Anthony Bonacci is a financial advisor with RBC Capital Markets in Annapolis, MD, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Merrill prior to joining RBC and City National Bank. Outside of his advisory work, he is the president and sole member of Gone Phishin', LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering various wrap fee advisory programs with tailored investment strategies and integrated services.

Christopher Messina is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Bank of America, Merrill, Wells Fargo Advisors, TD Ameritrade, and other firms. He is based in Washington, DC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process uses centralized due diligence, combining quantitative and qualitative research, and incorporates an ESG eligibility framework where applicable.

David Andreadis is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 33 years of experience delivering customized wealth management, financial planning, and asset protection strategies to high net-worth clients. David focuses on investment management, combining modern portfolio theory with cash flow analytics to build and manage client portfolios for the long term. He prioritizes the relationship aspect of his practice by taking a hands-on, personal approach, emphasizing listening closely to his clients. Throughout his career, David has earned several professional designations, including Certified Private Wealth Advisor® (CPWA), Certified Investment Management Analyst® (CIMA), Certified Portfolio Manager® from Columbia University, Chartered Retirement Planning Counselor™ (CRPC), and Certified Exit Planning Advisor® (CEPA®). These certifications have enhanced his ability to address complex financial issues and important client goals. David holds a Bachelor of Science degree in finance from the University of Maryland. He also maintains FINRA Series 7, 31, and 66 securities registrations in addition to licenses in health, life, variable annuity, and variable life insurance. He resides in Darnestown, MD with his wife, Margaret.

Kayla Pak is a financial advisor at Morgan Stanley with a Series 66 license and less than one year of industry experience. Prior to joining Morgan Stanley, she worked at Perfect Storm Media and held various roles associated with the University of Pittsburgh. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering financial planning services that utilize structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning solutions without offering individual security recommendations in standalone plans.

Perry Hepworth is currently a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2013, progressing through various positions including Vice President and Branch Leader from 2019 to 2025, Assistant Branch Manager from 2018 to 2019, Branch Service Manager from 2015 to 2018, and General Management Apprentice from 2013 to 2015. With over 12 years of experience in the financial services industry, Perry's approach centers on understanding each client's story, values, and vision to provide tailored financial strategies. His work is grounded in building relationships based on trust and transparency, guiding clients through every stage of their financial journey. Outside of his professional life, Perry's personal interests include fitness, military service, parenthood, pets, and traveling.

Gabriella Barbuto is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner of The Barbuto Team. She works alongside her father, Robert Barbuto, providing comprehensive wealth management strategies that address estate planning and a holistic view of clients’ goals and values. Gabriella serves high-net-worth clients and executives, specializing in corporate executive services, employee benefits planning, equity compensation services, family wealth management, retirement income, and special needs planning. Gabriella holds a Bachelor of Business Administration degree in International Business Finance and Political Science from The George Washington University. She earned the Certified Private Wealth Advisor® (CPWA®) designation through the Investments & Wealth Institute™ in conjunction with Yale University School of Management and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation. Recognized by Forbes in August 2025 as a Best-in-State Next-Gen Advisor for Washington, DC, Gabriella brings a two-generational perspective to her practice. She is also a member of the National Italian American Foundation. Outside of her professional work, Gabriella is involved with the Wreaths Across America community initiative. She speaks English, French, and Italian and has personal interests that include adventure sports, hiking, music, skiing, surfing, and traveling.

Ferdinand Onnen is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves in leadership and board positions with various historical and fraternal organizations, including Vice President and Registrar of The Society of the Cincinnati of Maryland and Secretary on the board of the Tudor Place Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through both direct engagements and corporate financial planning agreements.

