Fred Sherrill is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 20 years of industry experience, including roles at City National Bank since 2017 and RBC Capital Markets LLC since 2008. Outside of finance, he is involved in a residential real estate development company as managing director and is an active owner of a small private company related to interior design. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers.

Brandon Hines is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2010. Outside of advising, he is a landlord involved in a rental property business jointly owned with his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and includes both discretionary and non-discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Grant is a Financial Advisor at Merrill Lynch Wealth Management. He brings a unique perspective to wealth management, combining his extensive experience in political risk and energy market analysis with his academic background in international economics. Before joining Merrill Lynch, James spent over a decade analyzing global growth trends, commodities, climate issues, and international security. This expertise complements his team's strengths in financial strategy design, estate planning, and portfolio management. He holds the Personal Investment Advisor (PIA) designation. James earned a Bachelor's Degree from Bates College and a Master's Degree from Johns Hopkins University SAIS. He works alongside his wife Emily and her father Bill Grace at Merrill Lynch Wealth Management.

William Hitt is a financial advisor with Merrill based in Washington, DC. He holds a Series 66 designation and has five years of experience with Merrill, following prior roles at Millie's Spring Valley and Southern Methodist University. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Jana Barnett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 46 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. 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.

Jessica Costello is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Annapolis, Maryland. She assists clients in creating personalized strategies aimed at achieving their financial goals, focusing on areas such as college education planning, legacy planning, personal retirement planning, women's wealth, and retirement income. Jessica emphasizes placing the client at the center of the wealth management process by discussing individual concerns and priorities to develop meaningful financial goals and corresponding investment strategies. Jessica began her career in the securities industry in 1996 with Legg Mason and joined The O'Malley Stansbury Group at Merrill in 2010. She holds a Bachelor's degree in Business Administration from the University of Delaware and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her team has been recognized by Forbes as one of the Best-in-State Wealth Management Teams in 2023, 2024, and 2025. Residing in Annapolis with her husband Tom and son Jack, Jessica enjoys skiing, boating, and watching the Washington Capitals. She is also involved in the community through participation in the organization Clothing Our Kids.

Justin Biggs is a financial advisor with UBS Financial Services in Washington, DC, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. He has been with UBS Securities LLC since 2013. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and affiliated banking programs.

Amanda Mc Kenna is a financial advisor at UBS Financial Services with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill, G.research, LLC, Fairfield University, and GAMCO Investors, Inc. 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 and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Collin Fleming is a financial advisor with Wells Fargo Clearing in Annapolis, MD, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Shore United Bank, Fort Lauderdale Country Club, The Cannon Club, Disney, and Wingate University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical large institutional advisers.

Elizabeth Breaux is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with two years of industry experience. She has been with Morgan Stanley since 2017, following nine years at Hyatt Regency Baltimore Inner Harbor. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that uses structured discovery conversations and advanced modeling tools.

Joshua Richardson is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2025. Prior to that, he spent eight years at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Richardson also has experience at Creative Minds International Public Charter School. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide array of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Qasim Abbas is a financial advisor at UBS Financial Services with Series 66 credentials and less than one year of industry experience. Prior to joining UBS, he was involved in a Morrisville City Council campaign and worked in various roles including at Swish and Target. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and capital market tools. The firm combines institutional trading capabilities with wealth management solutions across a broad platform.

Evan Pietras is a Financial Advisor at Merrill Lynch Wealth Management in the Washington, DC Metropolitan area. He focuses on understanding clients' priorities and helps them create personalized financial plans designed around their goals and aspirations. Evan works with attorneys, corporate executives, and individuals undergoing major life transitions such as marriage, child planning, promotion, job change, and retirement. With experience spanning multiple wealth management firms, Evan specializes in college education planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from James Madison University. Outside of his professional role, Evan is involved with Lucky Dog Animal Rescue and TeamEsteem. His personal interests include basketball, boating, cooking, football, golfing, hiking, running, skiing, and traveling.

Robert Pascal is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services through Financial Advisors and its Estate Planning Strategies Group.

Christopher Snowling is a CFP® professional with 24 years of industry experience, currently serving at Charles Schwab. His career includes roles at TD Ameritrade Investment Management, TD Ameritrade, Janney Montgomery Scott, and Advantage Waypoint. He is based in Washington, DC. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset investment approach supported by Schwab Center for Financial Research due diligence.

Thomas Digirolamo is a financial advisor with Primerica Advisors in Annapolis, MD, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1995 and currently operates Digi Financial. Outside of his advisory role, he is a partner in a restaurant and catering business and is the owner of a book titled The S.O.B. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm uses a wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Stephen Comiskey is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 license and over 23 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007 and is also a co-owner and managing partner of Comiskey & Hunt Law Firm, where he has practiced law since 1983. Additionally, he serves on the boards of the U.S. Naval Academy Council of Class Presidents and the U.S. Naval Academy Alumni Association. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, including customized financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers various investment solutions encompassing retail and institutional offerings.

David Seidl is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Chesapeake Corporate Advisors, and attended the College of William and Mary. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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.

Danielle Orleans is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Based in Washington, DC, she brings nearly two decades of experience to her role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Peter Lamade is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America and Merrill since 2015. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.