Erik Knobl is a CFA® charterholder with 29 years of experience in financial services. He currently works at RBC Capital Markets and City National Bank, having previously held positions at Morgan Stanley Private Bank and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Christopher Johnston is a financial advisor at Merrill with 18 years of industry experience. He has been with Merrill since 2009 and also has a long tenure with Bank of America, N.A. outside of his advisory role, he serves as a power of attorney for his elderly godmother and as the personal representative for the estate of his godfather. Additionally, he is the managing member of Calm Ventures, LLC, a family investment vehicle. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates closely with Bank of America affiliates and focuses on managed account and manager-selection capabilities, with an emphasis on tax-efficient strategies and extensive program options.

Takhmina Touraeva is a financial advisor at Morgan Stanley in Alexandria, VA, with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services, Bank of America, and Better Homes and Gardens Real Estate Lifestyles. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

John Piper Jr. is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. His work history includes roles at Wells Fargo and several other organizations prior to joining RBC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Miguel Alvarez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and CARMAX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Clare Cunniff is a Financial Advisor at Merrill Lynch Wealth Management, where she assists clients in managing their financial lives with a focus on tax-sensitive investment guidance. Since joining the team in 2022, she has worked with affluent individuals and families, tailoring strategies to meet their unique needs and financial goals. Clare earned her Bachelor's degree in Finance from Elon University and holds several professional designations, including Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her areas of expertise include college education planning, family wealth management strategies, managing new wealth, portfolio management services, tax minimization, and retirement income. She currently resides in the DuPont Circle neighborhood of Washington, DC. Clare’s personal interests include golfing, ice hockey, pickleball, running, skiing, tennis, traveling, and spending time with her family.

Kevin Xiong is a financial advisor at J.P. Morgan Securities in Washington, DC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at McKinsey & Company and Truveta, as well as involvement with Cedar Cares, Inc., a nonprofit organization. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Alan Butler II is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 16 years. Outside of his advisory role, Butler owns and manages AMB Holdings LLC, an independent business related to his advisory work. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, offering comprehensive recommendation reports that incorporate research, modeling, and tax-efficient withdrawal strategies. The firm combines automated tools with advisor input to deliver tailored retirement income advice.

Chung Wei Wang is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked with Wells Fargo Clearing and its affiliate Wells Fargo Advisors LLC since 2009. Outside of his advisory role, he is a landlord with rental property interests in Maryland. Wells Fargo Clearing provides retirement plan consulting services to ERISA-qualified and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Richard Mclaughlin is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and market simulations.

Mary Williams is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 licenses and 13 years of industry experience. Her prior roles include positions at MML Investors Services, MassMutual, Seia, LLC, and Royal Alliance Associates Inc. She is currently also affiliated with VLP Financial Advisors, where she provides client services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers across various program structures.

Matthew Long is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2015. In his current role since 2020, he assists clients with their financial planning needs by understanding their goals, stress-testing financial plans, and implementing strategies utilizing Fidelity's resources. Matthew's experience at Fidelity spans multiple roles, including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Representative at Raymond James Financial Services from 2013 to 2015.

Eugene Oneill is a financial advisor at Cetera with 27 years of industry experience and holds Series 63 and Series 65 licenses. Prior to joining Cetera in 2025, he spent 26 years with Avantax Advisory Services and Avantax Investment Services. He has also operated as a CPA since 1982 and serves as a board member and treasurer of 230 Garth Road Owners Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals across wealth levels, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, overseeing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Daniel Quigley is a financial advisor with Morgan Stanley based in Washington, DC, holding Series 63 and Series 65 designations and possessing 48 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Syrinda Paige is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she is the owner of a rental property business in Falls Church, Virginia. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, and offers both direct and corporate financial planning arrangements.

Nina Saunders is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning through a centralized consulting team.

Kevin Pilarski is a Series 66-licensed financial advisor with Morgan Stanley in Washington, DC, and has seven years of industry experience. He previously worked at UBS Financial Services and has a background that includes a role at Hampton Golf. Pilarski is the sole proprietor of The Basye Retreat, a real estate venture in Basye, Virginia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by advanced modeling tools and a structured planning process.

Dallas Vipond is a Senior Financial Advisor with Merrill Lynch Wealth Management and a founding partner of the Bajaj Vipond Group. Since joining Merrill in 1996, he has worked with individuals, families, executives, businesses, and non-profits to develop investment and planning strategies aimed at preserving and growing wealth. Dallas focuses on a range of client needs including family wealth management, services for endowments and non-profits, retirement planning, portfolio management, socially responsible investing, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®) designation from the National Association of Plan Advisors. Dallas also has the designations of Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Tufts University. In recognition of his work, he was named to the 2026 Forbes "Best-in-State Wealth Management Teams" list as a member of the Bajaj Vipond Group. Outside of his professional role, Dallas participates in community volunteer activities and enjoys biking, fishing, gardening, golfing, and skiing. He emphasizes a personalized, collaborative approach to financial planning, working one-on-one with clients to develop strategies aligned with their long-term goals.

William Brinkley is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. He serves as a volunteer board trustee for the Museum of Biblical Art. 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 a range of advisory programs with tailored portfolio management and planning services, utilizing both in-house and third-party investment managers.

Maria Montanez is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, having also been affiliated with Citigroup Global Markets since 2007. Outside her advisory role, she owns and manages rental real estate in Washington, DC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and serves clients through both direct engagement and corporate financial planning agreements.