Robert Hobson is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Oppenheimer, Merrill Lynch Fenner Pierce & Smith, and PNC Financial. Outside of finance, he worked with the YMCA of Greater Pittsburgh at its Wilmerding Branch. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Percy Clark is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2016 and has worked at Morgan Stanley Private Bank, N.A. since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by proprietary tools and research.

Kress Monarch is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services that integrate both advisory and brokerage capabilities.

Beauchamp Johnson is a Financial Advisor at Merrill Lynch Wealth Management. He joined the team in 2021 as an intern and became a full member in 2023. In his current role, he is responsible for account administration and client relations. Beauchamp holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP) and Chartered Retirement Planning Counselor™ (CRPC). He helps individuals and families develop plans focused on retirement, investments, tax strategy, risk management, and long-term financial security. His approach emphasizes understanding each client’s unique goals and circumstances to provide tailored financial advice. He earned a Bachelor's degree from Salisbury University with a major in Marketing and a minor in Political Science. Beauchamp was a member of the Salisbury Men’s Soccer team during his studies. Born and raised in Washington, D.C., he now lives in downtown Bethesda with his fiancée. Outside of work, he enjoys playing sports, hiking, camping, and spending time with friends and family.

Douglas Grantham is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2022, following a 13-year tenure at Bank of America. 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 advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Rebecca Goldsmith is a Series 66-licensed financial advisor with Morgan Stanley in Bethesda, MD, where she has worked since 2016. She has one year of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and modeling techniques.

Rafael Villavicencio is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving plan objectives with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Carley Desillier is currently the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2007, progressing through several positions including Assistant Branch Leader, Private Wealth Management Planning Consultant, Relationship Manager, and Financial Representative. With 19 years of experience at Fidelity, Carley has developed expertise in leading teams and supporting clients' financial well-being. She focuses on fostering a culture that inspires and empowers team members to pursue their personal and professional goals while delivering a high standard of service to clients. Carley's career reflects a commitment to maximizing the talents of her associates to partner effectively with clients. No information about her education, credentials, personal interests, or community involvement has been provided.

Warren Wright is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 28 years of industry experience. He has been with Raymond James since 2014. He serves as a trustee for a family marital trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations with financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Dawn Robinson is a financial advisor with Ameriprise in Davidsonville, MD, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to provide tailored, non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

David Atkinson is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. Outside of his advisory role, he is involved in providing soccer education and coaching to youth players through the Villarreal Virginia Academy. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm leverages proprietary research and institutional trading capabilities alongside wealth management services.

Heather Hanson Rivas is a CFP® professional with 15 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she serves as co-trustee of the John C. Hanson Revocable Living Trust and is a member of the finance committee for Glen Echo Park Partnership for Arts and Culture, a creative community hub. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Denise Adah is a financial advisor at LPL Financial with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Avantax, and NASA Federal Credit Union. Denise also operates investment services through NASA Federal Investment Services under LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various portfolio management technologies.

Benjamin Duhoski is a Series 66 registered advisor with seven years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Northwestern Mutual. Prior to his financial career, he was a full-time student for nine years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a broad range of brokerage and insurance products.

Michael Whatley is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to clients’ goals and risk tolerances.

Rod Faghani is a financial advisor with Ameriprise in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and operates a community martial arts class focused on Kendo, a form of Japanese fencing, which he manages without personal income. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that include detailed recommendation reports and a combination of research and modeling techniques. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive network.

Charles Phillips Jr. is a Senior Financial Advisor specializing in developing and implementing advanced financial strategies for families, businesses, and individuals, including those with long-term disabilities and special needs. Since joining Merrill Lynch Wealth Management in 2008, he has focused on the primary concerns of preservation of capital, tax minimization, and lifetime cash flow needs. Charles collaborates closely with families' estate attorneys and CPAs to establish multi-generational wealth strategies, often incorporating philanthropic techniques. His practice places particular emphasis on improving the financial well-being of individuals living with special needs, regardless of their age or disability. This includes creating customized financial strategies involving Special Needs Trusts, Pooled Special Needs Trusts, Conservatorships, Guardianships, Charitable Trusts, Generational Skipping Trusts, and various Family Trusts. He has been recognized by Forbes/Shook as one of "America's Top Next-Generation Wealth Advisors" multiple times between 2017 and 2023. He holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from the University of Wisconsin-Madison. Charles is involved in his community through his volunteer work with Quality Trust for Individuals with Disabilities.

Nicola O'neil is a CFP® professional with 16 years of experience, currently affiliated with UBS Financial Services in Washington, DC. She has held roles at UBS since 2011, with a brief period of unemployment from 2018 to 2019. Outside of advising, she serves as a Ballot Clerk for the District of Columbia Board of Elections. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment strategies tailored to clients' goals and risk tolerances.

Rumana Tarin is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in helping affluent individuals and families with services including corporate executive support, education planning, equity compensation, family wealth management, legacy planning, liquidity management, personal retirement planning, small business strategies, special needs planning, and tax minimization. Rumana holds a Bachelor's Degree from Stony Brook University and an Associate's Degree from Briarcliffe College. She has also completed advanced financial planning coursework at the College for Financial Planning. Her professional credentials include the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Certified Plan Fiduciary Advisor® (CPFA®) designation, Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) certifications. She is a member of the Bank of America Long Island Regional Council. Rumana is actively involved in the special needs community through her work with Autism Speaks. She brings her fluency in English, Persian, and Spanish to her practice. Outside of work, Rumana enjoys music, fitness, traveling, reading, and spending time with her family.

Scott Lanham is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 42 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. 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 investment 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.