Mary Robinson Carter is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she specializes in advising first-generation wealth creators, business owners, and executives through complex financial transitions. Her expertise includes assisting clients with business succession, leadership and equity changes, retirement planning, and managing life after liquidity events. Mary’s work is informed by her own experience as a first-generation wealth creator. She understands the multifaceted nature of wealth, encompassing identity, responsibility, family dynamics, and legacy. She serves a diverse clientele including founders, women business owners, entrepreneurs, executives, and nonprofit leaders, many of whom navigate wealth without extensive family history of financial education or guidance. Mary coordinates closely with wealth, legal, and tax professionals to offer comprehensive support aligned with clients' values and long-term goals. Mary holds a bachelor's degree from Elon University and is a Personal Investment Advisor (PIA). In addition to her professional role, she actively participates in community organizations such as the Coco Coalition, Merrill Washington D.C Women's Exchange, Ronald McDonald House, and Together We Bake.

Keven Kling is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to his financial services career, he served 33 years in the United States Air Force and the District of Columbia Air National Guard. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Bezawit Dessyalew is a financial advisor at LPL Financial with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at HSBC Securities, Wells Fargo, Sun Trust Bank, and PNC Bank. Dessyalew is also involved with Justice Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Seddon Nelson is a financial advisor at SCN Capital Management with 28 years of industry experience. He holds a Series 65 designation and has been with SCN Capital Management since 1997. Outside of his advisory role, he operates a sole proprietorship focused on information system administration. SCN Capital Management is an independent firm managing approximately $58.5 million in client assets for about 48 individual clients. The firm provides ongoing portfolio management and investment advisory services with a focus on individualized client relationships.

Frank Nelson is a CFP® professional with 14 years of experience at Nelson Financial Planning Services, LLC, an independent firm based in White Plains, MD. He has provided financial planning and consulting services since 2012. In addition to his advisory work, Nelson offers income tax preparation services. Nelson Financial Planning Services specializes in personal financial planning for individuals, corporations, trusts, estates, and charitable organizations. The firm employs a fundamental research approach and emphasizes tailored investment policy statements, non-discretionary account management, and extensive non-securities advice including tax preparation and business consulting.