Leigh Long is a financial advisor at Morgan Stanley with 32 years of industry experience. He previously worked at Merrill from 1993 to 2021 before joining Morgan Stanley in 2021. He holds Series 63 and Series 66 credentials and is based in Washington, DC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Cary Piligian is a CFP® and holds a Series 66 license with 16 years of experience in the financial services industry. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2024, following a 14-year tenure with Merrill and Bank of America. Cary is currently based in Washington, DC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its network of Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to guide its services.

Celvin Reyes Ramos is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill and Bank of America since 2018, with additional experience at PNC Bank and PCC Wireless. Outside of his advisory role, he is a sole owner of a rental property. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Halverson is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Charles Schwab Co., Inc., Lockheed Martin, and Newbern Excel Marketing Firm, as well as several years in full-time education. 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 including tailored financial planning supported by structured discovery and firm-approved tools.

Joseph Martin is a financial advisor with Ameriprise in Silver Spring, MD, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Ameriprise since 1984. Outside of his advisory role, he leases land for cow grazing and farmland leasing in West Virginia. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income plans and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Caitlin Luchkiw is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has prior work experience at Giant Grocery and Torrid. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and financial planning services to both individual and institutional clients, utilizing structured discovery processes and advanced planning tools.

Robert Dailey is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 66 designation and 12 years of industry experience. He previously worked at AGIA and Valic Financial Advisors. Outside of advisory work, he is involved with non-securities insurance products through an agent role at AGIA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad non-advisory financial services network.

John De Nuto is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. He previously worked at Cetera Advisor Networks and is also employed as a Senior Staff Engineer at Northrop Grumman Systems Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, institutions, and retirement plan participants. The firm offers various financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Eyob Eyob is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America from 2017 to 2025 and has additional experience in retail from Macy’s. 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 for individuals, high-net-worth clients, and institutional investors.

Dylan Cantz is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Washington, DC, and has three years of industry experience. His prior work includes roles at JPMorgan Chase Bank and Western Asset LLC, as well as academic positions at the University of California, Berkeley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Brainard Warner is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at RBC Capital Markets and Ferris, Baker Watts, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Valerie Mayer Lopez is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services. Her background includes a period as a full-time student at George Mason University and various roles in the service industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Folasade Akingbade is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Prior to joining Merrill, she spent one year with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of her advisory role, she owns Hakonix Technologies LLC, a business focused on online sales of computer accessories. 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. 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.

Andrew Leonard is a financial advisor with RBC Capital Markets in Washington, DC, holding Series 63 and Series 65 designations and 14 years of industry experience. He has worked at RBC Capital Markets since 2012 and concurrently at City National Bank since 2016. Leonard serves as an officer of a professional networking group, BNI, where he manages membership and tracks referral statistics. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through various portfolio management and planning services.

Charles Mcneilly is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Cetera since 2021 and also leads Oak Court Wealth Management, a firm he has been associated with since 2014. Mcneilly serves as a board member for Services from the Heart, a nonprofit organization focused on food distribution and fundraising. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with diverse program structures and custodial relationships.

Dennis Oparaugo is a financial advisor with Charles Schwab in Bowie, MD, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has been with Charles Schwab since 2013. He is also a co-founder of Roundcomb, Inc., where he is involved in planning and administration. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment advice and access to discretionary separately managed accounts. The firm integrates advisory, brokerage, custody, and cash-sweep services within a large-scale and centralized operational structure.

Aidan Castle is a financial advisor with J.P. Morgan Securities in Washington, DC, holding a Series 66 designation and four years of industry experience. He previously worked at Morgan Stanley for four years and has experience in various roles outside finance, including management positions in the food service industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research, and incorporates an ESG eligibility framework in its recommendations.

Jeffrey Olsen is the president of OPR Investment Services, LLC and holds a Series 65 designation with three years of industry experience. He has been involved in his accounting firm, Olsen & Associates, LLC, since 1997, where he serves as owner and president providing tax preparation, planning, and management consulting. Olsen’s work with OPR primarily involves soliciting clients for third-party registered investment advisers rather than providing direct investment advice. OPR Investment Services, LLC functions as a solicitor, referring potential investors to third-party advisers and conducting due diligence on those firms. The company does not manage client accounts or custody assets, and it maintains written supervisory procedures and a Code of Ethics to address conflicts of interest related to referral compensation.

Scott Grebenstein is a financial advisor with Foresight Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. Prior to founding Foresight Financial Services in 2021, he spent 10 years at Mclaughlin Ryder Investments. Outside of his financial advisory work, he owns and operates an online sports memorabilia business. Foresight Financial Services is an independent firm serving clients from Laurel, MD.

Kathleen Finn is a CFP® with 19 years of industry experience, currently serving as an advisor at Catoctin Ridge Wealth Partners. She previously led Finn Financial Advisory Group, Inc. for 14 years and has operated Kathleen Finn, LLC since 2009. In addition to her advisory work, she provides tax preparation and planning services as an enrolled agent and offers insurance sales outside of her investment advisory role. Catoctin Ridge Wealth Partners offers investment advisory services to individuals, businesses, and retirement plans, focusing on diversified, longer-term strategies and fundamental security analysis. The firm provides both discretionary and non-discretionary management and incorporates unique features such as high client loads per advisor and the ability for advisors to implement insurance recommendations outside the firm.