Thomas Rietano III is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in holistic wealth management. He focuses on serving high-net-worth individuals, particularly corporate executives, by integrating various aspects of their financial lives. His expertise includes managing concentrated stock positions, executive compensation, family wealth management strategies, liquidity management, new wealth management, and personal retirement planning. Tom began his financial services career at Merrill Lynch Wealth Management in 1992. He holds the Chartered Alternative Investment Analyst (CAIA) designation and has earned professional designations such as Equity Plan Consultant (EPC) and Personal Investment Advisor (PIA). He received a bachelor's degree in political science from the University of Vermont. In addition to his professional work, Tom serves on the board of trustees for the Potomac School. His personal interests include tennis, lacrosse, kite boarding, skiing, reading, adventure sports, fishing, and music. He lives in Washington, D.C., with his wife and four children.

Candida Sampson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her work history includes roles at Merrill and multiple dental-related organizations before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, applying proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Sonya Logan is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Spire Investment Partners, TD Ameritrade, and Scottrade. Outside of finance, she was the owner of a candle-making business, Lydon's Creative Concepts. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of wealth levels. The firm offers a variety of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Stephen Barron serves as a Senior Financial Advisor at Merrill Lynch Wealth Management in the Washington, D.C. office. He works with families and individuals to simplify and enhance their financial situations and lifestyles. Stephen provides personalized wealth management strategies tailored to clients' goals, offering access to investment insights from Merrill and banking services from Bank of America. His client focus includes college education planning, retirement income, portfolio management, tax minimization, and services for endowments, foundations, and defined benefit and contribution plans. Stephen holds a Bachelor of Science degree from McGill University in Montreal, where he majored in Anatomy and Cell Biology with dual minors in Pharmacology & Therapeutics and Atmospheric & Oceanic Sciences. He also completed Executive Education at Yale School of Management. His scientific background contributes to his adaptability in the evolving financial services industry. Stephen holds several professional designations including Accredited Asset Management Specialist (AAMS), Accredited Domestic Partnership Advisor (ADPA), Accredited Wealth Management Advisor (AWMA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Stephen follows Merrill's tradition of community involvement and volunteers with local organizations. Outside of work, he enjoys activities such as bowling, camping, chess, fishing, football, hiking, traveling, watching movies, and practicing yoga. He lives in McLean, Virginia with his golden retriever, Archer, and rents out his former residence in Washington, D.C.

Stacy Snyder is a financial advisor at Morgan Stanley with 28 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2006. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside its investment committee's return estimates and simulations to support its clients’ financial plans.

Karen Williams is a financial advisor with Edward Jones in Severna Park, MD, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she spent seven years at Wells Fargo Home Mortgage. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Mikail Qazi is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. Outside of advising, he is a proprietor of a rental real estate business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by research from its Chief Investment Office and UBS Global Research.

Daniel Aliperti is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer for 12 years before joining Merrill in 2018. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tracy Tang is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2001. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Sharon Peters is a financial advisor with LPL Financial based in Silver Spring, MD, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Avantax Insurance Services and Avantax Advisory Services from 2021 to 2024. She is also involved with Advanced Financial Inc and Advanced Financial LLC, entities related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, and charitable organizations through its national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Gays is a CFP® professional with 32 years of industry experience, currently serving 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 and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment 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 menus.

Alfred Bozzo Jr. is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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 to support client outcomes.

Michael Cunningham is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with a diverse clientele including corporate executives, attorneys, physicians, families, and non-profit organizations across twenty-five states. Michael focuses on preserving clients' wealth and achieving reasonable growth through consistent investing over time while avoiding needless risk. Michael began his career in 1997 with Merrill Lynch Wealth Management in New York City before returning to the Washington, D.C. area to join Bank of America, where he has remained through the firm's merger with Merrill. He offers clients comprehensive financial guidance, including advice on Social Security, long-term care insurance, Medicare, and lending options such as residential, securities-based, and commercial loans through Bank of America. His approach emphasizes understanding clients' priorities and preparing for new financial situations and opportunities. He earned a Bachelor of Science degree, cum laude, in Biology and Psychology from James Madison University, where he was a member of the varsity rugby team. Michael resides in Mount Vernon with his three children. He volunteers at his local parish and children's schools and supports the American Parkinson Disease Association.

Paul Juergensen II is a Wealth Management Advisor with more than 35 years of experience in the financial services industry. He has been with Merrill Lynch since 2005, providing comprehensive wealth management strategies to help clients achieve their financial goals. Paul's expertise includes managing complex financial issues and advising high-net-worth individuals, entrepreneurs, business owners, foundations, and non-profit organizations across Washington D.C. and 15 states. Paul holds a Bachelor of Science degree from the University of Maryland and multiple professional designations, including CERTIFIED FINANCIAL PLANNER4 (CFP4), Certified Investment Management Analyst4 (CIMA4), Certified Private Wealth Advisor4 (CPWA4), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a Portfolio Manager, managing personalized and defined investment strategies on a discretionary basis. Beyond his professional work, Paul is a board member of Becky's Fund, an organization focused on ending domestic violence through education, advocacy, and service. He supports several other non-profit organizations in his community and resides in Herndon, Virginia with his family.

William Finnerty is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2003. Outside of his advisory role, Finnerty serves as an adjunct professor at Georgetown University and participates as a judge for the National Foundation of Teaching Entrepreneurship. He also holds board positions with the Georgetown University Advisory Board for Entrepreneurship and the Kennedy Center’s National Symphony Orchestra. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of solutions including financial planning, portfolio management, and alternative product distribution. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment strategies.

Michelle Kruhm is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has been with LPL Financial since 2011. In addition to her advisory role, she is a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios, research, and various technologies.

Attor Kludze is a financial advisor at Merrill with 19 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Morgan Stanley Private Bank, M&T Bank, and LPL Financial. Outside of his advisory work, he is the owner of a private equity holding entity, though the company is not actively managed. 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.

Danielle Thompson is a financial advisor with Equitable Advisors in Washington, DC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Equitable Advisors since 2012, having also worked at Axa Advisors, LLC during that time. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Richard Barron is a financial advisor at Wells Fargo Clearing with 46 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Bank of America, N.A. and Merrill. He is based in Washington, DC. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Hsiao Chuan Chang is a financial advisor at LPL Financial with 23 years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2022, Chang worked at UBS Financial Services, Purshe Kaplan Sterling Investments, Adventus Veritas LLC, and CUSO Financial Services. Outside of advisory work, Chang is involved as a co-owner of a real estate development business in Derwood, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research to support diversified investment strategies.