Matthew Grace is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 18 years of industry experience, including previous roles at Primerica Advisors, Guardian Life Insurance Co, and First Financial Group. Grace also serves as Treasurer for the IFAPAC DC Chapter, where he reports on political issues related to the industry. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers a range of investment and planning services including recently introduced event-driven programs.

Jordan Stewart is a Series 66-licensed financial advisor with Merrill in Washington, DC, and has 11 years of industry experience. He has been with Merrill since 2011. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Christopher Andrews is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. from 2009 to 2023. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, offering a broad array of planning options including cash-flow, retirement, education, risk, and wealth-transfer planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing the extent of implementation.

Stephen Taft is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 35 years of experience in financial planning and portfolio management. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation. Stephen focuses on helping clients simplify and organize their financial lives through a personalized approach that begins with a comprehensive Wealth Management Analysis. His expertise covers areas including college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, philanthropic planning, and portfolio management services. Stephen works closely with clients to identify and prioritize their goals, taking into account risk tolerance, time horizon, and liquidity needs to develop tailored financial strategies. Stephen holds a Bachelor's Degree from Dartmouth College and is fluent in English and Portuguese. Outside of his professional work, his personal interests include cooking, football, golfing, music, skiing, soccer, tennis, traveling, and spending time with his family.

Andrew Veth is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Charles Schwab in Washington, DC. His prior work includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments, where he spent over a decade. Charles Schwab & Co., Inc. 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. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a formal due diligence process for alternative investments.

Benjamin Jolly is a Wealth Management Advisor at Merrill Lynch Wealth Management. He graduated from Washington and Lee University with a bachelor's degree in Economics in 2002 and began his career in financial services the same year. Over the past two decades, he has focused on private wealth management, working closely with individuals and private businesses. Ben's expertise includes assisting attorneys at large global law firms with personal wealth management planning, including retirement and college funding goals, as well as survivor needs. He has experience advising clients through significant career transitions, such as moving to partnership roles or shifting to government positions. Additionally, he works with private real estate businesses to manage and coordinate their corporate retirement plans, collaborating with corporate finance and human resources departments. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ben is fluent in both English and Spanish. In his leisure time, he enjoys golfing, skiing, surfing, and tennis.

Peter Snyder is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC from 2001 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

David Bubb is a financial advisor with Charles Schwab in Bethesda, MD, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at Charles Schwab Bank, Guardian Life, TD Ameritrade, PNC Wealth Management, and Merrill. Charles Schwab & Co., Inc. serves 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 alongside custody and brokerage solutions.

Tuananh Vu is a financial advisor at Stifel with eight years of industry experience. He has held positions at Wells Fargo Clearing and Bank of America prior to joining Stifel in 2022. Outside of his advisory work, Vu is active as a musician, serves as a treasurer for a nonprofit focused on Vietnamese leadership, participates in an Asian culture podcast, and acts as a brand ambassador for a hard seltzer company. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Chris Meighan is a financial advisor with LPL Financial in Falls Church, VA, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Grove Point Advisors, LLC and Grove Point Investments, LLC, and has been associated with Meyers Meighan Wealth Management Group since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jairo Villatoro is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals, business owners, and families develop strategies to achieve their financial goals. Since beginning his career in the financial sector in 2019 at Northwestern, Jairo has focused on the importance of having a comprehensive financial plan in place, offering expertise in areas including college education planning, corporate executive services, employee benefits, equity compensation, retirement planning, small business strategies, tax minimization, and retirement income. Raised in Salinas, California, and currently residing in Belmont, Jairo graduated from San Francisco State University with a Bachelor of Arts in Sociology. He is a FINRA Series 7 and 66 registered representative and holds the Chartered Retirement Planning Counselor™ and Personal Investment Advisor designations. Jairo’s background as a student-athlete has contributed to his dedication and discipline in his professional career. He is bilingual in English and Spanish and actively volunteers as a high school wrestling coach, further demonstrating his commitment to community involvement. Outside of his professional activities, Jairo enjoys adventure sports, football, music, running, hiking, dining out, attending concerts, and spending time walking on the beach with his dog, Belfi.

