Alvand Fakhari is a Financial Advisor at Merrill Lynch Wealth Management. He works with affluent families and business owners to help them achieve their financial goals by providing services such as wealth planning, investment management, retirement planning, tax-efficient strategies, estate and legacy planning, and customized lending and banking solutions through Bank of America. Utilizing Merrill's resources, he offers tailored financial solutions to his clients. With nearly five years of industry experience, Alvand specializes in serving small business owners, medical professionals, and high-net-worth families. He focuses on various client areas including International Wealth Management, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Women and Wealth. Alvand holds a Bachelor's Degree from Towson University and the Personal Investment Advisor (PIA) designation. He is multilingual, speaking Farsi, Spanish, and English. Outside of his professional work, he enjoys boating, camping, cooking, hiking, ice hockey, photography, skiing, spending time with his family, tennis, and traveling.

Brian Ewers serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1998 and joined Merrill Lynch in 2008. As a CERTIFIED FINANCIAL PLANNER® certificant and Chartered Retirement Planning Counselor™ (CRPC™), Brian specializes in goals-based wealth management and relationship management, focusing on areas such as liquidity management, personal retirement planning, tax minimization, and retirement income. Brian holds a Bachelor's degree in Business Marketing from Frostburg State University. He is a Maryland native and lives in Rockville, MD with his wife Michelle and their three sons. Through his work with The EGE Group, Brian supports clients by simplifying financial decisions and tailoring strategies that align with their unique needs, leveraging extensive industry experience and access to Bank of America Global Resources.

Robyn Crossan is a financial advisor with Thrivent Investment Management in Germantown, MD, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her career includes roles at Thrivent Financial and XML Financial Group. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written financial plans without implementation, and allowing clients to combine planning with managed-account programs under a consolidated WealthPlan billing option.

Nicole Harrison is a CFP® with 16 years of industry experience currently affiliated with Cetera. She has held positions at Minnesota Life and Securian Financial Services Inc., and has been with Financial Advantage since 2009. Harrison serves as a volunteer board member for the Collaborative Project of Maryland. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers.

Laura Stohlman is a CFP® professional with 42 years of experience in the financial services industry. She is currently with LPL Financial and has previously worked at firms including Grove Point Investments, H. Beck, and Federal Navigators. Outside of her advisory work, she is an author and volunteers with the National and Maryland State Society Daughters of the American Revolution. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Paul Sexton is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, Sexton serves as a board member for the Connecticut Bel-Air Pool in Wheaton, MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Thomas Walsh is a financial advisor with LPL Enterprise holding a Series 66 designation and 21 years of industry experience. His prior experience includes over a decade at Cambridge Investment Research Advisors. Outside of his advisory role, Walsh serves on the advisory board of Potomac Community Resources and the board of the Old Farm Swim and Paddle Tennis Club, and he is also involved in independent insurance sales and voiceover work. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via an integrated platform that combines advisory services with product sales.

Andrew Leimenstoll is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 credential and previously worked at Eaton Vance Management and Eaton Vance Distributors, Inc. for ten years. He serves on the board and investment committee of Ronald McDonald House Charities of Maryland. 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 various advisory programs, managing approximately $2.74 trillion in client assets.

Noreen Miyake Char is a financial advisor at LPL Financial with 20 years of industry experience. She holds a Series 65 designation and has worked previously with Maryland Financial Group, Inc. and American Asset Management Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Adrian Calame is a financial advisor with Edward Jones in Bethesda, MD, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Engineering, Solutions and Products LLC (ESP) from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Eyasu Theodros is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing comprehensive financial strategies tailored to meet the unique needs of individuals, families, and businesses, with a focus on long-term wealth management and financial planning. Eyasu works closely with clients to define their goals and develop portfolio strategies designed to help achieve those objectives, offering ongoing advice and adapting plans as clients' situations change. Eyasu has a decade of experience in the financial industry, having held various roles at different financial institutions. He holds a Bachelor's Degree from George Mason University and a Master of Business Administration from the University of Maryland University College. He is currently pursuing a Certified Financial Planner (CFP) certification from the CFP Board. Additionally, he holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, Eyasu enjoys spending time with his wife and three children, including cooking with his children after work.

James Seminara is a financial advisor with Mass Mutual Investors Services in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at METLIFE Securities Inc and MassMutual Life Insurance Company. He is also licensed as an insurance agent focusing on life, health, and long-term care insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software and structured planning processes to deliver written financial recommendations as part of ongoing client relationships.

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.

Natnael Bekele is a Financial Advisor with Merrill Lynch Wealth Management, where he serves as a Merrill Financial Solutions Advisor. In this role, he works one-on-one with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. Bekele provides ongoing advice and adjusts portfolio strategies as clients' situations evolve. His expertise includes assisting clients with managing various financial priorities, such as retirement planning, funding education, caring for elderly parents, and preparing for healthcare needs. Bekele holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from The Catholic University of America.

Cole Draper is a financial advisor with LPL Enterprise in Rockville, MD, holding Series 63 and Series 65 credentials and four years of industry experience. His prior experience includes roles at The Prudential Insurance Co. of America, PRUCO Securities, LLC, and McAdam LLC. Outside of advising, he serves as a cofounder and Chief Operating Officer of Velocity Capital Consulting and works as a public notary. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, consulting, and access to model portfolios, combining adviser programs with active sales of financial products and affiliated insurance services.

Grant Furnary is a Senior Financial Advisor at Merrill Lynch Wealth Management, operating out of the North Bethesda, MD office. He works with high net worth individuals and businesses to navigate wealth planning and investment management, focusing on multigenerational strategies built on strong relationships and trust. Grant and his team utilize insights from Merrill and Bank of America banking services to create personalized plans that support clients' desired lifestyles across present and future generations. Grant holds a Bachelor's Degree from Virginia Polytechnic Institute & State University and has earned the Personal Investment Advisor (PIA) designation. He specializes in areas including executive compensation, equity compensation services, family wealth management strategies, and retirement income planning. His approach emphasizes connecting all aspects of a client's financial life to prioritize and pursue meaningful goals. Outside of his professional role, Grant serves as the Chairman of the Board of Directors for the DC Catholic Farming Network, a nonprofit organization serving the Washington DC area. He lives in Washington DC with his wife, their two daughters, and their Golden Retriever. Grant enjoys hiking, biking, traveling, cooking, and spending time with his family.

Brian Terlinsky is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank NA since 2014 and holds Series 63 and Series 66 credentials. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Moylan is a CFA® charterholder and holds a Series 66 license. He has one year of industry experience and is currently an advisor with Edward Jones. Prior to joining Edward Jones, he worked at WMATA and spent over a decade at AFL-CIO Housing Investment Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Gregory Underhill is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley since 2018 and previously spent three years at H. Beck, Inc. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

Scott Leishear is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory work, he teaches finance courses as an adjunct instructor at the University of Phoenix and Johns Hopkins University and serves as a Little League umpire. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.