Paul Juergensen II is a Wealth Management Advisor with over 35 years of experience in financial advising. He has been with Merrill Lynch since 2005, providing comprehensive wealth management strategies tailored to individual client goals. His expertise includes corporate benefits, divorce transition planning, family wealth management strategies, institutional investment consulting, and retirement income planning, among others. Paul also serves as a Portfolio Manager, utilizing personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Paul holds a Bachelor of Science degree from the University of Maryland. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials support his ability to advise on complex financial issues and create comprehensive financial strategies for high-net-worth individuals and institutions. In addition to his professional work, Paul is a board member of Becky's Fund, a nonprofit organization focused on ending domestic violence through education, advocacy, and service. He resides in Herndon, Virginia, has three adult children, and enjoys playing golf. Paul values frequent communication with clients and emphasizes an ongoing, planning-based approach to wealth management.

William Finnerty is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Merrill for nine years before joining UBS in 2003. Outside of his advisory role, Finnerty serves as an adjunct professor at Georgetown University, participates as a judge in entrepreneurship programs, and holds board positions with the Georgetown University Advisory Board for Entrepreneurship and the Kennedy Center’s National Symphony Orchestra, including membership on the NSO Finance Committee. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm leverages proprietary research and model-based asset allocation to tailor client solutions and combines institutional trading capabilities with comprehensive wealth management services.

Michelle Kruhm is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked at LPL Financial since 2011, with prior experience at Morgan Stanley and Citigroup Global Markets. Additionally, she is commissioned as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 at Equitable Advisors with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Equitable Advisors since 2012, with prior experience at AXA Advisors and Valic Financial Advisors. Based in Washington, DC, her career spans multiple established advisory firms. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of proprietary and third-party solutions tailored to client risk tolerance and investment needs.

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 with LPL Financial in Washington, DC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at UBS Financial Services, Purshe Kaplan Sterling Investments, Adventus Veritas LLC, CUSO Financial Services, Wells Fargo Clearing, and Equitable Advisors. Outside of his advisory work, he is involved in real estate development and ownership in the Derwood, MD area. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, employing various portfolio strategies and operational tools.

Mackenzie Mendoza is a Series 66-licensed financial advisor with Morgan Stanley in Washington, DC. She has been with Morgan Stanley since 2017, with a total of seven years of experience at the firm. Prior to her current role, she worked briefly at Comfort & Son Jewelers. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and offers a range of advisory programs, managing approximately $2.74 trillion in client assets.

David Dorsett is a Series 66-licensed financial advisor with UBS Financial Services in Washington, DC, and has two years of industry experience. Prior to joining UBS, he worked at Fairfield University and a law firm, Karp, Wigodsky, Norwind Kudel & Gold. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and offers a broad range of capital markets and wealth management solutions.

Alexandra Baez Ortiz is a financial advisor at Merrill with a Series 66 credential and six years of industry experience. She has worked at Merrill since 2019 and previously spent six years at Bank of America. 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 strategies constructed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jocelyn Smith is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, she worked for Deloitte for 11 years. She is also self-employed. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Andrea Cammarano is a Series 66 licensed financial advisor at Merrill with 11 years at the firm and 7 years of industry experience. He is based in Washington, DC. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Courtney Mcintosh is a financial advisor at Morgan Stanley with 18 years of industry experience. She has held roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Mcintosh holds a Series 66 designation and is based in Washington, DC. 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. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Therese Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at LPL Financial since 2009 and has been associated with Global Retirement Partners, LLC since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, with advisory services provided by representatives who may use discretionary or non-discretionary strategies.

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.

Anthony Johnson is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. His work history includes prior roles at Morgan Stanley and Traders, as well as experience in entertainment through Crow Entertainment, LLC. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that uses model-delivery strategies created by unaffiliated asset managers and offers a limited number of discretionary separately managed account options.

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.

Kevin Byrne is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Aidan Carter is a financial advisor with RBC Capital Markets holding a Series 66 designation and one year of industry experience. Prior to joining RBC in 2024, he worked at Pro Football Focus and Legendary Sports Group. He also has experience in education with roles at Ithaca College and Severn School. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm provides customizable advisory programs with portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment 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.