Joseph Griffin is a financial advisor at Morgan Stanley in Rockville, MD, holding a Series 66 designation with 18 years of industry experience. He has been with Morgan Stanley since 2009 and also worked at Morgan Stanley Private Bank, National Association, since 2015. Griffin has served as an adjunct professor at Catholic University Law School and is a co-author with Carolina Academic Press. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to assist clients in developing financial plans.

Stefan Lambert is a financial advisor with Equitable Advisors in Leesburg, VA, holding Series 63 and Series 65 credentials and 36 years of industry experience. His career includes roles at Equitable Advisors, Lincoln Financial Advisors, Waddell & Reed, and UBS Financial Services. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers to deliver personalized investment solutions.

Matthew Griggs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2000 and joined Merrill Lynch in 2008. He handles the management of the team's business operations as well as serving as a relationship manager. His client focus areas include liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. Matthew graduated from Randolph-Macon College with a degree in Business Economics. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Within Merrill Lynch, he is a member of the Merrill Charitable Committee in Rockville and has previously assisted with training new hires in the Greater Maryland PMD program. He lives in Kensington, Maryland with his wife Megan and their two children, Curtis and Abigail. Outside of work, Matthew enjoys spending time with his family, coaching youth sports, and engaging in activities such as baseball, camping, cooking, football, golfing, music, scuba diving, skiing, and softball.

Holly Mackay is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Cetera since 2024. She previously worked at Lincoln Financial Advisors Corporation for 12 years. Mackay is a member of GAMLAND LLC, a family real estate management business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Scott Butera is a CFP® with 28 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Financial Engines Advisors, EF Legacy Securities, Edelman Financial Services, and Fidelity. He is also involved in Butera Wealth Management by LPL Financial. 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, third-party asset management, and specialized institutional platforms.

Madeleine Scanio is a Series 66-licensed financial advisor at Merrill with six years of industry experience. Her career includes roles at Merrill since 2019 and Bank of America, N.A. starting in 2024, as well as prior experience at Reveille Group and Clark Construction Group. 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, and institutional investors.

Jeffrey Eveland is a Wealth Management Advisor and Managing Director at Merrill, where he leads The Eveland Group, a wealth management team based in Loudoun County, Virginia. He has over two decades of experience advising affluent individuals, families, corporate executives, business owners, and professionals on comprehensive financial strategies. His practice is focused on client-centered service, helping clients navigate significant life events and financial decisions through personalized planning. Jeff earned a Bachelor's degree from the University of Virginia, where he studied Engineering and Economics. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized nationally, including listings in Barron's "Top 1,500 Financial Advisors" and Forbes' "Best-in-State Wealth Advisors." Residing in Leesburg, Virginia with his wife, Alyssa, Jeffrey is active in the community, including involvement with the Loudoun County United Way. Outside of work, he enjoys traveling with his family, golfing, hiking, attending concerts, and sporting events.

Eisley Kim is a Financial Advisor at Merrill Lynch Wealth Management, specializing in developing personalized retirement strategies and comprehensive wealth plans. She is dedicated to assisting clients in various areas including college education planning, family wealth management strategies, legacy planning, liquidity management, portfolio management services, and tax minimization. Eisley holds a Bachelor's Degree from McDaniel College and the Professional Investment Advisor (PIA) designation. She focuses on crafting asset allocation strategies aligned with clients' financial goals to help secure their financial futures. Her approach emphasizes building trust and satisfaction among the families and businesses she serves. Beyond her professional work, Eisley participates in community events such as the Chicago Triathlon 2023 and Independence Triathlon 2022. Her personal interests include adventure sports, camping, football, hiking, music, pickleball, pottery, reading, running, and traveling.

Victoria Underhill is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 65 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019. Prior to that, she was with Risk Management Group, LLC and H. Beck, Inc. Outside of her advisory work, she serves on the Finance Committee as a board member at Mary of Nazareth Catholic School in Darnestown, Maryland. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and estate planning services.

Christopher Munno is a Financial Consultant at Fidelity Investments, where he collaborates with clients to create financial plans tailored to their individual goals and aspirations. He focuses on understanding unique client situations to develop personalized approaches and leverages both his local team and Fidelity's extensive resources to provide guidance and service. Christopher has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2024. His experience within the company encompasses various aspects of client relationship management and investment consulting. Outside of his professional work, Christopher's personal interests include baseball, family activities, fitness, football, gardening, and skiing.

Bryan Kuskie is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He worked for Cantella & Co., Inc. for over two decades before joining Cambridge in 2022. Outside of his advisory role, he is involved in independent insurance services and participates in professional networking activities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers access to multiple platforms and custodians, proprietary model strategies, and both discretionary and non-discretionary management options.

Jonathan Rimmington is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Virginia, Inova, InstaCart, Uber, and other organizations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as fund advisory and model portfolios.

James Mcneill is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2015, following 14 years at Lincoln Investment. Outside of his advisory role, he is active in community leadership, serving as president of the 4 County Lions Club and as a board member and president of the Greater Mount Airy Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, 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 alongside access to third-party advisers.

Noah Trone is a Financial Consultant at Fidelity Investments, where he currently works to help clients achieve their financial goals. His approach involves understanding the priorities of clients and their families to collaboratively create tailored financial plans. Noah has held several roles at Fidelity Investments since 2022, including Financial Representative, Relationship Manager, Investment Consultant, and Planning Consultant. This range of experience has contributed to his knowledge in financial planning and client relationship management. Outside of his professional work, Noah enjoys golf and spending time with his pets.

Peter Berneburg is a CFP® professional with 30 years of industry experience, currently serving at OSAIC since 2024. His prior roles include positions at Woodbury Financial Services and Capital One affiliates, as well as ShareBuilder 401K. He also works as a wealth advisor and financial planner at Symmetry Financial Partners on an outside basis. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering comprehensive financial planning and a variety of advisory and brokerage services. The firm’s investment approach utilizes model-based asset allocation, portfolio optimization, and a range of managed account programs.

Richard Jollon is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2014, including the Morgan Stanley Private Bank, National Association since 2015. He serves on the Investment Committee of the Community Foundation for Loudoun and Northern Fauquier Counties. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, delivering tailored financial planning and managing approximately $2.74 trillion in client assets.

Scott Sweitzer is a financial advisor with LPL Financial in Bethesda, MD. He holds a Series 65 designation and has experience in legal and settlement services through prior roles at Prime Settlement, Inc. and his own law practice, Scott T. Sweitzer Esq. PC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory services, including financial planning and access to third-party asset management, supported by extensive operational tools and a wide network of investment adviser representatives.

William Barrett is a financial advisor with Morgan Stanley in Potomac, MD, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has worked with various divisions of Morgan Stanley since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and economic modeling in its financial planning process.

Tambria Thacker is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. Her work history includes long-term roles at Primerica Financial Services and PFS Investments Inc., as well as a brief tenure at Oasis Plus Social Services, Inc. Outside of advisory activities, she is an owner of T. Thacker & Associates and also works as an Uber driver. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates with a significant scale of advisors, offices, and assets under management.

Robert Hill III is a financial advisor with Stifel, holding a Series 66 designation and 15 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2014 and previously spent three years at Morgan Stanley. Outside of his advisory role, he is the president and sole member of Exaireo Capital Funding LLC and operates an art business, Two Palms and a Hammock Studios, selling original artwork. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses, with clients retaining discretion over implementation.