Ethel Treister is a financial advisor at Cetera with 25 years of experience. She holds the PFS™ and Series 66 designations and has also worked as a CPA since 1992 and as a flight instructor from 1997 to 2018. In addition to her advisory role, she provides tax planning and preparation through her CPA practice. Cetera Investment Advisers LLC is an SEC‑registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with access to multiple program platforms and third‑party managers.

George Balboa is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads the financial services for the Balboa & Blevins Group, providing wealth management and strategic planning services. George focuses on key areas including asset allocation, retirement, estate, and succession planning. With more than 34 years of experience in financial and wealth management guidance, George joined Merrill in 1991 after earning his bachelor’s degree from Boston College. He holds several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). George is bilingual in English and Spanish. George has been named to Forbes' "Best-in-State Wealth Advisors" list consecutively from 2019 through 2025. His extensive experience and credentials support his commitment to designing tailored financial strategies for clients.

Latrina Green is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide 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 utilizes structured planning processes and advanced modeling tools to support its financial plans.

Michael Berens is a financial advisor with RBC Capital Markets in Washington, DC, holding Series 66 and Series 63 designations and bringing 37 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies that utilize both in-house and third-party investment managers, alongside features such as tax management and responsible investing options.

Stephanie Latta is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63, 65, and 66 licenses. She has 26 years of industry experience, including prior work at Morgan Stanley Smith Barney. RBC Wealth Management serves a wide range of clients, including individual investors and institutions, offering advisory and brokerage services with customizable portfolio management and financial planning solutions.

Garrett Foran is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. He has previously worked at Edward Jones and Osaic Wealth Inc., and has held positions outside finance including roles at Mosquito Hunters and Virginia Tech. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Rutherford is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, NA since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of financial product options that include insurance-related vehicles and bank deposit sweep programs.

Paula Heichel is a CFP® with 44 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she has sole ownership of a rental property business in Washington, DC. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products than typical large institutional advisers.

Talya Bock is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in aligning clients' financial lives with their values and long-term objectives. Her areas of expertise include family wealth management, legacy planning, socially responsible investing, philanthropic planning, special needs planning, and retirement income planning. Talya works with clients across various life stages, offering personalized strategies that reflect their unique goals and priorities. Previously, Talya held positions in private wealth management at Morgan Stanley Smith Barney and investment banking at BMO Capital Markets. She holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Special Needs Consultant®, Chartered Retirement Planning Counselor™, and other professional designations that demonstrate her comprehensive knowledge in wealth management. She earned bachelor's degrees in Economic History and Talmud (Jewish Law) Magna Cum Laude from Barnard College and the Jewish Theological Seminary, along with a Master's degree in education from the Jewish Theological Seminary. Outside of her professional duties, Talya is an active community volunteer and serves as a trustee for the Jewish Theological Seminary and Hadar Institute. She resides in Mount Pleasant with her husband and three children and engages in activities such as camping, cooking, hiking, running marathons, scuba diving, and yoga.

Joseph Davis Jr. is a financial advisor at LPL Financial with 54 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at H. Beck, Inc. and his own firm, Davis Advisory Services, Inc. He is involved with The Living Capital Group in a non-variable insurance capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Bertrand Ong is a financial advisor with Wells Fargo Clearing in Ashburn, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jacob Wood is a Series 66 licensed financial advisor with Edward Jones in Washington, DC, where he has worked since 2021. He has four years of industry experience, including prior roles at Splashtacular LLC and Water Technology Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Erin Turner is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with 17 years of industry experience. She worked at Goldman, Sachs & Co. for 10 years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Olufunke Oyesola is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Seena Ghavami is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client's unique goals, risk tolerance, time horizon, and liquidity needs. Seena employs a goals-based wealth management process aimed at fostering collaborative client relationships characterized by transparency and purpose. With expertise in utilizing global resources and innovative web technology, Seena helps families pursue financial lifestyles that align with their long-term objectives. He provides personalized advice and access to specialized investment services, ensuring clients receive service designed to meet their specific needs. Seena holds a Bachelor's Degree from George Mason University and is a Personal Investment Advisor (PIA). He is fluent in English and Persian.

Henry Filter III is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1996 and at Bank of America, N.A. since 2011. 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 and profit-sharing plans, corporations, and charitable organizations.

Molly Shaughnessy is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals, families, and businesses to help build, preserve, and manage wealth through personalized financial strategies. Her expertise includes investment planning, retirement solutions, and risk management, focusing on long-term client relationships based on trust and transparency. She leverages the global resources of Bank of America and Merrill to provide tailored financial guidance aligned with each client's goals and values. Molly holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her Bachelor's degree from Saint John's University and is a member of the St. John's University Alumni association. Her client focus areas include personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Outside of her professional work, Molly enjoys golfing, painting, pickleball, and yoga.

Kwaku Dompere is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fidelity Brokerage Services LLC since 2016, with prior experience at SunTrust Bank. Dompere is currently based in Washington, DC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is involved in managing fund-of-funds structures, delivering model portfolios to intermediary platforms, and has unique roles including registration as a commodity pool operator and advisory services to multiple registered investment companies.

Patricia Baum is a financial advisor at RBC Capital Markets with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008, also working with City National Bank since 2017. Baum serves on the Board of Directors for the Baltimore Community Foundation, where she chairs the investment committee, and is a board member of the Rosa Parks Museum. She is president of the Charles C. Baum Foundation, a family charitable organization focused on community grants. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and advisory services, combining in-house and third-party investment resources with options for tax management and responsible investing.

Brad Long is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial. He has worked at Raymond James since 2009 and has held various roles including independent insurance sales agent, tax preparer, and business consultant. Long is also the president of Long Financial Services, a support company for financial advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.