Kevin McCarthy is a Financial Consultant currently working at Fidelity Investments. He partners with clients to understand their priorities and collaborates with them to develop tailored financial strategies. He monitors these plans to ensure they adapt to any changes in clients' circumstances. Kevin has held various roles in the financial services industry, including Financial Consultant at Fidelity Investments since 2022, Planning Consultant at Fidelity Investments from 2020 to 2021, Financial Consultant at E*TRADE Capital Management from 2019 to 2021, and Relationship Manager at Fidelity Investments from 2017 to 2019.

Danielle Juda is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. She has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2009. Juda serves as a director on the board of the Charles E. Smith Jewish Day School, participating in the investment committee responsible for overseeing the school’s endowment. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Colton Baker is a Series 66 licensed financial advisor with Morgan Stanley in Alexandria, VA, where he has worked for eight years. He has seven years of industry experience and prior roles include positions at Design Ink and Clark Planetarium. Outside of his advisory role, he serves as a poll worker for the City of Alexandria Elections Office. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutions. The firm provides tailored financial planning using structured processes and planning tools and manages approximately $2.74 trillion in client assets.

Nicholas Bohn is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2012. Outside of his advisory role, he is involved with the Estate of F P B, Jr. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Joseph Coliton is a Wealth Management Advisor with Merrill Lynch Wealth Management and a Partner of the Coliton Mattingly Group. He offers a disciplined, goals-based approach tailored to high-net-worth individuals, families, corporate executives, medical professionals, and private and public companies. His services focus on wealth building, preservation, and succession planning, aiming to ensure multi-generational financial stability. Joseph works closely with clients on major life transitions and complex financial goals, applying precision planning, proactive strategy, and disciplined execution. Joseph holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor’s Degrees in Finance and Marketing from the University of South Carolina’s Darla Moore School of Business and completed Financial Planning studies at the University of Virginia. He is a member of the Pi Kappa Phi Fraternity. Outside of his professional role, Joseph contributes to various organizations such as the Darla Moore School of Business, Filter of Hope, Military Bowl Foundation, Inc., SOME (So Others Might Eat), StreetWise Partners, The Ability Experience, Washington DC Gamecock Alumni Association, and Washington Jesuit Academy. He maintains interests in activities including boxing, fishing, golfing, hiking, hunting, racquetball, running marathons, surfing, tennis, and traveling.

Brian Wagner is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies. He works closely with clients to understand their individual financial situations and goals, delivering customized approaches that adapt to changing needs and market conditions. Brian provides clients access to the investment insights of Merrill and the banking services of Bank of America to support various aspects of their financial lives. His areas of expertise include college education planning, equity compensation services, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, and tax minimization. Brian approaches financial advising with a focus on long-term stability and thorough understanding of every aspect of his clients' financial pictures. Brian holds a Bachelor's Degree from the University of Maryland and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is originally from the Philadelphia area and relocated to the DMV region after his education. Outside of work, Brian enjoys spending time with family and friends, being outdoors, exercising, and engaging in sports activities such as baseball, basketball, football, and golf.

Joseph Hughes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized wealth management strategies that align with their unique financial priorities and life stages. Joseph emphasizes a collaborative approach to planning, guiding clients through the complexities of life’s financial cycles while considering key aspects such as family, finances, health, home, leisure, work, and giving. His expertise extends beyond investment portfolio management to comprehensive financial planning that supports long-term goals. Joseph holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Virginia Polytechnic Institute & State University. In addition to his professional work, Joseph is engaged in community service, reflecting the Merrill tradition of participating in and supporting the communities served. He volunteers with local organizations as part of his commitment to community involvement.

Kenec Elvir Corrales is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Thrivent Financial, Thrivent Investment Management, and Pruco Securities LLC. Outside of his advisory role, he is involved as a youth soccer coach with Vienna Youth Soccer. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis as part of its financial planning process.

David Holdsworth is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Advisors and related entities since 2009. Outside of his advisory role, he serves on the board of directors for the Quincehaven HOA and is involved in multiple business ventures, including investment-related LLCs and a trailer rental company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial product offerings.

