Jared Violante is a financial advisor with Raymond James Financial Services Advisors, Inc. in Rockville, MD, holding a Series 66 designation and having 10 years of industry experience. He has been with Raymond James since 2016 and is also involved with Capital Wealth Management Group in a non-client-facing capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers non-discretionary planning tailored to client goals and supports a range of advisory programs, incorporating technology and advanced analytical tools in its offerings.

Corey Vance is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at the Federal Bureau of Investigation for five years and held roles within the United States Senate and various organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Marie Meuschke is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2014. Holding the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, she provides comprehensive financial advice focused on personal retirement planning, portfolio management, tax minimization, retirement income, and addressing the financial needs of women and wealth. Marie advises families and individuals in the DMV area and beyond, applying a client-centered approach that prioritizes their interests and goals. She builds personalized financial strategies to help clients navigate changing market conditions and achieve their objectives. Originally from New York, Marie earned a Bachelor's Degree in Business Economics from Loyola University of Maryland. Beyond her professional work, Marie participates in community volunteering in line with the Merrill tradition. She lives in Baltimore with her fiancé and their dog, and her personal interests include cooking, football, golfing, knitting, crocheting, reading, and spending time with her family.

Ethel Treister is a financial advisor at Cetera with 25 years of experience. She holds the PFS™ and Series 66 designations and has also worked as a CPA since 1992 and as a flight instructor from 1997 to 2018. In addition to her advisory role, she provides tax planning and preparation through her CPA practice. Cetera Investment Advisers LLC is an SEC‑registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with access to multiple program platforms and third‑party managers.

Matthew Gagnon is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Edward Jones, New York Life Insurance, and Turnberry Solutions. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with an emphasis on collaborative, annual planning engagements using firm-approved analytical tools.

George Balboa is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads the financial services for the Balboa & Blevins Group, providing wealth management and strategic planning services. George focuses on key areas including asset allocation, retirement, estate, and succession planning. With more than 34 years of experience in financial and wealth management guidance, George joined Merrill in 1991 after earning his bachelor’s degree from Boston College. He holds several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). George is bilingual in English and Spanish. George has been named to Forbes' "Best-in-State Wealth Advisors" list consecutively from 2019 through 2025. His extensive experience and credentials support his commitment to designing tailored financial strategies for clients.

Latrina Green is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide 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 utilizes structured planning processes and advanced modeling tools to support its financial plans.

Charmaine Cheng is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at Bank of America, JPMorgan Securities, Wells Fargo, and HSBC. 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.

Kelsey Henneman is a Financial Consultant at Fidelity Investments, a position held since 2026. She is involved in creating personalized financial plans that align with the unique goals of individuals and families, utilizing Fidelity's strategic portfolios and innovative approaches. Prior to her current role, she served as an Investment Consultant at Fidelity Investments from 2025 to 2026. Her professional experience includes roles such as Senior Private Wealth Associate at Bernstein Private Wealth Management from 2022 to 2025, and Senior Investment Operations Associate at Cambridge Associates LLC from 2020 to 2022. These roles have contributed to her expertise in financial consulting and wealth management.

Michael Berens is a financial advisor with RBC Capital Markets in Washington, DC, holding Series 66 and Series 63 designations and bringing 37 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies that utilize both in-house and third-party investment managers, alongside features such as tax management and responsible investing options.

Karen Holmes is a CFP® professional with 28 years of experience in the financial services industry. She has worked at LPL Financial since 2018 and previously held roles at 1st Global Insurance Services, Inc. and 1st Global Advisors, Inc. Holmes is also the owner of Holmes and Associates Accounting Services, providing tax preparation and bookkeeping services. 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 and financial planning services supported by LPL Research and third-party subadvisors.

Nicholas Serenyi is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. 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 and employs a structured planning process that incorporates firm-approved tools and market outlook models.

John Rutherford is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, NA since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of financial product options that include insurance-related vehicles and bank deposit sweep programs.

Jacob Scarbath is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at Equitable Advisors and involvement with the Howard County Arts Council. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Paula Heichel is a CFP® with 44 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she has sole ownership of a rental property business in Washington, DC. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products than typical large institutional advisers.

Lisa Hunt is a financial advisor at Charles Schwab with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Charles Schwab since 1992, including a thirteen-year period at Charles Schwab Bank. Hunt serves on the Board of Directors at SIFMA and participates in financial literacy programs; she is also involved in educational initiatives with the Shanghai Advanced Institute of Finance and the University System of Maryland Foundation. Charles Schwab & Co., Inc. serves a broad 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and employs multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Kevin Buckley is a CFP® professional affiliated with Wells Fargo Clearing in Arlington, VA, with four years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Wells Fargo Clearing Services, LLC, and spent 14 years at Georgetown Preparatory School. 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 both brokerage and advisory solutions.

Andrew Krosnowski is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes extensive tenure at First Allied Advisory Services and First Allied Securities prior to joining Cetera. Outside of advisory work, he is a partner in a real estate firm and serves as a trustee and power of attorney for clients’ living trusts. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services and operates a multi-manager platform that allows advisors to implement a range of investment strategies across multiple program structures.

Talya Bock is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in aligning clients' financial lives with their values and long-term objectives. Her areas of expertise include family wealth management, legacy planning, socially responsible investing, philanthropic planning, special needs planning, and retirement income planning. Talya works with clients across various life stages, offering personalized strategies that reflect their unique goals and priorities. Previously, Talya held positions in private wealth management at Morgan Stanley Smith Barney and investment banking at BMO Capital Markets. She holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Special Needs Consultant®, Chartered Retirement Planning Counselor™, and other professional designations that demonstrate her comprehensive knowledge in wealth management. She earned bachelor's degrees in Economic History and Talmud (Jewish Law) Magna Cum Laude from Barnard College and the Jewish Theological Seminary, along with a Master's degree in education from the Jewish Theological Seminary. Outside of her professional duties, Talya is an active community volunteer and serves as a trustee for the Jewish Theological Seminary and Hadar Institute. She resides in Mount Pleasant with her husband and three children and engages in activities such as camping, cooking, hiking, running marathons, scuba diving, and yoga.

Joseph Davis Jr. is a financial advisor at LPL Financial with 54 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at H. Beck, Inc. and his own firm, Davis Advisory Services, Inc. He is involved with The Living Capital Group in a non-variable insurance capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.