Talya Bock is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in aligning clients' financial lives with their values and long-term objectives. Her areas of expertise include family wealth management, legacy planning, socially responsible investing, philanthropic planning, special needs planning, and retirement income planning. Talya works with clients across various life stages, offering personalized strategies that reflect their unique goals and priorities. Previously, Talya held positions in private wealth management at Morgan Stanley Smith Barney and investment banking at BMO Capital Markets. She holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Special Needs Consultant®, Chartered Retirement Planning Counselor™, and other professional designations that demonstrate her comprehensive knowledge in wealth management. She earned bachelor's degrees in Economic History and Talmud (Jewish Law) Magna Cum Laude from Barnard College and the Jewish Theological Seminary, along with a Master's degree in education from the Jewish Theological Seminary. Outside of her professional duties, Talya is an active community volunteer and serves as a trustee for the Jewish Theological Seminary and Hadar Institute. She resides in Mount Pleasant with her husband and three children and engages in activities such as camping, cooking, hiking, running marathons, scuba diving, and yoga.

Bertrand Ong is a financial advisor with Wells Fargo Clearing in Ashburn, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jacob Wood is a Series 66 licensed financial advisor with Edward Jones in Washington, DC, where he has worked since 2021. He has four years of industry experience, including prior roles at Splashtacular LLC and Water Technology Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Erin Turner is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with 17 years of industry experience. She worked at Goldman, Sachs & Co. for 10 years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Justin Willis is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and Pinnacle Financial Partners, where he manages client portfolios and develops new business. Prior to this, he worked at JP Morgan Chase Bank and Bank of America Private Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, along with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Cecilia Zurita is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2006. Outside of her advisory role, she is involved in several business activities including managing a publishing company and serving as a managing member in multiple real estate-related LLCs. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Michael Macintyre is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its financial planning process.

Michael Zoskey is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and seven years of industry experience. He previously worked at Cambridge Associates for three years before joining Morgan Stanley and its Private Bank division, where he has been since 2018 and 2019, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and models, though clients are responsible for plan implementation and updates.

Thomas Westmoreland is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He has held roles at Mass Mutual Investors Services since 2017 and previously worked at MetLife Resources from 2006 to 2017. His credentials include Series 63 and Series 65 licenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements using firm-approved analytical tools and offers specialized programs such as Divorce Planning and estate-settlement services.

Paul Barbieri is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and BBTIS. He is also involved in a Prudential-sponsored non-variable insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services along with access to model portfolios, third-party asset management, and a range of financial products through its integrated platform.

Evelina Delyakova Plummer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. She previously worked at PNC Bank from 2015 to 2023 before joining Wells Fargo in 2023. 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 advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Damien Barros is a Financial Advisor specializing in wealth management through Merrill Lynch Wealth Management. He focuses on international wealth management, liquidity management, and portfolio management services, tailoring strategies to meet clients' long-term financial goals. Damien works closely with clients, emphasizing collaboration to align investment portfolios with their aspirations. He holds a Bachelor's degree from Virginia Commonwealth University and has earned the Chartered Retirement Planning Counselor (CRPC) designation. Damien integrates insights from Merrill and resources from Bank of America to provide comprehensive financial services. Beyond his professional role, Damien contributes to his community by volunteering with local organizations. He also engages in personal interests such as biking, cooking, golfing, running, scuba diving, and traveling.

Jason Crabb is a financial advisor with Ameriprise in Aldie, VA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm’s approach combines research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and recent algorithmic automation to generate tailored retirement income recommendations.

Lauren Tuite is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of her advisory role, she serves as a power of attorney for her mother. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephen Bearce is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. He serves as a trustee for a non-family irrevocable life insurance trust. 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 products and bank deposit sweeps.

Allen Clark is a financial advisor with Primerica Advisors in Vienna, VA, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes several roles in the construction industry alongside his financial services work. Clark is also the owner of Clark Equestrian Center, where he manages horse training and boarding activities. Primerica Advisors primarily serves individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program featuring model-driven investment strategies supported by third-party asset managers and custodial services.

Seena Ghavami is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client's unique goals, risk tolerance, time horizon, and liquidity needs. Seena employs a goals-based wealth management process aimed at fostering collaborative client relationships characterized by transparency and purpose. With expertise in utilizing global resources and innovative web technology, Seena helps families pursue financial lifestyles that align with their long-term objectives. He provides personalized advice and access to specialized investment services, ensuring clients receive service designed to meet their specific needs. Seena holds a Bachelor's Degree from George Mason University and is a Personal Investment Advisor (PIA). He is fluent in English and Persian.

Robert Post is a Wealth Management Advisor currently with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2015 after 11 years at Morgan Stanley Smith Barney. Robert works with businesses, families, and individuals to develop and implement financial strategies that encompass asset accumulation and the coordinated transfer of wealth. He offers personalized recommendations in areas such as retirement income planning, trust and estate planning services, company-sponsored 401(k) and retirement plan designs, business transition planning, as well as individual wealth preservation and insurance planning strategies. Robert's professional designations include CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Financial Consultant® (ChFC) and Chartered Life Underwriter® (CLU) from The American College. Robert graduated from the University of Maryland. He participates in community volunteering and has personal interests that include golfing, running, and soccer.

Molly Shaughnessy is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals, families, and businesses to help build, preserve, and manage wealth through personalized financial strategies. Her expertise includes investment planning, retirement solutions, and risk management, focusing on long-term client relationships based on trust and transparency. She leverages the global resources of Bank of America and Merrill to provide tailored financial guidance aligned with each client's goals and values. Molly holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her Bachelor's degree from Saint John's University and is a member of the St. John's University Alumni association. Her client focus areas include personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Outside of her professional work, Molly enjoys golfing, painting, pickleball, and yoga.

Matt Wellens is a Financial Consultant at Fidelity Investments, where he currently partners with clients to build comprehensive financial planning strategies aimed at helping them pursue their goals. He has held several roles at Fidelity Investments since 2021, including Planning Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Throughout his tenure at Fidelity Investments, Matt has gained experience across various aspects of financial consulting and client relationship management. His background includes supporting clients in investment strategies, financial planning, and managing client relationships. Outside of his professional work, Matt has interests in boating, hiking, movies, parenthood, snowboarding, and writing.