients and financial strategies. Outside of his professional work, Carstens has interests in family activities, outdoor adventures, scuba diving, tennis, traveling, and writing.

Eric Rosner is a financial advisor at UBS Financial Services in Washington, DC, holding a Series 66 designation with 22 years of industry experience. He worked at Kaplan Financial Group from 2004 to 2017 before joining UBS in 2017. UBS Financial Services offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with personalized wealth management solutions. The firm provides a range of services including fee-based financial planning, portfolio management, and access to proprietary research and capital markets products.

Jeffrey Sheats is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2013, previously serving as a Financial Consultant. His career in financial advising spans over three decades, beginning in 1985 at Merrill Lynch. He has held various roles including Financial Advisor positions at First Montauk Securities, H&R Block Financial, Lincoln Financial, and UVest, as well as Branch Manager at H&R Block Financial from 1997 to 2008. Throughout his career, Jeffrey has developed extensive experience in financial planning and consulting. He applies his long-term industry knowledge to assist clients with important financial decisions and help them execute their financial visions.

Joyce Wallace is a financial advisor at Cetera with 40 years of industry experience. She holds the PFS™ designation along with Series 63 and Series 65 licenses. In addition to her advisory work, Joyce owns Wallace Tax and Accounting Services, a tax preparation business, and is involved with Praise Him, Inc., a nonprofit Christian organization and radio show. She is also an author self-publishing the spiritual journal of her late husband. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Edward Mandel is a financial advisor with Raymond James & Associates holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Raymond James, he held roles at Harbert Pioneer Fund and William Blair & Company, among others. Raymond James & Associates, Inc. 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, pension plans, and municipal entities, offering financial planning and consulting services supported by a nationwide adviser network.

Matthew Goodspeed is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 65 and Series 66 credentials and has been with J.P. Morgan Securities since 2008. Outside of his advisory role, he is a partner in a mobile home park operation and owns a residential real estate LLC. 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 investment recommendations.

Finnian Gaudreau is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at several firms, including Truist Financial Corporation and Compass Point LLC. He has also been involved in tutoring at Wake Forest University. J.P. Morgan Securities LLC 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 investment recommendations.

John Heckler Jr. is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 16 years before joining Wells Fargo in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Applegate is a Series 66-credentialed financial advisor with Edward Jones in Arlington, VA. He has three years of prior experience at CAPTRUST/Campbell Wealth Management and one year at Northwestern Mutual. Before entering the financial industry, he spent four years at Virginia Tech and three years at Westwood Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Amanda Thome is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Outside of her advisory role, she is a partner in Elite Sports Athletic Association LLC, which organizes sports leagues and tournaments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.