Jennifer Wilson is a financial advisor at UBS Financial Services in Los Angeles, CA, holding a Series 66 designation with 12 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she is involved with Spider Kellys, a restaurant and bar in Arlington, Virginia, where she serves as a hostess. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management, delivering advisory services through proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Jane Gorey is a financial advisor at Merrill with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Merrill in 2022, she worked at Equity Residential from 2017 to 2022. Outside of advising, she holds a 10% investment stake in a small barbecue restaurant but does not actively participate in its operations. 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 a range of model-based and discretionary strategies for individuals, institutions, and charitable organizations.

Matt Solomon is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Bank of America and Merrill since 2015. Merrill, alongside 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 various institutional investors.

Austin Fernandez is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Middleburg Tennis Club and work experience during his education at Hampden-Sydney College. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that integrates advisory and brokerage/insurance channels to deliver tailored client solutions.

Linda Sims is a Series 66-licensed financial advisor with nine years of industry experience, currently with Edward Jones since 2017. Prior to joining Edward Jones, she worked at Ashfield Health Care from 2016 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including both discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Alexander Skolnitsky is a Series 66 credentialed financial advisor with Edward Jones in Springfield, VA, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Dean Bowen is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Charles Schwab. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Jeff Leclair is a financial advisor with Wells Fargo Clearing in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as power of attorney for his father. 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 investment 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.

Hay Wong is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored financial solutions.

Evan Coyne is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to his current role, he held positions at Marriott International and The Ritz-Carlton Hotel Company. Outside of advising, he has experience in customer service within the restaurant and hospitality industry. Morgan Stanley Wealth Management provides 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 a range of programs including estate planning and models that incorporate Secular Return Estimates and Monte Carlo simulations.

Gerald Pardo is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and the PRADA Group. He has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment and planning services.

Thomas Harsanyi is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63, Series 65, and Series 66 designations and bringing 26 years of industry experience. He previously worked at UBS Financial Services Inc for 10 years before joining Wells Fargo Clearing in 2020. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Rios is a financial advisor with Ameriprise in Fredericksburg, VA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Edward Jones and SunTrust Bank. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team in partnership with the client’s advisor.

Charles King is a financial advisor at Merrill based in Washington, DC, holding Series 63 and Series 65 credentials with 43 years of industry experience. He has been with Merrill since 1983 and has also worked at Bank of America since 2009. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Myles Stokes Suggs is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Navy Federal Credit Union. Outside of his advisory role, he is the sole proprietor of Vector Skyline, LLC, an AI digital content creation business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse portfolios and advisory mandates.

Dickinson Miller is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its related entities since 2005. Miller is also involved in business ownership through Sunderland Partners LLC and serves as CEO of Circle in a Square Advisors LLC, a firm established to manage operational infrastructure and continuity planning for his advisory practice. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Susan Hovanec is a CFP® professional with 33 years of industry experience, currently serving at RBC Capital Markets and City National Bank. She has been with RBC Capital Markets for 11 years and City National Bank for 10 years. Outside of her advisory career, she is involved with the Baltimore Women's Giving Circle, where she plans events, and serves on the investment committee of the Baltimore Community Foundation. 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 variety of advisory programs that tailor investment strategies to clients’ risk profiles using a combination of in-house and third-party managers.

Michael Moore is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served as a financial advisor since 2000. He is a CERTIFIED FINANCIAL PLANNER® certificant, a credential awarded by the Certified Financial Planner Board of Standards. In his role, Michael assists individuals and families in developing and implementing financial strategies tailored to their unique financial and life goals. He employs a defined process to address clients’ short- and long-term objectives in areas such as investment portfolio development, education funding, retirement income planning, and life and long-term care insurance. Michael collaborates closely with clients’ other trusted advisors, including attorneys and accountants, to manage tax, trust, charitable, and estate matters. He conducts periodic reviews to ensure that clients’ strategies remain aligned with their evolving goals and circumstances. His areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. Michael holds a bachelor's degree from Virginia Tech, where he studied international affairs, political science, and economics. He has also completed the Financial Planning Certificate program through Virginia Commonwealth University’s School of Business. He resides in Loudoun County with his wife and son.

Christie Nix is a CFP® and holds a Series 66 license, currently advising at Ameriprise in Fairfax, VA with 19 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-assisted retirement income recommendations.

Spencer Herzog is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior experience includes roles at George Mason University, Lion Street Financial, and Income & Estate Planning Partners. Outside of finance, he has worked in the restaurant industry at Chuys Tex Mex and O'Neill's Irish Pub. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform that combines advisory programs with brokerage and insurance products.