Joe Emerusabe is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Washington, D.C. He serves high-net-worth individuals, families, and nonprofit organizations across the country, including corporate executives with equity compensation, business owners, attorneys, physicians, government officials, and professionals in private equity and venture capital. Joe offers a wealth management experience that connects all aspects of clients’ financial lives, providing guidance on retirement planning, wealth preservation, education funding, estate and philanthropic planning, and portfolio management. With a focus on a goals-based approach, Joe develops tailored financial strategies by understanding clients’ investment objectives, risk tolerance, time horizon, liquidity needs, and implementation costs. He emphasizes minimizing risk, reducing fees, and managing taxes efficiently. Joe holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He earned a dual degree in International Affairs and Organizational Management from Gettysburg College, where he also captained the men's basketball team. Outside of his professional work, Joe enjoys spending time with his family, playing basketball with friends, and attending sporting events in Washington, D.C. He previously served as Director of The LiftEd Project, Washington DC Chapter from 2017 to 2020.

Jay Niebuhr is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for a family irrevocable trust and holds power of attorney responsibilities related to his children's education expenses. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cassandra Hudley is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Her work history includes roles at Fidelity Brokerage Services, Bank of America, Merrill, and other firms. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.

Elaijah Destin is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley, he worked at E*Trade Securities and has experience in communications and nursing fields. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning involves structured discovery conversations and firm-approved tools, serving clients primarily in an advisory capacity.

Christopher Messina is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Bank of America. Based in Washington, DC, he joined J.P. Morgan Securities in 2025. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its programs on a non-discretionary basis.

David Andreadis is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 33 years of experience delivering customized wealth management, financial planning, and asset protection strategies to high net-worth clients. David focuses on investment management, combining modern portfolio theory with cash flow analytics to build and manage client portfolios for the long term. He prioritizes the relationship aspect of his practice by taking a hands-on, personal approach, emphasizing listening closely to his clients. Throughout his career, David has earned several professional designations, including Certified Private Wealth Advisor® (CPWA), Certified Investment Management Analyst® (CIMA), Certified Portfolio Manager® from Columbia University, Chartered Retirement Planning Counselor™ (CRPC), and Certified Exit Planning Advisor® (CEPA®). These certifications have enhanced his ability to address complex financial issues and important client goals. David holds a Bachelor of Science degree in finance from the University of Maryland. He also maintains FINRA Series 7, 31, and 66 securities registrations in addition to licenses in health, life, variable annuity, and variable life insurance. He resides in Darnestown, MD with his wife, Margaret.

Moshe Burstin is a CFP®-credentialed financial advisor at Wells Fargo Advisors with 24 years of industry experience. He previously worked within various Wells Fargo entities from 2009 to 2026 before joining Wells Fargo Advisors in 2026. Outside of his advisory role, he assists his mother with her financial affairs through a power of attorney arrangement. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm utilizes proprietary research and planning tools to develop customized recommendations while integrating advisory services with various financial products and referral channels.

Gabriella Barbuto is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner of The Barbuto Team. She works alongside her father, Robert Barbuto, providing comprehensive wealth management strategies that address estate planning and a holistic view of clients’ goals and values. Gabriella serves high-net-worth clients and executives, specializing in corporate executive services, employee benefits planning, equity compensation services, family wealth management, retirement income, and special needs planning. Gabriella holds a Bachelor of Business Administration degree in International Business Finance and Political Science from The George Washington University. She earned the Certified Private Wealth Advisor® (CPWA®) designation through the Investments & Wealth Institute™ in conjunction with Yale University School of Management and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation. Recognized by Forbes in August 2025 as a Best-in-State Next-Gen Advisor for Washington, DC, Gabriella brings a two-generational perspective to her practice. She is also a member of the National Italian American Foundation. Outside of her professional work, Gabriella is involved with the Wreaths Across America community initiative. She speaks English, French, and Italian and has personal interests that include adventure sports, hiking, music, skiing, surfing, and traveling.

Byron Hildebrand is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Securities America Advisors and Raymond James Financial Services. Outside of his advisory role, he is a CPA affiliated with Hildebrand, Limparis & Associates, CPAs, PC. OSAIC serves a wide range of retail and institutional clients, providing integrated brokerage and investment advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client preferences.

Ferdinand Onnen is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves in leadership and board positions with various historical and fraternal organizations, including Vice President and Registrar of The Society of the Cincinnati of Maryland and Secretary on the board of the Tudor Place Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through both direct engagements and corporate financial planning agreements.

Jonathan Dannenberg is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Empower Financial Services, RAD Search, and T. Rowe Price/FIS. He is based in Bethesda, MD. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody, supervisory services, and a formal alternative-investment process.

D. Major Roman is a Financial Advisor with Merrill Lynch Wealth Management, specializing in delivering personalized financial solutions. In this role, Major works closely with clients to develop strategies aligned with their financial goals, offering guidance on general investing, retirement planning, and saving for unforeseen events. Additionally, Major provides access to Bank of America specialists, facilitating comprehensive support in banking, credit, home financing, and small business services. Major holds a Bachelor's Degree from Yale University and has earned professional designations including the Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA) certifications. Known for an approach that focuses on understanding individual client priorities, Major offers ongoing advice to adapt to clients' evolving financial needs.

Glen Jackson is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at H. Beck, Inc., Ic Advisory Services Inc., and The Investment Center Inc. In addition to advisory work, he is involved in term and permanent life insurance and disability insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides access to model portfolios, third-party subadvisors, and various investment strategies.

Chalee Ricciardi is a financial advisor with Wells Fargo Advisors in Alexandria, VA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to her current position. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, delivered through tailored recommendations based on Wells Fargo’s research and planning tools.

Mark Evanko is a CFP® with 10 years of experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Chevy Chase, MD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Aaron Radtke is a financial advisor at Edward Jones in Springfield, VA, holding the ChFC® and Series 66 designations with one year of industry experience. Prior to joining Edward Jones in 2024, he served in the U.S. Army from 2005 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Adam Boone is a financial advisor at Fidelity with over 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it employs systematic methodologies and long-term asset allocation benchmarks in its investment approach.

Marcio Silveira is a CFP® and CFA® with 17 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His career includes roles at Cambridge Investment Research, Inc. and entrepreneurial ventures such as ZEIDERS Enterprises and Pavlov Analytics, LLC. He holds board positions with the Brazilian Association for Culture and Education and the Financial Planning Association National Capital Area. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors using various portfolio management and model-based solutions.

Eleanor Peters is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, with a brief tenure at the U.S. Embassy in Dar es Salaam. Outside of her advisory role, she is involved in property management as a co-owner of a rental property. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and corporate financial planning agreements.

Lloyd Iden is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.