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 at LPL Enterprise with 13 years of industry experience. He holds a Series 66 designation and has held prior roles at Pruco Securities, LLC, SunTrust, Wells Fargo Clearing, and Merrill. Outside of his advisory work, he is employed as a leasing office concierge at Dweck Properties. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically implements investment strategies through model-driven portfolios and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Matthew Bosley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 2005 and focuses on client education as a central part of his approach to wealth management. Matthew works with individuals and families to simplify complex financial challenges and develop personalized strategies across various financial priorities. He collaborates with clients' other trusted advisors, such as attorneys and accountants, when requested to coordinate comprehensive wealth strategies. Matthew holds a bachelor's degree from the University of Maryland in College Park. He has earned several professional designations including the CERTIFIED FINANCIAL PLANNER® (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). His expertise covers a wide range of client focus areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. Matthew lives in Howard County, Maryland, with his wife and three daughters. In his personal time, he enjoys cooking, football, golfing, and spending time with his family.

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 with Merrill based in North Bethesda, MD, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Merrill since 2011 and has been with Bank of America, N.A. since 2017. Prior to Merrill, he was with Convergent Wealth Advisors, LLC from 2008 to 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ching Kai Fei is a CFP® professional with 23 years of industry experience, currently affiliated with OSAIC since 2024. His prior roles include positions at Woodbury Financial Services, Raymond James Financial Services, Charles Schwab, and USAA Financial Planning Services. Outside of his advisory work, he is involved with Planwell Financial Planning, focusing on financial education. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan participants, charities, and corporations. The firm offers brokerage and advisory services with an emphasis on model-based asset allocation, portfolio optimization, and a wide range of investment programs supported by affiliated broker-dealer and RIA relationships.

Sooyoung Cho is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2021 before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Garrett Snell is a CFP® professional with seven years of industry experience, currently serving at Charles Schwab in Bethesda, MD. His background includes roles at Charles Schwab Bank SSB and earlier positions at the University of Maryland, Carroll Community College, and Mount Airy Inn. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a formal alternative investments program.

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.

Maliha Bukhari is a financial advisor with RBC Capital Markets holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Burness, Sasse Agency, Radian, and Sandy Spring Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients' risk profiles, leveraging both in-house and third-party investment managers.

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 focuses on wealth building, preservation, and succession planning to establish multi-generational financial stability. She works closely with clients to align their financial strategies with their long-term goals and priorities. Her client focus areas include education planning, executive compensation, legacy planning, liquidity management, managing new wealth, and tax minimization. Margaret holds a bachelor's degree in Finance from the University of Maryland, Robert H. Smith School of Business, as well as an associate's degree from Frederick Community College and a high school diploma from Linganore High School. She has earned the Chartered Retirement Planning Counselor (CRPC), Accredited Portfolio Management Advisor (APMA), and Personal Investment Advisor (PIA) designations. Outside of her professional pursuits, Margaret has a background in competitive Irish dancing, having competed at the world, national, and regional levels over 17 years. She resides in Arlington, VA, with her fiancé, Carson. Her personal interests include golfing, pickleball, and running.

Marshall Kayda is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Bank of America N.A. and TechTronic Industries. 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 various institutional investors.

Jonathan Bulman is a Series 66-licensed financial advisor with 24 years of industry experience. He is affiliated with Cetera and has held advisory roles at Lincoln Financial Advisors and his own firm, Bulman Financial LLC. Outside of his advisory work, he is a co-owner of two restaurants through an LLC. Cetera Investment Advisers LLC supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms, utilizing affiliated and unaffiliated third-party managers.

Charles Ross is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, institutional investment consulting, and services for endowments, foundations, and non-profits. His areas of expertise include personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Ross is committed to managing clients' wealth through personalized strategies that adapt to changing market conditions. He offers access to investment insights from Merrill and banking convenience and lending solutions from Bank of America. His approach focuses on creating flexible financial plans tailored to clients' long-term goals. Outside of his professional work, Ross participates in community volunteering and enjoys boating, fishing, football, golfing, running, spending time with his family, and traveling.

Brad Baker is a Financial Consultant at Fidelity Investments, where he has worked since 2023 in various roles spanning from Financial Service Representative to his current position. He collaborates closely with clients to understand their financial goals and preferences, aiming to provide clear and purposeful financial planning. Throughout his tenure at Fidelity Investments, Brad has gained experience in financial consulting, planning, and client relationship management. His approach emphasizes simplicity and partnership in the financial planning process, working alongside clients to pursue their objectives. Outside of his professional role, Brad has interests in baseball, football, running, skiing, and traveling.

Therese Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at LPL Financial since 2009 and has been associated with Global Retirement Partners, LLC since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, with advisory services provided by representatives who may use discretionary or non-discretionary strategies.