Nan Juan 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. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives. The firm emphasizes matching clients to advisory program models and third-party managers, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

David Litman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at UBS Financial Services Inc for 13 years before joining Wells Fargo in 2020. Outside of his advisory role, he is a recipient of a bequest unrelated to investments. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Tiffany Snyder is a financial advisor with Raymond James Financial in Fairfax, VA, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Atlantic Union Bank, Middleburg Financial, and Old Dominion Capital Management. She also serves as a Wealth Relationship Manager at Atlantic Union Bank Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through its affiliated municipal advisor.

Richard Hogan is a CFP® and PFS™ credentialed financial advisor with 18 years of industry experience. He is currently with Cetera Wealth Services, LLC and Cetera, having previously worked at Avantax Investment Services and 1st Global Advisors. Hogan has maintained a long-standing role as a shareholder at Hogan & Reed P.C. CPA's since 1992. Cetera Investment Advisers LLC is an SEC-registered firm that serves a range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutions. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with options spanning discretionary and non-discretionary authorities and various program structures.

Matthew Slook is a Financial Consultant at Fidelity Investments, where he helps clients plan for their financial goals and ensures their investment strategies align with their objectives and risk preferences. He has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, Managed Account Support Specialist, and Investment Consultant before becoming a Financial Consultant in 2023. Throughout his tenure at Fidelity Investments, Matthew has gained experience working with a variety of client needs and investment strategies, focusing on providing dedicated advisory support. His career path reflects a commitment to understanding client relationships and investment management within the firm.

Jarrett Brant is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 66 licenses and four years of industry experience. His previous roles include four years at Wells Fargo and seven years of service in the United States Marine Corps. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management offerings, providing a broad range of capital markets and advisory services.

Daniel Straub is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2017, he has worked alongside his mother, Elizabeth Shepard, to serve multiple generations of families, accomplished entrepreneurs, and professionals. Daniel's advisory approach focuses on addressing the complex financial issues faced by the career-building generation, emphasizing risk management, diversification, and personalized investment strategies. Daniel's expertise includes education planning, equity compensation services, family wealth management strategies, legacy planning, and socially responsible investing. He employs a systematic investment process that prioritizes quality investments and long-term planning. His commitment to outstanding client service is reflected in his goal to be the primary point of contact for all clients' wealth management needs. He earned dual bachelor's degrees in Psychology and Politics from Brandeis University. Outside of his professional work, Daniel is involved with Fizz Apparel. His personal interests include cooking, gardening, golfing, hiking, knitting and crocheting, music, singing, skydiving, traveling, and woodworking.

Kristen Largay is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Before joining Merrill in 2022, she held roles at Ernst & Young and in athletics at American University. Outside of finance, she works part-time at Jaco Juice and Taco Bar in Washington, DC, where she prepares juices and smoothies. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Zachariah Melcher is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at ID.me and the Museum of the Bible. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to registered investment companies and use of systematic methodologies in model portfolio development.

Paul Mcgeary is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 63 designation and 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the Permanent Endowment Finance Committee of Mt. Tamalpais United Methodist Church in Mill Valley, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Maryury Burbano Montano is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in goals-based financial planning, seeking to align clients' financial lives with their personal values to optimize outcomes. Her approach involves creating personalized, dynamic financial plans that are continuously monitored and adjusted as clients' priorities evolve. Her areas of expertise include education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. She utilizes comprehensive evaluation techniques across investment management, cash-flow management, debt management, risk management, estate planning, tax minimization strategies, and healthcare cost planning to support her clients' financial goals. Maryury holds a Bachelor's Degree from George Mason University and the Personal Investment Advisor (PIA) professional designation. She is fluent in English and Spanish. Outside of her professional role, she enjoys dancing, music, spending time with her family, traveling, and watching movies.

Brenden Price is a financial advisor at Morgan Stanley in Washington, DC, with four years of industry experience. He holds the Series 63 and Series 66 designations, and his prior experience includes roles at Janus Management Holdings Corp. and Janus Henderson Distributors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

Paul Capodanno is a financial advisor at Morgan Stanley in Washington, DC, with 27 years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, American General Life Insurance, AIG Capital Services, and Ohio National Equities. Capodanno serves on the board of the Soccer Association of Columbia and is an advisory board member for the nonprofit Casey Cares. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process that incorporates firm-approved tools and modeling techniques, offering services primarily in an advisory capacity.

Roger Achtermann is a financial advisor with Morgan Stanley in Alexandria, VA, holding Series 63 and Series 65 licenses and having 39 years of industry experience. His career includes roles at Citigroup Global Markets from 1998 to 2009 and at Morgan Stanley since 2009, including Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is a sole proprietor of a rental property business in Alexandria. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by firm-approved tools and research.

Edward Dahl is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 14 years. Outside of his advisory role, Dahl is the sole proprietor of Ocean Block Properties, LLC, a real estate property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including personalized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations.

Carmen Wu is a financial advisor at Cetera with 36 years of industry experience. She has previously worked at Voya Financial Advisors and Cetera Wealth Services, LLC. Outside of advising, she is a past president of the Rotary Club of McLean. 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 consulting services across various program structures and custodial relationships.

Julia Myers is a Series 66-licensed financial advisor with Morgan Stanley in Washington, DC, with 11 years of industry experience. She has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a variety 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 using firm-approved tools and analytical models.

Evan Felix is a financial advisor with Equitable Advisors, holding the Series 66 designation and two years of industry experience. His prior roles include work with Daurem LLC and Greek House, along with time at Virginia Commonwealth University. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Ben Beriss is a financial advisor with Ameriprise in Alexandria, VA. He holds a Series 66 designation and has been with Ameriprise since 2019, with a brief interval working at Starbucks and prior experience in education. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Angela Beckham is a CFP® and CFA® with 15 years of industry experience, currently affiliated with Cetera in Washington, DC. She has held roles at Cetera and Jacqueline Griffin E.A., and also serves as a financial professional at National Capital Bank of Washington. Outside of her advisory work, she owns a tax preparation business and sits on the boards of two local nonprofit organizations, Capitol Hill Village and the Washington School for Girls. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.