Nathan Marsden is a financial advisor with Merrill in Washington, DC, holding a Series 66 designation. He joined Merrill and Bank of America, N.A. in 2025 and has prior experience in logistics and investment-related roles, including at Putnam Investments and the University of South Carolina. Merrill serves a broad client base ranging from individuals to institutional investors, offering diversified managed account programs, discretionary portfolio management, and brokerage services. The firm is noted for its integration with Bank of America affiliates and its emphasis on tax-efficient investment strategies and manager selection.

Ian Ross is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2021. Ross serves as Vice President and board member of The Beta Theta Pi Club of Michigan, a fraternal social and recreational organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Ryan Miller is a financial advisor with LPL Financial in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Nationwide Securities, LLC and Nationwide Financial from 2009 to 2020. Outside of his advisory role, he owns and operates two non-investment businesses, including a painting company and a commercial vehicle business focused on trash and recycling bin services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research, model portfolios, and technology-driven solutions.

Anthony Natale is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2017, following earlier roles at Kohl's and Wegman's. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Kara Bruntz is a financial advisor with Charles Schwab in Washington, DC, holding Series 63 and Series 66 licenses and six years of industry experience. Her career includes roles at Charles Schwab Bank SBB and Charles Schwab & Co., Inc., as well as prior positions outside finance such as at Old West Cafe and Gameday. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining non-discretionary advisory services with access to discretionary separately managed accounts and alternative investment options. The firm’s large scale and integrated structure support a broad client base and centralized operational functions.

Dallas Disbro is a Financial Advisor and Portfolio Advisor with Merrill Lynch Wealth Management. He has been providing financial advice and personalized guidance since joining Merrill in 2014, with experience serving individuals, families, and business owners. Dallas offers tailored wealth management strategies focused on retirement planning, education funding, liquidity events, and wealth transfer, aligning with his clients' unique financial goals and timelines. Dallas holds the Chartered Retirement Planning Counselor (CRPC) designation and the Portfolio Advisor title from the Merrill Investment Advisory Program. He also holds FINRA Series 7 and Series 66 registrations. Prior to Merrill, he worked at AXA Advisors as a Financial Consultant specializing in retirement benefits for public school employees. Dallas earned two Bachelor of Arts degrees with institute honors in Economics & Business and Spanish from the Virginia Military Institute, where he also minored in Leadership and concentrated in Financial Management. In addition to his professional work, Dallas is actively involved in the spinal cord injury and disability community in the Greater Washington DC area. Since 2017, he has served as a board member and acting President of the United Spinal Metro DC Chapter. He was honored with the naming of The Dallas Disbro Ability Center at the Sheltering Arms Institute, a physical rehabilitation hospital. Dallas incorporates special needs planning into his financial practice to assist clients with long-term disabilities and families with special needs individuals. He resides in Washington, D.C., and his personal interests include international travel, live music, dancing, and sports.

Tammy Pan is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, following prior roles at Suntrust Advisory Services, Suntrust Investment Services, and Panco Realty Company. 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 supported by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Leleck is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 65 and Series 66 credentials and 17 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. Outside of finance, he is an owner and partner of Made By the Water, LLC, a company that owns several breweries. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized manager due diligence. The firm delivers its services on a non-discretionary basis, applying an ESG eligibility framework when recommending strategies.

Josselyn Romero Argueta is a financial advisor at Merrill with a Series 66 designation and seven years at the firm. Her prior work experience includes roles at Bank of America, Bath & Body Works, Victoria’s Secret, and Chick-fil-A. 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.

Sean Zawodny is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Vector Solutions and Everfi. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ryan Bortner is a financial advisor with Wells Fargo Advisors in Alexandria, VA, holding a Series 66 license and 14 years of industry experience. He has been with Wells Fargo entities since 2010, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves on the finance committee for Potomac Valley Swimming and acts as a referee and chief judge for local swim leagues. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting specific net-worth thresholds, utilizing research, planning tools, and client summary reports to develop and deliver tailored recommendations.