Colleen Shepard is a Wealth Management Advisor and founding partner of The Shepard Ellison Group at Merrill Lynch Wealth Management, where she has worked since 1990. She holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification as awarded by the Certified Financial Planner Board of Standards, Inc., along with the Personal Investment Advisor (PIA) designation. With over 30 years of experience, Colleen specializes in providing a holistic approach to wealth management, focusing on client relationship excellence and personalized service. Her practice serves entrepreneurs, business owners, women in leadership, senior executives, and multigenerational families, assisting with areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and small business strategies. Colleen holds a Master's Degree from American University and a Bachelor's Degree from the State University of New York. She has served in advisory roles including membership on the Financial and Investment Committees for St. Andrews Episcopal School, the Financial Committee for Grace Episcopal Day School, and as a Vestry Member for All Saints Church in Chevy Chase. She is also a member of the Women's Golf Association at Bethesda Country Club and volunteers at All Saints Episcopal Church on various service projects.

John Foard is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving as a Financial Advisor since 1994, joining Merrill Lynch in 2002 after previous roles at First Union/Wachovia and Edward Jones. John holds a Personal Investment Advisor (PIA) designation. John specializes in portfolio management and asset allocation, designing customized investment portfolios that align with each client's unique preferences, timelines, cash-flow needs, and risk tolerance. He works closely with clients to identify their financial goals and needs, applying a disciplined investment methodology to help families advance their financial well-being through informed advice and tailored wealth strategies. He earned his high school diploma from Severn School and a bachelor's degree from Franklin & Marshall College. John is actively involved in his community, serving as the President of the Woodbridge Forest Homeowners Association and as an usher at Severna Park United Methodist Church. He lives in Severna Park with his wife Mary and their twin daughters. In his free time, John enjoys boating, golfing, gardening, landscaping, and outdoor grilling.

Pablo Molina is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Centaurus Financial, and Reese Yeatman. Molina is a partner in Reese Yeatman Financial, LLC. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization across various programs, including financial planning, Unified Managed Accounts, and retirement plan consulting.

Taylor Janoskie is a financial advisor with Cetera and holds a Series 66 designation. He has nine years of industry experience and has been associated with Cetera and its related entities since 2014. Outside of advisory work, Janoskie is involved in life insurance and fixed insurance sales and owns an LLC focused on expense management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management strategies and program options supported by a large nationwide network of advisors.

William Stanik is a financial advisor with Mass Mutual Investors Services in Columbia, MD, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at MetLife Securities Inc. from 2010 to 2017. Outside of advising, he is an insurance agent licensed for life and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved software to analyze client goals.

Jon Lindenberg is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and over 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of advising, he is involved in entrepreneurial activities related to merchant cash and stock agreements. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment strategies, utilizing proprietary research and tools to develop tailored recommendations for clients.

John Snyder is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Brown Advisory and SVB Wealth LLC. He is based in Washington, DC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Alexander Simet is a financial advisor at Wells Fargo Advisors with two years of industry experience. Prior to joining Wells Fargo in 2023, he worked at the University of Maryland from 2019 to 2023. In addition to his financial advisory role, he manages a family-owned restaurant, Il Basilico Trattoria, where he oversees kitchen and serving staff operations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, covering areas such as retirement, education, and wealth-transfer planning, supported by proprietary research and planning tools.

David Kuzma is a financial advisor with Cambridge Investment Research Advisors who holds Series 65 and Series 63 licenses and has 11 years of industry experience. He has been with Cambridge Investment Research since 2015. Outside of his advisory role, he serves on the board of the Catholic Business Network of Montgomery County and the Maryland chapter of the Exit Planning Exchange, and he is involved in authoring and educational activities related to finance through his private ventures. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates thousands of financial professionals, managing a multi-billion dollar asset base and offering a range of discretionary and non-discretionary management solutions across multiple platforms.

James De Moss III is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Wicked Sisters and General Dynamics Information Technology, and he serves in the United States Marine Corps Reserves. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Katharine Leithead is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2009. She also has a long tenure with Bank of America, N.A. beginning in 2002. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Traci Richmond is a financial advisor with Raymond James Financial in Bethesda, MD, holding a Series 66 designation and 20 years of industry experience. Her career includes prior roles at Wells Fargo Clearing and ownership of Women Who Rock LLC from 2016 to 2023. She is also the owner of The Meakem Group, LLC, a non-variable insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools, supporting clients through advisory programs and partnerships such as with the Society for Human Resource Management.

Lauren Finikiotis is a Series 66-licensed financial advisor with five years of industry experience, currently with J.P. Morgan Securities in Washington, DC. Her work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021, along with earlier positions at the College of William & Mary and the University of Pittsburgh. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, supported by specialized affiliates.

Jeanette Barrett is Vice President and Executive Planning Consultant at Fidelity Investments, where she has worked since 2006. She has held roles of increasing responsibility including Vice President Financial Planning Consultant before her current position. With nineteen years of experience working with high-net-worth families, Jeanette specializes in integrating workplace benefits into comprehensive wealth plans. She prioritizes client engagement and education, ensuring clients understand and participate in the creation of their financial strategies. Jeanette holds an Arkansas Insurance License. Outside of work, she enjoys concerts, family activities, fitness, football, social events with friends, and traveling.

Hugh Mclaughlin III is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities within Morgan Stanley and its affiliates since 1995. His current roles include positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs supported by structured planning tools and research-driven investment insights.

Michael Mann is a CFP®-certified financial advisor with nine years of industry experience, currently associated with Raymond James Financial. He has previously worked at R.W. Baird & Co. and maintains a role at Gentian Financial, Inc., where he is involved in financial planning, investment research, and internal operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and institutional consulting.

Andrew Gordon is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. His background includes roles in education, nonprofit organizations, and various companies such as DoorDash Inc. and Preply. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and diverse asset-management programs through a network of Investment Adviser Representatives.

Juan Guillen is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and four years of industry experience. His work history includes roles at Wells Fargo Bank, Truist Bank, Bank of America, PNC Bank, and Allstate. From 2017 to 2019, he was involved with the Apostolic Ministry of Reconciliation. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Mary Mathias is a CFP® professional with 40 years of experience in the financial industry. She is currently with RBC Capital Markets and has previously worked at City National Bank and Ferris, Baker Watts, LLC. Outside of her advisory role, she occasionally rents beach properties to friends and family. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies through a combination of in-house and third-party managers, incorporating options for tax management, rebalancing, and responsible investing.

Tracy Mc Crory is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Prior to joining RBC Capital Markets, Mc Crory worked at a private family office and Fairway Insurance Agency. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.