William Mason IV is a financial advisor at Edward Jones with 39 years of industry experience. He has held his position at Edward D. Jones & Co., L.P. since 1986. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Micheal Lipshultz is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured discovery conversations and proprietary planning tools to develop financial plans, managing approximately $2.74 trillion in client assets.

Elisa Mullisi is a financial advisor at Morgan Stanley with a Series 66 credential and no prior industry experience. Her work background includes roles at The Energy Authority, Cantor Fitzgerald, and the University of North Florida, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and investment modeling.

Gregory Wagner is a CFP® and ChFC® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He is involved in teaching retirement planning through the National Institution of Transition Planning, working with government agencies to assist federal employees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs, investment strategies, and affiliated financial services with approximately $1.01 trillion in assets under management.

Michelle Balfe is a financial advisor with Mass Mutual Investors Services in Rockville, MD, holding Series 63 and Series 65 credentials and with 24 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of her advisory role, Balfe serves as a board member of the Bowie, MD Green Team Executive Committee and is an independent insurance agent for group disability and group dental coverage. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, educational seminars, and specialized services such as divorce planning and estate-settlement programs.

Bridget O'Carroll is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. Her prior roles include positions at The Meakem Group, Folger Nolan Fleming Douglas Inc., and Capital Village Public Charter School. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs, with a noted affiliation supporting municipal and public-finance work.

Ruben Banerjee is a CFP®-designated financial advisor with Raymond James Financial, based in Rockville, MD, and has three years of industry experience. His work history includes roles at Raymond James Financial Services and Financial 360, LLC, where he also serves as an associate and registered representative. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Rodney Gillespie is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Charles Schwab Bank since 2023 and Charles Schwab and Co., Inc. since 2022, with prior experience at TD Ameritrade from 2013 to 2022. 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. The firm offers a combined advisory and brokerage platform with both non‑discretionary and discretionary investment options, supported by centralized operations and a formal process for alternative investments.

Bryan Hale is a financial advisor with LPL Financial in Sterling, VA, holding a Series 66 credential and three years of industry experience. He previously worked at Edward Jones and has additional background in real estate-related roles. Outside of advising, he manages several real estate investment and rental entities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Kevin Shultis is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services and Merrill. His background also includes prior employment at PCA and time as a university employee. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services supported by proprietary research and tools, with tailored recommendations delivered through meetings and written reports.

Daniel Searles is a CFP®-certified financial advisor with four years of industry experience, currently with LPL Financial. Prior to joining LPL Financial in 2025, he worked with Grove Point Advisors LLC and Grove Point Investments LLC. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Ritterpusch is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at Fourth Presbyterian Church of Washington, DC, and the US House of Representatives. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios delivered to intermediary platforms.

Anthony Crisalli is a financial advisor with Morgan Stanley, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. 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 financial planning process that incorporates firm-approved tools and modeling techniques.

Chandler Jenkinson is currently an Investment Consultant. He works closely with clients to understand their needs and develop strategic plans that empower them to work towards their goals with confidence. Chandler has experience as a Relationship Manager at Fidelity Investments from 2023 to 2025 and served as a Financial Representative at Fidelity Investments from 2022 to 2023. His professional background includes building relationships with clients and providing financial guidance. Outside of his professional role, Chandler has personal interests in cars, fishing, fitness, outdoor adventures, and skiing.

Zion Chaflawee is a CFP® and ChFC® with seven years of industry experience. He is currently affiliated with Cetera and has held prior roles at LPL Enterprise, The Prudential Insurance Company of America, NY Life, and Eagle Strategies. Outside of his advisory work, he assists applicants with health and group insurance through separate insurance-related activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement various portfolio strategies, combining discretionary and non-discretionary management across multiple program structures.

Brian Eliff is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm and established the Ewers | Griggs | Eliff Group in 2015. Brian's primary role within the group involves identifying and establishing new client relationships that align with both client needs and Merrill Lynch's financial solutions. He is a CERTIFIED FINANCIAL PLANNER® certificant, having earned the certification in 2020. Brian focuses on a wealth management process that integrates financial planning, investment management, banking, lending, and estate planning, with an emphasis on prioritizing client goals and implementing tailored strategies. Brian holds a Bachelor's degree from Gettysburg College and is affiliated with the Gettysburg College Alumni and Alpha Tau Omega Fraternity. He is originally from Wyomissing, Pennsylvania, and currently resides in Kensington, Maryland, with his wife Reed and son Brooks.

Keith Unikel is a Senior Resident Director at Merrill Lynch Wealth Management. He entered the financial services industry in 2006 and joined Merrill Lynch in 2009. He was appointed Resident Director of the Bethesda office in 2016 and is part of the Sorkin Unikel Shapiro wealth management team. Keith focuses on addressing the wealth management and investment needs of individuals and families by working closely with clients to develop customized strategies. He takes the time to discover the true purpose of clients' wealth and develops tailored strategies to address their complex financial and investment needs. His client focus areas include college education planning, family wealth management, legacy planning, liquidity management, philanthropic planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income. Keith earned a bachelor's degree in finance from the University of Maryland. He holds the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He has been named to the Forbes "Best-in-State Wealth Advisors" list from 2022 to 2026 and to the Forbes "Best-in-State Wealth Management Teams" list as a member of the Sorkin Unikel Shapiro team from 2023 to 2026. Keith lives in Potomac, MD with his wife and two sons. His personal interests include golfing, reading, and spending time with his family.

Steven Hersh is a financial advisor with Ameriprise in Potomac, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its predecessor entity since 2005. Outside of his advisory role, he owns and manages a business entity related to his Ameriprise practice. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic tools alongside human oversight to generate tailored retirement income strategies.

Andrew Gibson is a financial advisor with Ameriprise in Washington, DC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Katie Stephens is Vice President and Wealth Planner at Fidelity Investments, where she partners with high net worth clients to develop personalized wealth strategies focused on growth, preservation, and transfer of assets. She has held this role since 2022. Her professional experience includes serving as Senior Associate at First Republic Bank from 2020 to 2022, Investment Associate at J.P. Morgan from 2019 to 2020, Relationship Manager at Fidelity Investments from 2014 to 2019, and Financial Representative at Fidelity Investments from 2013 to 2014. Outside of her professional work, Katie's personal interests include parenthood, reading, running, traveling, and yoga.