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 Zeichner is a Series 66-licensed financial advisor with Wells Fargo Clearing in Arlington, VA. He began his career in the financial industry in 2026 after several years in education and other roles. His prior experience includes positions at Charles Schwab and IU Credit Union. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions.

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.

Ryan Miller is a financial advisor with LPL Financial in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Nationwide Securities, LLC and Nationwide Financial from 2009 to 2020. Outside of his advisory role, he owns and operates two non-investment businesses, including a painting company and a commercial vehicle business focused on trash and recycling bin services. 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, and retirement consulting supported by research, model portfolios, and technology-driven solutions.

Margaret Guido is a Series 66-licensed financial advisor at J.P. Morgan Securities with nine years of industry experience. Her prior roles include positions at Merrill, Bank of America, and extended consulting work at Ivy Consulting. She is also an owner and consultant at TLA Energy LLC, a company focused on due diligence for industrial property development. 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 applying an ESG eligibility framework in its investment recommendations.

Anthony Natale is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2017, following earlier roles at Kohl's and Wegman's. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

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.

Ryan Bortner is a financial advisor with Wells Fargo Advisors in Alexandria, VA, holding a Series 66 license and 14 years of industry experience. He has been with Wells Fargo entities since 2010, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves on the finance committee for Potomac Valley Swimming and acts as a referee and chief judge for local swim leagues. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting specific net-worth thresholds, utilizing research, planning tools, and client summary reports to develop and deliver tailored recommendations.

Matthew Moore is a CFP®-certified financial advisor with Edward Jones in Alexandria, VA, with seven years of industry experience. Prior to joining Edward Jones in 2018, he served seven years in the United States Marine Corps, where he held the rank of Captain. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

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.

Keyan Tahmasebi is a Financial Solutions Advisor (FSA) affiliated with Merrill Lynch Wealth Management. In this role, he focuses on understanding clients' priorities to assist them in developing strategies aimed at achieving their short-, mid-, and long-term financial goals. He serves as a resource for a range of financial matters including investing, retirement planning, and preparing for unexpected expenses. Tahmasebi holds the professional designation of Personal Investment Advisor (PIA) and has completed an Accredited Certificate Program through Kaplan Financial Education. He collaborates with clients to address their financial concerns and questions, providing ongoing guidance as their needs evolve. Additionally, he can connect clients with Bank of America specialists for banking, credit, home financing, and small business solutions.

Charles Snyder is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2023. His prior experience includes roles at SunTrust Advisory Services and SunTrust Bank, where he was employed for a combined ten years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Fredrick Jones is a financial advisor at Morgan Stanley with nine years of industry experience, including 14 years at Merrill before joining Morgan Stanley in 2025. He holds the Series 66 designation. Outside of finance, Jones is a freelance musician who receives royalties from sync licensing placements for music used in television and advertisements. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.