Mee Teng Tan is a financial advisor at Merrill with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Merrill and Bank of America in 2026, Tan worked at Wells Fargo Bank and Wells Fargo Clearing from 2022 to 2026. Outside of financial advising, Tan co-owns a rental property in Singapore with a spouse. 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. The firm offers model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Damme is a CFP® and ChFC® credentialed financial advisor with eight years of industry experience. She has worked at Edward Jones since 2021 and previously held roles at Bankers Life Securities Inc and Bankers Life and Casualty. Jennifer also operated her own business, Jenn Damme Strategist, from 2014 to 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 financial advisors.

Eric Cherkauskas is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, and he serves as a board member of the National Guard Association of the United States, representing Area II Army interests. In addition to his advisory work, he is a Captain and Battery Commander in the Pennsylvania Army National Guard. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides investment and planning strategies without delivering individual security recommendations as part of standalone planning.

Mounir Benbatoul is a financial advisor at Morgan Stanley with 24 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Mary Davis is a CFP® with 41 years of industry experience and is currently an advisor at Edelman Financial Engines in Fairfax, VA. She has worked with affiliated firms since 1994, including Edelman Financial Services LLC and Financial Engines Advisors L.L.C. Davis serves as a board member of the McLean Project for the Arts, a nonprofit supporting contemporary artists. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Douglas Keegan is a CFP®-certified financial advisor with 26 years of industry experience. He has been with Edelman Financial Engines and its predecessor entities since 2010, including roles at Financial Engines Advisors L.L.C. Prior to his advisory work, he launched and manages Firebird Rising LLC, an entertainment business. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term strategies.

Joseph Buchy is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to provide customized comprehensive wealth management solutions. His role involves helping clients articulate, plan, and achieve their unique financial goals by leveraging the investment resources of Merrill and banking services of Bank of America. Mr. Buchy has been in the financial services industry since 2015 and joined Merrill Lynch Wealth Management in 2018. His areas of expertise include college education planning, services for endowments, foundations and non-profits, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, sports and entertainment, tax minimization, and retirement income strategies. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's degree in Integrated Science and Technology from James Madison University in 2004 and a Master's in Business Administration from George Mason University in 2014. Mr. Buchy is involved in community activities, including volunteering with the organization Love.Futbol. His personal interests include cooking, golfing, music, soccer, and spending time with his family.

Arthur Chase is a financial advisor with UBS Financial Services in Chantilly, VA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS and its predecessor Painewebber Incorporated since 1994. He also serves on the board of directors for the Marian Woods Home Owners Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a range of capital markets services.

Azan Piperno is a Series 66-credentialed financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and held prior roles at McAdam LLC and Purshe Kaplan Sterling Investments in 2016. Outside of his advisory work, he is a tennis instructor. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process.

Natalia Tafaro is a financial advisor with Fidelity in Reston, VA, holding a Series 66 designation and 9 years of industry experience. She has worked with Fidelity Brokerage Services since 2017 and joined Fidelity Investments in 2025. Her prior experience includes two years at PNC Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and AI in portfolio management, as well as its advisory role to multiple registered investment companies.

Jason Smoot is a Financial Consultant currently working at Fidelity Investments since 2023. He has held positions as Vice President - Financial Consultant at Charles Schwab & Company from 2021 to 2023, Senior Financial Consultant at TD Ameritrade from 2018 to 2021, and Licensed Financial Consultant at T Rowe Price from 2016 to 2018. Jason employs a disciplined approach to wealth management, assisting clients in defining their financial goals and developing plans to work toward their desired financial destinations. He lives in Ashburn with his wife and three children.

Marco Jauregui Flores is a financial advisor with Edward Jones in Manassas, VA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Upskill Training Partners LLC and held positions with American Airlines in Peru and Bolivia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors and 15,000 branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Mead is a Wealth Management Advisor and managing team partner of Mead & Associates at Merrill Lynch Wealth Management. He has over 30 years of experience in the financial industry, beginning his career in 1988 as a Financial Consultant for PaineWebber, Incorporated. In 1996, he joined Merrill, where he has developed a planning-based wealth management team that provides customized advice and guidance to individuals, families, and foundations. Mead & Associates, headquartered in Reston Town Center, Virginia, collaborates with clients on various aspects of their financial lives, including asset management, cash management, liability management, education planning, retirement planning, and insurance planning. David has also contributed to the training of Merrill financial advisors through the National Faculty Program and the Advisor Growth Network. David graduated from The Catholic University of America with a bachelor's degree in finance in 1985 and earned a master's degree in financial management from the same institution in 1987. He holds the Certified Investment Management Analyst (CIMA) designation. David resides in Vienna, Virginia, with his wife Sheila and their three children.

John May is a financial advisor at OSAIC with 47 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he spent 23 years with Lincoln Financial Advisors Corp. In addition to his advisory work, he teaches Social Security and IRA planning classes at his church several times a year. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charities through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with investment strategies that utilize asset allocation tools, risk-tolerance assessments, and automated rebalancing across diverse asset classes.

Adrienne Rowles is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Thrivent Financial, Ameriprise Financial Services, and Raymond James Financial Services. Outside of her advisory work, she is the founder and director of Shiba Rescue of New England, an animal rescue organization focused on rehoming Shiba dogs. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Robert Potter is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2010. Outside of his advisory role, he serves as senior pastor of Journey Worship Centre and is president of Breakthrough Ministries, where he is involved in speaking engagements and leadership training. 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. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products.

Russell Day is a financial advisor at Edelman Financial Engines with five years of industry experience. He holds a Series 65 designation and has worked at firms including Financial Engines Advisors L.L.C. and McGladrey. Prior to joining Edelman Financial Engines, he was employed at Boat America Corporation and New Virginia Majority. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, offering diversified model portfolios and a fiduciary investment process emphasizing long-term management.

Christopher Neary is a Financial Advisor at Merrill Lynch Wealth Management. He serves clients by helping them develop strategies to pursue their short-, mid-, and long-term financial goals. His areas of expertise include family wealth management strategies, legacy planning, and managing new wealth. He also provides guidance on general investing, retirement planning, and saving for the unexpected, with access to Bank of America specialists for banking, credit, home financing, and small business solutions. Christopher combines his background as a second-generation Merrill advisor with insights into the financial opportunities and challenges faced by today's professionals and families. He holds a Bachelor's Degree in Economics from the Pennsylvania State University System and has earned the Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Outside of his professional work, Christopher enjoys golfing, spending time with his family, and traveling.

Mark Menzel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2014. Menzel is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody and platform arrangements and a range of portfolio strategies.

Timothy Plush is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Human Security, Inc. Outside of his advisory work, he provides voiceover services as an independent contractor. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.