John Rohrs is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and previously worked at T. Rowe Price for ten years before joining Merrill and Bank of America in 2026. 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, pension plans, corporations, and charitable organizations.

Christina Coffey is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at Edward Jones since 2021, following prior roles at Fidelity and BB&T. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. 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 under a fiduciary standard.

Alexander Jurado is a financial advisor at Edward Jones in Annapolis, MD, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Thrivent Financial, Thrivent Investment Management Inc., Kent Manor FBS LLC, Hersha Hospitality Management, and Spire Hospitality. 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 and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Carey White is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds the Series 66 designation and has been with UBS since 2022. Prior to returning to the industry, she was a stay-at-home parent for eight years. Outside of her advisory work, she serves as secretary and board member for Hammond Park Recreation Inc., a private neighborhood swimming pool facility. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation with a broad range of capital markets services.

Dennis Oparaugo is a financial advisor with Charles Schwab in Bowie, MD, holding CFP®, Series 63, and Series 65 credentials and possessing 27 years of industry experience. He has been associated with Charles Schwab since 2013 and is also a co-founder of Roundcomb, Inc., a real estate business involved in planning and administration. Charles Schwab & Co., Inc. serves a large client base of 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 and discretionary investment management, supported by multi-asset model portfolios and centralized operational infrastructure.