Casey Coffman is a financial advisor at UBS Financial Services with seven years of industry experience. Prior to joining UBS in 2024, Coffman worked at Morgan Stanley from 2017 to 2024 and held positions at PenFed Credit Union and Energy Federal Credit Union. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Fredric Walls II is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2018, following a seven-year tenure at SunTrust Bank. Outside of his advisory role, he serves on the board of the Williams-Franklin Foundation, which provides scholarships, career counseling, and mentorship for HBCU students. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while maintaining a centralized due-diligence process.

Michelle Owens is a financial advisor with Ameriprise in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, Owens serves on the Board of Directors for a nonprofit community development corporation in Washington, DC, and is Treasurer for Utility Advisory, Inc. She also oversees the investment advisor and portfolio for the United Religions Initiative. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research-driven modeling and tax-efficiency analysis to support client income strategies, while emphasizing the use of Ameriprise-managed accounts and affiliated investment products.

George Bassett Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2005 and holds a bachelor's degree from Brown University. George holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). George focuses on helping individuals, families, business owners, and executives manage financial complexity through comprehensive planning, disciplined investment management, and objective advice. His areas of expertise include retirement and legacy planning, tax minimization, wealth transfer strategies, and services for endowments, foundations, and non-profits. He serves as a trusted advisor, working closely with clients and their other professionals to ensure aligned and purposeful financial decisions. Outside of his professional work, George lives in Charleston, South Carolina, with his wife Elizabeth and their three children. He enjoys golf, fishing, hunting, skiing, and kiteboarding, and values meaningful relationships, community involvement, and aligning wealth with what matters most in life.

Michael Brennan is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently with UBS Financial Services in Washington, DC, where he has worked since 2022. His prior experience includes roles at Bank of America, N.A. and Merrill, spanning over a decade. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering services such as principal trading, market-making, and proprietary research to tailor client solutions.

Michael Brick is a financial advisor with UBS Financial Services in Bethesda, MD, holding a Series 66 designation and 26 years of industry experience. He has worked at UBS since 2005. Outside of his advisory role, he serves as a board member for the Boys and Girls Clubs of Greater Washington Maryland Region, contributing to fundraising and youth events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes mutual funds and alternative products.

Meagan Sexton is a CFP® and ChFC® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked with The Greater Bethesda Chamber of Commerce and was involved with A & J Hospitality Corp / Eco Caters. Additionally, she has taught classes in Rockville, MD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,700 advisors.

Rohit Fonseca is a financial advisor with J.P. Morgan Securities based in Washington, DC. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining the financial industry, he worked in consulting roles at Deloitte Consulting and Booz Allen Hamilton. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Allan Zendel is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, compared to many large institutional advisers.

Kevin Appler is a CFP® professional affiliated with LPL Financial in Hanover, MD, with 30 years of industry experience. He has worked at LPL Financial since 2017 and previously spent a year at Kestra Financial Services. He is also involved with Tower Federal Credit Union, where he has served since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides discretionary and non-discretionary management and utilizes a range of model portfolios and research resources.

Ronnie Franks is a financial advisor at OSAIC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Bailey Wealth Advisors and UpSlope Advisors, Inc. Outside of his advisory role, he serves as an advisory board member for the Greater Washington Community Foundation in Montgomery County. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Corinne Dorey is a financial advisor at Edelman Financial Engines with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Fidelity Brokerage Services LLC and Financial Engines Advisors L.L.C. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers a mix of discretionary and non-discretionary programs supported by a firm Investment Committee.

Carter Rolfe is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he works directly with clients to design and execute personalized financial plans tailored to their unique family needs. Carter emphasizes advocacy and communication to build trust and reliability with his clients. Carter has been with Fidelity Investments since 2015, progressing through several roles including Financial Representative, College Planning Specialist, Relationship Manager, Investment Consultant, and Financial Consultant. This range of experience across various facets of financial services has provided him with a broad understanding of investment management and client relationship development.

Gilma Hernandez is a financial advisor at LPL Financial with three years of industry experience. She previously worked at Merrill and Bank of America, N.A. Hernandez holds a Series 66 credential. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

Julianna Lopes is a financial advisor with Primerica Advisors in Crofton, MD, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Primerica Advisors since 2003 and has prior experience at Arbonne from 2016 to 2019. In addition to her advisory role, she is a self-employed instructor for pre-licensing classes for PFS agents and an author. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.

Mark Murphy is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Janney Montgomery Scott from 2015 to 2021 before joining Raymond James in 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services with a range of portfolio management styles and affiliated research.

Terrell Matthews is a financial advisor with Primerica Advisors in Calverton, MD, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2012 and has been associated with the U.S. Patent & Trademark Office since 2005. Outside of his advisory role, he owns Matt-Hew Consulting LLC, where he serves as a Certified Divorce Financial Analyst. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Glen Bennett is a financial advisor with LPL Financial in Arlington, VA, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been associated with Linsco Private Ledger Corp since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jerome Liebstein is a CFP® and ChFC® with 29 years of industry experience. He has been with Edelman Financial Engines since 2006, including prior roles at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Liebstein is based in Bethesda, MD. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with a focus on diversified portfolios and long-term strategies.

Colleen Shepard is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, as well as a founding partner of The Shepard Ellison Group. Since joining Merrill in 1990, she has focused her practice on providing a holistic and personalized approach to wealth management for entrepreneurs, business owners, women in leadership, senior executives, and multigenerational families. Colleen emphasizes client relationship excellence and is actively involved in strategy and portfolio assessments, integrating broad financial expertise with a high-touch service model. Colleen holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Personal Investment Advisor (PIA) designation. She earned a Master's Degree from American University and a Bachelor's Degree from the State University of New York. Her areas of expertise include college education planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and small business strategies. Colleen and her team have been recognized on the Forbes "Best-in-State Wealth Management Teams" list and she has been named to Forbes' "America's Top Women Wealth Advisors" list multiple times. In addition to her professional work, Colleen is involved in her community through volunteer service at All Saints Episcopal Church, where she previously served on the Vestry. She has also served on the Investment and Finance Committees at St. Andrews Episcopal School and Grace Episcopal Day School. Colleen is a member of the Women's Golf Association at Bethesda Country Club and enjoys biking, cooking, golfing, traveling, practicing yoga, and spending time with her family.