Grant Furnary is a Senior Financial Advisor at Merrill Lynch Wealth Management, operating out of the North Bethesda, MD office. He works with high net worth individuals and businesses to navigate wealth planning and investment management, focusing on multigenerational strategies built on strong relationships and trust. Grant and his team utilize insights from Merrill and Bank of America banking services to create personalized plans that support clients' desired lifestyles across present and future generations. Grant holds a Bachelor's Degree from Virginia Polytechnic Institute & State University and has earned the Personal Investment Advisor (PIA) designation. He specializes in areas including executive compensation, equity compensation services, family wealth management strategies, and retirement income planning. His approach emphasizes connecting all aspects of a client's financial life to prioritize and pursue meaningful goals. Outside of his professional role, Grant serves as the Chairman of the Board of Directors for the DC Catholic Farming Network, a nonprofit organization serving the Washington DC area. He lives in Washington DC with his wife, their two daughters, and their Golden Retriever. Grant enjoys hiking, biking, traveling, cooking, and spending time with his family.

Olabisi Akinrimisi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. from 2012 to 2016. Additionally, she has a long tenure with Wells Fargo Bank NA dating back to 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of advisory services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s process is IPS-driven and incorporates modern portfolio theory, with options for discretionary plan-level investment management and a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Carl Walker Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and several real estate and benefits firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics from Wells Fargo Investment Institute and third-party databases in its investment approach.

Carlos Fonseca Rodriguez is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. He has worked at Merrill and Bank of America, N.A., as well as several other companies including Cava and BurgerFi. 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, pension plans, corporations, and charitable organizations.

Brian Terlinsky is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank NA since 2014 and holds Series 63 and Series 66 credentials. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Andriel Matthews is a financial advisor with Primerica Advisors in Ellicott City, MD, holding Series 65 and Series 63 credentials and 27 years of industry experience. Matthews has been with Primerica Advisors since 1997 and Primerica Financial Services since 1995. Outside of advisory work, Matthews is involved in the sales of loan products, home security and automation referrals, and owns Matthews Monarchies & Associates, Inc., an entity established for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate clients, and charitable organizations. The firm employs model-driven strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Stefen Blount is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Wells Fargo Clearing and has held prior roles at Bank of America, Merrill, and Facet Wealth. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related products and bank deposit sweep options.

Brandon Hepburn is a financial advisor with J.P. Morgan Securities in Baltimore, MD, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes positions at Santander Securities and PNC Bank. Outside of his advisory role, he co-owns Pro Experience, LLC, a business focusing on web design and fitness and nutrition coaching. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers customized performance reporting through its Institutional Consulting Services program.

Michael Moylan is a CFA® charterholder and holds a Series 66 license. He has one year of industry experience and is currently an advisor with Edward Jones. Prior to joining Edward Jones, he worked at WMATA and spent over a decade at AFL-CIO Housing Investment Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Sean Rippen is a Wealth Management Advisor with Merrill Lynch Wealth Management, a role he has held since joining the firm in 2006. He is a qualified Portfolio Manager who provides clients with tailored wealth management plans designed to achieve their long-term financial objectives. Sean builds and manages personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Through Merrill's Investment Advisory Program, he manages client strategies on a discretionary basis. Sean holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™. He also holds FINRA Series 7, 66, and 31 securities registrations and a State of Maryland insurance license. Sean earned a Bachelor of Arts degree in Economics from the University of Maryland's Scholars Program in College Park. His client focus areas include college education planning, executive compensation, LGBT wealth planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Outside of his professional pursuits, Sean enjoys playing piano and guitar, physical fitness, golf, woodworking, and spending time with his family. He resides in Brookeville, Maryland, with his wife Christine and their two sons, Beau and Austin.

Valerie Campbell is a financial advisor with Wells Fargo Advisors in Baltimore, MD, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. She has worked at various Wells Fargo entities since 2009. In addition to her advisory role, she owns and operates Valerie A. Campbell, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing firm research and planning tools to develop tailored recommendations delivered through meetings and written reports.

Natalia Cuellar is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2022, also working at Wells Fargo Bank since 2014. Outside of her advisory role, she works as a delivery driver for DoorDash on a part-time basis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Tommie Roberson III is a financial advisor with Merrill in Silver Spring, MD, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill and Bank of America since 2016 and previously at National Agents Alliance. Outside of finance, he manages staff at Bobby McKeys Dueling Piano Bar, a role he has held since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Willie Tate is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in guiding millionaires and high net worth families through the accumulation, growth, and preservation of their financial assets. His areas of expertise include retirement planning, estate and legacy planning, tax efficiency, college education planning, divorce transition planning, executive compensation, family wealth management strategies, and philanthropic planning among others. Willie holds professional designations including Accredited Asset Management Specialist (AAMS), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from Georgetown University and an MBA from the University System of Maryland. Willie is proficient in English and French and engages with several professional organizations such as Alpha Phi Alpha Fraternity Inc., Georgetown University Alumni Association Black Alumni Council, and the Urban Financial Services Coalition. Outside of his professional work, Willie participates in community involvement with organizations including Good Shepherd Housing and Family Services Inc., Leveling The Playing Field, and Northern Virginia Football Officials Association. His personal interests include basketball, chess, football, golfing, singing, spending time with family, and watching movies.

Vanessa Echeverria is a CFP® with nine years of industry experience, currently affiliated with LPL Enterprise. Her prior experience includes roles at Ameriprise Financial LLC and The Prudential Insurance Company of America. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm provides financial planning, model portfolio programs, third-party asset management arrangements, and access to various brokerage and insurance products.

Behzad Baharloo is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Wells Fargo Clearing with two years of industry experience. His prior roles include positions at Merrill, Regions Bank, and Cetera. He was also involved in a family business, Orelity Family Fund, from 2013 to 2022. 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 advisory process is IPS‑driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bill Polizos is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 10 years of industry experience. His prior roles include positions at PNC Investments LLC, Capital One Advisors, LLC, Capital One Investing, LLC, and Morgan Stanley. Outside of his advisory work, he is involved with Marniso Wealth Advisors Inc., a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers diverse advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kyle Murphy is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 10 years of industry experience and has worked with Cambridge Investment Research Advisors since 2017. In addition to his advisory role, he is an independent insurance agent affiliated with Midland National Life and operates Murphy Financial Group in Sykesville, MD. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals.

Gordon Stier is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as Vice President of the University of Bridgeport Alumni Association board of directors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products on an integrated platform.

Marco Rosas Ruiz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, NA since 2016. Outside of his financial career, he is involved in the hospitality industry as a cashier at Timbuktu Restaurant in Hanover, MD. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.