Tracy Hoben Shelkin is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves as a representative payee for her sister. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu including retirement, education, risk, and wealth-transfer planning. Advisors use Wells Fargo research and tools to develop tailored recommendations, with clients having flexibility in implementation through brokerage or advisory programs.

So Myong Kim is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, HSBC Securities, HSBC Bank USA, and MB Financial Bank. His current role is based in Bethesda, MD. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Oettinger is a CFP®-designated financial advisor with LPL Financial, based in Rockville, MD, with 27 years of industry experience. He has worked at LPL Financial since 2007 and previously spent five years with Stratos Wealth Partners, Ltd (doing business as Vintage Financial Partners). Outside of his advisory role, he is a part-owner of Vintage Insurance Partners and participates in an online book referral business as an Amazon Associate. LPL Financial serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various specialized strategies.

Brandon Cigna is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2011, working closely with clients to develop personalized financial strategies aligned with their long-term goals. Brandon’s approach emphasizes understanding each client’s priorities by asking detailed questions, listening carefully, and designing customized wealth management plans that help clients pursue their financial objectives while managing investment risk. Brandon’s expertise spans education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and liquidity management, among other areas. His mission is to help clients use their wealth to turn goals into reality. He holds a Bachelor's Degree from Michigan State University, where he was a member of the Men's Golf team and a former professional golfer. Brandon holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Brandon participates in community service through organizations such as First Tee of Greater Washington, DC. He is also active in the Michigan State Varsity S Club/DC Alumni. Outside of work, Brandon enjoys cooking, golfing, music, spending time with his family, traveling, and watching movies.

Alan Dana is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His career includes over 18 years of experience with Wells Fargo entities prior to his current role. Outside of his advisory work, he owns a room rental business in Arlington, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds, using Wells Fargo research and tools to develop recommendations delivered through meetings and written summaries.

Carl Wojcik is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in property maintenance for a sole proprietorship related to real estate in Wayland, MA. 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 models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Eugene Mc Vey is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. His prior employment includes roles at Merrill, TD Bank, MassMutual, and TIAA-CREF. He is based in Kensington, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, incorporating both discretionary and non-discretionary management alongside research and model portfolios.

Kristina Bakis is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with UBS Financial Services since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Parker Wiseman is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held positions at Bank of America and has worked in various roles across several industries including aviation, fitness, and education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Herbert Ortega is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and research. The firm offers services both directly and through Corporate Financial Planning agreements with employers, managing approximately $2.74 trillion in client assets.

Sherod Malik Davis is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Northwestern Mutual and The Home Depot. 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 applying an ESG eligibility framework in its recommendations.

Ryan Wiebe is a Financial Advisor at MKBH & Associates within Merrill Lynch Wealth Management. In his role, he is responsible for business development, investment management, and multigenerational wealth planning for clients. He employs a customized approach to wealth management that adapts to clients' goals and changing market conditions. Ryan provides access to Merrill's investment insights and the banking services of Bank of America to help address various aspects of clients' financial lives. Ryan focuses on areas including college education planning, family wealth management strategies, managing new wealth, portfolio management services, and serves clients in the sports and entertainment sectors. He views his role as a consultant assisting clients in navigating their financial lives, creating personalized plans designed around their family, goals, and aspirations. A native of Melbourne, Florida, Ryan holds a Bachelor's Degree from the University of Central Florida and the Personal Investment Advisor (PIA) designation. He currently resides in the Logan Circle neighborhood of Washington D.C. with his wife, Lauren. Outside of work, Ryan enjoys engaging with the offerings of the nation's capital, playing and watching various sports including baseball, basketball, and golf, as well as traveling to destinations such as South Africa, Switzerland, and the Caribbean Islands.

Patrick Dunn is a financial advisor with OSAIC in Silver Spring, MD, holding Series 63 and Series 65 credentials and 18 years of industry experience. He worked at Lincoln Financial Advisors for 11 years before joining OSAIC in 2025. Dunn is also a trustee member of the Board at St. Joseph's Collegiate Institute in Buffalo, NY, serving in an unpaid, volunteer capacity. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and unified managed accounts. The firm employs asset-allocation tools and automated rebalancing, managing portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments on both discretionary and non-discretionary bases.

Daniel Syvret is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at The Vanguard Group and positions in music education and performance, including at the University of Texas at Austin Butler School of Music and Bachus Conservatory. Outside of finance, he is a band member and owner of Dropkick The Bear, a music group based in Washington. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and models.

Frank Scicchitano is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at UBS Financial Services Inc since 2013. Outside of his primary role, he has ownership interests in FPS Wealth Management LLC and Scicchitano GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools.

George Enone is a CFP® with 25 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services, Inc. for eight years and Capital One Investing, LLC for three years. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party managers to construct diversified portfolios with a range of investment options.

James Garrity is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliate entities since 2015. Garrity is based in Washington, DC. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations in standalone planning services.

Paul Andrews is a Series 66 licensed financial advisor with 24 years of industry experience. He has been with Raymond James & Associates since 2020, following an 11-year tenure at UBS Financial Services Inc. Andrews is a partner and owner of Andrews Capital LLC, which he uses to hold private investments. He is also a partner in THE BOOM LLC, an entity established with a family member to purchase a condominium in Florida for personal use. 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, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles supported by in-house research and affiliated sub-advisers.

Beatriz Casado is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Morgan Stanley Smith Barney. 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 incorporates modern portfolio theory, with a notably broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Sally Kirkpatrick is a financial advisor with RBC Capital Markets in Chevy Chase, MD, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Kirkpatrick served on the Board of Directors of the Boys & Girls Club of Greater Metropolitan Washington from 2006 to 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and integrates both in-house and third-party investment resources.