Eric Macdonnell is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works one-on-one with clients to develop personalized financial strategies that align with their long-term goals. His approach focuses on creating flexible wealth management solutions tailored to clients' individual financial situations and objectives. Eric holds the Professional Investment Advisor (PIA) designation and earned a bachelor's degree from George Mason University. He is committed to the Merrill tradition of community involvement and spends time volunteering with local organizations. His practice integrates investment insights from Merrill and banking and lending solutions from Bank of America to support clients comprehensively.

English Koontz is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Merrill since 2022 and previously held roles at FNB Bank and BB&T. Koontz is based in Reston, VA. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Eduardo Alzona is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2018. Prior to Merrill, he was with Aviso Wealth Management and First Allied Securities, Inc. from 2015 to 2017. Outside of his advisory role, he is the sole owner of Alzona and Associates LLC. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Kidwell is a financial professional with Cetera and holds a Series 66 designation. He has nine years of industry experience and also maintains ownership of a law firm, John Kent Kidwell PC, where he practices as an attorney. In addition, he is an author of self-published books and owns a title services business. Cetera Investment Advisers LLC provides financial advisory services through a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, 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.

Zach Plaster is a Financial Consultant with Fidelity Investments, where he has been serving since 2025. Prior to this role, he held positions as a Planning Consultant and Relationship Manager at Fidelity Investments from 2023 to 2025. He also worked as a Financial Consultant with Equitable Advisors in 2023. Zach helps local families and individuals create personalized financial plans centered on their unique objectives. He collaborates closely with clients to understand their goals and develop strategies aimed at achieving financial success. Having grown up and spent much of his professional life in Northern Virginia, Zach is committed to supporting his local community. He holds a California Insurance License. Outside of his professional work, Zach enjoys bowling, attending social events with friends, playing musical instruments, reading, and playing tennis.

Gregory Eftink is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves on the Budget and Finance Committee for The Enclave Condominium in Fairfax, VA, where he helps review and set the community’s budget. 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.

Jessica Perry is a CFP®-certified financial advisor with two years of industry experience, currently affiliated with LPL Financial. She has previously worked at Bank of America, Merrill, and Sandy Spring Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and nonprofit organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Brian Shanley is a financial advisor with Ameriprise in Centreville, VA, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked extensively in the music industry as a professional musician and operated his own music education business for over 16 years. Outside of advising, he continues to engage in music-related activities as a sole proprietor. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to support client financial goals. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Erich Hoffman is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Fairfax, VA. He has been with the firm since 2005, including prior roles at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering a range of discretionary and non-discretionary management options with an emphasis on diversified model portfolios and long-term investment orientation.

Kenneth Murray III is a financial advisor with Robert W. Baird & Co. in Fairfax, VA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities LLC, and Edelman Financial Services LLC. Outside of his advisory work, he is a musician who plays guitar in a musical group. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, with ongoing research and monitoring by home-office professionals.

Kevin Haddon is a CFP® professional with 10 years of industry experience, currently serving at Raymond James Financial. His prior experience includes seven years at Robert W. Baird & Co. before joining Raymond James and its affiliates, where he has worked since 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Torry Dell is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Bogart Wealth, Voya Financial, and Willis Towers Watson. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering a range of discretionary and non-discretionary management options focused on diversified model portfolios and long-term investment strategies.

Aaron Kirkland is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Edelman Financial Engines since 2026, following four years at Financial Engines Advisors L.L.C. and twelve years at TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term orientation and fiduciary oversight under ERISA and DOL guidelines.

Bronson Farr is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Wegmans Food Markets for six years. Farr is based in Centreville, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Evelyn Scott is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning her advisory career in 2026. Her prior experience includes roles at Exchange Roots and academic affiliations with the Robert H. Smith School of Business and the University of Maryland. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on goal-based financial planning without discretionary trading authority and offers integrated planning and managed-account services via its “WealthPlan” consolidated billing option.

Nancy Gallagher is a financial professional with 13 years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked with firms including OneAmerica Securities, MassMutual, and Springhouse Financial, LLC. Outside of advisory roles, she serves as secretary and treasurer for a nonprofit organization and is a board member of an educational institution. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management options and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Mary Conroy is a financial advisor at Charles Schwab with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at multiple Charles Schwab entities since 2017. Outside of her advisory role, she serves as an Intelligence Analyst in the US Army Reserve and operates a small craft-making retail business on Etsy. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers both non-discretionary and discretionary investment management solutions supported by centralized custody and a multi-asset portfolio approach.

Ahmed Idlibi is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, Wells Fargo, and Truist. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with a range of market-facing registrations and investment management capabilities.

Carlos Viera is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner and managing partner of a financial planning practice structured as an LLC. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Noah Wiggins is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Stratos Wealth Partners, LPL Financial, and First Genesis Virginia. Outside of finance, he has worked in waste management with 1-800-Got Junk. 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 strategies for a range of client types including individuals, high-net-worth clients, and institutions.