Elisabeth Herold Rogers is a financial advisor at RBC Capital Markets with a Series 66 designation and 1 year of industry experience. She has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party investment managers.

Paul Colbert Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of advisory work, he is involved in selling loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Maxwell Frishkorn is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His background includes roles at Burke & Herbert Bank and several educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment programs and platforms.

Nicholas Flocos is a Financial Advisor at Merrill Lynch Wealth Management who assists families and business owners in achieving their financial and retirement objectives. He specializes in portfolio management, retirement planning, executive compensation, tax minimization, and developing comprehensive financial strategies tailored to individual client needs. Nicholas's approach incorporates personal investment advisory and strategies for sports, entertainment, and institutional clients. He holds a Bachelor's Degree from the University of Florida and a Master's Degree in Business Administration from the University of Maryland. Nicholas has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Additionally, he is a licensed general contractor recognized by the Virginia Board of Contractors. Beyond his advisory role, Nicholas is involved in his community as the Head Junior Varsity Baseball Coach at Langley High School. He enjoys playing baseball, chess, golfing, pickleball, spending time with his family, and traveling.

Jeffrey Knotts is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving affluent families and individuals since 2010. He specializes in creating customized financial strategies that address investment management, retirement planning, wealth transfer, and tax-sensitive portfolio management to help clients build, preserve, and distribute wealth effectively. Jeff earned a bachelor's degree from the University of Tennessee in 2009. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor™ (CRPC™). His expertise is supported by his ongoing commitment to client-centered financial planning and utilizing the resources available through The Group AG to handle complex, multi-generational family needs. Outside of his professional role, Jeff resides in Northern Virginia with his wife Rachel and their daughters Addison and Henley. He is actively involved in community service, serving on the boards of Peace of Mind at Home, which assists cancer patients with daily living activities, and the University of Tennessee Haslam College of Business Young Alumni Board. Additionally, he and his wife participate in distance and obstacle course races and engage with the University of Tennessee alumni association.

Timothy Moore is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Goldman Sachs for 12 years and Banc of America Investment Services for 2 years. Outside of his advisory work, he is a sole proprietor of a rental property business in Hendersonville, Tennessee. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs and planning services.

Rafael Gonzalez Tosca is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 12 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and advanced modeling techniques.

Vernon Biggs is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at Northern Trust Securities and Northwestern Mutual Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting.

Eric Teichberg is a CFP® with 32 years of experience in the financial industry. He is currently with J.P. Morgan Securities in Washington, DC, where he has worked since 2019. His prior experience includes roles at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. 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, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research, includes an ESG eligibility framework, and incorporates broader derivatives and commodities capabilities through its regulatory registrations.

Anthony Jung is a financial advisor with Charles Schwab in Washington, DC, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Charles Schwab since 1989 and with Charles Schwab Bank since 2005. Outside of his advisory work, he serves as a director on the board of the US-Korea Art Foundation, a nonprofit charitable organization. Charles Schwab serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers investment guidance through multi-asset model portfolios and centralized operational support.

Samantha Cimino is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has previously worked at M&T Bank Financial Services, Southern Maryland Family Dental, and The Community College of Baltimore County. Cimino also has experience outside finance, including roles in education and transportation companies. 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 portfolios, third-party asset management, and institutional platforms.

Samantha Jackson is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, she worked at Hightower Advisors and has diverse experience including roles at George Mason University and involvement with a food-related business, Jackson's Mighty Fine Food and Lucky. 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.

Matthew McCormack is a financial advisor at Merrill with 27 years of industry experience. He has been with Merrill since 1999 and holds Series 63 and Series 65 designations. Based in Washington, DC, his career has been focused entirely within Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dominic Corrigan is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley, he worked at KPMG in both Australia and the U.S. from 2020 to 2025. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling methods. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Samuel Doub is a Financial Advisor at The Hasenberg Hartsock Group, where he joined in 2023. Prior to this role, he spent seven years at Merrill Lynch Wealth Management as a Private Wealth Planner and Senior Client Associate. In his current position, he supports a diverse client base and contributes to the team's planning and investment research activities. Samuel holds the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Managerial Finance from the University of Mississippi. Originally from Annapolis, Maryland, Samuel currently lives in Washington, DC. He is involved with multiple non-profit organizations in the area, including serving on the Advisory Council of DC Scores and the National Links Trust. He also enjoys golf, pickleball, and spending time on the water.

Zoumana Berte is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 66, Series 65, and Series 63 designations and has worked at firms including Citigroup Global Markets and SunTrust Bank. Outside of financial services, he is involved in the health and wellness sector as an owner of two digital health platforms and serves on the board of directors for the National Children Center, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory process combines quantitative and qualitative manager due diligence, offering non-discretionary asset allocation advice and customized reporting, with an emphasis on model-driven investment recommendations that may include ESG criteria.

Raphael Safdie is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His background includes roles at Fidelity Investments and Green Key Resources, as well as earlier employment at Aeropostale and the University of Maryland. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies including AI-driven research.

Kushtrim Peci is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping clients build and manage customized financial strategies aligned with their individual goals. Drawing on 20 years of experience in financial planning, wealth management, real estate, international trade, and supply chain, he works with High-Net-Worth individuals, families, and businesses to navigate complex financial landscapes with clarity and confidence. Kushtrim collaborates closely with clients to develop tailored plans addressing wealth accumulation, risk management, retirement planning, and legacy preservation. He is dedicated to ensuring that every financial decision is made with purpose and transparency, empowering clients throughout their financial journey. Kushtrim holds the Personal Investment Advisor (PIA) designation and completed the Accredited Certificate Program at the University of Pristina. He is fluent in English, Albanian, Bosnian, Croatian, and Serbian. Outside of his professional work, Kushtrim enjoys biking, cooking, hiking, horseback riding, music, soccer, table tennis, and tennis.

Allison Taylor is a Series 66 licensed financial advisor with Ameriprise in Alexandria, VA, and has 19 years of industry experience. She previously worked at Oppenheimer from 2016 to 2020 before joining Ameriprise in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Chelsea Rubio is a financial advisor at UBS Financial Services with two years of industry experience. Before joining UBS in 2023, she worked at several law firms, including McDermott Will & Emery and Venable, and served as a legal educator at Georgetown University School of Law and Pepperdine University Caruso School of Law. She contributes to a legal treatise on U.S. trust laws published by Globe Law and Business Ltd. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.