Damien Barros is a Financial Advisor specializing in wealth management through Merrill Lynch Wealth Management. He focuses on international wealth management, liquidity management, and portfolio management services, tailoring strategies to meet clients' long-term financial goals. Damien works closely with clients, emphasizing collaboration to align investment portfolios with their aspirations. He holds a Bachelor's degree from Virginia Commonwealth University and has earned the Chartered Retirement Planning Counselor (CRPC) designation. Damien integrates insights from Merrill and resources from Bank of America to provide comprehensive financial services. Beyond his professional role, Damien contributes to his community by volunteering with local organizations. He also engages in personal interests such as biking, cooking, golfing, running, scuba diving, and traveling.

Jason Martin is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Prior to this, he was employed at UBS Financial Services for one year. Outside of his advisory work, he volunteers with the CFA Institute by reviewing examination content and assisting with standards and grading. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning approach involves structured discovery conversations and advanced modeling tools, focusing on advisory support without individual security recommendations as part of standalone planning.

Stephen Bearce is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. He serves as a trustee for a non-family irrevocable life insurance trust. 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 advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related products and bank deposit sweeps.

Seena Ghavami is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client's unique goals, risk tolerance, time horizon, and liquidity needs. Seena employs a goals-based wealth management process aimed at fostering collaborative client relationships characterized by transparency and purpose. With expertise in utilizing global resources and innovative web technology, Seena helps families pursue financial lifestyles that align with their long-term objectives. He provides personalized advice and access to specialized investment services, ensuring clients receive service designed to meet their specific needs. Seena holds a Bachelor's Degree from George Mason University and is a Personal Investment Advisor (PIA). He is fluent in English and Persian.

Molly Shaughnessy is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals, families, and businesses to help build, preserve, and manage wealth through personalized financial strategies. Her expertise includes investment planning, retirement solutions, and risk management, focusing on long-term client relationships based on trust and transparency. She leverages the global resources of Bank of America and Merrill to provide tailored financial guidance aligned with each client's goals and values. Molly holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her Bachelor's degree from Saint John's University and is a member of the St. John's University Alumni association. Her client focus areas include personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Outside of her professional work, Molly enjoys golfing, painting, pickleball, and yoga.

Dominic Lo Piccolo is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, with a break during which he served on the investment committee of the Zeta Psi Educational Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools.

Kwaku Dompere is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fidelity Brokerage Services LLC since 2016, with prior experience at SunTrust Bank. Dompere is currently based in Washington, DC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is involved in managing fund-of-funds structures, delivering model portfolios to intermediary platforms, and has unique roles including registration as a commodity pool operator and advisory services to multiple registered investment companies.

Katherine Clark is a financial advisor at RBC Capital Markets with 48 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at City National Bank. Clark has served on the boards of The Excel Institute, a training program for underprivileged young adults, and the National Park Trust, a nonprofit focused on land acquisitions near U.S. national parks and children’s educational programs. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning through a variety of advisory programs, leveraging both in-house and third-party investment managers.

Kurt Schwartz is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Schwartz serves as an arbitrator for both the National Association of Securities Dealers and the National Futures Association and holds minority management roles in family investment entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory services to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Casey Coffman is a financial advisor with UBS Financial Services, holding the Series 66 designation and eight years of industry experience. Prior to joining UBS in 2024, he worked at Morgan Stanley for seven years, as well as at PenFed Credit Union and Energy Federal Credit Union. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research to tailor investment strategies.

Fredric Walls II is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2018, following a seven-year tenure at SunTrust Bank. Outside of his advisory role, he serves on the board of the Williams-Franklin Foundation, which provides scholarships, career counseling, and mentorship for HBCU students. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while maintaining a centralized due-diligence process.

George Bassett Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he assists individuals, families, business owners, and executives in navigating financial complexities. His approach focuses on creating comprehensive plans that align financial resources with clients' goals, values, and relationships. George coordinates with other professionals such as attorneys and accountants to ensure financial decisions are purposeful and well-aligned. George holds a bachelor's degree from Brown University and is certified as a CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise includes retirement and legacy planning, tax minimization, wealth transfer, and strategies for small businesses, foundations, and non-profits. Residing in Charleston, South Carolina with his wife Elizabeth and their three children, George enjoys golfing, fishing, hunting, skiing, and kiteboarding in his free time. He places high value on meaningful relationships and community involvement, reflecting his commitment to supporting clients' financial well-being and personal fulfillment.

Michael Brennan is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently with UBS Financial Services in Washington, DC, where he has worked since 2022. His prior experience includes roles at Bank of America, N.A. and Merrill, spanning over a decade. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering services such as principal trading, market-making, and proprietary research to tailor client solutions.

Michael Brick is a Series 66-credentialed financial advisor with 27 years of industry experience. He has been with UBS Financial Services in Bethesda, MD since 2005. Outside of his advisory work, he serves as a board member for the Boys and Girls Clubs of Greater Washington Maryland Region, contributing to fundraising and youth activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Rohit Fonseca is a financial advisor with J.P. Morgan Securities based in Washington, DC. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining the financial industry, he worked in consulting roles at Deloitte Consulting and Booz Allen Hamilton. J.P. Morgan Securities LLC 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 applies an ESG eligibility framework in its recommendations.

Allan Zendel is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, compared to many large institutional advisers.

Ronnie Franks is a financial advisor at OSAIC with three years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes positions at Bailey Wealth Advisors and UpSlope Advisors, Inc. He serves as an advisory board member for the Greater Washington Community Foundation in Montgomery County. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Julianna Lopes is a financial advisor with Primerica Advisors in Crofton, MD, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Primerica Advisors since 2003 and has prior experience at Arbonne from 2016 to 2019. In addition to her advisory role, she is a self-employed instructor for pre-licensing classes for PFS agents and an author. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.

Mark Murphy is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes prior roles at Janney Montgomery Scott, Morgan Stanley, and Citigroup Global Markets. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Terrell Matthews is a financial advisor with Primerica Advisors in Calverton, MD, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2012 and has been associated with the U.S. Patent & Trademark Office since 2005. Outside of his advisory role, he owns Matt-Hew Consulting LLC, where he serves as a Certified Divorce Financial Analyst. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.