Sheldon Foreman is a Financial Advisor with Merrill Lynch Wealth Management. He works with established professionals and their families to develop personalized wealth management strategies. His approach begins by identifying clients' financial goals and then building plans aligned with their priorities, addressing areas such as employee benefits planning, executive and equity compensation, family wealth management, legacy planning, and retirement income. Sheldon holds a Bachelor's Degree in Economics from Swarthmore College. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Throughout his career, he has assisted clients in managing concentrated stock situations, formulating broad investment strategies, and planning across multiple generations. Originally from Austin, Texas, Sheldon currently resides just outside Washington D.C. His personal interests include basketball, cooking, reading, spending time with family, and traveling.

Victorino Manlapaz is a CFP® professional with over 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013. In addition to his advisory role, he serves as president of Legacy Financial Group, LLC, and is a board member of the Nassau Village Condo Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, with investment approaches that include proprietary models, third-party strategists, and both discretionary and non-discretionary portfolio management.

Scott Mcgraw is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services at Merrill Lynch in 1993. Scott is committed to providing attentive and personalized service, developing strong relationships with clients through regular communications. His work focuses on helping clients pursue their long-term financial goals. Scott assists clients in funding their retirement, supporting their children's education, and facilitating the preservation and transfer of wealth. He holds a Bachelor's degree in Finance from the University of Maryland and is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Scott also holds the Personal Investment Advisor (PIA) designation. Scott and his wife, Jennifer, reside in Rockville, Maryland, where they raise their four children.

Benjamin Davis is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management. Outside of finance, he has experience in pool management and retail through roles at Premier Pools Management and Dick's Sporting Goods. 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 combines large institutional advisory operations with multiple market-facing registrations, delivering services on a non-discretionary basis.

Mario Arrington is a Series 66-licensed financial advisor with Morgan Stanley in Bethesda, MD, where he has worked since 2009. He has 23 years of industry experience, including prior work at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize firm-approved tools and scenario modeling.

Camille Meeks Stevens is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services LLC since 2016, as well as Wells Fargo Bank NA since 2014. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Thomas Moran is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2006 and brings nearly 20 years of experience working with families on investment advice, financial planning, and related services. Prior to his current role, he was a partner at The Erdmann Group for over a decade, where he contributed to client experience, investment strategy, and operational excellence. Mr. Moran holds a Bachelor's degree from Fordham University and maintains professional designations as a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA). A native of Connecticut, he resides in Wilton with his wife and two children.

Claire Cooney is a financial advisor with Raymond James & Associates in Bethesda, MD, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, she worked at Grubhub Inc. and Oracle Inc., and she completed her education at Pennsylvania State University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Alison Wilmore is a financial advisor with Charles Schwab in Bethesda, MD, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Alliance Bernstein and various non-financial organizations. Outside of her advisory work, she is involved as a co-owner and registered agent in a real estate business and participates in retail reselling on platforms such as Poshmark and Depop. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment management.

Ronald Chesney is a financial advisor with UBS Financial Services in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to clients' goals and risk tolerances.

Adam Freiman is a Series 66-credentialed financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Danielle Juda is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. She has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2009. Juda serves as a director on the board of the Charles E. Smith Jewish Day School, participating in the investment committee responsible for overseeing the school’s endowment. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Nicholas Bohn is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2012. Outside of his advisory role, he is involved with the Estate of F P B, Jr. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Joseph Coliton is a Wealth Management Advisor and Partner of the Coliton Mattingly Group at Merrill Lynch Wealth Management. In his role, he offers a disciplined, goals-based wealth management process tailored to the needs of high-net-worth individuals, families, corporate executives, medical professionals, and private and public companies. He collaborates with clients on wealth building, preservation, and succession planning to help ensure multi-generational financial stability. Joe holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor’s Degrees in Finance and Marketing from the University of South Carolina’s Darla Moore School of Business and has completed Financial Planning studies at the University of Virginia. His expertise includes executive compensation, equity compensation services, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, small business strategies, and services for endowments, foundations, and non-profits. Outside of his professional work, Joseph participates in a variety of community organizations including the Darla Moore School of Business, Filter of Hope, Military Bowl Foundation, Inc., SOME (So Others Might Eat), StreetWise Partners, The Ability Experience, Washington DC Gamecock Alumni Association, and Washington Jesuit Academy. He enjoys personal activities such as boxing, fishing, golfing, hiking, hunting, racquetball, running marathons, surfing, tennis, and traveling.

Brian Wagner is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies. He works closely with clients to understand their individual financial situations and goals, delivering customized approaches that adapt to changing needs and market conditions. Brian provides clients access to the investment insights of Merrill and the banking services of Bank of America to support various aspects of their financial lives. His areas of expertise include college education planning, equity compensation services, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, and tax minimization. Brian approaches financial advising with a focus on long-term stability and thorough understanding of every aspect of his clients' financial pictures. Brian holds a Bachelor's Degree from the University of Maryland and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is originally from the Philadelphia area and relocated to the DMV region after his education. Outside of work, Brian enjoys spending time with family and friends, being outdoors, exercising, and engaging in sports activities such as baseball, basketball, football, and golf.

Joseph Hughes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized wealth management strategies that align with their unique financial priorities and life stages. Joseph emphasizes a collaborative approach to planning, guiding clients through the complexities of life’s financial cycles while considering key aspects such as family, finances, health, home, leisure, work, and giving. His expertise extends beyond investment portfolio management to comprehensive financial planning that supports long-term goals. Joseph holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Virginia Polytechnic Institute & State University. In addition to his professional work, Joseph is engaged in community service, reflecting the Merrill tradition of participating in and supporting the communities served. He volunteers with local organizations as part of his commitment to community involvement.

Kenec Elvir Corrales is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Thrivent Financial, Thrivent Investment Management, and Pruco Securities LLC. Outside of his advisory role, he is involved as a youth soccer coach with Vienna Youth Soccer. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis as part of its financial planning process.

Nathan Zeichner is a Series 66-licensed financial advisor with Wells Fargo Clearing in Arlington, VA. He began his career in the financial industry in 2026 after several years in education and other roles. His prior experience includes positions at Charles Schwab and IU Credit Union. 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 employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions.

David Holdsworth is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Advisors and related entities since 2009. Outside of his advisory role, he serves on the board of directors for the Quincehaven HOA and is involved in multiple business ventures, including investment-related LLCs and a trailer rental company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial product offerings.

Nathan Marsden is the Regional Managing Director for Merrill Private Wealth Management, a role he assumed in June 2023. He began his career with Merrill in 1993 as a financial advisor in Washington, DC, and has developed extensive expertise in global wealth management, asset management, annuities, retirement plan distribution, enterprise business integration, and driving business turnarounds through innovation and team productivity. Nathan holds the professional designations of Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA). He emphasizes the collaborative culture within Merrill Private Wealth Management, where advisors leverage the full resources of Bank of America and Merrill to help clients achieve their financial, life, and family objectives. Outside of his professional duties, Nathan is associated with the organization Racquet Up Detroit.