Samuel Myers is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. Samuel aims to provide clients with the knowledge and tools to manage their financial lives and select platforms that best fit their needs. He holds a Bachelor's Degree from the University of Maryland and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Samuel is involved with the Maryland Food Bank.

Michael Bonura is a financial advisor at Merrill in Washington, DC, with 6 years of industry experience. He holds the Series 63 and Series 66 designations. Bonura has worked at Merrill since 2003 and was also associated with Bank of America during that time. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Young is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2012. He has also been involved with Clover Company since 2002. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, and public entities. The firm offers tailored financial planning and consulting services with a range of portfolio management styles supported by affiliated research and specialists.

Eric Guerrero is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following prior roles at Charles Schwab and Charles Schwab Bank. Outside of his advisory work, Guerrero serves as Board President for Defensores De La Cuenca, a watershed conservation organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages multi-manager fund structures and delivers model portfolios while maintaining oversight of sub-advisers and addressing conflicts of interest.

Cole Andreadis is a Financial Advisor at Merrill Lynch, based in the Washington, DC office. He works with individuals and families to develop tailored wealth management strategies aimed at protecting and growing their assets across generations. His areas of focus include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Cole graduated from Wake Forest University with a Bachelor of Science degree in Finance. After completing his degree in 2021, he worked for four years in New York City at UBS in the Private Wealth Management division, where he advised high-net-worth clients and received advanced training in investments and financial planning. In 2024, he earned his CERTIFIED FINANCIAL PLANNER® (CFP®) certification and holds the Personal Investment Advisor designation. Originally from Darnestown, Maryland, Cole currently resides in Washington, DC. Outside of work, he enjoys skiing, golfing, surfing, hiking, running, photography, music, traveling, and spending time with his family.

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.

Walter Crowell Jr. is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 designations and has 34 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been with City National Bank since 2017. Crowell was previously a passive owner of a small private organization, Classic Colonial Reproductions LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment goals.

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.

Andrew Shaver is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Cetera Investment Services and Foresters Financial Services. He is also involved in outside employment as a paraplanner with River Hills Consulting Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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 at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Atlantic Prime Mortgage, Freedom Mortgage Corporation, and 2U Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs utilizing both proprietary and third-party strategies.

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.

Jenny Logsdon is a CFP® professional with 26 years of industry experience. She is currently with LPL Financial and has prior experience at M&T Bank, M&T Securities, MSI Financial Services, Inc., and MetLife Investment Fund Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive technology and a large network of advisors.

Thomas Greaser is a CFP® professional with 26 years of industry experience, currently with Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is an announcer for soccer games with Big East Digital Network and Georgetown University Men's Soccer. 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 employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

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.

Daniel Higgins is a financial advisor with Edward Jones in Pasadena, MD, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Higgins serves as a lead facilitator at Arundel Christian Church and is a member of the board for Gold Flex Life Sciences, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.