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.

Scott Canuel is a CFP® and CFA® credentialed financial advisor with eight years of experience at J.P. Morgan Securities and JPMorgan Chase Bank NA. He previously worked for PNC Wealth Management for 17 years. Canuel serves as a trustee for Ronald McDonald House Charities Maryland and the University of Maryland at Baltimore. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary, quantitative investment process.

David Morton is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 credentials and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in the family business, holding a 95% ownership stake in James A Morton & Sons Funeral Home and serving in corporate strategy. 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 advisory 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 offerings.

Enver Majid is a financial advisor at Morgan Stanley with 18 years of industry experience. He has held his current position since 2014. Majid holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers tailored financial planning supported by firm-approved tools and modeling techniques.

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.

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.

Randall Zinn is a financial advisor with Mass Mutual Investors Services, holding Series 63 and 65 licenses and bringing 38 years of industry experience. He previously worked at Metlife Securities Inc. for 30 years and has been with Mass Mutual Investors Services since 2017. Zinn is also an agent involved in life insurance, health, fixed annuities, and long-term care. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-supported planning methodologies and offers specialized programs including estate-settlement and event-driven employer-sponsored planning.

Max Shapiro is a financial advisor with Equitable Advisors in Baltimore, MD, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017, including time when the firm operated under AXA Advisors LLC. Outside of his advisory role, Shapiro serves as a board member at-large for the Ner Tamid Greenspring Valley Synagogue, participating in monthly meetings and synagogue activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on matching clients with suitable investment models and discretionary managers.

Jason Veals is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Veals attended the University of Maryland from 2019 to 2023. 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 under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

James Hurley is a financial advisor with Wells Fargo Clearing in Columbia, MD, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory work, Hurley is involved in managing rental properties jointly owned with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jacquelyn Cortright is a financial advisor with Equitable Advisors in Silver Spring, MD, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her career includes roles at several firms, including UBS Financial Services, LPL Financial, Ameriprise, and multiple tenures with Equitable Advisors and its predecessors. Equitable Advisors serves a broad client base ranging from individual investors to institutional clients, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers. The firm’s approach emphasizes personalized assessments and program matching, offering access to various mutual funds, ETFs, and alternative investments while delivering ERISA fiduciary services.

Brianna Wirfs is a financial advisor at Cetera with seven years of industry experience and holds the Series 66 designation. She has previously worked at Lincoln Financial Advisors and operates as an operations manager for Bulman Financial. Brianna also serves as an elected board member for the Central Carroll Soccer Club, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm offering financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm provides a multi-manager platform allowing advisors to utilize affiliated and third-party model portfolios or create custom strategies across various program structures and custodial relationships.

Richard Ricci Jr. is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo entities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach 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 offerings.

Danielle Hassan is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. She previously worked at Fidelity Investments and has experience in design and media-related roles. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios along with alternative investment options.

Robert Arwood is a Planning Consultant at Fidelity, a position he has held since 2024. His career at Fidelity began as a Financial Representative in 2021, where he gained foundational experience in client service. He progressed to the role of Relationship Manager from 2022 to 2024, further developing his expertise in managing client relationships and supporting their financial goals. Throughout his career at Fidelity, Robert has consistently focused on providing a high standard of care to clients and supporting his team. He is committed to helping clients work towards their financial objectives through dedicated service. Outside of his professional role, Robert enjoys fitness, exploring culinary interests as a foodie, attending social events with friends, participating in theater, and volunteering in his community.

David Kelly is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity Investments since 2012, progressing from Investment Representative to Financial Consultant before his current role. Prior to joining Fidelity, David worked at T. Rowe Price from 2005 to 2012 in various roles including Investment Specialist, Investment Counselor, and Service Specialist. David's professional experience spans over a decade in the investment and financial consulting industry. He focuses on understanding the unique needs of his clients and their families through active listening and tailored financial planning. His approach aims to provide clients with peace of mind and to serve as a trusted advisor to their families.

Emma Winson is a financial advisor with UBS Financial Services, holding a Series 66 designation and three years of industry experience. She has worked at UBS since 2017, with prior experience at The Hall CP and academic roles at the University of Maryland and University of South Carolina. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Franklin Newby is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Newby is also a trustee and co-trustee in a trust based in Bethesda, Maryland. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 structured planning process supported by firm-approved tools and modeling techniques.