Donald Glab is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at UBS Financial Services Inc. for 12 years before joining Wells Fargo in 2020. Outside of his advisory role, he is involved with Evergreen Christian School in Leesburg, VA, serving on its finance committee. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jason Martin is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Martin volunteers with the CFA Institute, reviewing examination content and assisting with standards and grading. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients, focusing on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Seena Ghavami is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client's unique goals, risk tolerance, time horizon, and liquidity needs. Seena employs a goals-based wealth management process aimed at fostering collaborative client relationships characterized by transparency and purpose. With expertise in utilizing global resources and innovative web technology, Seena helps families pursue financial lifestyles that align with their long-term objectives. He provides personalized advice and access to specialized investment services, ensuring clients receive service designed to meet their specific needs. Seena holds a Bachelor's Degree from George Mason University and is a Personal Investment Advisor (PIA). He is fluent in English and Persian.

Molly Shaughnessy is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals, families, and businesses to help build, preserve, and manage wealth through personalized financial strategies. Her expertise includes investment planning, retirement solutions, and risk management, focusing on long-term client relationships based on trust and transparency. She leverages the global resources of Bank of America and Merrill to provide tailored financial guidance aligned with each client's goals and values. Molly holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her Bachelor's degree from Saint John's University and is a member of the St. John's University Alumni association. Her client focus areas include personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Outside of her professional work, Molly enjoys golfing, painting, pickleball, and yoga.

Dominic Lo Piccolo is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, with a break during which he served on the investment committee of the Zeta Psi Educational Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools.

David Brown Jr. is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, portfolio management services, tax minimization, and retirement income. David works closely with individuals, families, and business owners to develop financial strategies that emphasize tax-efficient planning, disciplined growth, and prudent asset preservation. His approach focuses on long-term partnership, helping clients manage their wealth through life changes and market fluctuations. David holds a Bachelor's Degree from the University System of Georgia and has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His work centers on providing clear, manageable financial guidance to help clients make informed decisions and achieve long-term financial stability. Outside of his professional role, David participates in community activities such as Habitat for Humanity. He also enjoys various personal interests including billiards, boxing, camping, chess, golfing, hiking, music, pickleball, running, and traveling.

Kwaku Dompere is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fidelity Brokerage Services LLC since 2016, with prior experience at SunTrust Bank. Dompere is currently based in Washington, DC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is involved in managing fund-of-funds structures, delivering model portfolios to intermediary platforms, and has unique roles including registration as a commodity pool operator and advisory services to multiple registered investment companies.

Katherine Clark is a financial advisor at RBC Capital Markets with 48 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at City National Bank. Clark has served on the boards of The Excel Institute, a training program for underprivileged young adults, and the National Park Trust, a nonprofit focused on land acquisitions near U.S. national parks and children’s educational programs. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning through a variety of advisory programs, leveraging both in-house and third-party investment managers.

Kurt Schwartz is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Schwartz serves as an arbitrator for both the National Association of Securities Dealers and the National Futures Association and holds minority management roles in family investment entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory services to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Casey Coffman is a financial advisor at UBS Financial Services with seven years of industry experience. Prior to joining UBS in 2024, Coffman worked at Morgan Stanley from 2017 to 2024 and held positions at PenFed Credit Union and Energy Federal Credit Union. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Fredric Walls II is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2018, following a seven-year tenure at SunTrust Bank. Outside of his advisory role, he serves on the board of the Williams-Franklin Foundation, which provides scholarships, career counseling, and mentorship for HBCU students. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while maintaining a centralized due-diligence process.

Michelle Owens is a financial advisor with Ameriprise in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, Owens serves on the Board of Directors for a nonprofit community development corporation in Washington, DC, and is Treasurer for Utility Advisory, Inc. She also oversees the investment advisor and portfolio for the United Religions Initiative. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research-driven modeling and tax-efficiency analysis to support client income strategies, while emphasizing the use of Ameriprise-managed accounts and affiliated investment products.

George Bassett Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2005 and holds a bachelor's degree from Brown University. George holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). George focuses on helping individuals, families, business owners, and executives manage financial complexity through comprehensive planning, disciplined investment management, and objective advice. His areas of expertise include retirement and legacy planning, tax minimization, wealth transfer strategies, and services for endowments, foundations, and non-profits. He serves as a trusted advisor, working closely with clients and their other professionals to ensure aligned and purposeful financial decisions. Outside of his professional work, George lives in Charleston, South Carolina, with his wife Elizabeth and their three children. He enjoys golf, fishing, hunting, skiing, and kiteboarding, and values meaningful relationships, community involvement, and aligning wealth with what matters most in life.

Michael Brennan is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently with UBS Financial Services in Washington, DC, where he has worked since 2022. His prior experience includes roles at Bank of America, N.A. and Merrill, spanning over a decade. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering services such as principal trading, market-making, and proprietary research to tailor client solutions.

Michael Brick is a financial advisor with UBS Financial Services in Bethesda, MD, holding a Series 66 designation and 26 years of industry experience. He has worked at UBS since 2005. Outside of his advisory role, he serves as a board member for the Boys and Girls Clubs of Greater Washington Maryland Region, contributing to fundraising and youth events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes mutual funds and alternative products.

Mauricio Maldonado is a financial advisor at Morgan Stanley with Series 65 and Series 63 credentials and eight years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, with a combined tenure of over 12 years. 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 tailored financial planning supported by structured discovery processes and firm-approved tools.

Meagan Sexton is a CFP® and ChFC® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked with The Greater Bethesda Chamber of Commerce and was involved with A & J Hospitality Corp / Eco Caters. Additionally, she has taught classes in Rockville, MD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,700 advisors.

Rohit Fonseca is a financial advisor with J.P. Morgan Securities based in Washington, DC. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining the financial industry, he worked in consulting roles at Deloitte Consulting and Booz Allen Hamilton. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Allan Zendel is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 employs an IPS-driven advisory process grounded in modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, compared to many large institutional advisers.

Kevin Appler is a CFP® professional affiliated with LPL Financial in Hanover, MD, with 30 years of industry experience. He has worked at LPL Financial since 2017 and previously spent a year at Kestra Financial Services. He is also involved with Tower Federal Credit Union, where he has served since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides discretionary and non-discretionary management and utilizes a range of model portfolios and research resources.