Michael Macintyre is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 uses structured planning tools and scenario modeling to support its financial planning process.

Damien Barros is a Financial Advisor specializing in wealth management through Merrill Lynch Wealth Management. He focuses on international wealth management, liquidity management, and portfolio management services, tailoring strategies to meet clients' long-term financial goals. Damien works closely with clients, emphasizing collaboration to align investment portfolios with their aspirations. He holds a Bachelor's degree from Virginia Commonwealth University and has earned the Chartered Retirement Planning Counselor (CRPC) designation. Damien integrates insights from Merrill and resources from Bank of America to provide comprehensive financial services. Beyond his professional role, Damien contributes to his community by volunteering with local organizations. He also engages in personal interests such as biking, cooking, golfing, running, scuba diving, and traveling.

Stephen Bearce is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. He serves as a trustee for a non-family irrevocable life insurance trust. 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 advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related products and bank deposit sweeps.

Evan Tanner is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, Pinebrook Capital, Merrill Lynch, and TBC. He has a background that includes time at the University of North Carolina at Chapel Hill and work in sports and entertainment. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Reese Mona is a financial advisor at Morgan Stanley with five years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley, Reese worked at Seventy2 Capital and has been employed by Morgan Stanley Private Bank since 2023. Outside of his advisory role, he serves as an assistant men's basketball coach at Maurice J. McDonough High School in Pomfret, Maryland. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Gary Vaughan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in residential real estate as a property owner. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and processes.

Raymond Hasser is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing more than 40 years of experience serving client families. Since beginning his wealth management career in 1982, he has worked closely with a diverse clientele, often across multiple generations. His background as a police officer and Military Police in the Army informs a disciplined and thoughtful approach to financial advising, emphasizing goals-based strategies tailored to clients' individual concerns and aspirations. Ray focuses on helping clients navigate areas such as college education planning, family wealth management, managing new wealth, personal retirement planning, portfolio management, special needs planning, tax minimization, and retirement income. He emphasizes a personalized, boutique-like experience by meeting clients in their homes and coordinating proactively with their CPAs and attorneys to align tax and estate planning strategies. His appreciation of behavioral finance shapes his customization of portfolios to align with clients’ comfort levels regarding risk. Ray holds a Personal Investment Advisor (PIA) designation and earned high school diplomas from Ohio University and Wright State University. Outside of his professional role, he enjoys biking, reading, traveling, woodworking, and yoga. He is proud of his family, including his wife Sue and their five grown children.

Tracy Hoben Shelkin is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves as a representative payee for her sister. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu including retirement, education, risk, and wealth-transfer planning. Advisors use Wells Fargo research and tools to develop tailored recommendations, with clients having flexibility in implementation through brokerage or advisory programs.

Benjamin Compton is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and over 28 years of industry experience. He has worked at LPL Financial since 2020 and has prior experience with Nationwide Securities Inc and John Sprague Agency. Outside of his advisory roles, he serves as a money manager and treasurer for a local Girl Scout troop and works part-time as a substitute school bus driver. 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.

Cory Gertz is a financial advisor at Edward Jones in Dunkirk, MD, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Baker Tilly from 2020 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of advisors and branches.

Jonathan Delp is a financial advisor with LPL Financial in Waldorf, MD, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, and Wells Fargo affiliates. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies.

Zach Spradlin is Vice President and Wealth Planner at Fidelity Investments, where he has worked since 2010 in various roles. In his current position since 2022, he focuses on protecting clients' wealth by understanding their priorities and assisting in effective decision-making. Over his career, Zach has held several positions including Financial Consultant and Investment Consultant, gaining experience in wealth planning and financial consulting. His approach emphasizes listening to clients to simplify complex financial matters and prioritize their needs. Outside of work, Zach has interests in football, golf, and pets.

William Hall is a Series 66-credentialed financial advisor with 26 years of industry experience. He has been with LPL Financial since 2008 and previously worked at UBS Financial Services and Legg Mason Wood Walker, Incorporated. He is also involved in a non-variable insurance business in Alexandria, VA. 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. Its platform includes financial planning, model portfolios, third-party asset management, and institutional programs, supported by a large network of investment adviser representatives.

Doreen Trammell is a Series 66-licensed financial advisor with Thrivent Investment Management in Alexandria, VA, where she has worked since 2023. She has three years of industry experience and previously held roles at Rowene Kroesen and Calvary Church of the Nazarene. Outside of finance, she is involved in wellness coaching through Youngevity and serves as co-president of the Hayfield Garden Club, a civic association focused on gardening and community activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without portfolio management or discretionary trading authority. Their approach integrates planning with managed-account options under a consolidated billing service called WealthPlan.

Megan Palmer is a financial advisor at Edward Jones in Springfield, VA, holding the Series 66 designation. She has been with Edward Jones since 2026 and has no prior industry experience. Before joining the firm, her work history includes positions at Jimmy Johns and various roles during her education at The Pennsylvania State University and Trinity Christian School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Karen Rudolph is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. Since 2022, she has been affiliated with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and Corporate Financial Planning agreements.

Khiry Lee is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Wells Fargo Clearing since 2021 and concurrently at Wells Fargo Bank, NA since 2019. Prior to his financial services career, he was employed at American Eagle Outfitters from 2014 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Lindsay Spanier Yearsich is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured financial planning supported by firm-approved tools and modeling techniques.

Kevin McCarthy is a Financial Consultant currently working at Fidelity Investments. He partners with clients to understand their priorities and collaborates with them to develop tailored financial strategies. He monitors these plans to ensure they adapt to any changes in clients' circumstances. Kevin has held various roles in the financial services industry, including Financial Consultant at Fidelity Investments since 2022, Planning Consultant at Fidelity Investments from 2020 to 2021, Financial Consultant at E*TRADE Capital Management from 2019 to 2021, and Relationship Manager at Fidelity Investments from 2017 to 2019.

Colton Baker is a financial advisor at Morgan Stanley in Alexandria, VA, with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017. Outside of his advisory role, he has served as a poll worker for the City of Alexandria Elections Office. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and structured discovery processes.