Scott Mcgraw is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services at Merrill Lynch in 1993. Scott is committed to providing attentive and personalized service, developing strong relationships with clients through regular communications. His work focuses on helping clients pursue their long-term financial goals. Scott assists clients in funding their retirement, supporting their children's education, and facilitating the preservation and transfer of wealth. He holds a Bachelor's degree in Finance from the University of Maryland and is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Scott also holds the Personal Investment Advisor (PIA) designation. Scott and his wife, Jennifer, reside in Rockville, Maryland, where they raise their four children.

Mario Arrington is a Series 66-licensed financial advisor with Morgan Stanley in Bethesda, MD, where he has worked since 2009. He has 23 years of industry experience, including prior work at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize firm-approved tools and scenario modeling.

Steven Vozenilek is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 31 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2011 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Claire Cooney is a financial advisor at Raymond James & Associates with four years of industry experience. She holds a Series 66 designation and previously worked at Grubhub Inc and Oracle Inc. Claire is based in Bethesda, MD. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Alison Wilmore is a financial advisor with Charles Schwab in Bethesda, MD, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Alliance Bernstein and various non-financial organizations. Outside of her advisory work, she is involved as a co-owner and registered agent in a real estate business and participates in retail reselling on platforms such as Poshmark and Depop. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment management.

Ronald Chesney is a financial advisor with UBS Financial Services in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at UBS Financial Services since 2009. UBS Financial Services Inc. 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 and uses proprietary research and model-based asset allocations to tailor investment strategies to clients' goals and risk tolerances.

Nicholas Bohn is a Series 66-registered financial advisor with Merrill, based in North Bethesda, MD, and has 18 years of industry experience. He has worked with Bank of America and Merrill for the past 14 years. Outside his advisory role, he is associated with The Estate of F P B, Jr. in a non-investment-related capacity. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide set of financial products and services.

Henry Jeng is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at Wachovia Bank, N.A. and Wells Fargo Advisors LLC. Outside of finance, he works as a rideshare driver and provides entertainment for passengers during rides. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Gavin Jenkinson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2010 after earning a Bachelor of Science degree in Finance from the Martin J. Whitman School of Management at Syracuse University. Gavin holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a qualified Portfolio Manager and holds FINRA Series 7 and 66 registrations, along with the Maryland Life and Health Insurance License. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, portfolio management services, special needs planning strategies, tax minimization, and retirement income planning. In his personal life, Gavin enjoys spending time with his wife Michaela and their two sons, Noah and Luke. He has a background in athletics, having been a member of the Syracuse Lacrosse Team. In his free time, he enjoys coaching lacrosse and playing golf.

Richard Rieman III is a Financial Advisor at Merrill Lynch Wealth Management in Columbia, MD. He focuses on understanding each client's full financial picture to develop personalized strategies that adapt to changing market conditions. Richard provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America, supporting clients in areas such as retirement planning, portfolio management, and education planning. With expertise in college education planning, family wealth management, liquidity management, socially responsible investing, and retirement income, Richard serves as a comprehensive resource for his clients' financial goals. He holds a Bachelor's Degree from the University of Baltimore and the Personal Investment Advisor (PIA) designation. Richard is involved in the community through volunteer work with the Maryland SPCA. Outside of his professional role, he enjoys basketball, cooking, golfing, hiking, reading, running, spending time with his family, and traveling.

Soraya Teymourian is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, previously working within other Wells Fargo entities since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Sarah George is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Smith Barney since 2009, currently serving at Morgan Stanley Private Bank since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

David Holdsworth is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Advisors and related entities since 2009. Outside of his advisory role, he serves on the board of directors for the Quincehaven HOA and is involved in multiple business ventures, including investment-related LLCs and a trailer rental company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial product offerings.

Joshua Halpern is a Certified Financial Planner (CFP®) with 27 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2007. He serves as a FINRA arbitrator and is also licensed as a life, long-term care, and disability insurance agent. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipalities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by extensive research and a broad affiliate network.

Frederick Thoms Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, in addition to an earlier tenure at LPL Financial. Outside of his advisory work, he operates a property and casualty agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with discretionary and non-discretionary management supported by proprietary and third-party research.

Jacob Engel is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has a diverse work history, including roles at MassMutual Life Insurance Company, Crouse Ford, Evapco, Leidos Biomedical Research, and military service in the Marine Corps. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements supported by firm-approved analytical tools and educational seminars.

Tammy Pan is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2018, with prior roles at Suntrust Advisory Services, Inc., Suntrust Investment Services, Inc., and Panco Realty Company. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide set of financial products and services.

Alexander Koster is a financial advisor at Equitable Advisors with a Series 66 designation. He has no prior industry experience and previously worked in the restaurant and hospitality sectors, including roles at De Lazy Lizard Tiki Marina and Island Grill and Dead Freddies Island Grill. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and endorsed third-party managers, providing both discretionary and non-discretionary advisory services.

Sean Zawodny is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Vector Solutions and Everfi. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Elle Wong is a Series 66-licensed financial advisor with UBS Financial Services in Bethesda, MD, bringing 19 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, custody, underwriting, and capital markets solutions.