Donald Metzger is a financial advisor at Morgan Stanley with 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Metzger is involved outside of his advisory role as the owner of a horse racing and breeding operation in Baltimore and serves as a director of the Safety Council of Maryland. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, supporting clients with tailored planning without providing individual security recommendations in standalone programs.

Anibal Drelichman Jr. is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank, RBC Capital Markets, and Oppenheimer. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through offerings such as discretionary portfolio management, market-making, and proprietary research.

Robert Farrell II is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.

Steven Hrones is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc, UBS Financial Services Inc, and Bank of America. Outside of his advisory role, he serves as a co-trustee of a trust in Silver Spring, Maryland. 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 institutional investors.

Brian Lees is a financial advisor with RBC Capital Markets in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at M&T Securities from 2008 to 2020 before joining RBC in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutional investors, corporations, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning, utilizing a mix of in-house and third-party managers tailored to each client's risk profile.

Edward Duffy Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining J.P. Morgan in 2023. In addition to his advisory role, he is employed by JPMorgan Bank, where he can offer bank products including deposit and credit services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Stephen Thomsen is a CFP®-certified financial advisor with 18 years of industry experience, currently with Stifel since 2018. He previously worked at Bank of America and Merrill, with overlapping tenures between 2009 and 2018. Outside of his advisory role, Thomsen serves on the Leadership Committee for the Mid-Atlantic Division of Autism Speaks and hosts an annual charity golf tournament fundraiser. Stifel serves a broad client base, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing forward-looking analyses and asset allocation guidance intended as a basis for client decisions.

Ryan Kelly is a financial advisor with Merrill in Washington, DC, holding a Series 66 designation and 20 years of industry experience. His work history includes tenures at Merrill and J.P. Morgan Securities. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Maria Naranjo is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2016. Outside of her advisory role, she serves as a board member for the Charlotte Ballet, supporting its arts, education, and community engagement programs. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Olivia Eckstein is a Series 66 licensed financial advisor at UBS Financial Services with four years of industry experience. She joined UBS in 2020 after working at the Corporation for National and Community Service OIG and the Better Make Room Campaign. Outside of her advisory work, she is involved with the National Notary Association as a notary public. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Carlos Talamante Romo is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, JPMORGAN Securities LLC, and Goldman Sachs. He serves on the boards of several nonprofit organizations focused on Latino communities and educational initiatives in the Washington, DC area. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Terrance Mcgowan is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Goldman, Sachs & Co. from 2005 to 2017 before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 that incorporates advanced modeling tools.

Malik Waleed is a Financial Advisor at Merrill Lynch Wealth Management with a focus on tailoring investment strategies to meet the personal and professional financial goals of his clients. He specializes in family wealth management strategies, services for endowments, foundations, non-profits, personal retirement planning, and sports and entertainment sectors. His approach emphasizes building lasting relationships based on trust, transparency, and results. Mr. Waleed holds a Bachelor's Degree in Economics from the University of Maryland and has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Born and raised in the Washington DC Metro area, he brings deep knowledge of the region's financial landscape to his client work. He maintains active involvement in community initiatives by partnering with non-profit organizations to support their financial growth and impact. Outside of his advisory role, Mr. Waleed volunteers as a girls' basketball coach and trainer in the DMV area. He is a member of Kappa Alpha Psi Fraternity Incorporated. In his personal time, he enjoys reading, attending sporting events, playing tennis, and spending quality time with his fiancée and their daughter.

James Gray is a Senior Financial Advisor with Merrill Lynch Wealth Management. He is a member of Evolve Wealth Management, an advisory team within Merrill. James works with a diverse client base, including young professionals, non-profit organizations, and multi-generational families, focusing on aligning their values with their financial goals. He provides services across multiple locations and helps clients develop tailored financial strategies that reflect their priorities and aspirations. His approach emphasizes personalized planning to help clients understand their current financial position, define their objectives, and create purposeful strategies to achieve them. James's practice prioritizes using money as a tool to support a fulfilling life, rather than solely focusing on wealth accumulation. James holds a Bachelor's Degree from the University of North Carolina and maintains his Series 7 and 66 registrations through FINRA. He also holds the Personal Investment Advisor (PIA) designation.

Ronn Nuger is a financial advisor with Raymond James Financial in Annapolis, MD, holding a Series 63 designation and bringing 36 years of industry experience. He has worked with Raymond James since 1999 and has a diverse background that includes roles in insurance, CPA services, and training centers. Outside of finance, Nuger is a musician, performing as a singer, entertainer, and dancer. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and has specialized programs for municipal advising and SIMPLE IRA employer consulting.

Carrie Stringfellow is a Series 66-licensed financial advisor with Morgan Stanley in Washington, DC, bringing 19 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2012. Outside of her advisory role, she is involved as a partner in a real estate venture and owns a private investment business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in assets and utilizing structured planning tools and modeling techniques as part of its process.

Casey Cooper is a financial advisor with Charles Schwab in Washington, DC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Charles Schwab, Cooper worked in various roles including at Future Medical Group and Great American Restaurants. Outside of advising, Cooper has bartended at events for the Irish Embassy. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with a distinctive operational structure and integrated custody and brokerage services.

Natalie Meehan is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has previously worked at Citibank and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Renzi is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Tracy Randle is a financial advisor at LPL Financial with 35 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and technology solutions.