Cole Draper is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and McAdam LLC. Outside of his advisory work, he serves as a public notary and is cofounder and chief operating officer of Velocity Capital Consulting. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors.

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.

Michael Moylan is a CFA® charterholder and holds a Series 66 license. He has two years of industry experience and currently works at Edward Jones in Kensington, MD. Prior to joining Edward Jones, he spent 11 years at AFL-CIO Housing Investment Trust and had roles at WMATA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment services through a large network of financial advisors and branch offices.

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 bringing 21 years of industry experience. He has worked with LPL Financial since 2011 and previously spent four years at Edward Jones. Outside of advising, he serves as an adjunct finance instructor at both the University of Phoenix and Johns Hopkins University, and he is also involved as a Little League umpire in Vienna, Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management access, and institutional platforms, supporting advisors with research tools and large-scale operational capabilities.

Tommie Roberson III is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America since 2016. Outside of finance, he manages the wait and kitchen staff at Bobby McKeys Dueling Piano Bar, a business he has been involved with since 2012. 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.

Jordan Ibrahimi is a financial advisor at Fidelity with a Series 66 designation and one year of experience. Prior to joining Fidelity, he worked at Riptydz and Gentlemen Jim's Restaurant and attended Coastal Carolina University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Vanessa Echeverria is a CFP® professional with nine years of experience in the financial services industry. She is currently with LPL Enterprise and previously worked at Ameriprise Financial LLC and Stoneford Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various non-securities products and services through affiliated entities.

Jennifer Smith is a CFP® with nine years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior roles include positions at UBS Financial Services and Convergent Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutional clients through a large network of investment adviser representatives. The firm offers a range of solutions, including financial planning, model portfolio programs, and institutional platforms, supporting both discretionary and non-discretionary investment strategies.

William Frogale is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2013, initially serving as an Investments Representative before his current role. Prior to joining Fidelity, he worked as a Financial Planner at PRUCO Securities, LLC from 2010 to 2013, a Financial Advisor at VALIC Financial Advisors, Inc from 2006 to 2009, and as a Registered Marketing Associate at Citigroup Global Markets Inc from 2005 to 2006. With over 20 years of experience in financial services, William has worked with a diverse range of investors and client families. He focuses on wealth planning and helping clients work toward their financial goals. He holds a California Insurance License.

Paul Arbo is a ChFC® with 45 years of experience in the financial industry, currently serving at Cambridge Investment Research Advisors since 2020. His previous roles include positions at Four Points Capital Partners LLC and MHA Financial Corp., and he also serves as president of Financial Brokerage Services, Inc., an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi‑billion dollar asset base across multiple platforms and custodians.

Gordon Stier is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Stier serves as Vice President of the University of Bridgeport Alumni Association board. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, corporations, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Alexander Neishell is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Herc Rentals and Temp Power Generator Rental. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Bratati Mukherjee is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Maryland Financial Group, PNC Investments, M&T Securities, Banc of America Investment Services, and Truist Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Samuel Winkler is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds Series 65 and Series 63 licenses and previously served 24 years in the United States Army. Outside of advising, he owns a business producing custom patriotic apparel for military organizations and occasionally provides food delivery services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm’s approach includes periodic reviews and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Camden Butler is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior professional background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Northwestern Mutual Insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s approach emphasizes model-driven investment implementation, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust and insurance services.

Diana Leon is a Series 66-credentialed financial advisor with 16 years of industry experience. She is currently with OSAIC, having joined the firm in 2024, and previously worked at Woodbury Financial Services, Capital One Advisors, Capital One Investing, and Merrill. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including comprehensive financial planning and model-based portfolio management.

Eugene Grenham is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at McAllister & Quinn and Highlander Financial Group. Outside of his advisory work, he operates an eBay store called "davidbooksnthings," aimed at teaching children about business and commerce. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

David Murray is a financial advisor with Cambridge Investment Research Advisors in Potomac, MD, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011 and also with Cambridge Investment Research, Inc. since 2010. In addition to his advisory role, he has experience as an independent insurance agent. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Mark Sheinkopf is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 44 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 50 years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.