Stephanie Hernandez is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. She has been with RBC Capital Markets since 2019 and previously worked at Bank of America/Merrill Lynch from 2013 to 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with a variety of portfolio management and financial planning services, utilizing both in-house and third-party investment managers to tailor strategies based on each client’s Advisory Risk Profile.

Thomas Lamar is a Series 66 licensed financial advisor with J.P. Morgan Securities in Washington, DC, with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, FD Stonewater, and involvement with the International Tennis Hall of Fame. 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 within a non-discretionary program.

Mitchell Davis is a financial advisor with Charles Schwab, holding a Series 66 designation and seven years of industry experience. He has worked with Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2018. Prior roles include positions at Ironman Corporation and contributions at DePauw and Alpha Chi Omega. Charles Schwab & Co., Inc. 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, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and alternative investment due diligence.

Jacob Sandala is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity since 2013, progressing through roles including Financial Consultant, Investment Consultant, Central Relationship Manager, Investments Solution Representative, Premium Relationship Associate, and Broker. With 13 years of professional experience at Fidelity, Jacob focuses on providing financial planning and guidance tailored to businesses, families, charitable organizations, and high-net-worth individuals. He emphasizes planning for specific goals, development needs, growth objectives, and wealth protection, utilizing Fidelity's platform. Outside of his professional role, Jacob has personal interests including art, cooking and baking, fitness, playing instruments, snowboarding, and traveling.

Kyle Spilman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience beginning in 2022. Prior to his advisory roles, he worked at CVS Pharmacy and Mosquito Squad. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Drew Mc Clair is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping professionals and families develop clear, confident, and tax-smart retirement plans. As a Certified Investment Management Analyst® (CIMA®) and Personal Investment Advisor (PIA), Drew brings advanced investment training and disciplined portfolio construction to his advisory relationships. His expertise covers a broad range of client focus areas including college education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Drew emphasizes building advisory relationships based on clarity, communication, and trust while simplifying complex financial topics into actionable steps. Drew holds a High School Diploma from Huntingtown High School. Outside of his professional work, he enjoys adventure sports, cooking, hiking, music, skiing, swimming, traveling, and spending time with his family.

Pamela Gonzalez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2019 and has prior experience at George Mason University, Northern Virginia Community College, Dr. Michael Bermel & Associates, Mario's Painting LLC, and the State University of New York College at Old Westbury. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mario Arrington is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following prior roles at Citigroup Global Markets and Merrill. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Camille Meeks Stevens is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services LLC since 2016, as well as Wells Fargo Bank NA since 2014. 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 advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Thomas Moran is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2006 and brings nearly 20 years of experience working with families on investment advice, financial planning, and related services. Prior to his current role, he was a partner at The Erdmann Group for over a decade, where he contributed to client experience, investment strategy, and operational excellence. Mr. Moran holds a Bachelor's degree from Fordham University and maintains professional designations as a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA). A native of Connecticut, he resides in Wilton with his wife and two children.

Claire Cooney is a financial advisor with Raymond James & Associates in Bethesda, MD, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, she worked at Grubhub Inc. and Oracle Inc., and she completed her education at Pennsylvania State University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Alison Wilmore is a financial advisor with Charles Schwab in Bethesda, MD, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Alliance Bernstein and various non-financial organizations. Outside of her advisory work, she is involved as a co-owner and registered agent in a real estate business and participates in retail reselling on platforms such as Poshmark and Depop. Charles Schwab 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, offering a combination of non-discretionary and discretionary investment management.

Ronald Chesney is a financial advisor with UBS Financial Services in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to clients' goals and risk tolerances.

Adam Freiman is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2014, including time with Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and market estimates to support client financial goals.

Danielle Juda is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2009. Juda serves as a director at Charles E. Smith Jewish Day School, where she participates in the investment committee overseeing the school's endowment. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, manager searches, and customized reporting, supported by a centralized due diligence process and an ESG eligibility framework.

Henry Jeng is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2011. Outside of his financial advisory role, he works as an independent ridesharing service driver. 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 brokerage and advisory solutions supported by research and analytics, with a focus on diversification and modern portfolio theory.

Joseph Coliton is a Wealth Management Advisor with Merrill Lynch Wealth Management and a Partner of the Coliton Mattingly Group. He offers a disciplined, goals-based approach tailored to high-net-worth individuals, families, corporate executives, medical professionals, and private and public companies. His services focus on wealth building, preservation, and succession planning, aiming to ensure multi-generational financial stability. Joseph works closely with clients on major life transitions and complex financial goals, applying precision planning, proactive strategy, and disciplined execution. Joseph holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor’s Degrees in Finance and Marketing from the University of South Carolina’s Darla Moore School of Business and completed Financial Planning studies at the University of Virginia. He is a member of the Pi Kappa Phi Fraternity. Outside of his professional role, Joseph contributes to various organizations such as the Darla Moore School of Business, Filter of Hope, Military Bowl Foundation, Inc., SOME (So Others Might Eat), StreetWise Partners, The Ability Experience, Washington DC Gamecock Alumni Association, and Washington Jesuit Academy. He maintains interests in activities including boxing, fishing, golfing, hiking, hunting, racquetball, running marathons, surfing, tennis, and traveling.

Gavin Jenkinson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2010 after earning a Bachelor of Science degree in Finance from the Martin J. Whitman School of Management at Syracuse University. Gavin holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a qualified Portfolio Manager and holds FINRA Series 7 and 66 registrations, along with the Maryland Life and Health Insurance License. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, portfolio management services, special needs planning strategies, tax minimization, and retirement income planning. In his personal life, Gavin enjoys spending time with his wife Michaela and their two sons, Noah and Luke. He has a background in athletics, having been a member of the Syracuse Lacrosse Team. In his free time, he enjoys coaching lacrosse and playing golf.

Richard Rieman III is a Financial Advisor at Merrill Lynch Wealth Management in Columbia, MD. He focuses on understanding each client's full financial picture to develop personalized strategies that adapt to changing market conditions. Richard provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America, supporting clients in areas such as retirement planning, portfolio management, and education planning. With expertise in college education planning, family wealth management, liquidity management, socially responsible investing, and retirement income, Richard serves as a comprehensive resource for his clients' financial goals. He holds a Bachelor's Degree from the University of Baltimore and the Personal Investment Advisor (PIA) designation. Richard is involved in the community through volunteer work with the Maryland SPCA. Outside of his professional role, he enjoys basketball, cooking, golfing, hiking, reading, running, spending time with his family, and traveling.

Brian Wagner is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies. He works closely with clients to understand their individual financial situations and goals, delivering customized approaches that adapt to changing needs and market conditions. Brian provides clients access to the investment insights of Merrill and the banking services of Bank of America to support various aspects of their financial lives. His areas of expertise include college education planning, equity compensation services, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, and tax minimization. Brian approaches financial advising with a focus on long-term stability and thorough understanding of every aspect of his clients' financial pictures. Brian holds a Bachelor's Degree from the University of Maryland and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is originally from the Philadelphia area and relocated to the DMV region after his education. Outside of work, Brian enjoys spending time with family and friends, being outdoors, exercising, and engaging in sports activities such as baseball, basketball, football, and golf.