Keenan Shepard is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to align financial resources with their life goals, focusing on providing access to suitable products and a stable team approach without selling stock-picking advice. Keenan emphasizes understanding client interests and collaborating closely with families to support their financial planning needs. He holds a Bachelor's Degree from the University of Richmond and the Personal Investment Advisor (PIA) designation. Keenan is proficient in English, Spanish, and French, which supports his ability to communicate with a diverse clientele. Outside of his professional responsibilities, Keenan's personal interests include billiards, boxing, chess, golfing, hiking, photography, pickleball, tennis, and watching movies. His philosophy centers on carrying the burden of financial stress for clients so they can focus on their passions without worrying about markets and money.

Eric Lantz is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor at the firm’s Alexandria, VA office. Outside of his advisory role, he is involved in a family limited partnership, Lantz Family LLC, which is used for investment purposes. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and algorithmic tools to develop tailored, tax-efficient income strategies.

Roderick Von Lipsey is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 credential and 25 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, Von Lipsey serves as a trustee for The Aspen Institute and as the board chairman of The CNA Corporation, a nonprofit FFRDC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of financial solutions through its extensive platform.

Adam Clark is a Financial Consultant at Fidelity Investments, a position he has held since 2014. He began his career at Fidelity Investments in 2008, progressing through roles including Financial Representative, Private Client Specialist, and Investments Consultant. His approach centers on understanding clients deeply to empower them as investors and help them achieve their financial goals efficiently. Clark's professional experience spans over a decade within Fidelity Investments, providing him with extensive knowledge in financial consulting and client management. His commitment to client-focused service underpins his work and guides his interactions with investors. Outside of his professional responsibilities, Clark has interests in fishing, golf, kayaking, movies, and music.

James Purce Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes discretionary options with a notable range of financial product offerings beyond typical institutional advisers.

Gary Thompson is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2009. He is based in Washington, DC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Carlos Carrillo is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC, and ongoing tenure at Wells Fargo Bank, N.A. since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Kiera Murphy is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she held roles at Capgemini Government Solutions and has entrepreneurial experience through her involvement with Shoes Cup & Cork LLC. J.P. Morgan Securities provides institutional consulting services to clients including corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Jason Borras is a financial advisor with Merrill in Washington, DC, holding a Series 66 designation and having five years of industry experience. He previously worked at MC Financial and Wells Fargo before joining Merrill in 2018. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Michelle Rosenberg is a financial advisor with Ameriprise in Washington, DC, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Rosenberg is co-owner and Chief Financial Officer of Sunderland Partners L.L.C., an entity established to manage succession planning and operational costs for her practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, with a focus on assets held in Ameriprise Managed Accounts.

Paul Abbou is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He currently works at Cetera and has held previous roles at Avantax Investment Services, HeimLantz Professional Corporation, and 1st Global Capital Corp. In addition to his advisory work, Abbou manages HeimLantz CPAs and Advisors, LLC, where he provides tax return review and tax planning advisory services. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts with a variety of portfolio management and financial planning services. The firm offers a broad range of program options and custodial relationships, supported by over 10,000 advisors and approximately $256 billion in assets under management.

William Kast is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies to help clients pursue their long-term goals. Bill brings over 25 years of experience working with a diverse client base that includes business owners, real estate developers, lobbyists, consultants, and endowments. His background as a former business owner and his interest in business mechanics and economics inform his approach to providing thoughtful financial guidance. He holds a Bachelor's degree from the University of Delaware and several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).

Jeffrey Nau is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial. He has worked at Merrill Lynch for 21 years prior to his current roles, which include senior positions at Nau Team Six, LLC and Goetzman Nau Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advising and SIMPLE IRA Employer Advisory services.

Adam Warshavsky is a financial advisor at Morgan Stanley in Washington, DC, with 30 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Prior to that, he worked at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning arrangements.

Darric Boyd is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career in 1994, he has specialized in serving a diverse client base that includes entrepreneurs, attorneys, physicians, corporate executives, sports and entertainment professionals, families, non-profit organizations, companies, and pension plans. In 2000, Mr. Boyd founded The Boyd Britton Group, which has grown into a national practice providing tailored financial strategies. Mr. Boyd holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified 401(k) Professional (C(k)P®), Accredited Asset Management Specialist™ (AAMS™), and Certified Plan Fiduciary Advisor (CPFA™). Prior to joining Merrill Lynch, he held leadership positions at Smith Barney/Citigroup and Legg Mason Wood Walker. He earned his bachelor’s degree from the University of Maryland–Baltimore County and an associate degree from the Pennsylvania State University System. In addition to his professional work, Mr. Boyd is actively involved in community and industry organizations. He is a lifetime member of the NAACP and holds memberships in Kappa Alpha Psi Fraternity, Inc., Sigma Pi Phi Fraternity Inc., the University of Baltimore Entrepreneurial Advisory Board, and the National Association of Security Professionals. He has served as an advisor to the Boys Club of Central Maryland and is a founding member of the Alliance of Young Black Professionals. His personal interests include football, golfing, and music.

Winthrop Cobb is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

J Thompson is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Hunter Chisholm is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes prior roles at Bank of the West and experience outside finance working at Deli Zone. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Gary Edmonds Jr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 66 designation and previously worked for UBS Financial Services Inc. from 2011 to 2022. Edmonds is also the owner of a real estate business, Beltway Real Estate LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing various investment strategies and technologies.

Seun Olojola is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading The Olojola Group. The group serves a diverse client base including successful families, non-profit organizations, corporate executives, minority-based small business owners, and medical and legal practitioners. The team follows a consultative process aimed at understanding clients' personal objectives, identifying wealth accumulation strategies, and preparing for wealth distribution. Olojola's expertise encompasses a range of client focus areas such as services for endowments, foundations, and non-profits; investment consulting for defined contribution plans; legacy planning; LGBT wealth planning; managing new wealth; personal retirement planning; philanthropic planning; women and wealth; sports and entertainment; and retirement income. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned an MBA and a Master's Degree from the University of Maryland University College as well as a Bachelor's Degree from the University of AdoEkiti. Olojola is fluent in English and Yoruba. In addition to his professional activities, he dedicates time to volunteering with community organizations and has personal interests in golfing, hunting, soccer, and traveling.