Kristina Bakis is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with UBS Financial Services since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Parker Wiseman is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held positions at Bank of America and has worked in various roles across several industries including aviation, fitness, and education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Herbert Ortega is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and research. The firm offers services both directly and through Corporate Financial Planning agreements with employers, managing approximately $2.74 trillion in client assets.

Sherod Malik Davis is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Northwestern Mutual and The Home Depot. 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 applying an ESG eligibility framework in its recommendations.

Ryan Wiebe is a Financial Advisor at MKBH & Associates within Merrill Lynch Wealth Management. In his role, he is responsible for business development, investment management, and multigenerational wealth planning for clients. He employs a customized approach to wealth management that adapts to clients' goals and changing market conditions. Ryan provides access to Merrill's investment insights and the banking services of Bank of America to help address various aspects of clients' financial lives. Ryan focuses on areas including college education planning, family wealth management strategies, managing new wealth, portfolio management services, and serves clients in the sports and entertainment sectors. He views his role as a consultant assisting clients in navigating their financial lives, creating personalized plans designed around their family, goals, and aspirations. A native of Melbourne, Florida, Ryan holds a Bachelor's Degree from the University of Central Florida and the Personal Investment Advisor (PIA) designation. He currently resides in the Logan Circle neighborhood of Washington D.C. with his wife, Lauren. Outside of work, Ryan enjoys engaging with the offerings of the nation's capital, playing and watching various sports including baseball, basketball, and golf, as well as traveling to destinations such as South Africa, Switzerland, and the Caribbean Islands.

Patrick Haney is a financial advisor with LPL Financial who holds the ChFC® designation and Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at MML Investors Services and Mass Mutual Life Insurance Company prior to joining LPL Financial in 2019. He is also involved in The Haney Company, an insurance agency he has operated since 1990. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and research resources.

Patrick Dunn is a financial advisor with OSAIC in Silver Spring, MD, holding Series 63 and Series 65 credentials and 18 years of industry experience. He worked at Lincoln Financial Advisors for 11 years before joining OSAIC in 2025. Dunn is also a trustee member of the Board at St. Joseph's Collegiate Institute in Buffalo, NY, serving in an unpaid, volunteer capacity. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and unified managed accounts. The firm employs asset-allocation tools and automated rebalancing, managing portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments on both discretionary and non-discretionary bases.

Daniel Syvret is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at The Vanguard Group and positions in music education and performance, including at the University of Texas at Austin Butler School of Music and Bachus Conservatory. Outside of finance, he is a band member and owner of Dropkick The Bear, a music group based in Washington. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and models.

Frank Scicchitano is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at UBS Financial Services Inc since 2013. Outside of his primary role, he has ownership interests in FPS Wealth Management LLC and Scicchitano GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools.

George Enone is a CFP® with 25 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services, Inc. for eight years and Capital One Investing, LLC for three years. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party managers to construct diversified portfolios with a range of investment options.

James Garrity is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliate entities since 2015. Garrity is based in Washington, DC. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations in standalone planning services.

Paul Andrews is a Series 66 licensed financial advisor with 24 years of industry experience. He has been with Raymond James & Associates since 2020, following an 11-year tenure at UBS Financial Services Inc. Andrews is a partner and owner of Andrews Capital LLC, which he uses to hold private investments. He is also a partner in THE BOOM LLC, an entity established with a family member to purchase a condominium in Florida for personal use. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles supported by in-house research and affiliated sub-advisers.

Michael Moriarty is a Certified Financial Planner (CFP®) with 32 years of industry experience. He has been with Fidelity since 2021, previously working at Ameriprise and Bronfman E.L. Rothschild. He holds Series 65 and Series 63 licenses. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Beatriz Casado is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notably broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Sally Kirkpatrick is a financial advisor with RBC Capital Markets in Chevy Chase, MD, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Kirkpatrick served on the Board of Directors of the Boys & Girls Club of Greater Metropolitan Washington from 2006 to 2009. 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 tailored portfolio management and integrates both in-house and third-party investment resources.

Michael Brown is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2024. In this capacity, he partners with his associates to support their professional development and assist them in achieving their career goals. Prior to his current position, Michael served as Branch Leader from 2022 to 2024. He has been with Fidelity Investments since 2015, holding various roles including Team Leader of the Client Services Help Desk, Manager of Participant Services, and Senior Trading Specialist. Michael's professional experience reflects a progression through leadership and specialist positions within Fidelity Investments, demonstrating a focus on client services and team management. His background encompasses managing participant services and leading client support teams, contributing to his expertise in operational and client service aspects of the financial sector. Outside of his professional commitments, Michael enjoys biking, camping, and snowboarding.

Marvin Mc Wright III is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Merrill, Delta Global Services, County Grill & Smokehouse, and Houlihans Inc. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Renee Floro is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with personalized portfolio management and integrates in-house and third-party investment managers to tailor strategies according to client risk profiles.

Freddie Moultrie is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Washington, DC. With 25 years of experience, he specializes in assisting individuals and institutions in addressing their financial needs through a holistic, consultative approach. Freddie is a senior advisor with the Moultrie Pojani Group, where he leverages expertise in both asset management and balance sheet strategies to support client goals in areas including family wealth management, retirement planning, institutional investment consulting, and liquidity management. Prior to joining Merrill, Freddie served as a Director at Citi Law Firm Group in Washington, DC, where he spent eight years advising senior attorneys on banking, investments, cash flow, and trust and estate planning. His educational background includes a Bachelor's degree with a double major in Finance and Logistics from the University of Maryland at College Park and an MBA from the University System of Maryland. Freddie holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Freddie is involved in his church community and spends his free time enjoying sports such as basketball and football, reading, and family activities.

Apu Patel is currently a Vice President and Financial Consultant at Fidelity Investments, a position held since 2015. He specializes in partnering with clients to construct and implement personalized financial plans designed to work toward their goals. His approach involves understanding clients' priorities to create plans that clients comprehend and feel comfortable with, regardless of life changes. Mr. Patel has over a decade of experience in the financial industry, having held various roles at Fidelity Investments since 2011, including Investment Consultant and Relationship Manager. Prior to that, he worked as an Investor Center Specialist at T. Rowe Price from 2009 to 2011. He holds an Arkansas Insurance License. Outside of his professional career, Mr. Patel has personal interests that include cooking and baking, family activities, swimming, traveling, and yoga.