Todd Price is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2011, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a 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 offers services both directly to individuals and through corporate financial planning agreements.

Joshua Steinmetz is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2016, progressing through positions including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, Workplace Planning & Advice Consultant, and Financial Associate. Throughout his career at Fidelity Investments, Joshua has developed expertise in financial consulting and investment management, partnering with clients to align their current decisions with their long-term financial plans. His approach emphasizes purposeful planning and collaboration with clients and their families. Outside of his professional work, Joshua is engaged in family activities, fitness, golf, parenthood, and caring for pets.

Scott Martin is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He acts as a personal representative for his mother's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Andrew Pritsios is a Private Wealth Advisor at Merrill Private Wealth Management. He focuses on helping clients with college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. His role involves integrating thoughtful planning, disciplined portfolio management, and long-term strategic vision to support clients' financial goals throughout every stage of life. Andrew began his career in financial services in 2000 and has held positions involving investment banking, institutional trading, and investment strategy. He currently works closely with clients to design customized financial plans, implement trust and estate strategies, and structure solutions that promote tax efficiency, asset protection, and legacy preservation. He collaborates with clients' legal and tax advisors to ensure alignment with their values and prepares wealth for transition across generations. He holds a bachelor's degree from Bucknell University and maintains the Personal Investment Advisor (PIA) designation. Outside of work, Andrew enjoys biking, cooking, golfing, music, running, skiing, spending time with his family, and traveling.

Jordan Toepel is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Nuveen Investments for 15 years and Calamos Investments for two years. Outside of his advisory role, he is involved in youth soccer coaching, serving as an assistant coach for Christos FC and owning Everything Hurts, LLC, through which he coaches for the Liverpool International Academy Central MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network, affiliated trust company, and securities-based lending options.

Megan Kondos is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds the Series 66 designation and has been with UBS since 2010. 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 incorporates proprietary research and model-based asset allocations to tailor investment plans.

Tonya Merriweather is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes multiple tenures at Wells Fargo Clearing and Wells Fargo Advisors, as well as roles at Ameriprise Financial Services and Milliman. 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 solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Venus Wilson is a Series 66-licensed financial advisor with Thrivent Investment Management in Bowie, MD, bringing 20 years of industry experience. She has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of her advisory role, Wilson serves as an advisory board member for the Maryland Insurance Administration, providing input on licensing issues related to life and health advisors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes written recommendations on various planning topics and the option to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

Lance DiNatale is a Planning Consultant at Fidelity Investments, where he supports Financial Consultants and their Wealth Management teams. In his role, he works with clients to identify their concerns and objectives, collaborating to develop financial plans aimed at helping them pursue their goals. He joined Fidelity Investments in 2022 and has held various positions including Customer Relationship Advocate and Investment Solutions Representative before becoming a Planning Consultant in 2025. His experience within the company spans client support and investment solutions, contributing to his expertise in financial planning.

Emily Grace is a Senior Financial Advisor with Merrill Lynch Wealth Management. She is part of the Grace Team, a multigenerational family team with over five decades of combined experience in financial advising. Emily joined the team in 2018, working alongside her father, Bill Grace, who has been with Merrill Lynch since 1975, and her husband, James Grant, who joined in 2022. Emily's areas of expertise include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, individual and corporate investment strategy, and retirement income. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Hamilton College. Outside of her professional work, Emily enjoys skiing, tennis, traveling, and spending time with her family.

Denika Tokunaga is a financial advisor at LPL Financial with 18 years of industry experience and holds the Series 66 designation. She has been with LPL Financial since 2014. In addition to her advisory role, she is involved as a life coach and serves as a board member and committee member for Project Culture. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jessica Procaccini is the Market Leader for the Maryland & DC market at Fidelity Investments. In her role, she emphasizes creating a meaningful impact in clients' lives by delivering a personalized planning experience tailored to their individual goals and values. Jessica's career at Fidelity Investments spans over a decade, during which she has held various positions including Vice President and Branch Leader, Regional Planning Consultant, Managed Account Investment Consultant, Portfolio Specialist, Investment Solution Representative, and Financial Representative. Her extensive experience reflects her deep expertise in financial planning and client relationship management. Outside of her professional responsibilities, Jessica has interests in golf, soccer, and caring for pets. She is also involved in volunteering activities.

Elijah Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Washington, D.C. He works with individuals and families to provide a disciplined, goals-based approach to wealth management, allowing for tailored strategies that support their priorities and adapt as their needs evolve. His team emphasizes understanding clients' personal and financial lives to help pursue long-term goals across generations. His areas of client focus include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, defined benefit plans, new wealth management, personal retirement planning, portfolio management, small business strategies, and retirement income. Elijah holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from James Madison University. Elijah follows the tradition of community participation and spends time volunteering with local organizations. Outside of his professional role, he enjoys boating, golfing, tennis, and spending time with his family.

David Greeley is a Series 66 credentialed financial advisor with 11 years of industry experience, currently serving clients at Edward Jones in Hanover, MD. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Pliner is a Series 66 licensed financial advisor with UBS Financial Services in Washington, DC, with three years of industry experience. His prior roles include positions at Baltimore-Washington Financial Advisors and RBC Wealth Management. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including discretionary portfolio management and access to proprietary research and analytics.

Elizabeth Shepard is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since starting her career in 1980 with Merrill Lynch, she has focused on guiding clients through financial planning, developing strategies based on their risk tolerance, time horizon, liquidity needs, and investment goals. Elizabeth collaborates closely with her son, Daniel Straub, who joined her team in 2017. Elizabeth earned a bachelor's degree from Florida State University and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc. Her expertise includes family wealth management, philanthropic planning, retirement income strategies, tax minimization, and socially responsible investing. She has also earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). In addition to her professional work, Elizabeth is actively involved in community efforts. She has served as a Corporate Committee member for Georgetown University's Lombardi Cancer Center for 20 years and has been engaged in fundraising for cancer-related causes. Elizabeth is an active member of the Nantucket Garden Club. Her personal interests include cooking, gardening, interior decorating, knitting, running marathons, and swimming.

Peter Rosenfelder is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Edelman Financial Engines and its affiliated entities since 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.

James Arrison is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been providing financial advice and guidance since 2005. He works with individuals and families to develop, implement, and review investment strategies and financial plans designed to grow and preserve their wealth, addressing areas such as retirement planning, education funding, wealth transfer, and wealth preservation. James emphasizes asset allocation modeling with a focus on cash flow strategies and tax minimization, collaborating with clients' other advisors when appropriate. Before joining Merrill Lynch, James served as a Naval Officer from 1992 to 1998 and subsequently worked as a senior business and technology consultant in the electric and gas utility sector until 2005. He holds a bachelor's degree in computer science from the U.S. Naval Academy and an MBA in technology management from the University of Phoenix. He also holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). James is actively involved in his community, having served as a director and president of Navy League chapters and currently serving as a Trustee for the U.S. Naval Academy Foundation Athletic and Scholarship Programs. He participates in youth ministries focused on local high school students and enjoys boating, camping, golfing, hiking, hunting, reading, skiing, surfing, woodworking, and spending time with his family. James lives in McLean, Virginia, with his wife of over 30 years and their youngest son.

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.