Cole Andreadis is a Financial Advisor at Merrill Lynch in the Washington, DC office. He collaborates with individuals and families to develop wealth management strategies aimed at protecting and growing their assets across generations. Originally from Darnestown, Maryland, Cole currently resides in Washington, DC. Cole earned a Bachelor of Science degree in Finance from Wake Forest University. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Cole enjoys skiing, golfing, and surfing, and he is interested in exploring new experiences and meeting new people.

Mekdes Hailemichael is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses and three years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2022, following positions at Wells Fargo Clearing, Wells Fargo Bank, TD Bank, Zerin Business Consulting, and Ideagen Global. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and models to help clients develop personalized financial plans.

Tuan Luu is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served in various capacities at Fidelity Investments, including Planning Consultant, Relationship Manager, and Financial Representative between 2022 and 2024. He began his financial career as an Investment Analyst at Vietnam Investments Group from 2015 to 2016. In his professional approach, Tuan emphasizes understanding clients' priorities such as family, goals, and vision for the future to develop personalized financial plans. He aims to serve as a trusted partner and advocate, helping clients navigate financial decisions with clarity and confidence. Outside of his professional work, Tuan's personal interests include comedy, cooking and baking, fitness, food, photography, and reading.

Karen Reid is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses with 14 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she is employed as a cashier at Wegmans in Lanham, Maryland. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutional clients, emphasizing tailored financial planning and utilizing firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning programs.

Brett Brenner is a Senior Financial Advisor with the VBC Group and a member of Merrill Lynch Wealth Management. He supports ultra-high-net-worth clients by addressing a variety of financial needs, including banking, account transfers, investment implementation, and performance reporting. In addition to his advisory responsibilities, Brett manages operations for the team to ensure its effective functioning. Brett began his financial services career in 2007 as a Group Administrator with Citi Smith Barney and joined Merrill Lynch in 2008. He holds a Bachelor of Arts degree from the University of Maryland and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His client focus areas include corporate executive services, executive compensation, liquidity management, personal retirement planning, portfolio management services, and tax minimization. Residing in Potomac, Maryland, Brett lives with his wife and their two children. Outside of work, he is interested in football, music, table tennis, watching movies, and spending time with his family. Banking products and services are provided by Bank of America, N.A.

Alec Cronin is a financial advisor with LPL Financial in Annapolis, MD, holding the Series 66 designation and three years of industry experience. His prior roles include positions at Freedom Mortgage Corporation and Atlantic Prime Mortgage. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Denise Allen is a financial advisor with Ameriprise in Gambrills, MD, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she holds a leadership role in the Poker League of Nation, where she leads poker classes, hosts free tournaments, and organizes casino ladies poker events. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Louise Burke is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2013, also affiliated with Bank of America N.A. since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Alex Haffner is a Series 66-licensed financial advisor at UBS Financial Services in Washington, DC, with nine years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets functions and proprietary research to support client strategies.

Arianne Rodriguez is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2013. Prior to her financial services career, she operated a cleaning business for ten years. 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 offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and institutional entities.

Shannon Rowan is a Certified Financial Planner® at LPL Financial with 37 years of industry experience. He has been with LPL Financial since 2012 and also serves as Executive Vice President of Wealth at Burke & Herbert Bank since 2011. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm provides a variety of advisory programs and financial planning services, offering both discretionary and non-discretionary management along with access to model portfolios and research.

Thomas Greaser is a CFP® with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for 13 years. Outside of finance, he is an announcer for Georgetown University men's soccer and also broadcasts soccer games for Big East Digital Network. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Andrew Bergner is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Securities and C Beach Brown LLC. Outside of his advisory work, he has experience in the hospitality industry and academic settings. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with a range of model portfolios and research resources.

Robert Reedy is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2010. He has 15 years of experience in the financial industry. Outside of his advisory role, he serves on the programming committee for the Annapolis Film Festival, helping to select films for the annual event. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Preal Haley is a CFP®-credentialed financial advisor with Ameriprise, bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Haley serves as Treasurer on the Board of Directors for the William Averette Anderson Fund. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, combining proprietary research, modeling, and tax-efficient strategies to provide tailored, written recommendations primarily for individuals approaching or in retirement.

Jonathan Betancourt is a financial advisor at Merrill with a Series 66 credential and nine years of industry experience. He has been with Merrill since 2013. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Hulse is a Series 66-licensed financial advisor with UBS Financial Services in Washington, DC, where he has worked since 2013. He has 17 years of industry experience. Outside of his advisory role, he is active in collegiate athletics as an assistant volleyball coach at multiple institutions, including Santa Monica College and George Mason University, and serves as Vice President of Community Relations for the Pepperdine University Alumni Association in Washington, DC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based strategies to tailor financial plans and portfolio management according to clients’ goals and risk tolerances.

Patrick Williams is a financial advisor with Morgan Stanley based in Washington, DC. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions across multiple Morgan Stanley affiliates and Eaton Vance Distributors, Inc. 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 structured discovery and firm-approved planning tools.

James New is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. Outside of his advisory work, he volunteers on the Finance Committee and Neighborhood Committee at National Cathedral School in Washington, DC, where his daughter attends. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 client plans.

Larry Lavorini is a financial advisor at Ameriprise with 26 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that supports advisors in delivering tailored retirement-income recommendations.