Eric Zagin is a financial advisor at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association. His credentials include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling techniques in its financial planning process.

Khaleed Beltran is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. He has been with Merrill and Bank of America since 2017 and previously worked at SunTrust Bank. 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.

Breanna Tavernini is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Her prior roles include positions at the United States Patent and Trademark Office, Thrivent, and Northwestern Mutual. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment entities. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad range of funds and portfolios.

Melissa Geracimos is a CFP® and ChFC® credentialed financial advisor at Cetera with 30 years of industry experience. Her work history includes roles at Aurelius Family Office, Charles Schwab, HUB International Investment Services, and Campbell Wealth Management. She is based in Alexandria, VA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Craig Kelly is a Series 66 licensed financial advisor at Merrill with 21 years of industry experience. He has worked at Merrill since 2014 and previously held roles at Bank of America and Fisher Investments. Merrill, along 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, and institutions.

Lauren Escribano is a financial advisor at Raymond James Financial with nine years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing, Morgan Stanley, and Iberia Bank. Outside of advisory work, she provides operations and administrative support as an independent contractor for Argentum Private Wealth. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to deliver non-discretionary planning and supports municipal and public finance work through a municipal advisor affiliation.

Marcia Simpkins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting through a large network of advisors and extensive asset management.

James Ebron is a Financial Advisor at Merrill Lynch Wealth Management. He holds both a Bachelor's and a Master's Degree from East Carolina University. His professional background includes expertise in financial planning and wealth management. Further details about his experience, credentials, or personal interests were not provided.

Marshall Miller is a financial advisor at Raymond James & Associates with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Marks Wealth Management and CitizenM. Outside of his advisory work, he is the owner of DMV Turnkey Investments, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities with a range of financial planning and consulting services, supported by extensive research and diverse portfolio management options.

Isabella Scarpinato is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at MassMutual and JSA Flooring, as well as employment in education and hospitality. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Jeffrey Mullaney is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he partners with clients to develop personalized financial strategies that align with their individual goals and adapt to evolving market conditions. He provides access to the investment insights of Merrill as well as the banking and lending solutions of Bank of America. Jeffrey holds a Personal Investment Advisor (PIA) designation. He earned a Master's degree from Johns Hopkins University and a Bachelor's degree from Boston College. Committed to community engagement, he volunteers with local organizations, reflecting Merrill’s tradition of participation in the communities it serves.

Daniel Williams is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 license and having 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014. Outside of his advisory role, he owns and manages rental property. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning and utilizing structured discovery and firm-approved tools to develop client plans.

Robert Taylor is a financial advisor with Morgan Stanley who holds Series 66 and Series 63 licenses and has 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market models.

Timothy Bouchard is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to develop personalized financial strategies that align with their priorities and goals. Timothy provides advisory services across areas including family wealth management, legacy and philanthropic planning, socially responsible and ESG investing, special needs planning, sports and entertainment, tax minimization, and retirement income. With a bachelor's degree from the University of Maryland and a Professional Investment Advisor (PIA) designation, Timothy brings a background in entrepreneurship, business development, and client service to his role. He supports clients in the Washington, DC area and nationwide, offering guidance on investing, retirement planning, and other financial decisions. Timothy is affiliated with the Alpha Tau Omega professional organization and is involved with The Light House Shelter in his community. Outside of his professional work, Timothy engages in personal interests such as billiards, fishing, golfing, photography, and running. His approach centers on understanding what matters to each client and building trust through openness and consistent communication to help navigate important financial decisions.

Jennifer Colvin is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Merrill and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and fiduciary functions.

Rashaka Caldwell is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Caldwell worked at Caribou Financial and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Greyson Flint is a financial advisor with Ameriprise in Washington, DC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Farmers Insurance, Edward Jones, Campbell Wealth Management, and Glenwood. He has also been affiliated with the UAB School of Public Health. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients and offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Hussain Khan is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2016, following a brief tenure at Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Thomas Blue is a financial advisor at Wells Fargo Clearing with Series 65 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Citizens Bank, Citizens Securities, McAdam LLC, and Eastern Bank. Thomas is based in Washington, DC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and employs over 14,000 advisors, offering both brokerage and advisory solutions supported by extensive research and analytics.

Joshua Blackman is a Series 66-licensed financial advisor with Morgan Stanley in Alexandria, VA, with three years of industry experience. Prior to joining Morgan Stanley, he held roles at Fuel Sales Academy, SV Academy, Talend, and Nath, Goldberg, & Meyer. He is also a partner in AJ Digital Marketing Group, a website design business. Morgan Stanley Wealth Management serves individual and institutional clients by providing financial planning and advisory services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs and planning strategies.