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.

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 financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America since 2016. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

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.

Andrew Dans is a financial advisor at Fisher Investments with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance Co., Ameriprise, American General Life Insurance, and AIG Capital Services. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process with a five-member committee and uses tax-aware strategies alongside defensive tactics to manage risk and positioning.

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.

Matthew Gray is a financial advisor at RBC Capital Markets in Washington, DC, with 15 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2010. Outside of his advisory role, he serves as Co-Chair on the Board of Directors for the Real Estate Finance Alliance at George Washington University, a group focused on supporting college and graduate students interested in real estate and finance. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment resources.

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.