Andrew Sheridan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in wealth management strategies tailored to individual clients, including areas such as college education planning, executive compensation, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Andrew began his career in financial services in 2007 and joined The Hasenberg Hartsock Group in 2014. He works with individuals, families, businesses, local government employees, non-profits, and multi-generational families to develop strategies that balance their financial objectives with their core values. His approach involves a disciplined process focused on understanding each client's unique needs, concerns, and priorities. He holds a BS in Business from Mount Saint Mary's University (2007) and has completed an Accredited Certificate Program from the College for Financial Planning. Andrew is a CERTIFIED FINANCIAL PLANNER® (CFP®), a CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®), a Personal Investment Advisor (PIA), and a Retirement Benefits Consultant (RBC). He serves on the steering committee for the Mount St. Mary's DC Alumni Association and volunteers with organizations including the Knights of Columbus and Cup of Joe meal packing events. Andrew lives in Vienna, Virginia, with his wife Katherine and their four children.

Linda Krupka is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and utilizes multiple portfolio management styles supplemented by firm research and affiliated sub-advisers.

Nigel Smith is a financial advisor at Edward Jones in Silver Spring, MD, with two years of industry experience. Prior to joining Edward Jones in 2024, he held roles in strategy and innovation consulting at Value Exchange Catalysts LLC and was involved with Zurena LLC, a beverage supply business. At Value Exchange Catalysts, he authored white papers on the impact of new technologies and regulations in medically underserved communities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a network of approximately 23,701 financial advisors.

Seth Wernick is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Woodmont, Deutsche Bank Securities Inc., and Citigroup Global Markets. He serves as 1st Vice President at Woodmont in an unpaid capacity. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Connor Schultz is a financial advisor with J.P. Morgan Securities in Washington, DC, holding a Series 66 designation and six years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The advisory process combines quantitative screening and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Kenneth Greenwood is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Brookstone Capital Management, Cambridge Investment Research, and SunTrust Advisory Services. 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, utilizing various portfolio strategies and advisor support tools, and oversees more than $819 billion in discretionary assets.

Brandon Williamson is a financial advisor with Merrill in North Bethesda, MD, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2017 and concurrently with Bank of America since 2018. Outside of his advisory role, he is the sole owner of a rental property business in Laurel, Maryland. 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 for individuals, high-net-worth clients, pension plans, and charitable organizations, with portfolio implementation tailored to various strategic approaches.

Samuel Courtney is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is a partner and advisor at The College Funding Coach, a college consulting business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and investment consulting through non-discretionary services and offers municipal advisory roles, supporting clients with a wide range of portfolio management styles and affiliated research.

Colin Mattingly is a Senior Financial Advisor and Partner at the Coliton Mattingly Group, affiliated with Merrill Lynch Wealth Management. He works closely with a select group of individuals and families to develop and execute tailored wealth strategies. Colin specializes in advising corporate executives, venture capitalists, investment bankers, and private equity professionals, focusing on managing equity compensation, liquidity events, and complex financial planning. Colin's expertise includes navigating stock bonus plans, concentrated positions, private placements, deferred compensation plans, QSBS and Section 1202 planning, pre-IPO and secondary market liquidity, concentration risk management, and structuring assets for liquidity and long-term protection. He collaborates with sell-side M&A teams, attorneys, CPAs, and bankers to provide comprehensive financial guidance during personal liquidity events and complex transactions. He holds a Bachelor's degree from the University of Maryland's Smith School of Business and holds professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Colin enjoys playing tennis, cooking, supporting local sports teams, traveling, and participating in community charities.

Jonathan Sowanick is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Marla Bosset is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo since 2016, following a role at Citigroup Global Markets from 2000 to 2004. Outside of her advisory work, she is involved with Limelife Inc., a skincare and cosmetics business. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party data to support its investment strategies.

Jakob Arneson is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Monocacy Crossing. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Katharine Finley is a financial advisor with Merrill in Washington, DC, holding a Series 66 designation and over 22 years of industry experience. She has worked at Merrill since 2009 and previously at Bank of America. Outside of her advisory role, she is involved in family businesses including wire jewelry making and also serves on the endowment board and finance committee of St. Paul’s Episcopal Church in Waldorf, Maryland. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, employing both model-based and discretionary investment strategies.

Paula Scali is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, she provides financial, investment, and trusts and estates advice to individuals and their companies. Paula focuses on developing personalized wealth management strategies that aim to help clients meet their long-term objectives with careful attention to risk management. With over thirty-five years of experience in the financial services industry, Paula has held management positions in corporate and multinational banking, capital markets, and private banking and investments at several major New York money-center banks including Chemical Bank, Irving Trust/The Bank of New York, and Chase Manhattan Bank. From 1990 to 1997, she directed a high net worth group in Private Banking at Chase, specializing in credit and lending products as well as traditional and alternative investment strategies for individuals, businesses, and not-for-profit companies. Since returning to her hometown of Washington, DC in 1997 to join Merrill Lynch, she has maintained long-term relationships with many clients, some spanning over twenty-five years. Paula holds a Master’s Degree (MBA) from Simmons College and a Bachelor’s Degree from Wells College. She has earned the Personal Investment Advisor (PIA) designation. Beyond her professional responsibilities, Paula participates in community volunteering in alignment with the Merrill tradition of serving local communities.

Priscilla Woo is a Series 66-licensed advisor at J.P. Morgan Securities with two years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Peter Kenny is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he assists individuals, families, and organizations in identifying their financial priorities and setting strategies to address them, managing investment capital to help attain their goals. His client focus areas include corporate executive services, services for endowments, foundations and non-profits, services for defined benefit plans, investment consulting for defined contribution plans, personal retirement planning, socially responsible and values-based investing, women and wealth, and retirement income. Peter has over 20 years of experience standing alongside clients to navigate the financial world and address concerns that are important to them. He has received recognition as a Forbes "Best-in-State Wealth Advisor" from 2018 to 2026 and has been named to Barron's Top 250 Private Wealth Management Teams for 2024 through 2026, as well as Forbes Americas Top 100 Wealth Management Teams - High Net Worth from 2022 through 2025. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Peter earned a Bachelor's Degree from Lehigh University in 1995. Outside of his professional work, he enjoys football, golfing, and spending time with his family.

Raul Jimenez Ramirez is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. His career includes multiple roles at Bank of America, N.A. and Merrill since 2015, as well as brief positions at Lyft and Uber in 2017. 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 and profit-sharing plans, corporations, and charitable organizations.

Jennifer Fitzpatrick is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney throughout her career since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling to support its financial planning process.

Chester Wortham is the Vice President Private Wealth Management Advisor at Fidelity Investments, where he has been serving since 2021. He collaborates closely with clients to develop comprehensive wealth plans, leveraging over 25 years of experience working with high net worth individuals and their families. His career includes various roles within Fidelity Investments, such as Wealth Management Advisor since 2021, Financial Consultant from 2013 to 2021, and Investment Consultant in 2013. Prior to Fidelity, Chester held positions at several financial services firms, including MetLife, Liberty Mutual, AXA Advisors, Waddell & Reed, and T. Rowe Price, gaining extensive experience in financial consulting and advisory services. Outside of his professional work, Chester enjoys baseball, family activities, fitness, football, running, and table tennis.

Brian Mcnew is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and models developed by its Global Investment Committee.