Kaitlinh Nguyen is a financial advisor at J.P. Morgan Securities with a Series 66 designation. She has been with the firm since 2026, previously working at JPMorgan Chase Bank, N.A., and has experience in both academic and consulting roles. Outside of finance, she has worked at the Karter School of Gainesville and Booz Allen Hamilton. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Brett Goldstein is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2015 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to client goals.

Liam Williams is a Series 66 registered financial advisor at Morgan Stanley with five years of industry experience. He has worked at Morgan Stanley Smith Barney LLC and Merrill prior to his current role at Morgan Stanley Private Bank, N.A. His background includes roles outside finance such as positions with Dinosaur Restaurants LLC and Tommy Hilfiger. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Kristin Pfeiffer is a financial advisor with RBC Capital Markets, holding a Series 66 designation and six years of industry experience. She previously worked at Morgan Stanley from 2015 to 2019 before joining RBC Capital Markets in 2019. Outside of her advisory role, she serves on the boards of several nonprofits, including the Duke DC Women's Forum and Wonders Early Learning + Extended Day, and participates as a donor in the women's grant-making organization Many Hands, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, as well as integrated lending and cash-sweep services.

Toria Scotto is a Series 66-registered financial advisor with UBS Financial Services in Washington, DC, where she has worked since 2007. She has 20 years of industry experience. Outside of her advisory role, she owns and manages personal real estate with limited rental activity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a wide range of capital markets services.

Kevin Espy is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Merrill, Bank of America, New York Life Insurance Co., and Axa Advisors. Before entering the financial sector, he was employed at educational institutions including the Solomon Schechter School of Westchester and The Ideal School of Manhattan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and offers a range of advisory programs with both discretionary and non-discretionary strategies under a fiduciary standard.

Joseph Lampman is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with Merrill clients to understand their current financial situations and presents solutions available through Merrill and Bank of America. Joseph holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from James Madison University. He focuses on helping clients identify their financial goals and develop strategies tailored to their needs.

Jamal Smith is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019 and has prior experience at Smartlink LLC, NewDayUSA, and several other firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee.

John Wohlgemuth is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at AT&T and Georgetown University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Udeme Greens is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior work experience across various sectors, including marketing, consulting, and retail. Greens is also the owner of Udeme Greens Global, a business focused on product sales for additional income. Merrill 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, pension and profit-sharing plans, corporations, and charitable organizations.

Constance Gibson is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this capacity, she works closely with clients to understand their goals and priorities, collaborating with them to develop tailored financial plans. Prior to her current position, Ms. Gibson served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2022 to 2024. Before joining Fidelity, she worked as a Senior Branch Banker at PNC Bank from 2019 to 2022.

Gabrielle Bulgari is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and nine years of industry experience. She worked at Merrill from 2016 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Tina Zemba is a financial advisor with UBS Financial Services in Bethesda, MD, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Arete Wealth Management, DiMeo Schneider & Associates, Orion Investment Advisors, Merrill, Banc of America Investment Services, GFO Advisory Services, Truist Investment Services, and Ameriprise. Outside of her advisory work, she serves as secretary for a homeowner’s association in Olney, MD. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 client strategies.

Jeffrey Rubin is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2013. UBS Financial Services Inc. 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 provides research-driven, tailored investment strategies.

John Cortale is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for nine years before joining Ameriprise in 2024. He also serves as a financial literacy coach, providing budgeting and basic financial literacy education to various institutions. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Herlin Reyes Ramos is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2017, including his current role at Merrill beginning in 2022. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

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.

Clare Cunniff is a Financial Advisor at Merrill Lynch Wealth Management, where she works closely with affluent individuals and families to pursue their financial goals through thoughtful and tax-sensitive investment guidance. In her role, Clare manages all aspects of clients' financial lives, providing services such as college education planning, family wealth management strategies, managing new wealth, portfolio management, tax minimization, and retirement income planning. She earned her Bachelor's degree in Finance from Elon University. Clare has attained several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She joined the team in 2022 and resides in the DuPont Circle neighborhood of Washington, DC. Outside of her professional work, Clare's personal interests include golfing, ice hockey, pickleball, running, skiing, spending time with her family, tennis, and traveling.

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.