Edward Dahl is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 14 years. Outside of his advisory role, Dahl is the sole proprietor of Ocean Block Properties, LLC, a real estate property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including personalized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations.

Carmen Wu is a financial advisor at Cetera with 36 years of industry experience. She has previously worked at Voya Financial Advisors and Cetera Wealth Services, LLC. Outside of advising, she is a past president of the Rotary Club of McLean. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services across various program structures and custodial relationships.

Julia Myers is a Series 66-licensed financial advisor with Morgan Stanley in Washington, DC, with 11 years of industry experience. She has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and analytical models.

Evan Felix is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Daurem LLC and Greek House. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Ben Beriss is a financial advisor with Ameriprise in Alexandria, VA. He holds a Series 66 designation and has been with Ameriprise since 2019, with a brief interval working at Starbucks and prior experience in education. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Angela Beckham is a CFP® and CFA® with 15 years of industry experience, currently affiliated with Cetera in Washington, DC. She has held roles at Cetera and Jacqueline Griffin E.A., and also serves as a financial professional at National Capital Bank of Washington. Outside of her advisory work, she owns a tax preparation business and sits on the boards of two local nonprofit organizations, Capitol Hill Village and the Washington School for Girls. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Patrizia Adriazola is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. She previously worked at PSC Investments LLC and has a background that includes multiple roles in counseling and education. Outside of financial advising, she is the managing member of PFA Property Group LLC, a residential property management business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Homer Garrison III is a financial advisor with Raymond James & Associates. He holds Series 63 and Series 65 designations and has three years of industry experience. Prior to joining Raymond James, he worked at Merrill and has a background that includes roles outside the financial sector. 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 and consulting services with a variety of portfolio management styles and is notable for its municipal advisory services and extensive affiliate network.

Alem Lakew is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2017 and previously worked at America's Kids LLC from 2016 to 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Julia Mcintire is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 grounded in modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Sabrina Anderson is a financial advisor with Wells Fargo Clearing in Herndon, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has prior experience with Wachovia Bank and Wells Fargo Advisors. Her spouse owns a separate business, ANDERSON GT, LLC, for which she serves as a check signer. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable breadth of investment options that include insurance-related vehicles and bank deposit sweep programs.

Kevin Nee is a financial advisor with Morgan Stanley, holding a Series 66 credential and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Based in Washington, DC, his career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and modeling techniques.

David Nitta is a financial advisor at LPL Financial with 21 years of industry experience. His background includes roles at Mass Mutual Investors Services, MassMutual Life Insurance, and Northwestern Mutual in various capacities related to wealth management and investment management. Outside of his advisory work, he serves as an assistant football coach for Loudoun County Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services supported by research and a variety of portfolio management options.

Kevin Olswfski is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with two years of industry experience. Before joining Morgan Stanley in 2024, he worked at Aldi, Genesis 50:20 LLC dba Linda Krisko Insurance and Financial, and several other firms. Outside finance, he operated a personal training business for ten years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 a structured planning process supported by firm-approved tools and modeling techniques.

Joyce Ward is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked with J.P. Morgan Securities since 2001 and JPMorgan Chase Bank, N.A. since 2016. Outside of her advisory role, she has ownership interests in several residential real estate properties in New York and Washington, DC. J.P. Morgan Securities LLC 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 asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Grantham Myers is a CFP® with 24 years of industry experience, currently affiliated with Morgan Stanley in Washington, DC. Prior to joining Morgan Stanley in 2026, he spent 18 years at UBS Financial Services. He serves as managing member of Grantham Investment Partners, a partnership involved in a single investment in a natural foods company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Sean Brennan is a Series 66-licensed financial advisor at Morgan Stanley in Washington, DC. He has been with Morgan Stanley since 2025. Prior to his financial advisory role, he held positions at Shoes Cup and Cork and Raspberry Falls Golf and Hunt Club, and he studied at the University of Kentucky. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Richard Millner is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. The firm provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven process grounded in modern portfolio theory. Wells Fargo Clearing offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michelle Ohmke is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she is involved with a family-owned business in furniture restoration where she handles customer service, administrative tasks, and serves as secretary. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension funds, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Gregg Snow is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as Investment Committee Chairman for Virginia United Methodist Pension, Inc., and is a member of the Stewardship Committee at St. Stephens United Methodist Church. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services based on an IPS-driven process grounded in modern portfolio theory. The firm’s approach includes a broader set of financial product options than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep programs.