Bernardo Hickok Guerrero is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Wells Fargo Bank, Coinbase, and Robinhood Financial, LLC. Outside of his advisory role, he has a minority ownership in an international trade business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Dana Lopez is a financial advisor with Merrill in McLean, VA, holding a Series 66 credential and 10 years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2016. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sabah Abdaullah is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Sabah worked at Merrill and Bank of America and has additional work experience at Uber Technologies, Inc. in a personal capacity as a rideshare driver. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, supported by extensive research and a broad range of financial products.

Thomas De Pont is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since beginning his career in 1999. He serves a select group of individual and corporate clients, helping them navigate financial complexities by integrating investments, estate planning strategies, retirement forecasting and planning, and credit and lending through Bank of America, N.A. Thomas aims to develop customized financial strategies tailored to his clients’ unique circumstances, building relationships grounded in trust, integrity, and experience. Thomas holds a Bachelor of Arts degree in Religion and Philosophy from St. Olaf College and a high school diploma from Minnehaha Academy in Minneapolis, MN. His professional credentials include the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Outside of his professional role, Thomas is actively involved in the Twin Cities community, volunteering with organizations such as Habitat for Humanity, Wishes and More, and serving as SWWS Booster President. He resides in Minneapolis with his wife, Sara, their three children, and a golden retriever named Mylo.

Jennifer Compton is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She previously worked at Cambridge Investment Research, Inc. and has been with Wells Fargo Bank, NA since 2011. 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 services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Julian Lawrence Manolio is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and offers access to in-house and third-party managers, along with options for tax management and responsible investing.

Dylan Robison is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Bank, Truist Financial Corporation, and non-financial positions such as at Boston Market and as a part-time Door Dash driver. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s process is investment policy statement-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Cuaduana Terry is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, NA. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Jason Lesnik is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and 65 credentials and bringing 31 years of industry experience. He has been with Cambridge since 2016 and is also the president and owner of Custos Financial Services, LLC. Outside of his advisory work, Lesnik serves as president of the Manassas Volunteer Fire Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charities, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Kristen Hillery is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2026, with prior roles at Fidelity Investments and Mass Mutual Investors Services. Her background also includes experience in the insurance sector and earlier work in financial services and private business. 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 a structured planning process supported by firm-approved tools and market scenario modeling.

Robert Leggett is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on assisting individuals and families in pursuing their financial goals by developing tailored strategies based on their unique needs. His approach involves building long-term relationships and providing personalized service. Mr. Leggett's areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. He works with clients on a range of financial matters, from general investing to retirement planning and preparing for unexpected expenses. He holds a Bachelor's Degree from Virginia Polytechnic Institute & State University and is a Personal Investment Advisor (PIA).

Joseph Mjelde is a financial advisor at Edward Jones in Burke, VA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, he serves as Chapter Vice President for the Fairfax Business Connection, where he helps run meetings and tracks attendance and referrals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Patrick Boinest is a financial advisor with Ameriprise in McLean, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Outside of advisory work, he is a co-owner of Unity Squared, LLC, a business focused on succession planning and operational support for Ameriprise franchise owners, and serves as chair of the architectural committee for the Chain Bridge Forest Homeowners Association. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Susanna Duran is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc for 10 years before joining Wells Fargo in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.

Margaret Nolan is a CFP® with 42 years of industry experience, currently affiliated with RBC Capital Markets. She has been with RBC Capital Markets Corporation since 2009 and concurrently with City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Walter Marcos is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has experience working at Wells Fargo Bank, Bank of America, PeopleReady Inc., and Best Buy Inc. prior to joining his current firm. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data.

Hanan Sowwan is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2020. Prior to his career in financial services, he was employed at Fedex Office and Global Deal Interiors. 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 individuals, high-net-worth clients, and institutional accounts.

Alison Bidwick is a Financial Consultant at Fidelity Investments, a role she has held since 2019. She has been with Fidelity Investments since 2015, progressing through positions including Investment Consultant, Relationship Manager, and Financial Representative. In her current position, Alison works with clients to understand their financial goals and develop customized plans that can be updated as their needs change. She focuses on building trusting and long-lasting relationships with clients and their families. Outside of her professional work, Alison's personal interests include beach activities, family activities, golf, parenthood, reading, and running.

Terry Crawford is a financial advisor at LPL Enterprise with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including The Prudential Insurance Company of America, NYlife Securities LLC, and New York Life Insurance Company. 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, utilizing a platform that integrates adviser programs with insurance products and lending solutions.

Tyler Rock is a Financial Advisor at Merrill Lynch Wealth Management, serving clients throughout Northern Virginia and beyond. He works with families navigating multi-generational planning, liquidity events, inheritances, and complex financial situations, helping them develop long-term wealth management strategies that remain steady through change. Tyler focuses on simplifying complex decisions, setting priorities, and providing steady guidance through changing markets and major life transitions. Tyler brings experience from his previous roles on an ultra-high net worth private wealth management team at Morgan Stanley and several years across Morgan Stanley and Charles Schwab. He holds a bachelor's degree in Finance and Marketing with a minor in Accounting from Elon University. He also holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) designation. Originally from Great Falls, Virginia, Tyler lives in Purcellville with his family. Outside the office, he enjoys traveling, reading, cooking, and spending time with his dogs and family.