Kurt Schwartz is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Schwartz serves as an arbitrator for both the National Association of Securities Dealers and the National Futures Association and holds minority management roles in family investment entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory services to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Casey Coffman is a financial advisor with UBS Financial Services, holding the Series 66 designation and eight years of industry experience. Prior to joining UBS in 2024, he worked at Morgan Stanley for seven years, as well as at PenFed Credit Union and Energy Federal Credit Union. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research to tailor investment strategies.

Fredric Walls II is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2018 and previously at SunTrust Bank from 2011 to 2018. He serves as a board member of the Williams-Franklin Foundation, where he is involved in scholarships, career counseling, and mentorship for HBCU students. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments, supported by a centralized due diligence process and broader derivatives and commodities capabilities.

Michelle Owens is a financial advisor with Ameriprise in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, Owens serves on the Board of Directors for a nonprofit community development corporation in Washington, DC, and is Treasurer for Utility Advisory, Inc. She also oversees the investment advisor and portfolio for the United Religions Initiative. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research-driven modeling and tax-efficiency analysis to support client income strategies, while emphasizing the use of Ameriprise-managed accounts and affiliated investment products.

George Bassett Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he assists individuals, families, business owners, and executives in navigating financial complexities. His approach focuses on creating comprehensive plans that align financial resources with clients' goals, values, and relationships. George coordinates with other professionals such as attorneys and accountants to ensure financial decisions are purposeful and well-aligned. George holds a bachelor's degree from Brown University and is certified as a CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise includes retirement and legacy planning, tax minimization, wealth transfer, and strategies for small businesses, foundations, and non-profits. Residing in Charleston, South Carolina with his wife Elizabeth and their three children, George enjoys golfing, fishing, hunting, skiing, and kiteboarding in his free time. He places high value on meaningful relationships and community involvement, reflecting his commitment to supporting clients' financial well-being and personal fulfillment.

Michael Brennan is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently with UBS Financial Services in Washington, DC, where he has worked since 2022. His prior experience includes roles at Bank of America, N.A. and Merrill, spanning over a decade. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering services such as principal trading, market-making, and proprietary research to tailor client solutions.

Michael Brick is a Series 66-credentialed financial advisor with 27 years of industry experience. He has been with UBS Financial Services in Bethesda, MD since 2005. Outside of his advisory work, he serves as a board member for the Boys and Girls Clubs of Greater Washington Maryland Region, contributing to fundraising and youth activities. 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, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Mauricio Maldonado is a financial advisor with Morgan Stanley in Rockville, MD, holding Series 65 and Series 63 licenses and having nine years of industry experience. Prior to his current role starting in 2024, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2012 to 2024. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, including tailored financial planning that uses firm-approved tools and models to assist clients in planning, with approximately $2.74 trillion in assets under management.

Meagan Sexton is a CFP® and ChFC® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked with The Greater Bethesda Chamber of Commerce and was involved with A & J Hospitality Corp / Eco Caters. Additionally, she has taught classes in Rockville, MD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,700 advisors.

Rohit Fonseca is a financial advisor at J.P. Morgan Securities with one year of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, he worked at Deloitte Consulting and Booz Allen Hamilton and was affiliated with the University of Notre Dame in various capacities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes broader derivatives and commodities capabilities.

Allan Zendel is a CFP®-designated financial advisor with 42 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He previously worked for A. G. Edwards & Sons, Inc. for 12 years. He serves clients from Bethesda, MD, and holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and applies research-driven investment strategies, including modern portfolio theory, across a broad range of financial services.

Sean Mcsweeney is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to his current role, he held various positions in the hospitality and retail sectors, including working as a server at Davio's Northern Italian Steakhouse. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors and offers services including discretionary portfolio management, fund advisory, and management consulting.

Kevin Appler is a CFP® professional with 30 years of experience in the financial industry. He has worked at LPL Financial off and on since 2008 and also spent time at Kestra Financial Services and Tower Federal Credit Union. He operates Tower Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ronnie Franks is a financial advisor at Osaic with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Osaic in 2025, he worked at Bailey Wealth Advisors and UpSlope Advisors, Inc. He serves as an advisory board member for the Greater Washington Community Foundation in Montgomery County, a nonprofit organization. Osaic Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.

Corinne Dorey is a financial advisor at Edelman Financial Engines with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Fidelity Personal and Workplace Advisors and Edelman Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified, long-term oriented investment solutions across various account types.

Carter Rolfe is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he works directly with clients to design and execute personalized financial plans tailored to their unique family needs. Carter emphasizes advocacy and communication to build trust and reliability with his clients. Carter has been with Fidelity Investments since 2015, progressing through several roles including Financial Representative, College Planning Specialist, Relationship Manager, Investment Consultant, and Financial Consultant. This range of experience across various facets of financial services has provided him with a broad understanding of investment management and client relationship development.

Gilma Hernandez is a financial advisor with LPL Financial, holding a Series 66 license and four years of industry experience. Her previous roles include positions at Merrill and Bank of America, N.A. Hernandez currently conducts wealth management activities through Tower Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors, utilizing model portfolios, third-party managers, and customized strategies.

Julianna Lopes is a financial advisor with Primerica Advisors in Crofton, MD, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Primerica Advisors since 2003 and has prior experience at Arbonne from 2016 to 2019. In addition to her advisory role, she is a self-employed instructor for pre-licensing classes for PFS agents and an author. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.

Mark Murphy is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes prior roles at Janney Montgomery Scott, Morgan Stanley, and Citigroup Global Markets. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Terrell Matthews is a financial advisor with Primerica Advisors in Calverton, MD, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2012 and has also worked at the U.S. Patent & Trademark Office since 2005. Matthews owns Matt-Hew Consulting LLC, where he operates as a Certified Divorce Financial Analyst. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.