D. Major Roman is a Financial Advisor associated with Merrill Lynch Wealth Management. In his role, he focuses on helping individuals, families, and business owners navigate financial decisions by providing personalized guidance and building long-term relationships based on trust. He works closely with clients to understand their unique goals and priorities, offering strategies to pursue short-, mid-, and long-term objectives. His areas of expertise include education planning, family wealth management strategies, managing new wealth, personal retirement planning, and services tailored to the sports and entertainment sectors. As a Merrill Financial Solutions Advisor, he provides support ranging from general investing to retirement planning and saving for unexpected events. Additionally, he offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. D. Major Roman holds a Bachelor's Degree from Yale University and holds professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). Outside of his professional work, he has interests in basketball, football, music, reading, running, spending time with family, and watching movies.

Glen Jackson is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at The Investment Center Inc, Ic Advisory Services Inc., and H. Beck, Inc. Jackson also engages in term and permanent life insurance and disability insurance sales as a licensed agent. 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 and access to model portfolios, third-party management, and institutional platforms.

Eleanor Peters is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, with a brief tenure at the U.S. Embassy in Dar es Salaam. Outside of her advisory role, she is involved in property management as a co-owner of a rental property. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and corporate financial planning agreements.

Alizeh Afzal is a financial advisor with RBC Capital Markets in Washington, DC, holding a Series 66 designation and six years of industry experience. She has worked at RBC Capital Markets since 2020 and previously held positions at Royal Bank of Canada, Afiniti, Allied Integrated Marketing, and Davidoff Hutcher & Citron. Afzal also has academic experience from New York University. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile, utilizing both in-house and third-party managers.

Stephen Porter is a Planning Consultant at Fidelity Investments, where he partners with local advisors to co-create financial plans tailored to clients' goals. He focuses on understanding client priorities to help guide their financial planning process. Stephen has been with Fidelity Investments since 2023, progressing through roles including Financial Services Representative, Financial Representative, Relationship Manager, and currently Planning Consultant. Prior to his tenure at Fidelity, he worked in the mortgage industry with positions at The Federal Savings Bank, NewRez LLC, Capital Bank, N.A., Sierra Pacific Mortgage Company, and NewDayUSA from 2017 to 2022. Outside of his professional career, Stephen has interests in baseball, football, golf, fitness, family activities, and parenthood.

Toma Belizaire is a Series 66 licensed financial advisor with 19 years of industry experience. He is currently with Merrill, where he has worked since 2021. His prior roles include positions at Suntrust Investment Services, RBC Capital Markets, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. 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 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.

Sean Sweeney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2012 and has more than eight years of experience in the financial services industry. Prior to Merrill Lynch, Sean served as Regional Vice President for an investment fund based in Philadelphia, specializing in Exchange Traded Funds and Exchange Traded Notes. In that role, he managed the Boston office and held regional responsibility for sales and marketing in New England. Sean holds a Bachelor's Degree in Finance from the University of Delaware. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Certified Investment Management Analyst (CIMA) credential. While attending the University of Delaware, Sean played football and was a member of the 2003 NCAA Division 1AA National Championship team.

Molly Bray is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by the Global Investment Committee’s research to guide client plans.

Seamus Moran is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, he held positions at Re:Cognition Health, Georgetown University School of Medicine, and George Washington Medical Faculty Associates. He has also been involved with community organizations and small business operations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

David Gordon is a Series 66-licensed financial advisor with four years of industry experience. He has worked at UBS Financial Services since 2024 and previously held roles at Morgan Stanley. He also has experience contributing to Seeking Alpha and involvement with the University of Maryland. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Kristopher Morin is a financial advisor at Raymond James & Associates with prior experience at PNC Private Bank and Furey, Doolan & Abell, LLP. He holds a Series 66 designation and is based in Washington, DC. Raymond James & Associates, Inc. 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, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Joshua Brown is a financial advisor at Merrill with Series 63 and Series 66 credentials and six years of industry experience. He previously worked at J.P. Morgan Chase, Apple Federal Credit Union, and Wells Fargo. Outside of his advisory role, Brown is the sole owner of a rental property in Alexandria, VA. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Vickie Faulkner is a financial advisor with RBC Capital Markets in Annapolis, MD, holding a Series 66 designation and 18 years of industry experience. She has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with customized portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.