Kristin Alexander is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, supported by structured discovery processes and firm-approved planning tools.

Kevin Di Manna is a financial advisor with Merrill in North Bethesda, MD, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill and Bank of America since 2017 and was previously employed at Arthur J. Gallagher from 2015 to 2017. Outside of his advisory role, he coaches younger baseball players through sports camps and clinics as an independent contractor. 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.

Trevor Corey is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2016, and previously held roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Citigroup Global Markets. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized, integrated operational structure.

Paul Luebbe Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is also a freelance musician based in Chantilly, Virginia. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside market modeling techniques in its financial planning process.

Jennifer Heebink is a financial advisor at Morgan Stanley with 26 years of industry experience. She has held positions at Ameriprise Financial Services and Keel Point, LLC prior to joining Morgan Stanley in 2019. Heebink holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, incorporating the Global Investment Committee’s return estimates and simulation models.

Christopher Casey is a CFP® with nine years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2018. His prior experience includes roles at United Brokerage Services and Raymond James Financial Services. Outside of his advisory work, he is the head coach for a 12-and-under baseball team with the Win Within Baseball Program in Washington, DC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad suite of capital markets offerings.

James Tringali is a financial advisor with Morgan Stanley in Reston, VA, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019 and was previously with Purshe Kaplan Sterling Investments from 2015 to 2019. He is also associated with McAdam LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual 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 market outlook models.

Meg Yoder is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2026. In this role, she partners with clients to simplify financial complexity and develop personalized strategies to manage risk, create income, and plan for legacy goals. Prior to this, she served as a Financial Consultant at Fidelity Investments from 2020 to 2025 and began her career as an Associate Financial Consultant at Charles Schwab from 2017 to 2020. Throughout her career, Meg has focused on helping clients work toward their financial objectives through disciplined and tailored approaches. Outside of her professional work, she has personal interests that include cooking and baking, fitness, being a foodie, parenthood, pets, and swimming.

Kent Showler is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Lee, Sipe and Associates and PNC Investments. Outside of his advisory role, he refurbishes and sells used baseball gloves as a hobby and volunteers in the maintenance of a local neighborhood park. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm offers non-discretionary planning tailored to client goals, employing risk profiling and modeling tools, and supports advisory programs along with specialized municipal and consulting services.

Arjun Venu is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Mariah Lightfoot is a Series 66-licensed financial advisor with LPL Financial, based in Gaithersburg, MD, and has eight years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Co, MGM National Harbor, and Capella University. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions and supports its advisors with proprietary research, third-party strategies, and various operational tools.

Brendan Morahan is a financial advisor at Charles Schwab with two years of industry experience. His prior roles include positions at New York Life Insurance Company, New York Life Securities LLC, Eagle Strategies (NY Life), Prosperity Home Mortgage, and Boylan & Morahan PLC. He holds Series 63 and Series 65 designations. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Christine Papadopoulos is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2017, following prior roles at JP Morgan Securities LLC and JPMorgan Chase Bank. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, supported by internal Chief Investment Office teams and third-party managers.

Maritza Hernandez is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley for nine years, as well as at PNC Wealth Management for one year. 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 wide range of clients including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Scott Kreger is a financial advisor with RBC Capital Markets in Rockville, MD, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously spent eight years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides tailored advisory programs combining in-house and third-party investment management with various portfolio management options.

Robert Pfeifer is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2005. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Carla Britton Ramsey is a CFP® professional with four years of industry experience, currently affiliated with Edward Jones. Her prior roles include positions at Raymond James Financial Services Advisors, T Rowe Price Investment Services, and The Vanguard Marketing Corporation. She has also operated Carla Ramsey Financial Coaching LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies supported by a large network of financial advisors and branch offices nationwide.

Carmen Peluso is a CFP®-certified financial advisor with Edward Jones, based in Bethesda, MD. She has 13 years of industry experience and has been with Edward Jones for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Emma Lalley is a financial advisor at Raymond James & Associates with five years of industry experience. She holds the Series 66 designation and has previously worked at Steward Partners Investment Solutions, LLC and related entities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and public entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad range of portfolio management styles and affiliated research.

Adriana Guzman is a financial advisor with Ameriprise in Bethesda, MD, holding a Series 66 designation and 12 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she works as a dog walker with Wag! Inc. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.