Salvatore Timperio is a financial advisor with Fisher Investments, holding a Series 66 designation and 19 years of industry experience. He has worked at Fisher Investments since 2019 and previously owned Investtellect, LLC, a consulting and software reseller business. Outside of securities trading, he is also a co-owner of a commercial real estate business. Fisher Investments serves a global client base including institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment approach with a five-member Investment Policy Committee and incorporates tax-aware strategies and risk management techniques.

Gianna Ruffino is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2020. Her prior roles include positions at Virtual Service Operations, Catholic University, Boston Children's Hospital, Body Bronze, and Parisian Day Spa. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Robert S. Wright is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. 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 blends institutional trading capabilities with wealth management services, providing a broad range of capital markets, research, and lending solutions.

Colin Kimpel is a financial advisor with Mass Mutual Investors Services in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Mass Mutual since 2004. Outside of his advisory role, he is involved as an agent in individual and group life and health insurance through his own LLC and is a member of an LLC focused on wealth management administration. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved analytical tools for goal-based planning and offers a range of programs including wrap and money-manager options.

Trevor Nelson is a Certified Financial Planner (CFP®) with 32 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2021, following roles at Bank of America and Merrill. Nelson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored plans.

Michael Stadnik is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley and its predecessor since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

Giselle Colavita is a financial advisor with Charles Schwab in Bethesda, MD, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2006. Outside of her advisory role, she serves as a member of the Board of Trustees for the Connelly School of the Holy Child. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s integrated structure combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal process for alternative investment offerings.

Mathew Freeman is a financial advisor at J.P. Morgan Securities in Washington, DC, with 19 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following roles at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2019. J.P. Morgan Securities 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 investment recommendations.

Alexis George is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and bringing 12 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, George serves on the boards of several nonprofit organizations, including a vocational work study program for students with autism and a fundraising group supporting Georgetown University athletics. She is also the treasurer for the PTA at Hyde-Addison Elementary School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Vincent Pasko is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, using research and planning tools to develop tailored recommendations.

Kenneth Sprague is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 27 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 a trustee and power of attorney for family and friends’ investment-related trusts. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

William Mulford III is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation. Prior to joining Ameriprise, he was involved with the Naval Academy Golf Association and worked in various roles including at the University of Maryland College Park and On the Go Hosiery. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning advice through a centralized consulting team.

Daniel Parnes is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory work, he is involved in investment-related business activities including ownership in Parnes GP, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that addresses various financial needs with tailored recommendations supported by proprietary research and tools.

Ervrica Muhammad is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2021. Outside of her advisory role, she operates a home-based bakery business called Something Sweet by Rica and participates as an independent contractor reselling wellness products. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets through a range of advisory programs. The firm’s planning process uses structured discovery and firm-approved tools but generally does not offer individual security recommendations as part of standalone planning.

Ilian Li is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has held positions at JPMorgan Chase, Raymond James Financial Services, Atlantic Union Bank, Middleburg Financial, and PNC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a large, integrated operational structure.

Dominique Green is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2013. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Geoffrey Hart is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, following an 11-year tenure at Friedman, Billings, Ramsey & Co. 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. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Courtland Brown Jr. is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America and J.P. Morgan Securities. Outside of his advisory role, he owns and manages a limited liability company that rents vehicles through the TURO platform. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Connolly is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at GW&K Investment Management and Georgetown University. He is based in Washington, DC. 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, pension plans, corporations, and charitable organizations.

Gregory Snowden Jr. is a financial advisor at Merrill with 8 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group, Inc. He is also an employee of the United States Air Force Reserve. Outside of his advisory role, he operates an eBay store as a sole proprietor. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.