Maurice Tawil is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to providing tailored investment advice. Maurice earned a bachelor's degree from George Mason University. His academic background supports his expertise in financial planning and wealth management.

George Swygert Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Capital One for six years before joining Merrill in 2018. 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Saleha Azimi Ghomi is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that serves both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Marc Broderick is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2013. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Richard Gentry is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63, 65, and 66 licenses and possessing 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, with approximately $2.74 trillion in client assets under management. The firm’s financial planning emphasizes structured discovery conversations and firm-approved planning tools, serving clients through tailored financial and estate planning strategies.

David Rasdolsky is a financial advisor with Morgan Stanley in Reston, VA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His career includes roles at Merrill Lynch, Pierce, Fenner & Smith from 1993 to 2017 and Bank of America from 2009 to 2017 before joining Morgan Stanley Private Bank and Morgan Stanley in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes tools such as Monte Carlo simulations and input from its Global Investment Committee.

Bradford Brown is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked for Arlington County and in the education sector. 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 incorporates modern portfolio theory, with options for both non-discretionary and discretionary management, including insurance-related investment vehicles.

Anton Hammock Jr. is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OSAIC in 2018, he worked at John Hancock for 19 years. Outside of his advisory role, he is involved as an insurance broker specializing in life, annuities, long-term care, disability insurance, and as a financial advisor with Signature Financial Partners, LLC. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plans, charities, and corporate clients, through a multi-advisor platform offering both brokerage and advisory services. The firm uses a model-based investment process with a strong emphasis on asset allocation, portfolio optimization, and a variety of managed account programs.

Slobodanka Radulovic is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill prior to joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Daniel Maner is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at EF Legacy Securities, LLC and Financial Engines Advisors L.L.C. no notable outside activities are reported. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary management solutions.

Lesia Bowman is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. She has worked at Cetera and its affiliates since 2013 and has managed Bowman Gaskins Financial Group since 2005. Outside of her advisory role, she is an independent insurance agent specializing in disability, life, accident, and health insurance. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

Tiffany Kim is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and one year of industry experience. Prior to her current role, she spent nine years at Karlsruhe Music University and has been involved in teaching violin and performing at events such as weddings and concerts. She also teaches music lessons to children. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice based on proprietary research and third-party analysis.

Stephanie Sullenger is a financial advisor with Wells Fargo Clearing in McLean, VA, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources while offering both brokerage and advisory solutions.

Jeffrey Davis is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2019. Prior to this, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2019. Outside of his advisory role, he owns Spring Hatch, LLC, a real estate management business, and acts as a power of attorney for his father. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Clarice Link is a Financial Advisor at Merrill Lynch Wealth Management. She supports clients with a focus on areas including college education planning, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Clarice emphasizes personalized advice, strategic planning, and trusted guidance to help clients achieve financial confidence. Clarice holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). She completed an Accredited Certificate Program at MacFatter Tech. Fluent in English, Portuguese, and Spanish, she is committed to understanding each client's unique financial goals and developing tailored strategies to pursue them. Outside of her professional work, Clarice enjoys cooking, dancing, football, horseback riding, music, pickleball, soccer, spending time with her family, tennis, and volleyball. Her approach involves taking the time to learn what matters to her clients, assisting them in navigating financial decisions to support their objectives.

Mary Brennan is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2019 and previously worked at Bank of America, NA from 2014 to 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Nicholas Foster is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of services supported by research from Wells Fargo Investment Institute and third-party sources.

Bryan Hale is a financial advisor with LPL Financial in Sterling, VA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2026, he worked at Edward Jones for three years and has experience in various roles including real estate and investment management. Outside of his advisory work, he manages several real estate investment entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on customizable investment strategies supported by research and technology tools.

Erin Fox is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley since 2015, including her current role starting in 2017, and also works with Morgan Stanley Private Bank, National Association. Outside of her advisory work, she owns and manages a rental property in Mechanicsville, VA. 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 uses structured planning tools and investment modeling but typically acts in an advisory capacity without providing individual security recommendations as part of its standalone financial planning.

Chandler Jenkinson is currently an Investment Consultant. He works closely with clients to understand their needs and develop strategic plans that empower them to work towards their goals with confidence. Chandler has experience as a Relationship Manager at Fidelity Investments from 2023 to 2025 and served as a Financial Representative at Fidelity Investments from 2022 to 2023. His professional background includes building relationships with clients and providing financial guidance. Outside of his professional role, Chandler has personal interests in cars, fishing, fitness, outdoor adventures, and skiing.