Beau Vangilder is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and several other firms. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships and Corporate Financial Planning agreements.

Anthony Wykes is a financial advisor with Morgan Stanley, holding Series 63, 65, and 66 credentials and 27 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following prior roles at SunTrust Advisory Services and related entities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial and estate planning services, and manages approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery conversations and firm-approved tools, with clients responsible for plan implementation and updates.

Jeffrey Adams is a financial advisor at Merrill with 35 years of industry experience, including 32 years with Merrill since 1994. He holds Series 63 and Series 65 credentials. Outside of his advisory role, Adams is a co-owner of Adams Audiology, a medical audiology practice he operates with his wife. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gretchen Bolton is a financial advisor with Equitable Advisors in Bethesda, MD, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has worked at Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of her advisory role, she serves in leadership positions on several local community boards, including as secretary of the Old Georgetown Office Park Condominium Owners' Association and vice president of the Waterside Reserve Property Owners Association. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of investment models and third-party asset managers, providing services that span mutual funds, ETFs, separately managed accounts, and select alternative investments.

Suparna Agarwal is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Wells Fargo Bank and HSBC Bank USA. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm‑approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning and Corporate Financial Planning agreements.

Sharon Peters is a financial advisor with LPL Financial in Silver Spring, MD, holding a Series 66 credential and four years of industry experience. Her prior roles include positions at Avantax Insurance Services and Advance Financial Inc. Peters is involved in business activities related to tax and investment purposes through entities under her management. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individual and institutional clients. The firm offers a range of financial planning and asset management solutions, combining advisory services with extensive non-advisory financial offerings and support tools.

Scott Mergner is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of Merryland Investments LLC, a real estate property management business based in Potomac, Maryland. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Andrew Mainz is a financial advisor with LPL Enterprise, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Pruco Securities, LLC, SunTrust Investment Services, Wells Fargo Clearing, BB&T Investment Services, and Merrill. Outside of his advisory work, he is also employed as a leasing office concierge. LPL Enterprise serves a broad client base that includes individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers and TAMPs, and operates a model-driven investment approach through a network of investment adviser representatives.

Matthew Bosley is a Wealth Management Advisor with a career in financial services that began in 2006 at Merrill Lynch Wealth Management. In this role, he focuses on helping clients simplify complex financial challenges and optimize their assets. Matthew takes a proactive approach by engaging closely with clients and coordinating retirement and wealth management strategies alongside their other trusted advisors when requested. Matthew’s areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, as well as women and wealth. He has earned multiple professional designations such as CERTIFIED FINANCIAL PLANNER® (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Chartered Retirement Plans Specialist™ (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a bachelor's degree from the University of Maryland. Matthew lives in Howard County, Maryland, with his wife Megan, their three daughters Blake, Taylor, and Morgan, and their dog Cooper. His personal interests include cooking, football, golfing, and spending time with family. He has been recognized by Forbes, having been named to the 2025 "Best-In-State Wealth Advisors" and "Best-In-State Wealth Management Teams" lists.

Bo Zhang is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient strategies, supported by integration with Bank of America affiliates and a broad capital-markets platform.

Bruce Wall is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in institutional consulting. He has over 20 years of experience working with non-profit clients, providing proactive advice and customized financial strategies to address the complex needs of institutional investors. Throughout his career, Bruce has focused on asset allocation analysis, investment policy analysis, portfolio construction, and performance measurement across traditional and alternative asset classes. He collaborates closely with clients' legal, accounting, auditing, and actuarial professionals to oversee investment assets and navigate complex audit and accounting requirements. Bruce has been recognized on Barron's Top Institutional Consultants list in multiple years. Bruce holds a bachelor's degree in economics from the University of Virginia and carries several professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC).

Mark Randall is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 2011 and Bank of America, N.A. since 2017. 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 both model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ching Kai Fei is a CFP® with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He has held roles at Raymond James Financial Services Advisors, Woodbury Financial Services, and Charles Schwab, among others. Outside of his advisory work, he is a financial planner at Planwell Financial Planning and a partner at Actaeon Wealth Management. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and investment advisory services, retirement plan consulting, and access to various managed account solutions through a large network of affiliated advisers and multiple platforms.

Sooyoung Cho is a financial advisor with Edward Jones in Gaithersburg, MD, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Edward Jones in 2021, Cho worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2013 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Garrett Snell is a CFP® professional with seven years of industry experience, currently serving at Charles Schwab. His work history includes roles at Charles Schwab Bank SSB and Charles Schwab since 2019, as well as prior teaching positions at the University of Maryland and Carroll Community College. He also has experience with Mount Airy Inn. Charles Schwab & Co., Inc. serves a large client base of 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’s model combines non-discretionary advisory recommendations with access to discretionary separately managed accounts and employs multi-asset model portfolios alongside a formal alternative investment selection process.

Cory Chambers is a Series 66-registered financial advisor with Wells Fargo Advisors, bringing 22 years of industry experience. He previously worked at UBS Financial Services for six years before joining Wells Fargo Advisors in 2019. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations across various complex planning areas.

Natasha Mc Donald is a Financial Advisor at Merrill Lynch Wealth Management. With over 13 years of experience in the banking and finance industry, she focuses on helping clients develop and pursue their short-, mid-, and long-term financial goals. Natasha takes the time to understand what is important to each individual, serving as a resource for a range of financial matters including general investing, retirement planning, and saving for unexpected events. Her expertise includes corporate benefits, divorce transition planning, education planning, institutional investment consulting, liquidity management, personal retirement planning, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. She also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions, offering ongoing advice as clients' needs evolve. Natasha holds a Masters of Business Administration from Lincoln University and a Personal Investment Advisor (PIA) designation. She maintains her NMLS ID 1415421. Outside of her professional work, Natasha enjoys cooking, dancing, hiking, interior decorating, knitting and crocheting, music, reading, traveling, and watching movies.

David Plasse is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, M&T Securities, and Suntrust Advisory Services. In addition to his advisory role, he is involved with Lafayette Credit Union in a financial institution capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes tailored, non-discretionary planning and advanced analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Finn Parkinson is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise in 2026, he has worked in education at various institutions including St. Mary's County Public Schools and St. Mary's College of Maryland. Outside of advisory work, he is involved with the Breton Bay Golf & Country Club. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm’s investment approach is largely model-driven, employing portfolios developed by LPL’s Research Department and third-party strategists, with additional services including financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Margaret Knight is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in assisting business owners and high-level executives with wealth building, preservation, and succession planning to establish multi-generational financial stability. Ms. Knight focuses on client needs such as education planning, executive compensation, legacy planning, liquidity management, managing new wealth, and tax minimization. She applies a process that addresses complex financial questions related to investing, taxation, and sustainable wealth to help clients achieve financial freedom and flexibility. Ms. Knight holds a Bachelor's Degree in Finance from the University of Maryland, Robert H. Smith School of Business, and an Associate's Degree from Frederick Community College. She also has a High School Diploma from Linganore High School. Her professional designations include Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Prior to her career in finance, she spent 17 years as a competitive Irish Dancer, competing at the worlds, national, and regional championships. Outside of her professional work, Ms. Knight lives in Arlington, VA with her fiancé, Carson. She enjoys golfing, pickleball, and running.