Tj Atkinson is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 1988, also working at Bank of America since 2009. Outside of his advisory role, he owns and operates an equestrian business and agricultural real estate ventures in Maryland. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Ashlen Garcia Rodriguez is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals and business owners to develop personalized financial strategies that support their goals today and into the future. Her services include financial planning, investment management, and ongoing guidance to help clients make informed decisions about wealth accumulation, retirement planning, risk management, and legacy planning. Ashlen's client focus encompasses areas such as college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Ashlen earned a Bachelor's Degree from George Mason University. Outside of her professional work, Ashlen engages in activities including adventure sports, biking, boxing, hiking, rock climbing, running, spending time with her family, traveling, watching movies, and yoga.

David Goldberg is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Cambridge-related firms since 2021. Outside of his advisory role, he serves as interim CEO and board member at Individualized Medicine, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Carl Vail III is a financial advisor with Morgan Stanley in Frederick, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2009. Vail also has involvement with investment-related 529 plans in Maryland. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Andrew Pantoja is a financial advisor at Morgan Stanley in Frederick, MD, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Bank of America and Merrill from 2021 to 2024. His background also includes roles outside finance, such as working at Jinya Ramen Bar and IPIC Theaters LLC. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and various investment strategies.

Mark Brooke is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014, based in Purcellville, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary strategies along with affiliated mutual funds and a proprietary money market fund.

David Morders is a financial advisor with LPL Financial in Frederick, MD, holding a Series 66 designation and over 25 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research, offering both discretionary and non-discretionary management solutions.

Sean Murphy is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009, previously spending seven years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized portfolio management and financial planning, utilizing both in-house and third-party investment managers.

Gregory Chevrier is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill Lynch. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional financial products.

Benjamin Matthews is a financial advisor with Primerica Advisors in Frederick, MD. He holds Series 63 and Series 65 licenses and has been working in financial services since 2020, with prior experience at AECOM and CSX Transportation. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodians.

Hunter Romanoff is a CFP® and holds a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019, following prior roles at Kenneally & Company and Towson University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies and advisory programs, operating under a fiduciary standard.

Alexander Israel is a Financial Advisor with Merrill Lynch Wealth Management. He collaborates with individuals and families to develop personalized financial strategies aimed at building, preserving, and transferring wealth. His approach emphasizes simplifying complex financial decisions and focusing clients on their primary goals. He has experience in both the insurance and wealth management industries, offering a perspective that balances growth opportunities with protection and planning. Alexander works closely with clients on areas including retirement planning, saving for education, managing major life transitions, and overall financial guidance. His expertise encompasses college education planning, corporate benefits, divorce transition planning, family wealth management, philanthropic planning, and portfolio management services. Alexander holds a Bachelor's Degree from Towson University and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional commitments, he engages in activities such as adventure sports, basketball, bowling, fishing, gardening, and skiing.

Krystyna King is a financial advisor at Ameriprise with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise since 2011. Outside of her advisory role, she serves as an Operations Manager for CFI Management Group LLC, supporting Ameriprise advisory practices. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendation reports. The firm delivers a wide range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Tyler Milor is a financial advisor with Morgan Stanley in Frederick, MD, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 tools, managing approximately $2.74 trillion in client assets.

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.

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.

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.

Justin Saloom is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2011, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

John Spahn is a financial advisor with Merrill in Frederick, MD, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marco Soto is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo and PNC Bank. Soto is based in Ijamsville, MD. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.