Philip Verley is a financial advisor with Primerica Advisors in Lanham, MD, holding Series 65 and Series 63 credentials and having nine years of industry experience. He has worked with Primerica Advisors since 2017 and with Primerica Financial Services since 2015. Outside of finance, Verley operates as a photographer through Verley Photography in Waldorf, MD. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-based investment strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

William Cofer Jr. is a financial advisor at Primerica Advisors with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica since 1985. In addition to his advisory role, he is involved in activities related to sales of investment and loan products, as well as referrals for home security and automation services through affiliated companies. Primerica Advisors is a large-scale advisory firm serving individual investors, corporate, and charitable clients through a wrap-fee asset management program. The firm utilizes model-delivery strategies from unaffiliated asset managers and offers discretionary separately managed accounts, with custody and trade execution supported by Pershing and BNY Mellon Advisors.

Joseph Accurso is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves as a Senior Portfolio Manager on an international advisory team, advising high-net-worth individuals, families, and institutions on complex investment and planning needs across global markets. His role involves managing personalized strategies that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. With nearly two decades as a CERTIFIED FINANCIAL PLANNER® professional and over a decade of prior experience as a proprietary trader, Joseph combines institutional trading experience with holistic wealth planning. His expertise spans risk-managed, data-driven portfolio construction, asset allocation, and downside protection, especially in volatile markets. He focuses on wealth accumulation, preservation, multi-generational transfer, integrating investment management with tax-aware planning, estate strategies, and cross-border considerations. Joseph holds a Bachelor's degree from Rutgers University and professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), and Personal Investment Advisor (PIA). He is fluent in English and Italian. Outside of his professional work, his personal interests include adventure sports, billiards, boxing, chess, football, horseback riding, music, skiing, spending time with his family, and watching movies.

Brian Northern is a financial advisor with Merrill in Washington, DC, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Heritage Financial Consultants and has held various roles outside of finance, including positions at Domino's and Brookeville Beer Farm. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dino Anders is a financial advisor with Merrill in Washington, DC, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Merrill since 1998 and also works with Bank of America, N.A. since 2018. Outside of his advisory work, he is involved as an owner of nonprofit organizations related to property management, including Waterford Condominium and Mary House. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Antonio Price is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has been with Wells Fargo Advisors since 2016 and previously worked at Morgan Stanley for one year. Outside of his advisory role, he is a 50% owner of KKAP LLC, a delivery contracting business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, using proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Jamila Pugh is a financial advisor at Fidelity with Series 65 and Series 63 licenses and five years of industry experience. Her prior roles include positions at Spire Wealth Management, Paragon Development Systems, Royal Bank of Canada, and Robert W. Baird. She works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction in delivering model portfolios and fund advisory services.

John Gerold is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Outside of his advisory role, he actively runs a lacrosse program called LAX4LIFE and serves as a committee member advising the business school at Old Dominion University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Cynthia Pierce is a Senior Financial Advisor at Merrill Lynch Wealth Management with over thirty years of industry experience. She provides goals-based wealth management services to affluent families, accomplished professionals, successful business owners, and philanthropic organizations. Alongside a team of firm specialists, she focuses on delivering customized advice, exceptional service, and a disciplined approach to investing. Her areas of expertise include divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, women and wealth, and retirement income. Cynthia holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned her bachelor's degree from Sweet Briar College. Cynthia follows the Merrill tradition of community participation, dedicating time to volunteer with local organizations. Her personal interests include boating, horseback riding, photography, and traveling. She was named to the Forbes "America's Top Women Wealth Advisors" list in 2024 and also recognized in the Forbes "Best in State Wealth Advisors" list the same year.