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.

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 with Fidelity, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been associated with Fidelity Brokerage Services LLC since 2016 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with offerings that include discretionary portfolio management and fund advisory. The firm employs a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing systematic methodologies and long-term asset allocation benchmarks.

Kurt Schwartz is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Schwartz serves as an arbitrator for both the National Association of Securities Dealers and the National Futures Association and holds minority management roles in family investment entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory services to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Fredric Walls II is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2018 and previously at SunTrust Bank from 2011 to 2018. He serves as a board member of the Williams-Franklin Foundation, where he is involved in scholarships, career counseling, and mentorship for HBCU students. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments, supported by a centralized due diligence process and broader derivatives and commodities capabilities.

George Bassett Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he assists individuals, families, business owners, and executives in navigating financial complexities. His approach focuses on creating comprehensive plans that align financial resources with clients' goals, values, and relationships. George coordinates with other professionals such as attorneys and accountants to ensure financial decisions are purposeful and well-aligned. George holds a bachelor's degree from Brown University and is certified as a CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise includes retirement and legacy planning, tax minimization, wealth transfer, and strategies for small businesses, foundations, and non-profits. Residing in Charleston, South Carolina with his wife Elizabeth and their three children, George enjoys golfing, fishing, hunting, skiing, and kiteboarding in his free time. He places high value on meaningful relationships and community involvement, reflecting his commitment to supporting clients' financial well-being and personal fulfillment.

Michael Brennan is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently with UBS Financial Services in Washington, DC, where he has worked since 2022. His prior experience includes roles at Bank of America, N.A. and Merrill, spanning over a decade. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering services such as principal trading, market-making, and proprietary research to tailor client solutions.

Rohit Fonseca is a financial advisor at J.P. Morgan Securities with one year of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, he worked at Deloitte Consulting and Booz Allen Hamilton and was affiliated with the University of Notre Dame in various capacities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes broader derivatives and commodities capabilities.

Sean Mcsweeney is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to his current role, he held various positions in the hospitality and retail sectors, including working as a server at Davio's Northern Italian Steakhouse. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors and offers services including discretionary portfolio management, fund advisory, and management consulting.

Carter Rolfe is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he works directly with clients to design and execute personalized financial plans tailored to their unique family needs. Carter emphasizes advocacy and communication to build trust and reliability with his clients. Carter has been with Fidelity Investments since 2015, progressing through several roles including Financial Representative, College Planning Specialist, Relationship Manager, Investment Consultant, and Financial Consultant. This range of experience across various facets of financial services has provided him with a broad understanding of investment management and client relationship development.

Mark Murphy is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes prior roles at Janney Montgomery Scott, Morgan Stanley, and Citigroup Global Markets. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Glen Bennett is a financial advisor with LPL Financial in Arlington, VA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Linsco Private Ledger Corp since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Colleen Shepard is a Wealth Management Advisor and founding partner of The Shepard Ellison Group at Merrill Lynch Wealth Management, where she has worked since 1990. She holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification as awarded by the Certified Financial Planner Board of Standards, Inc., along with the Personal Investment Advisor (PIA) designation. With over 30 years of experience, Colleen specializes in providing a holistic approach to wealth management, focusing on client relationship excellence and personalized service. Her practice serves entrepreneurs, business owners, women in leadership, senior executives, and multigenerational families, assisting with areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and small business strategies. Colleen holds a Master's Degree from American University and a Bachelor's Degree from the State University of New York. She has served in advisory roles including membership on the Financial and Investment Committees for St. Andrews Episcopal School, the Financial Committee for Grace Episcopal Day School, and as a Vestry Member for All Saints Church in Chevy Chase. She is also a member of the Women's Golf Association at Bethesda Country Club and volunteers at All Saints Episcopal Church on various service projects.

Evan Tanner is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America N.A., Merrill Lynch, and Pinebrook Capital. Prior to his advisory career, he was associated with the University of North Carolina at Chapel Hill and Tandem Sports and Entertainment. Merrill, along 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, and institutional investors.

John Snyder is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Brown Advisory and SVB Wealth LLC. He is based in Washington, DC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Katharine Leithead is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2009. She also has a long tenure with Bank of America, N.A. beginning in 2002. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lauren Finikiotis is a Series 66-licensed financial advisor with five years of industry experience, currently with J.P. Morgan Securities in Washington, DC. Her work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021, along with earlier positions at the College of William & Mary and the University of Pittsburgh. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, supported by specialized affiliates.

Hugh Mclaughlin III is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities within Morgan Stanley and its affiliates since 1995. His current roles include positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs supported by structured planning tools and research-driven investment insights.

Michael Mann is a CFP®-certified financial advisor with nine years of industry experience, currently associated with Raymond James Financial. He has previously worked at R.W. Baird & Co. and maintains a role at Gentian Financial, Inc., where he is involved in financial planning, investment research, and internal operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and institutional consulting.

Mary Mathias is a CFP® professional with 40 years of experience in the financial industry. She is currently with RBC Capital Markets and has previously worked at City National Bank and Ferris, Baker Watts, LLC. Outside of her advisory role, she occasionally rents beach properties to friends and family. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies through a combination of in-house and third-party managers, incorporating options for tax management, rebalancing, and responsible investing.