Sean Kirby Smith is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Advisors since 2016, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Outside his advisory work, he is fully engaged with SKS72, LLC, an investment-related business he owns and operates. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using proprietary research and planning tools. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, through a network of advisors.

Andrew Sheridan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in wealth management strategies tailored to individual clients, including areas such as college education planning, executive compensation, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Andrew began his career in financial services in 2007 and joined The Hasenberg Hartsock Group in 2014. He works with individuals, families, businesses, local government employees, non-profits, and multi-generational families to develop strategies that balance their financial objectives with their core values. His approach involves a disciplined process focused on understanding each client's unique needs, concerns, and priorities. He holds a BS in Business from Mount Saint Mary's University (2007) and has completed an Accredited Certificate Program from the College for Financial Planning. Andrew is a CERTIFIED FINANCIAL PLANNER® (CFP®), a CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®), a Personal Investment Advisor (PIA), and a Retirement Benefits Consultant (RBC). He serves on the steering committee for the Mount St. Mary's DC Alumni Association and volunteers with organizations including the Knights of Columbus and Cup of Joe meal packing events. Andrew lives in Vienna, Virginia, with his wife Katherine and their four children.

Linda Krupka is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and utilizes multiple portfolio management styles supplemented by firm research and affiliated sub-advisers.

Shihi Chu is a financial advisor with Ameriprise in McLean, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its affiliates since 2010. Chu also manages her practice operations through an external LLC where she serves as paraplanner. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a written Recommendation Report and ongoing annual advice.

Sarah Murphy is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2020. Her previous experience includes roles at Campion Asset Management and a position unrelated to finance at Carrabba's Italian Grill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a variety of advisory programs with customizable portfolio management strategies that include both in-house and third-party investment managers.

Kevin Englert is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. He is also a principal at Englert & Associates CPAs, where he has been involved in tax preparation and accounting for over 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, utilizing research and model portfolios to provide both discretionary and non-discretionary management.

Michael Robinson is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley and its predecessor firms since 2007. Robinson serves on the Pamplin Finance Advisory Board at Virginia Tech, participating in mentoring and educational initiatives. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by its Global Investment Committee and a broad range of investment and financial services.

Seth Wernick is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has served as First Vice President at Woodmont since 2016 in an unpaid capacity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Christopher Regan is a financial advisor with Equitable Advisors in Falls Church, VA. He holds a Series 66 designation and has 11 years of industry experience, having worked at Equitable Advisors and its predecessor Axa Advisors, LLC since 2014. 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

Connor Schultz is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has been with JPMorgan Securities and JPMorgan Chase Bank since 2019. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Robert Taylor Jr. is a CFP® with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2020. Prior to this, he spent a decade at UBS Financial Services Inc. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Samuel Courtney is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is a partner and advisor at The College Funding Coach, a college consulting business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and investment consulting through non-discretionary services and offers municipal advisory roles, supporting clients with a wide range of portfolio management styles and affiliated research.

Colin Mattingly is a Senior Financial Advisor and Partner of the Coliton Mattingly Group at Merrill Lynch Wealth Management. He works closely with a select group of individuals and families, including Corporate Executives, Venture Capitalists, Investment Bankers, and Private Equity Professionals, to develop and execute custom wealth strategies. Colin's expertise includes navigating stock bonus plans, concentrated positions, private placements, and deferred compensation plans, with a disciplined approach to simplifying clients' financial lives. Colin co-founded Merrill's Venture Wealth Partners, where he collaborates with founders, executives, and senior leaders on specialized planning such as QSBS and Section 1202 post-OBBBA, pre-IPO and secondary market liquidity, concentration risk management, and structuring assets for long-term protection. He also partners with attorneys, CPAs, and bankers to provide planning support related to liquidity events. His professional designations include Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Originally from Rockville, MD, Colin earned a Bachelor's degree from the University of Maryland's Smith School of Business. Outside of his professional work, he enjoys playing tennis, cooking, and supporting local sports teams.

Jonathan Sowanick is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Marla Bosset is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is involved with Limelife Inc, a skincare and cosmetics business, working approximately 20 hours per month. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement plan consulting services. The firm uses research from Wells Fargo Investment Institute and third-party sources to evaluate investment options based on diversification and modern portfolio theory.

Katharine Finley is a financial advisor with Merrill in Washington, DC, holding a Series 66 designation and over 22 years of industry experience. She has worked at Merrill since 2009 and previously at Bank of America. Outside of her advisory role, she is involved in family businesses including wire jewelry making and also serves on the endowment board and finance committee of St. Paul’s Episcopal Church in Waldorf, Maryland. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, employing both model-based and discretionary investment strategies.

Chad Sigmon is a financial advisor with LPL Enterprise and holds the Series 66 designation, bringing six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, and he also served as Loudoun County Commissioner of Revenue. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model wealth portfolios through an integrated platform that combines advisory programs with brokerage and insurance products.

Paula Scali is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, she provides financial, investment, and trusts and estates advice to individuals and their companies. Paula focuses on developing personalized wealth management strategies that aim to help clients meet their long-term objectives with careful attention to risk management. With over thirty-five years of experience in the financial services industry, Paula has held management positions in corporate and multinational banking, capital markets, and private banking and investments at several major New York money-center banks including Chemical Bank, Irving Trust/The Bank of New York, and Chase Manhattan Bank. From 1990 to 1997, she directed a high net worth group in Private Banking at Chase, specializing in credit and lending products as well as traditional and alternative investment strategies for individuals, businesses, and not-for-profit companies. Since returning to her hometown of Washington, DC in 1997 to join Merrill Lynch, she has maintained long-term relationships with many clients, some spanning over twenty-five years. Paula holds a Master’s Degree (MBA) from Simmons College and a Bachelor’s Degree from Wells College. She has earned the Personal Investment Advisor (PIA) designation. Beyond her professional responsibilities, Paula participates in community volunteering in alignment with the Merrill tradition of serving local communities.

Priscilla Woo is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2024. 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 an ESG eligibility framework to recommend strategies.

Darschaun Snuffer is an Investment Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, serving in various roles including Planning Consultant, Fixed Income Specialist, Trading Execution III, High Net Worth Services, and High Opportunity Services. With over 13 years of experience as a CERTIFIED FINANCIAL PLANNER™ professional, Darschaun collaborates with clients to understand their unique financial goals and concerns. He develops financial plans designed to provide confidence and strategies to help clients work towards their objectives. He also focuses on educating clients to empower them in making informed financial decisions. Outside of his professional work, Darschaun's personal interests include spending time at the beach, cars, parenthood, tennis, and traveling.