Pamela Gonzalez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2019 and has prior experience at George Mason University, Northern Virginia Community College, Dr. Michael Bermel & Associates, Mario's Painting LLC, and the State University of New York College at Old Westbury. 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.

Mario Arrington is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following prior roles at Citigroup Global Markets and Merrill. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

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 financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2014, including time with 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, 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 using proprietary tools and market estimates to support client financial goals.

Danielle Juda is a financial advisor with J.P. Morgan Securities in Washington, DC, holding Series 63 and Series 65 licenses and having 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 at Charles E. Smith Jewish Day School, where she participates in the investment committee overseeing the school's endowment. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, manager searches, and customized reporting, supported by a centralized due diligence process and an ESG eligibility framework.

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 with Merrill Lynch Wealth Management and a Partner of the Coliton Mattingly Group. He offers a disciplined, goals-based approach tailored to high-net-worth individuals, families, corporate executives, medical professionals, and private and public companies. His services focus on wealth building, preservation, and succession planning, aiming to ensure multi-generational financial stability. Joseph works closely with clients on major life transitions and complex financial goals, applying precision planning, proactive strategy, and disciplined execution. Joseph 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 completed Financial Planning studies at the University of Virginia. He is a member of the Pi Kappa Phi Fraternity. Outside of his professional role, Joseph contributes to various organizations such as 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 maintains interests in activities including 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 at Merrill Lynch Wealth Management based in the Washington, D.C. office. He works within a broad wealth management team, focusing on guiding clients through their financial priorities using a thoughtful, relationship-focused approach. His expertise includes personal retirement planning, portfolio management services, sports and entertainment, and tax minimization. Joseph believes that managing wealth extends beyond building investment portfolios and involves collaborating with clients to define what matters most as they prepare for life’s next stages. He assists clients in navigating the cycles of life while keeping focus on key priorities such as family, finances, health, home, leisure, work, and giving. Joseph holds a Bachelor's Degree from Virginia Polytechnic Institute & State University. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). In addition, Joseph participates in community volunteering aligned with the Merrill tradition. His personal interests include golfing, ice hockey, and skiing.

Kenec Elvir Corrales is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial, Thrivent Investment Management Inc., and Pruco Securities LLC. Outside of his advisory role, he coaches youth soccer with Vienna Youth Soccer. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by advanced modeling tools and offers a variety of investment and planning options.

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 with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He has been with Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing. Outside of his advisory role, he serves on the board of directors for Quincehaven HOA and is involved in several business ventures including ownership in HoldsyWholesale LLC and other investment-related entities. 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 planning menu including specialty services like business-owner transition and sports and entertainment planning, developing tailored recommendations through proprietary research and planning tools.

Nathan Marsden is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and Putnam Investments, as well as work outside the financial sector. 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 plans, corporations, and charitable organizations.

Ian Ross is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2021. Ross serves as Vice President and board member of The Beta Theta Pi Club of Michigan, a fraternal social and recreational organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Kara Bruntz is a financial advisor with Charles Schwab in Washington, DC, holding Series 63 and Series 66 licenses and six years of industry experience. Her career includes roles at Charles Schwab Bank SBB and Charles Schwab & Co., Inc., as well as prior positions outside finance such as at Old West Cafe and Gameday. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining non-discretionary advisory services with access to discretionary separately managed accounts and alternative investment options. The firm’s large scale and integrated structure support a broad client base and centralized operational functions.

Dallas Disbro is a Financial Advisor and Portfolio Advisor with Merrill Lynch Wealth Management. He has been providing financial advice and personalized guidance since joining Merrill in 2014, with experience serving individuals, families, and business owners. Dallas offers tailored wealth management strategies focused on retirement planning, education funding, liquidity events, and wealth transfer, aligning with his clients' unique financial goals and timelines. Dallas holds the Chartered Retirement Planning Counselor (CRPC) designation and the Portfolio Advisor title from the Merrill Investment Advisory Program. He also holds FINRA Series 7 and Series 66 registrations. Prior to Merrill, he worked at AXA Advisors as a Financial Consultant specializing in retirement benefits for public school employees. Dallas earned two Bachelor of Arts degrees with institute honors in Economics & Business and Spanish from the Virginia Military Institute, where he also minored in Leadership and concentrated in Financial Management. In addition to his professional work, Dallas is actively involved in the spinal cord injury and disability community in the Greater Washington DC area. Since 2017, he has served as a board member and acting President of the United Spinal Metro DC Chapter. He was honored with the naming of The Dallas Disbro Ability Center at the Sheltering Arms Institute, a physical rehabilitation hospital. Dallas incorporates special needs planning into his financial practice to assist clients with long-term disabilities and families with special needs individuals. He resides in Washington, D.C., and his personal interests include international travel, live music, dancing, and sports.