Brandon Price is a Financial Consultant who works with families and individuals to help them pursue their financial goals. He focuses on understanding clients' unique financial aspirations and collaborates with them to develop tailored investment plans that align with their specific goals and risk tolerance. His approach aims to assist clients in navigating the complexities of the financial industry. Brandon has held multiple roles at Fidelity Investments, including Financial Representative in 2022, Planning Consultant in 2023, and Relationship Manager in 2023. These positions have contributed to his experience in financial planning, investment strategies, and client relationship management. Outside of his professional work, Brandon engages in family activities, fitness, football, social events with friends, parenthood, and softball.

Mark Kramer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients, including executives, business owners, and families, to provide personalized financial advice and guidance tailored to their unique needs and goals. His approach emphasizes forming meaningful relationships that extend beyond investment transactions and supporting clients through various personal and financial milestones. Mark holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his bachelor's degree from Yeshiva University. Mark values understanding clients as both individuals and investors to develop financial strategies that align with their long-term objectives. In addition to his advisory role, Mark engages with the community by volunteering with local organizations, continuing the Merrill tradition of community participation.

William Fort is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2009. Fort serves on the board of the Mario St. George Foundation, which focuses on empowering youth through academics and athletics. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering tailored portfolio management and advisory programs through a variety of in-house and third-party investment managers.

Donald Dearie is a financial advisor with Wells Fargo Advisors based in Bethesda, MD, holding CFP® and Series 66 designations and bringing 15 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. He is also the owner of 3RD KNIGHT, LLC, an investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.

Nicolas Ulvert is a Series 66-licensed financial advisor with Morgan Stanley in Potomac, MD, where he has worked since 2015. He has 15 years of experience in the financial industry. Outside of his advisory role, he has been involved with DC Brau Brewing and provided local task outsourcing services through TaskRabbit. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and investment models.

Eric Ahn is a financial advisor at Fidelity with 12 years of industry experience. He has worked at Fidelity Investments since 2023 and was previously employed at T. Rowe Price from 2013 to 2019. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies.

Halida Sher is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work history includes roles at Bank of America, Truist Bank, and SunTrust Bank. 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 a range of individual and institutional clients.

Michael Reese Jr. is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America Advisors, Inc., Centaurus Financial Inc., and Reese Yeatman & Associates. Outside of advisory work, he is involved in insurance sales and service through his ownership of ReeseYeatman Benefits LLC and roles with Ensurise and Onedigital, focusing on employee benefits and life and health insurance brokerage. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services centered on model-based asset allocation and portfolio optimization, supported by various tools and discretionary management options within a large multi-advisor platform.

Jonathan McAllister is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 2010, progressing from Investments Representative to Financial Consultant before his current role. Prior to joining Fidelity, Jonathan worked at T. Rowe Price from 2004 to 2010 in various roles including Assistant Branch Manager, Investor Center Adviser, and Participant Service Center Associate. With 21 years of professional experience, Jonathan focuses on planning and advocating for high-net-worth individuals, families, and businesses. His objective is to provide timely and thoughtful financial planning and guidance to support the growth, development, and protection of wealth. Jonathan holds a California Insurance License.

Nicolas Thornton is a financial advisor at LPL Enterprise with Series 65 and Series 63 credentials and six years of industry experience. His background includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC, as well as service in the United States Coast Guard. Outside of his advisory work, he is associated with Maine Couch Guy. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, consulting, and access to third-party asset managers through model-driven investment implementation and participates in various insurance and trust services.

Lionel Ives is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in advising individual investors. He focuses on a value approach to investment management to help clients meet their personal financial goals through personalized wealth management strategies. Lionel holds a Bachelor's Degree from the University of Maryland and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He emphasizes collaboration with clients to develop tailored financial strategies aligned with their long-term objectives. In addition to his professional work, Lionel participates in community activities and volunteers with local organizations. Outside of his advisory role, he enjoys cooking, golfing, and spending time with his family.

Allison Mulhare is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has worked at Edward Jones since 2018 and previously was employed at Schurman Retail Group from 2013 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Jallah is a financial advisor with LPL Enterprise LLC based in North Bethesda, MD. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at First Command Brokerage Services, Northwestern Mutual, and Family First Life. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tigh Eisenberg Rayburn is a financial advisor with Edward Jones in Rockville, MD, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he was self-employed for four years. Outside of finance, he has experience working at the United States Taekwondo Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Karen Corey is a financial advisor with UBS Financial Services in Gaithersburg, MD, holding a Series 66 designation and 20 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she serves on nomination committees for the Northern Virginia Chamber of Commerce and the Association for Corporate Growth, and is a member of the Junior Achievement of Greater Washington Associate Leadership Council. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies to client goals.

Joseph Griffin is a financial advisor at Morgan Stanley in Rockville, MD, holding a Series 66 designation with 18 years of industry experience. He has been with Morgan Stanley since 2009 and also worked at Morgan Stanley Private Bank, National Association, since 2015. Griffin has served as an adjunct professor at Catholic University Law School and is a co-author with Carolina Academic Press. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to assist clients in developing financial plans.

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.