Megan Cunningham is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she focuses on helping clients develop personalized investment strategies aligned with their financial goals. Her areas of expertise include college education planning, corporate executive services, executive compensation, family wealth management, legacy planning, retirement income, and services for endowments, foundations, and non-profits. Megan holds a Bachelor's Degree from Denison University and has completed an Accredited Certificate Program at Arcadia University. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She is involved professionally as a member of the Daughters of the American Revolution and serves on the Denison University Alumni Washington, DC Regional Network Board. Her community involvement includes participation with DC Central Kitchen and Read > Lead > Achieve.

Michael Norris is a financial advisor with RBC Capital Markets holding a Series 66 designation and 19 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

John Murdoch is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career after graduating with honors from Washington & Lee University in 1989 with a Bachelor of Science degree with Special Attainments in Commerce. Prior to joining Merrill in 2005, John spent nearly 15 years managing his family's wholesale and retail florist business in Easton, Maryland. Since transitioning to finance, John has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Investment Management Analyst® (CIMA®). He provides financial advisory services to both businesses and high net worth individuals, focusing on areas such as retirement plan design and implementation, 401(k) education, and comprehensive financial planning including investments, retirement, and estate planning. John lives in Alexandria, Virginia with his wife, Emily. Outside of his professional work, he enjoys football, reading, and spending time with his family.

Kathleen Koch is a CFP® and Series 63-registered advisor at Raymond James & Associates with over 10 years of industry experience, including a decade at PNC Bank. She joined Raymond James in 2026 and is based in Washington, DC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—ranging from individuals and high-net-worth clients to pension plans and government entities—offering wealth advisory planning and investment consulting through firm-sponsored wrap fee programs and institutional consulting services.

Charlotte Von Claparede Crola is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley Smith Barney LLC and Janney Montgomery Scott. Outside of her advisory role, she serves as a non-regular organist for the Parish of Christ the King Anglican Catholic Church in Washington, DC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Ganithri Wickramasinghe is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, she worked at Merrill and Bank of America, among other firms. Outside of her advisory role, she is also involved in pet sitting through a local pet services business. 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 select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

M Stanaway is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014, both based in Washington, DC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and global investment insights.

Emily Cunniff is a financial advisor at Merrill with 15 years of industry experience. She has been with Merrill since 2016 and holds Series 63 and Series 66 credentials. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm's integration with Bank of America allows access to a broader platform of financial products and services.

David Schmidt is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Christiana Kambouris is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank and Northrop Grumman. 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 applying an ESG eligibility framework in its investment recommendations.

Robert Hobart is a financial advisor at Stifel in Washington, DC, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel in 2023, he worked at Visions Treatment Centers, Stone Harbor Strategies, Kohl's, and Indiana University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Alexander Tatem is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to his current role, he has held positions including Annapolis Harbor Master and participated in community activities such as coaching the Round Bay Swim Team. 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, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts.

Marcus Geringswald is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Morgan Stanley since 2021, following roles at Bank of America and Merrill. Outside of his advisory work, he is involved as a contractor with DoorDash. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations and secular return estimates in its process.

George Vassiliou is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in retirement planning and income strategies for affluent individuals and small businesses. He provides a comprehensive approach to wealth management that prioritizes understanding clients’ life priorities and financial goals. George offers access to Merrill’s investment insights and Bank of America’s banking services to address various aspects of clients’ financial needs. As a Senior Portfolio Advisor, he combines traditional financial guidance with custom investment strategies, utilizing Merrill model portfolios and third-party investment options, and may manage portfolios on a discretionary basis through the firm’s Investment Advisory Program. With a financial services industry license since 1998 and tenure at Merrill since 2006, George holds multiple professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), and Retirement Accredited Financial Advisor (RAFA). He is also licensed to provide insurance products such as life policies, annuities, and long-term care coverage. George’s academic background includes a Bachelor's degree from the University of Patras, a Master’s degree from the University of Washington, and doctoral work at the University of Wisconsin-Madison. Prior to his financial career, he worked as a Senior Scientist supporting NASA, the Naval Research Lab, and NOAA on Earth and Planetary Sciences projects. George is active in the Washington DC community, supporting organizations such as the National Gallery of Art ("The Circle"), Church of the Little Flower, Mater Dei School, Stone Ridge School, and Georgetown Preparatory School. He is also a member of the University Club of Washington DC. His personal interests include boating, golfing, music, and singing.

Declan O'Brien is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2020, following four years at the University of Vermont. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes firm-approved tools and market simulations, managing approximately $2.74 trillion in client assets.

Tracy Donoho is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate firms since 2014. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a centralized consulting team and emphasizes a mix of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kevin Turnock is a CFP® with 31 years of industry experience, currently affiliated with RBC Capital Markets in Annapolis, MD. His prior experience includes over a decade at Morgan Stanley in various private banking roles. Outside of his advisory duties, he is involved in family and personal real estate businesses, holding positions such as limited partner and general partner in several investment-related entities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm provides tailored portfolio management and financial planning services through multiple advisory programs, leveraging both in-house and third-party investment managers to meet clients’ Advisory Risk Profiles.

Scott Sturley is a financial advisor with J.P. Morgan Securities in Clarksburg, MD, holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services for eight years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019. 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 large institutional advisory operations with additional market-facing registrations and functions, delivering its programs on a non-discretionary basis.

Scott Morgenthaler is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of his advisory role, he is involved with 318 Placido Place LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Paula Gutierrez is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. She has been with Merrill since 2018 and previously worked at TD Bank and Teavana. Outside of her advisory role, she bartends one night a week at a restaurant/bar in Washington, DC. Merrill 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 to individuals, high-net-worth clients, pension plans, and corporate fiduciaries.