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, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Lincoln Financial Securities. He has been with Equitable Advisors since 2025. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers, utilizing a hybrid referral and implementation model.

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, where he has been since 2008. He began his financial services career in 2000, bringing over two decades of experience to his role. Matt focuses on liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. He also manages the team's business operations and serves as a relationship manager. Matt earned a Bachelor's Degree in Business Economics from Randolph-Macon College. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. He is involved with the Merrill Charitable Committee in Rockville and has contributed to the training program for new hires in the Greater Maryland PMD region. Outside of his professional work, Matt lives in Kensington, MD with his wife, Megan, and their two children. He enjoys coaching youth sports and spending time with his family.

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 experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2022. Prior to LPL, he held positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Madeleine Scanio is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to that, she was with the Reveille Group and Bank of America, N.A., and has experience at Clark Construction Group and George Washington University. 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 individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations.

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.

Ritesh Mathur is Vice President and Financial Consultant at Fidelity Investments. In this role, he works closely with clients and his team, leveraging Fidelity's technology and investment platform to support clients' financial goals. He has been with Fidelity Investments since 2016, progressing from Financial Consultant to Vice President, and prior to that, he gained experience at Foresters Financial Services as a Senior Associate and completed an internship at AXA Advisors in 2009. Outside of his professional responsibilities, Ritesh has interests in cars, food, football, pets, reading, and volunteering.

Eisley Kim is a Financial Advisor at Merrill Lynch Wealth Management, specializing in developing personalized retirement strategies and comprehensive wealth plans. She is dedicated to assisting clients in various areas including college education planning, family wealth management strategies, legacy planning, liquidity management, portfolio management services, and tax minimization. Eisley holds a Bachelor's Degree from McDaniel College and the Professional Investment Advisor (PIA) designation. She focuses on crafting asset allocation strategies aligned with clients' financial goals to help secure their financial futures. Her approach emphasizes building trust and satisfaction among the families and businesses she serves. Beyond her professional work, Eisley participates in community events such as the Chicago Triathlon 2023 and Independence Triathlon 2022. Her personal interests include adventure sports, camping, football, hiking, music, pickleball, pottery, reading, running, and traveling.

Cintia Pereira Lobo is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with clients and their Wealth Management Advisors to work toward their financial goals. She has held various positions at Fidelity Investments since 2020, including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity Investments, Cintia was a Customer Service Manager at Banco do Brasil from 2009 to 2018. Her professional experience spans wealth management and customer service within the financial sector.

Victoria Underhill is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 65 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019. Prior to that, she was with Risk Management Group, LLC and H. Beck, Inc. Outside of her advisory work, she serves on the Finance Committee as a board member at Mary of Nazareth Catholic School in Darnestown, Maryland. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and estate planning services.

Christopher Munno is a Financial Consultant at Fidelity Investments, where he collaborates with clients to create financial plans tailored to their individual goals and aspirations. He focuses on understanding unique client situations to develop personalized approaches and leverages both his local team and Fidelity's extensive resources to provide guidance and service. Christopher has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2024. His experience within the company encompasses various aspects of client relationship management and investment consulting. Outside of his professional work, Christopher's personal interests include baseball, family activities, fitness, football, gardening, and skiing.

Shanae Mullings is a financial advisor at Charles Schwab with a Series 66 license and two years of industry experience. She has worked with Charles Schwab Bank and Charles Schwab & Co., Inc., and previously held roles at Westminster Asbury and Magnolia Towers. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Bryan Lenet is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for five years. He is based in Bethesda, MD. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jimmy Mcmillian Jr. is a financial advisor with Equitable Advisors in Silver Spring, MD, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. Outside of his advisory role, he operates an outside insurance brokerage business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to provide both advisory and brokerage solutions.