Eric Ahn is a financial advisor at Fidelity with 12 years of industry experience. He has worked at Fidelity Investments since 2023 and was previously employed at T. Rowe Price from 2013 to 2019. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies.

Michael Reese Jr. is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America Advisors, Inc., Centaurus Financial Inc., and Reese Yeatman & Associates. Outside of advisory work, he is involved in insurance sales and service through his ownership of ReeseYeatman Benefits LLC and roles with Ensurise and Onedigital, focusing on employee benefits and life and health insurance brokerage. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services centered on model-based asset allocation and portfolio optimization, supported by various tools and discretionary management options within a large multi-advisor platform.

Jonathan McAllister is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 2010, progressing from Investments Representative to Financial Consultant before his current role. Prior to joining Fidelity, Jonathan worked at T. Rowe Price from 2004 to 2010 in various roles including Assistant Branch Manager, Investor Center Adviser, and Participant Service Center Associate. With 21 years of professional experience, Jonathan focuses on planning and advocating for high-net-worth individuals, families, and businesses. His objective is to provide timely and thoughtful financial planning and guidance to support the growth, development, and protection of wealth. Jonathan holds a California Insurance License.

Nicolas Thornton is a financial advisor at LPL Enterprise with Series 65 and Series 63 credentials and six years of industry experience. His background includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC, as well as service in the United States Coast Guard. Outside of his advisory work, he is associated with Maine Couch Guy. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, consulting, and access to third-party asset managers through model-driven investment implementation and participates in various insurance and trust services.

Lionel Ives is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in advising individual investors. He focuses on a value approach to investment management to help clients meet their personal financial goals through personalized wealth management strategies. Lionel holds a Bachelor's Degree from the University of Maryland and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He emphasizes collaboration with clients to develop tailored financial strategies aligned with their long-term objectives. In addition to his professional work, Lionel participates in community activities and volunteers with local organizations. Outside of his advisory role, he enjoys cooking, golfing, and spending time with his family.

Allison Mulhare is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has worked at Edward Jones since 2018 and previously was employed at Schurman Retail Group from 2013 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Jallah is a financial advisor with LPL Enterprise LLC based in North Bethesda, MD. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at First Command Brokerage Services, Northwestern Mutual, and Family First Life. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Zohra Ghafoor is a Planning Consultant who works closely with clients to understand their financial goals and needs, helping to tailor financial plans accordingly. She has experience in managing client relationships and providing financial services through her previous roles at Fidelity Investments. From 2023 to 2024, she served as a Financial Representative, followed by her position as a Relationship Manager from 2024 to 2026. Zohra holds a California Insurance License, supporting her expertise in financial planning and insurance-related matters.

Tigh Eisenberg Rayburn is a financial advisor with Edward Jones in Rockville, MD, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he was self-employed for four years. Outside of finance, he has experience working at the United States Taekwondo Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Tony Nerantzis is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 39 years of industry experience. Tony operates his own businesses, including Tony Nerantzis & Associates and Nerantzis Investment Advisory Group, both structured as S-corporations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools while supporting a wide network of advisors and affiliated firms.

Karen Corey is a financial advisor with UBS Financial Services in Gaithersburg, MD, holding a Series 66 designation and 20 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she serves on nomination committees for the Northern Virginia Chamber of Commerce and the Association for Corporate Growth, and is a member of the Junior Achievement of Greater Washington Associate Leadership Council. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies to client goals.

Joseph Griffin is a financial advisor at Morgan Stanley in Rockville, MD, holding a Series 66 designation with 18 years of industry experience. He has been with Morgan Stanley since 2009 and also worked at Morgan Stanley Private Bank, National Association, since 2015. Griffin has served as an adjunct professor at Catholic University Law School and is a co-author with Carolina Academic Press. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to assist clients in developing financial plans.

Stefan Lambert is a financial advisor with Equitable Advisors in Leesburg, VA, holding Series 63 and Series 65 credentials and 36 years of industry experience. His career includes roles at Equitable Advisors, Lincoln Financial Advisors, Waddell & Reed, and UBS Financial Services. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers to deliver personalized investment solutions.

Tommy Fay is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He began his tenure at Fidelity in 2023, serving as an Investment Consultant and Planning Consultant before his current role. Prior to joining Fidelity, Tommy worked as a Financial Advisor at Ameriprise from 2018 to 2022 and gained earlier experience at Edelman Financial Services and Prudential Insurance Company. Throughout his career, Tommy has collaborated with clients and their families to develop personalized financial plans and assist them in pursuing their financial goals. His professional experience spans various roles focused on financial advising, investment consulting, and client services. Outside of his professional work, Tommy enjoys cooking and baking, hiking, photography, running, playing soccer, and traveling.

Matthew Griggs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2000 and joined Merrill Lynch in 2008. He handles the management of the team's business operations as well as serving as a relationship manager. His client focus areas include liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. Matthew graduated from Randolph-Macon College with a degree in Business Economics. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Within Merrill Lynch, he is a member of the Merrill Charitable Committee in Rockville and has previously assisted with training new hires in the Greater Maryland PMD program. He lives in Kensington, Maryland with his wife Megan and their two children, Curtis and Abigail. Outside of work, Matthew enjoys spending time with his family, coaching youth sports, and engaging in activities such as baseball, camping, cooking, football, golfing, music, scuba diving, skiing, and softball.

Holly Mackay is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Cetera since 2024. She previously worked at Lincoln Financial Advisors Corporation for 12 years. Mackay is a member of GAMLAND LLC, a family real estate management business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Zheng Wang is a financial advisor at Morgan Stanley with a Series 66 designation and no prior industry experience. Before joining Morgan Stanley in 2025, Wang worked at Fannie Mae and was a partner at Naz Group LLC for 18 years. Outside of his advisory role, he is a partner in Nazlymov Fencing LLC, a recreational business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs. The firm’s financial planning process employs structured discovery conversations and advanced planning tools, managing approximately $2.74 trillion in client assets.

Scott Butera is a CFP® with 28 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Financial Engines Advisors, EF Legacy Securities, Edelman Financial Services, and Fidelity. He is also involved in Butera Wealth Management by LPL Financial. 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 specialized institutional platforms.

Madeleine Scanio is a Series 66-licensed financial advisor at Merrill with six years of industry experience. Her career includes roles at Merrill since 2019 and Bank of America, N.A. starting in 2024, as well as prior experience at Reveille Group and Clark Construction Group. 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, and institutional investors.

Jeffrey Eveland is a Wealth Management Advisor and Managing Director at Merrill, where he leads The Eveland Group, a wealth management team based in Loudoun County, Virginia. He has over two decades of experience advising affluent individuals, families, corporate executives, business owners, and professionals on comprehensive financial strategies. His practice is focused on client-centered service, helping clients navigate significant life events and financial decisions through personalized planning. Jeff earned a Bachelor's degree from the University of Virginia, where he studied Engineering and Economics. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized nationally, including listings in Barron's "Top 1,500 Financial Advisors" and Forbes' "Best-in-State Wealth Advisors." Residing in Leesburg, Virginia with his wife, Alyssa, Jeffrey is active in the community, including involvement with the Loudoun County United Way. Outside of work, he enjoys traveling with his family, golfing, hiking, attending concerts, and sporting events.