Paul Sexton is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, Sexton serves as a board member for the Connecticut Bel-Air Pool in Wheaton, MD. 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 and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Thomas Walsh is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently with LPL Enterprise LLC and previously worked at Cambridge Investment Research Advisors and Mass Mutual Investors Services. Outside of his advisory work, Walsh serves on the advisory board of Potomac Community Resources and the board of the Old Farm Swim and Paddle Tennis Club, and he is also active as a voiceover artist and creator of promotional items. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs a model-driven investment approach using portfolios developed by internal and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Andrew Leimenstoll is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 credential and previously worked at Eaton Vance Management and Eaton Vance Distributors, Inc. for ten years. He serves on the board and investment committee of Ronald McDonald House Charities of Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and various advisory programs, managing approximately $2.74 trillion in client assets.

Noreen Miyake Char is a financial advisor with LPL Financial, holding a Series 65 credential and 20 years of industry experience. Her prior roles include positions at Maryland Financial Group, Inc. and American Asset Management Group, Inc. She is based in Rockville, MD. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing technology tools to support advisors while maintaining a broad scope of non-advisory financial services.

Adrian Calame is a financial advisor with Edward Jones in Bethesda, MD, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Engineering, Solutions and Products LLC (ESP) from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Miguel Ghimire is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2009. He has been with Fidelity since 2004, initially serving as an Income Planning Consultant and later as a Financial Consultant. Miguel brings over 20 years of experience in the financial services industry, with the past 16 years focused on retirement, income, and wealth planning. As a CERTIFIED FINANCIAL PLANNER professional, Miguel primarily works with high net worth clients, providing comprehensive wealth planning and guidance. He assists clients with financial planning and emphasizes developing and maintaining strong client relationships. Outside of his professional work, Miguel enjoys biking, attending concerts, hiking, listening to music, and traveling.

Isaac Fried is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and Wells Fargo Advisors. He also has experience at Sandy Spring Builders and studied at the University of Maryland, College Park. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Eyasu Theodros is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing comprehensive financial strategies tailored to meet the unique needs of individuals, families, and businesses, with a focus on long-term wealth management and financial planning. Eyasu works closely with clients to define their goals and develop portfolio strategies designed to help achieve those objectives, offering ongoing advice and adapting plans as clients' situations change. Eyasu has a decade of experience in the financial industry, having held various roles at different financial institutions. He holds a Bachelor's Degree from George Mason University and a Master of Business Administration from the University of Maryland University College. He is currently pursuing a Certified Financial Planner (CFP) certification from the CFP Board. Additionally, he holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, Eyasu enjoys spending time with his wife and three children, including cooking with his children after work.

James Seminara is a financial advisor with Mass Mutual Investors Services in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at METLIFE Securities Inc and MassMutual Life Insurance Company. He is also licensed as an insurance agent focusing on life, health, and long-term care insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software and structured planning processes to deliver written financial recommendations as part of ongoing client relationships.

Nancy Gallagher is a financial professional with 13 years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked with firms including OneAmerica Securities, MassMutual, and Springhouse Financial, LLC. Outside of advisory roles, she serves as secretary and treasurer for a nonprofit organization and is a board member of an educational institution. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management options and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Natnael Bekele is a Financial Advisor with Merrill Lynch Wealth Management, where he serves as a Merrill Financial Solutions Advisor. In this role, he works one-on-one with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. Bekele provides ongoing advice and adjusts portfolio strategies as clients' situations evolve. His expertise includes assisting clients with managing various financial priorities, such as retirement planning, funding education, caring for elderly parents, and preparing for healthcare needs. Bekele holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from The Catholic University of America.

Kevin Joseph is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017. His prior roles include a one-year position at BDO USA, LLP and current affiliation with Bank of America, N.A. 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 model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cole Draper is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and McAdam LLC. Outside of his advisory work, he serves as a public notary and is cofounder and chief operating officer of Velocity Capital Consulting. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors.

Tanique Louis is a financial advisor with Morgan Stanley in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she is the managing member of Dream Fire Oak LLC, involved in investment, finance, banking, and real estate activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning process.

Grant Furnary is a Senior Financial Advisor at Merrill Lynch Wealth Management, operating out of the North Bethesda, MD office. He works with high net worth individuals and businesses to navigate wealth planning and investment management, focusing on multigenerational strategies built on strong relationships and trust. Grant and his team utilize insights from Merrill and Bank of America banking services to create personalized plans that support clients' desired lifestyles across present and future generations. Grant holds a Bachelor's Degree from Virginia Polytechnic Institute & State University and has earned the Personal Investment Advisor (PIA) designation. He specializes in areas including executive compensation, equity compensation services, family wealth management strategies, and retirement income planning. His approach emphasizes connecting all aspects of a client's financial life to prioritize and pursue meaningful goals. Outside of his professional role, Grant serves as the Chairman of the Board of Directors for the DC Catholic Farming Network, a nonprofit organization serving the Washington DC area. He lives in Washington DC with his wife, their two daughters, and their Golden Retriever. Grant enjoys hiking, biking, traveling, cooking, and spending time with his family.

Davis Michaud is a financial advisor at Morgan Stanley with four years of industry experience. He previously worked at RBC Capital Markets and has held roles at Nova Aromry and The Catholic University of America. Michaud holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to assist clients.

Opeoluwa Afe is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at T. Rowe Price and TIAA-CREF prior to joining Morgan Stanley in 2023. Outside of his advisory role, he is the sole proprietor of two rental property businesses in Maryland. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Michael Moylan is a CFA® charterholder and holds a Series 66 license. He has one year of industry experience and is currently an advisor with Edward Jones. Prior to joining Edward Jones, he worked at WMATA and spent over a decade at AFL-CIO Housing Investment Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Gregory Underhill is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley since 2018 and previously spent three years at H. Beck, Inc. He holds Series 63 and Series 66 licenses. 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 supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

Scott Leishear is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with LPL Financial since 2011 and previously spent four years at Edward Jones. Outside of advising, he serves as an adjunct finance instructor at both the University of Phoenix and Johns Hopkins University, and he is also involved as a Little League umpire in Vienna, Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management access, and institutional platforms, supporting advisors with research tools and large-scale operational capabilities.