Kevin Di Manna is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2017, following two years at Arthur J. Gallagher. Outside of his advisory role, he is involved in coaching younger baseball players and conducting sports camps and clinics through his independent consulting work with D R Sports. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Trevor Corey is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2016, and previously held roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Citigroup Global Markets. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized, integrated operational structure.

Paul Luebbe Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is also a freelance musician based in Chantilly, Virginia. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside market modeling techniques in its financial planning process.

Jennifer Heebink is a financial advisor at Morgan Stanley with 26 years of industry experience. She has held positions at Ameriprise Financial Services and Keel Point, LLC prior to joining Morgan Stanley in 2019. Heebink holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, incorporating the Global Investment Committee’s return estimates and simulation models.

Eric Kovacic is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 scenario modeling as part of its offering.

Christopher Casey is a CFP® with nine years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2018. His prior experience includes roles at United Brokerage Services and Raymond James Financial Services. Outside of his advisory work, he is the head coach for a 12-and-under baseball team with the Win Within Baseball Program in Washington, DC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad suite of capital markets offerings.

James Tringali is a financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019, following four years at Purshe Kaplan Sterling Investments. He also has a longstanding role with McAdam LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Meg Yoder is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2026. In this role, she partners with clients to simplify financial complexity and develop personalized strategies to manage risk, create income, and plan for legacy goals. Prior to this, she served as a Financial Consultant at Fidelity Investments from 2020 to 2025 and began her career as an Associate Financial Consultant at Charles Schwab from 2017 to 2020. Throughout her career, Meg has focused on helping clients work toward their financial objectives through disciplined and tailored approaches. Outside of her professional work, she has personal interests that include cooking and baking, fitness, being a foodie, parenthood, pets, and swimming.

Kent Showler is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Lee, Sipe and Associates and PNC Investments. Outside of his advisory role, he refurbishes and sells used baseball gloves as a hobby and volunteers in the maintenance of a local neighborhood park. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm offers non-discretionary planning tailored to client goals, employing risk profiling and modeling tools, and supports advisory programs along with specialized municipal and consulting services.

Arjun Venu is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Mariah Lightfoot is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2019. Prior to that, she was with Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2017 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Brendan Morahan is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior work experience at Eagle Strategies (NY Life), New York Life Securities LLC, New York Life Insurance Company, Prosperity Home Mortgage, and Boylan & Morahan PLC. 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 offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, centralized operations, and a formal alternative-investment onboarding process.

Christine Papadopoulos is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 65 and Series 63 licenses and has worked at Merrill since 2017, following brief roles at JP Morgan Securities LLC and JPMorgan Chase Bank. 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 plans, corporations, and charitable organizations.

Scott Kreger is a financial advisor with RBC Capital Markets in Rockville, MD, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously spent eight years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides tailored advisory programs combining in-house and third-party investment management with various portfolio management options.

Robert Pfeifer is a financial advisor with LPL Financial in Olney, MD, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Carla Britton Ramsey is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Edward Jones. Her prior positions include roles at Raymond James Financial Services Advisors, T Rowe Price Investment Services, and The Vanguard Marketing Corporation. She also operated Carla Ramsey Financial Coaching LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Carmen Peluso is a CFP® and holds a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2012. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separate managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Edward Gray III is a financial advisor at Fidelity with over 34 years of industry experience. His career includes roles at T. Rowe Price Investment Services, TD Ameritrade, and Scottrade before rejoining Fidelity. He holds Series 63 and Series 66 licenses. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm integrates proprietary research with quantitative analysis and systematic portfolio construction, utilizing algorithmic methods and AI in its investment process.

Emma Lalley is a financial advisor at Raymond James & Associates with five years of industry experience. She holds the Series 66 designation and has previously worked at Steward Partners Investment Solutions, LLC and related entities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and public entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad range of portfolio management styles and affiliated research.

Simone Alston is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she works with women, families, and high net worth millennials on managing wealth through real-world financial decisions. Her approach centers on goal-based planning, integrating investment management, retirement planning, education funding, and long-term wealth building. Simone provides services including retirement income planning, tax-aware investment strategies, health care cost guidance, and support with estate and legacy planning. She holds a Bachelor's Degree from the University System of Maryland and holds professional designations including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Simone speaks both English and Spanish and is involved with professional organizations such as Braven and the University of Maryland Alumni Association. Residing in Maryland with her husband and two children, Simone enjoys cooking, music, reading, running, soccer, swimming, tennis, traveling, and watching movies. She participates in community activities through Braven and Jersey Cares.