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 credentials and bringing 32 years of industry experience. She has been with Equitable Advisors since 1999, including its predecessor AXA Advisors. Outside of her advisory role, she serves on several local boards, including as secretary of the Old Georgetown Office Park Condominium Owners' Association and vice president of the Waterside Reserve Property Owners Association, as well as a board member for Friends of Seneca Creek/Patuxent River State Parks. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Peiliang Cui is a CFP® with 23 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax entities for over two decades and leads Cui's Financial Group Inc, a firm focused on tax preparation and accounting services. Additionally, he is the owner of a business consulting firm and serves as a director of the Bedrock Foundation, a charitable organization providing educational grants. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and consulting services delivered through a nationwide network of independent advisors and features multiple program structures and affiliations.

Suparna Agarwal is a financial advisor at Morgan Stanley in Potomac, MD, with 16 years of industry experience. She has previously worked at Wells Fargo Bank and HSBC Bank USA. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Sharon Peters is a financial advisor with LPL Financial based in Silver Spring, MD, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Avantax Insurance Services and Avantax Advisory Services from 2021 to 2024. She is also involved with Advanced Financial Inc and Advanced Financial LLC, entities related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, and charitable organizations through its national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Scott Mergner is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been 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 property management business based in Potomac, Maryland. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Andrew Mainz is a Series 66 registered financial advisor with 12 years of industry experience. He is currently with LPL Enterprise, having joined in 2024, and previously worked at Pruco Securities, LLC for six years. Outside of his advisory role, he is involved with leasing office concierge services in Cockeysville, MD. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through integrated platforms that combine model portfolios, third-party asset management, and insurance products.

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 Lynch Wealth Management, specializing in personal retirement planning, portfolio management, tax minimization, and investment strategies for individuals and corporations. He serves clients with diverse backgrounds, including women and individuals in sports and entertainment, helping them manage new wealth and develop small business strategies. With over ten years of experience in the financial industry, Bo Zhang offers a comprehensive approach that focuses on connecting all aspects of a client's financial life to prioritize and pursue their most important goals. He provides personalized planning tailored to individual ambitions, encompassing areas such as education funding, retirement lifestyle, healthcare costs, and long-term family objectives. Bo holds a Bachelor's Degree from the University of Maryland and is a Personal Investment Advisor (PIA). He is fluent in English and Chinese (Mandarin). Outside of his professional role, he enjoys biking, cooking, football, music, pickleball, running, swimming, and volleyball.

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 Certified Financial Planner™ at Charles Schwab with seven years of industry experience. He has worked at Charles Schwab Bank SSB and Charles Schwab since 2019 and previously held positions at the University of Maryland and Carroll Community College. Outside of finance, he was involved with the Mount Airy Inn for five years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

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. She brings over 13 years of experience in the banking and finance industry, focusing on creating personalized wealth management strategies for her clients. Natasha's approach centers on understanding the unique financial goals and priorities of each individual and family she works with, aiming to simplify the complexities of investing and financial planning. Her expertise encompasses a wide range of client focus areas including 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. Natasha holds a Bachelor's Degree from Northern Caribbean University and a Master's Degree from Lincoln University. She is also a Personal Investment Advisor (PIA). In her personal life, Natasha is a mother and wife who enjoys cooking, dancing, hiking, interior decorating, knitting and crocheting, music, reading, traveling, and watching movies. Her professional philosophy is centered on helping clients uncover what matters most to them and their families to develop effective financial strategies.

Maliha Bukhari is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 designation and has worked at several firms including Burness, Radian, and Sandy Spring Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

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. He is also involved with Lafayette Credit Union in an investment-related capacity. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored planning and non-discretionary consulting using advanced analytical tools and supports both advisory programs and institutional portfolio management.

Finn Parkinson is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has worked at LPL Enterprise since 2026 and has a background in education, including positions at St. Mary's County Public Schools and several Maryland schools from 2016 to 2025. Outside of his advisory role, Parkinson is involved with the Breton Bay Golf & Country Club. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm integrates advisory programs with brokerage and insurance products through an extensive platform.