Erin Mcmillian is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Andrew Hall is a Series 66-credentialed financial advisor with Merrill, based in North Bethesda, MD. He has four years of experience with Merrill and two years with Bank of America, N.A., and previously worked in corporate roles at Nestle Nespresso USA and Starbucks, Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth investors, and institutional accounts, utilizing model-based and discretionary investment strategies developed by internal and third-party managers.

William Price is a CFP® with 37 years of industry experience, currently with Cambridge Investment Research Advisors since 2019. Prior to this, he spent ten years at Spire Investment Partners, LLC and has owned a CPA and financial planning practice since 1981. He is also involved in woodworking as a side business and serves as treasurer for the nonprofit Friends of Great Falls Tavern. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals and institutions such as pension and charitable organizations. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Megan Kessler is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and in medical and veterinary clinics. She is involved with the DC Alumni Chapter for Fairfield University, participating in event planning for local alumni. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by offering a range of wrap fee advisory programs. The firm provides customized portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Daniel Rosa is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Morris Insurance Services, Inc. and Illinois Mutual. Outside of his finance career, he has been involved with Saint Joseph Catholic Church in the Archdiocese of Baltimore for four years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Mark Mueller is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and its affiliated investment management firm since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers retirement, tax, estate, business continuation, divorce, and special needs topics, with clients able to combine planning with managed-account services under a consolidated billing option.

Moni Engineer is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, Engineer worked at Bank of America and Capital One Bank, accumulating a total of 20 years in the banking sector. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Kristin Rodriguez is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Cambridge since 2012. Outside of her advisory role, she volunteers as a speaker for the National Endowment for Financial Education. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Winslow Hayward is a Series 66 licensed financial advisor with 17 years of industry experience. He is currently with LPL Financial and has prior experience at CUNA Mutual Group, CUNA Brokerage Services, Inc., and Axa Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Paul Tronilo is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He brings a focused approach to supporting clients in achieving their financial goals by providing personalized, goals-based advice tailored to individual needs. His areas of expertise include legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. A native of New York, Paul holds a Bachelor's Degree from Queens College and has earned the Personal Investment Advisor (PIA) designation. He communicates fluently in English and Spanish, allowing him to serve a diverse client base effectively. His professional experience is informed by his own family's financial challenges, motivating him to establish a caring and dedicated team to assist clients and their families. Outside of his professional work, Paul is involved in community organizations such as Handcrafting Justice Inc. and the Leukemia & Lymphoma Society. He enjoys a variety of personal interests including basketball, biking, billiards, cooking, football, music, spending time with his family, table tennis, traveling, and watching movies.

Anthony Wykes is a financial advisor with Morgan Stanley, holding Series 63, 65, and 66 credentials and 27 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following prior roles at SunTrust Advisory Services and related entities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial and estate planning services, and manages approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery conversations and firm-approved tools, with clients responsible for plan implementation and updates.

Jeffrey Adams is a financial advisor at Merrill with 35 years of industry experience, including 32 years with Merrill since 1994. He holds Series 63 and Series 65 credentials. Outside of his advisory role, Adams is a co-owner of Adams Audiology, a medical audiology practice he operates with his wife. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Suparna Agarwal is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Wells Fargo Bank and HSBC Bank USA. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm‑approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning and Corporate Financial Planning agreements.

Scott Mergner is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of Merryland Investments LLC, a real estate property management business based in Potomac, Maryland. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Andrew Mainz is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds a Series 66 designation and has held prior roles at Pruco Securities, LLC, SunTrust, Wells Fargo Clearing, and Merrill. Outside of his advisory work, he is employed as a leasing office concierge at Dweck Properties. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically implements investment strategies through model-driven portfolios and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Matthew Bosley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 2005 and focuses on client education as a central part of his approach to wealth management. Matthew works with individuals and families to simplify complex financial challenges and develop personalized strategies across various financial priorities. He collaborates with clients' other trusted advisors, such as attorneys and accountants, when requested to coordinate comprehensive wealth strategies. Matthew holds a bachelor's degree from the University of Maryland in College Park. He has earned several professional designations including the CERTIFIED FINANCIAL PLANNER® (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). His expertise covers a wide range of client focus areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. Matthew lives in Howard County, Maryland, with his wife and three daughters. In his personal time, he enjoys cooking, football, golfing, and spending time with his family.

Bo Zhang is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient strategies, supported by integration with Bank of America affiliates and a broad capital-markets platform.

Mark Randall is a financial advisor with Merrill based in North Bethesda, MD, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Merrill since 2011 and has been with Bank of America, N.A. since 2017. Prior to Merrill, he was with Convergent Wealth Advisors, LLC from 2008 to 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ching Kai Fei is a CFP® professional with 23 years of industry experience, currently affiliated with OSAIC since 2024. His prior roles include positions at Woodbury Financial Services, Raymond James Financial Services, Charles Schwab, and USAA Financial Planning Services. Outside of his advisory work, he is involved with Planwell Financial Planning, focusing on financial education. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan participants, charities, and corporations. The firm offers brokerage and advisory services with an emphasis on model-based asset allocation, portfolio optimization, and a wide range of investment programs supported by affiliated broker-dealer and RIA relationships.

Sooyoung Cho is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2021 before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.