Nicolas Pasta is a financial advisor with LPL Financial in Annapolis, MD. He holds the Series 66 designation and has one year of industry experience, beginning his career while transitioning from academic studies at the University of Maryland and St. Mary's. He is currently associated with Trident Wealth and LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

Camille Meeks Stevens is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services LLC since 2016, as well as Wells Fargo Bank NA since 2014. 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 advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Joanna St. Clair is a financial advisor with LPL Financial in Annapolis, MD, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Prior to joining LPL Financial in 2025, she worked at RBC Capital Markets Corporation for 17 years. She also serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer providing services to individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Thomas Moran is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2006 and brings nearly 20 years of experience working with families on investment advice, financial planning, and related services. Prior to his current role, he was a partner at The Erdmann Group for over a decade, where he contributed to client experience, investment strategy, and operational excellence. Mr. Moran holds a Bachelor's degree from Fordham University and maintains professional designations as a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA). A native of Connecticut, he resides in Wilton with his wife and two children.

Gabbi McLean is a Planning Consultant at Fidelity Investments, currently based in the Annapolis branch. In this role, she partners with advisers and works closely with clients to support ongoing personalized planning and strategy implementation. Her approach focuses on understanding clients' priorities, reviewing their current financial situations, and collaborating on strategies designed to support their long-term goals as they evolve. Gabbi has been with Fidelity Investments since 2024, progressing through roles including Financial Services Representative and Relationship Manager before becoming a Planning Consultant in 2026. This experience has provided her with a comprehensive understanding of client relationship management and financial planning processes. Outside of her professional work, Gabbi enjoys cooking and baking, football, traveling, and volunteering.

Adam Freiman is a Series 66-credentialed financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Danielle Juda is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. She has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2009. Juda serves as a director on the board of the Charles E. Smith Jewish Day School, participating in the investment committee responsible for overseeing the school’s endowment. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Joseph Coliton is a Wealth Management Advisor and Partner of the Coliton Mattingly Group at Merrill Lynch Wealth Management. In his role, he offers a disciplined, goals-based wealth management process tailored to the needs of high-net-worth individuals, families, corporate executives, medical professionals, and private and public companies. He collaborates with clients on wealth building, preservation, and succession planning to help ensure multi-generational financial stability. Joe holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor’s Degrees in Finance and Marketing from the University of South Carolina’s Darla Moore School of Business and has completed Financial Planning studies at the University of Virginia. His expertise includes executive compensation, equity compensation services, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, small business strategies, and services for endowments, foundations, and non-profits. Outside of his professional work, Joseph participates in a variety of community organizations including the Darla Moore School of Business, Filter of Hope, Military Bowl Foundation, Inc., SOME (So Others Might Eat), StreetWise Partners, The Ability Experience, Washington DC Gamecock Alumni Association, and Washington Jesuit Academy. He enjoys personal activities such as boxing, fishing, golfing, hiking, hunting, racquetball, running marathons, surfing, tennis, and traveling.

Brian Wagner is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies. He works closely with clients to understand their individual financial situations and goals, delivering customized approaches that adapt to changing needs and market conditions. Brian provides clients access to the investment insights of Merrill and the banking services of Bank of America to support various aspects of their financial lives. His areas of expertise include college education planning, equity compensation services, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, and tax minimization. Brian approaches financial advising with a focus on long-term stability and thorough understanding of every aspect of his clients' financial pictures. Brian holds a Bachelor's Degree from the University of Maryland and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is originally from the Philadelphia area and relocated to the DMV region after his education. Outside of work, Brian enjoys spending time with family and friends, being outdoors, exercising, and engaging in sports activities such as baseball, basketball, football, and golf.

Joseph Hughes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized wealth management strategies that align with their unique financial priorities and life stages. Joseph emphasizes a collaborative approach to planning, guiding clients through the complexities of life’s financial cycles while considering key aspects such as family, finances, health, home, leisure, work, and giving. His expertise extends beyond investment portfolio management to comprehensive financial planning that supports long-term goals. Joseph holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Virginia Polytechnic Institute & State University. In addition to his professional work, Joseph is engaged in community service, reflecting the Merrill tradition of participating in and supporting the communities served. He volunteers with local organizations as part of his commitment to community involvement.

