Robert Mcpherson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James & Associates since 1993. He serves on the City of Alexandria Waterfront Commission in a non-investment political capacity. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, delivering advice on a non-discretionary basis supported by extensive research and a broad affiliate network.

Kevin Fajardo is a financial advisor at Merrill with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Bank of America, Wells Fargo, and J.P. Morgan. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s platform, enabling access to a wide range of products and services beyond standard managed accounts.

David Borenstein is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He has held roles at Wells Fargo Advisors LLC from 2009 to 2016 before joining his current firm. He holds the Series 63 and Series 65 professional designations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Matthew Agee is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 66 designation and has worked with firms including Summit Financial Group and Cetera Wealth Services. Outside of advisory work, Agee has a small side activity involving multi-family real estate ownership. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Yair Natanov is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Prudential Insurance Company of America and Pruco Securities, LLC. outside of his current role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, delivering investment advice primarily through its investment adviser representatives who utilize firm research and external portfolio strategists.

Matthew Taylor is a Series 66-credentialed financial advisor with 10 years of industry experience. He has been with J.P. Morgan Securities LLC since 2019 and previously worked at PNC Investments and PNC Bank. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and integrates an ESG eligibility framework in its recommendations.

Jay Siembieda is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Jpmorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. Siembieda serves as Chairman of the Board of the Yale Veterans Association, an organization focused on supporting veterans and military education programs. 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 an ESG eligibility framework in its investment approach.

Kara Fox is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with U.S. Trust Bank of America since 2014. Outside of her advisory role, she serves as a power of attorney for a personal entity. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Colin Steele is a financial advisor at RBC Capital Markets in Annapolis, MD. He holds the Series 66 designation and began his financial services career in 2024. Prior to joining RBC, he worked in various roles including hospitality and logistics. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies utilizing both in-house and third-party investment managers.

Michel Girardi is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Oppenheimer, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he participates in the Dulles Plane Pull, a charitable event benefiting the Special Olympics, where he has displayed his plane for attendees. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mindy Mammen is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and having five years of industry experience. She previously worked at Tiffany and Company and has been affiliated with J.P. Morgan entities since 2015. Outside of her advisory role, she is a manager of It's Our Road Farm, LLC, a small agricultural business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm delivers non-discretionary advice through a select group of wealth advisors and incorporates an ESG eligibility framework in its investment recommendations.

Anthony Olimpio is a Financial Advisor at Merrill Lynch Wealth Management in Washington DC. He provides financial and retirement planning services, utilizing strategies such as tax loss harvesting and strategic asset allocation to help clients achieve their long-term financial goals. Anthony offers access to the full range of Bank of America and Merrill Lynch Wealth Management investment and banking products to deliver holistic financial solutions. He is committed to building long-lasting relationships based on trust, integrity, and service, guiding clients through every stage of their financial journey. Anthony's approach centers on personalized financial strategies tailored to each client's unique needs and aspirations, aiming to optimize wealth accumulation and preservation. Anthony holds a Bachelor's Degree from Indiana University of Pennsylvania and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys activities such as billiards, boating, boxing, chess, golfing, ice hockey, music, photography, skiing, and spending time with his family.

John Moran is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, USAdvisors Wealth Management, and Securities America Inc. Moran is based in Washington, DC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

William Kim is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Valic Financial Advisors, Truist Investment Services, T. Rowe Price Investment Services, and J.P. Morgan Securities. Outside of his advisory role, he is appointed as an agent to sell non-securities insurance products for AGIA. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner guidance and online tools, emphasizing diversified, long-term investment strategies and manages approximately $326 billion for roughly 477,000 clients.

Peter Borger is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior work includes roles at Wells Fargo, Randstad Professionals, and the University of Richmond. Outside of his advisory duties, he is involved in running activities as a competitor and trainer in Malvern, Pennsylvania. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Heather Huff is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at BOFA Securities, Inc. and consulting roles including work with the University of Virginia Darden School Foundation and HBH Healthcare Consulting, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Cindy Hyde is a financial advisor at Morgan Stanley Wealth Management with nine years of industry experience. She holds a Series 66 designation and has previously worked at Wealth Enhancement Brokerage Services, LPL Financial, and Vintage Financial Partners. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using firm-approved tools and methodologies.

George Bragaw III is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as an acting trustee for a family irrevocable trust. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including high-net-worth individuals, corporations, and public entities, with a focus on non-discretionary planning and institutional consulting services.

Charles Ransom is a CFP® professional with four years of industry experience, currently affiliated with MassMutual Investors Services. He has worked at MassMutual Investors Services since 2021 and also has experience with ClearView Wealth Advisors and NY Life Securities. Outside of finance, he is a part owner of Website Whales LLC, a website design business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and provides a variety of event-driven planning services.

Arathi Bezwada is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining J.P. Morgan, Arathi worked at UBS Group AG and the National Labor Relations Board. Outside of the financial sector, Arathi is involved as an owner and partner in Gecko Robotics, a company that develops AI-driven robotics systems for infrastructure inspection and predictive maintenance. 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 when recommending strategies.