Matthew Griggs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2000 and joined Merrill Lynch in 2008. He handles the management of the team's business operations as well as serving as a relationship manager. His client focus areas include liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. Matthew graduated from Randolph-Macon College with a degree in Business Economics. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Within Merrill Lynch, he is a member of the Merrill Charitable Committee in Rockville and has previously assisted with training new hires in the Greater Maryland PMD program. He lives in Kensington, Maryland with his wife Megan and their two children, Curtis and Abigail. Outside of work, Matthew enjoys spending time with his family, coaching youth sports, and engaging in activities such as baseball, camping, cooking, football, golfing, music, scuba diving, skiing, and softball.

Holly Mackay is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Cetera since 2024. She previously worked at Lincoln Financial Advisors Corporation for 12 years. Mackay is a member of GAMLAND LLC, a family real estate management business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Zheng Wang is a financial advisor at Morgan Stanley with a Series 66 designation and no prior industry experience. Before joining Morgan Stanley in 2025, Wang worked at Fannie Mae and was a partner at Naz Group LLC for 18 years. Outside of his advisory role, he is a partner in Nazlymov Fencing LLC, a recreational business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs. The firm’s financial planning process employs structured discovery conversations and advanced planning tools, managing approximately $2.74 trillion in client assets.

Scott Butera is a CFP® with 28 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Financial Engines Advisors, EF Legacy Securities, Edelman Financial Services, and Fidelity. He is also involved in Butera Wealth Management by LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and specialized institutional platforms.

Madeleine Scanio is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to that, she was with the Reveille Group and Bank of America, N.A., and has experience at Clark Construction Group and George Washington 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. The firm offers model-based and discretionary investment strategies for individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations.

Ritesh Mathur is Vice President and Financial Consultant at Fidelity Investments. In this role, he works closely with clients and his team, leveraging Fidelity's technology and investment platform to support clients' financial goals. He has been with Fidelity Investments since 2016, progressing from Financial Consultant to Vice President, and prior to that, he gained experience at Foresters Financial Services as a Senior Associate and completed an internship at AXA Advisors in 2009. Outside of his professional responsibilities, Ritesh has interests in cars, food, football, pets, reading, and volunteering.

Eisley Kim is a Financial Advisor at Merrill Lynch Wealth Management, specializing in developing personalized retirement strategies and comprehensive wealth plans. She is dedicated to assisting clients in various areas including college education planning, family wealth management strategies, legacy planning, liquidity management, portfolio management services, and tax minimization. Eisley holds a Bachelor's Degree from McDaniel College and the Professional Investment Advisor (PIA) designation. She focuses on crafting asset allocation strategies aligned with clients' financial goals to help secure their financial futures. Her approach emphasizes building trust and satisfaction among the families and businesses she serves. Beyond her professional work, Eisley participates in community events such as the Chicago Triathlon 2023 and Independence Triathlon 2022. Her personal interests include adventure sports, camping, football, hiking, music, pickleball, pottery, reading, running, and traveling.

Cintia Pereira Lobo is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with clients and their Wealth Management Advisors to work toward their financial goals. She has held various positions at Fidelity Investments since 2020, including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity Investments, Cintia was a Customer Service Manager at Banco do Brasil from 2009 to 2018. Her professional experience spans wealth management and customer service within the financial sector.

Victoria Underhill is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 65 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019. Prior to that, she was with Risk Management Group, LLC and H. Beck, Inc. Outside of her advisory work, she serves on the Finance Committee as a board member at Mary of Nazareth Catholic School in Darnestown, Maryland. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and estate planning services.

Christopher Munno is a Financial Consultant at Fidelity Investments, where he collaborates with clients to create financial plans tailored to their individual goals and aspirations. He focuses on understanding unique client situations to develop personalized approaches and leverages both his local team and Fidelity's extensive resources to provide guidance and service. Christopher has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2024. His experience within the company encompasses various aspects of client relationship management and investment consulting. Outside of his professional work, Christopher's personal interests include baseball, family activities, fitness, football, gardening, and skiing.

Shanae Mullings is a financial advisor at Charles Schwab with a Series 66 license and two years of industry experience. She has worked with Charles Schwab Bank and Charles Schwab & Co., Inc., and previously held roles at Westminster Asbury and Magnolia Towers. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Bryan Lenet is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for five years. He is based in Bethesda, MD. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jimmy Mcmillian Jr. is a financial advisor at Equitable Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999. Outside of his advisory role, he operates an outside insurance brokerage business under the name THE MCMILLIAN GROUP. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs.

Bryan Kuskie is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He has worked with Cantella & Co., Inc. for over 20 years before joining Cambridge in 2022. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a variety of portfolio management and platform options.

Barbara Paige is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining Wells Fargo Advisors in 2024, she worked at Ameriprise and Ameriprise Financial Services from 2013 to 2024. Paige is also the owner of Segora Consulting LLC, a financial advisory practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels to deliver tailored recommendations.

James McNeill is a Series 66–licensed financial professional with 27 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2015 and previously spent 14 years at Lincoln Investment. McNeill serves as president of both the 4 County Lions Club and the Greater Mount Airy Chamber of Commerce. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and a range of proprietary and third-party investment strategies.

Agustina Doval is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services, Bonner Kiernan, and Price Benowitz, LLP. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved planning tools and research.

Noah Trone is a Financial Consultant at Fidelity Investments, where he currently works to help clients achieve their financial goals. His approach involves understanding the priorities of clients and their families to collaboratively create tailored financial plans. Noah has held several roles at Fidelity Investments since 2022, including Financial Representative, Relationship Manager, Investment Consultant, and Planning Consultant. This range of experience has contributed to his knowledge in financial planning and client relationship management. Outside of his professional work, Noah enjoys golf and spending time with his pets.

Dean Dagnoli is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He previously worked at UBS Financial Services for 15 years. Dean serves as the President and a member of the Board of Directors for the East Longmeadow Education Endowment Fund, which raises money for East Longmeadow Public Schools. Wells Fargo Advisors is a large broker‑dealer and registered investment adviser that offers investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with optional implementation through its brokerage or advisory programs.

Stephen Barto is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he is treasurer of the Bloomfield Lahser High School 50th Reunion Committee. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing if and how to implement them.