Kenec Elvir Corrales is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Thrivent Financial, Thrivent Investment Management, and Pruco Securities LLC. Outside of his advisory role, he is involved as a youth soccer coach with Vienna Youth Soccer. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis as part of its financial planning process.

Nathan Marsden is the Regional Managing Director for Merrill Private Wealth Management, a role he assumed in June 2023. He began his career with Merrill in 1993 as a financial advisor in Washington, DC, and has developed extensive expertise in global wealth management, asset management, annuities, retirement plan distribution, enterprise business integration, and driving business turnarounds through innovation and team productivity. Nathan holds the professional designations of Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA). He emphasizes the collaborative culture within Merrill Private Wealth Management, where advisors leverage the full resources of Bank of America and Merrill to help clients achieve their financial, life, and family objectives. Outside of his professional duties, Nathan is associated with the organization Racquet Up Detroit.

Ian Ross is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2021. Ross serves as Vice President and board member of The Beta Theta Pi Club of Michigan, a fraternal social and recreational organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Kara Bruntz is a financial advisor with Charles Schwab in Washington, DC, holding Series 63 and Series 66 credentials and five years of industry experience. Her work history includes roles at Charles Schwab Bank SBB and Charles Schwab, as well as earlier positions outside finance such as at Old West Cafe and Marriott International. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by proprietary research and alternative investment offerings.

Dallas Disbro is a Financial Advisor and Portfolio Advisor with Merrill Lynch Wealth Management. He has been providing financial advice and personalized guidance since joining Merrill in 2014, with experience serving individuals, families, and business owners. Dallas offers tailored wealth management strategies focused on retirement planning, education funding, liquidity events, and wealth transfer, aligning with his clients' unique financial goals and timelines. Dallas holds the Chartered Retirement Planning Counselor (CRPC) designation and the Portfolio Advisor title from the Merrill Investment Advisory Program. He also holds FINRA Series 7 and Series 66 registrations. Prior to Merrill, he worked at AXA Advisors as a Financial Consultant specializing in retirement benefits for public school employees. Dallas earned two Bachelor of Arts degrees with institute honors in Economics & Business and Spanish from the Virginia Military Institute, where he also minored in Leadership and concentrated in Financial Management. In addition to his professional work, Dallas is actively involved in the spinal cord injury and disability community in the Greater Washington DC area. Since 2017, he has served as a board member and acting President of the United Spinal Metro DC Chapter. He was honored with the naming of The Dallas Disbro Ability Center at the Sheltering Arms Institute, a physical rehabilitation hospital. Dallas incorporates special needs planning into his financial practice to assist clients with long-term disabilities and families with special needs individuals. He resides in Washington, D.C., and his personal interests include international travel, live music, dancing, and sports.

Andrew Leleck is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 65 and Series 66 credentials and 17 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. Outside of finance, he is an owner and partner of Made By the Water, LLC, a company that owns several breweries. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized manager due diligence. The firm delivers its services on a non-discretionary basis, applying an ESG eligibility framework when recommending strategies.

Josselyn Romero Argueta is a financial advisor at Merrill with a Series 66 designation and seven years at the firm. Her prior work experience includes roles at Bank of America, Bath & Body Works, Victoria’s Secret, and Chick-fil-A. 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 plans, corporations, and charitable organizations.

Cicely Fox is a financial advisor at J.P. Morgan Securities with six years of industry experience. She previously worked at UBS Financial Services before joining J.P. Morgan in 2019. Cicely holds a Series 66 designation and operates out of Washington, DC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support non-discretionary decision-making.

Miguel Talero is a financial advisor with Merrill based in Washington, DC, holding a Series 66 designation and three years of industry experience. He has worked at Bank of America and Merrill since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Jared Williams is a financial advisor with Raymond James & Associates in Washington, DC. He holds Series 63 and Series 66 designations and has 15 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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, investment consulting, and municipal advisory services.