Jessie Sims is a financial advisor with Merrill, holding Series 63 and Series 66 licenses, and has three years of industry experience. Their work history includes positions at Bank of America, JP Morgan Securities, and Banco Santander. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Renz is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63, Series 65, and Series 66 designations and 29 years of industry experience. Prior to joining Wells Fargo Clearing in 2025, he worked at JP Morgan Securities from 2012 to 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Laurie Blackburn is a CFP®-designated financial advisor with 29 years of industry experience. She has been with Wells Fargo Advisors since 2024, following eight years at Wells Fargo Clearing and four years at Wells Fargo Advisors LLC. In addition to her advisory role, she is the chair of the investment committee for the Goodwin Living Foundation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm utilizes proprietary research and planning tools to develop customized recommendations, with clients deciding on implementation through brokerage or advisory programs.

Lindsay Kelly is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2011 and Bank of America, N.A. since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alexandra White is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates. Outside of finance, she operated Annapolis Dog Walkers for a year. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summaries, with implementation options offered through its brokerage or advisory programs.

Elizabeth Hopkins is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at Funds Distributor, LLC, Thompson, Siegel & Walmsley LLC, and Bank of America/Merrill Lynch. She serves as Secretary on the Richmond Ballet Advisory Council and is a member of the Professional Advisory Council for the Community Foundation for a Greater Richmond. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers non-discretionary advice delivered by a select group of Wealth Advisors.

Sean O'Neill is a CFP® professional with 27 years of industry experience, currently serving at RBC Capital Markets since 2009. He is based in Annapolis, MD, and holds Series 63 and Series 65 registrations. Outside of his advisory role, he serves on several local nonprofit and community boards, including the Annapolis Musicians Fund for Musicians, the City Dock Action Committee, and the Anne Arundel Estate Planning Council, where he is president. RBC Wealth Management, a division of RBC Capital Markets, provides a range of advisory programs and services to individual investors, institutions, and other clients. The firm offers tailored investment strategies through a combination of in-house and third-party managers, incorporating options such as tax management and responsible investing.

Thomas Pasta is a CFP® professional with 28 years of industry experience. He is currently affiliated with LPL Financial, having joined the firm in 2025 after 20 years at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he operates as a notary and manages a business entity for non-investment purposes. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Haley Kaufman is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has dedicated 35 years to serving over 300 affluent clients. Her expertise centers on assisting successful individuals and families through major financial life transitions such as retirement, managing family wealth, and handling sudden wealth. Haley also provides guidance to institutional investors, including more than two dozen non-profit organizations managing their investment reserves. Haley holds a Bachelor of Science in Business Management from the University of Maryland, College Park, and the Chartered Retirement Planning Counselor (CRPC) designation. She has been recognized by Forbes as a "Best-in-State" Wealth Advisor and serves on the Board of Advisors for the Robert H. Smith School of Business at the University of Maryland. Additionally, she mentors women entrepreneurs through the Cherie Blair Foundation. Residing in Washington, D.C. with her husband Jeff, Haley is a proud parent of three young adult children. She enjoys biking, cooking, and spending time with her family.

James Tarr Jr. is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that incorporates firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Caroline Thummel is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her background includes roles at JPMorgan Chase Bank and Tortoise Ecofin Investment Advisors, as well as involvement with Wake Forest University and several entrepreneurial ventures. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm operates with a centralized due-diligence framework and combines large institutional advisory operations with broker-dealer and investment adviser registrations.

Jake Matysek is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and Charles Schwab Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Michael Lopes is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC for 10 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024. He holds a Series 66 designation. In addition to his advisory role, he is also employed by JPMorgan Bank, enabling him to offer certain bank deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mary Robinson Carter is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she specializes in advising first-generation wealth creators, business owners, and executives through complex financial transitions. Her expertise includes assisting clients with business succession, leadership and equity changes, retirement planning, and managing life after liquidity events. Mary’s work is informed by her own experience as a first-generation wealth creator. She understands the multifaceted nature of wealth, encompassing identity, responsibility, family dynamics, and legacy. She serves a diverse clientele including founders, women business owners, entrepreneurs, executives, and nonprofit leaders, many of whom navigate wealth without extensive family history of financial education or guidance. Mary coordinates closely with wealth, legal, and tax professionals to offer comprehensive support aligned with clients' values and long-term goals. Mary holds a bachelor's degree from Elon University and is a Personal Investment Advisor (PIA). In addition to her professional role, she actively participates in community organizations such as the Coco Coalition, Merrill Washington D.C Women's Exchange, Ronald McDonald House, and Together We Bake.

Andrew Lee is a financial advisor with Merrill in Washington, DC, holding a Series 66 credential and two years of industry experience. Prior to Merrill, he worked at Robinhood Financial and has a varied background including roles at PetSmart Inc., Ohio State University, and Fashion.com. Outside of his advisory role, Lee owns Maxdiem, a clothing business that sells shirts made from sustainable fabric, and works as a server at Moon Rabbit. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient investment strategies and benefits from integration with Bank of America’s broader banking and capital-markets platform.

Mc Kenna Nolan is a Series 66 licensed financial advisor with Edward Jones in Annapolis, MD, bringing two years of industry experience. Prior to joining Edward Jones, Nolan worked at Lord Abbett and Morgan Stanley. Outside of finance, Nolan managed operations at RJ Bentleys Sports Bar for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Ibrahim Bah is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' individual priorities to develop strategies that address short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and preparing for unforeseen expenses. Additionally, he facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ibrahim holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Illinois System and communicates fluently in English and Arabic. Outside of his professional duties, Ibrahim is involved with the charitable organization Feed My Starving Children.

Sean Jenkins is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Charles Schwab since 1994 and Charles Schwab Bank since 2005, both based in Washington, DC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a hybrid advisory model that combines non-discretionary guidance with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment due diligence.

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.