Timothy Kirby is a financial advisor with Edward Jones in Woodbridge, VA, holding the ChFC® designation and Series 66 license. He has 12 years of industry experience and has been with Edward Jones since 2013. Outside of his advisory role, he performs occasional sacerdotal duties as a minister, including wedding and funeral services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

Diasolua Mangituka is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. Mangituka has prior experience working at Semaisim Immigration Law Office and various hospitality businesses before joining Wells Fargo in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions across a range of financial products.

Lyle Martin is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and previously worked for AT&T/Cricket Wireless for 21 years. Outside of finance, he works as a brick specialist, providing customer service and selling LEGO sets. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides comprehensive, goal-based financial planning without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called WealthPlan.

Rebecca Krashin is a CFP®-certified financial advisor with seven years of industry experience. She is currently with Cetera and has held positions at Egan, Berger & Weiner, LLC, and Voya Financial Advisors, Inc. Outside of her advisory work, she serves as an assistant dance coach for a high school varsity dance team and has been a guest instructor at a local performing arts center. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, leveraging affiliated and third-party managers across various program structures.

Hakima Benchalh is a financial advisor at Wells Fargo Clearing with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2012. 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, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Bowman is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses. He began his advisory career in 2025 and has experience working at firms including Stone Liquidating, LLC, and various roles at James Madison University. 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 integrates research from Wells Fargo Investment Institute alongside third-party data to guide its investment approach.

Maxim Naumenko is a financial advisor at Edward Jones, holding Series 66 and Series 63 licenses, with 10 years of industry experience. He was previously with Lime Rock Partners for 13 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kimberly Broome is a Financial Consultant at Fidelity Investments, joining the firm in 2024. She brings over 20 years of experience in wealth planning and investment roles, serving families, individuals, and institutions. Throughout her career, Kimberly has held several positions including Vice President and Senior Portfolio Manager roles at Wells Fargo Investment Institute and Wells Fargo Advisors, as well as financial advisory roles at Bank of America Merrill Lynch and US Trust Bank of America Private Bank. Her professional focus is on working with clients to create and preserve wealth across generations, aiming to provide clarity and confidence through tailored investment strategies and financial planning. Kimberly holds insurance licenses in Arkansas and California. Outside of her professional life, Kimberly has interests in barre, baseball, family activities, food, parenthood, and volunteering.

Douglas Menorca is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at AXA Advisors and the U.S. House of Representatives. Outside of his advisory role, he serves on the investment and finance committees of Capitol Hill Presbyterian Church and engages in voluntary political consulting. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

James Mcintire Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a 50% partner and owner of Prezzies, a retail gift shop, alongside his spouse. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Tashara Drayton is a financial advisor at Merrill with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Merrill in 2026, she held positions at Morgan Stanley, Southern Management Companies, and Northwest Mutual, among others. Her background also includes nearly a decade at the Department of Energy NNSA. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Manish Mukhi is a financial advisor with LPL Financial in Vienna, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior experience includes roles at Ameriprise Financial Services and Choreo, LLC. 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 portfolios, third-party asset management, and institutional platforms.

Hallett Gates III is a financial advisor with Ameriprise in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliate firms since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Sodiq Kaitow is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2015. 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. The firm provides tailored financial planning supported by structured discovery processes and proprietary planning tools, managing approximately $2.74 trillion in client assets.

David Basinger is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior experience includes roles at VSR Financial Services, Wells Fargo Advisors, and UBS Financial Services. Outside of advisory work, he owns a business focused on selling blank journals and engages in small-scale marketing of creative works. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a retirement income planning service that provides written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies. The firm uses proprietary research and third-party data for its advisory process, with enrollment criteria requiring a minimum level of investable assets.

Timothy Judson is a financial advisor at OSAIC based in McLean, VA, holding Series 63 and Series 65 credentials with 46 years of industry experience. He has been with OSAIC since 1989. Judson conducts a limited amount of insurance business, typically only by request from existing clients. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and it is notable for its scale, consolidation activity, and complex affiliate network.

Robert Schneider is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Outside of his advisory role, he is involved with Certainty of Uncertainty, LLC, an advisor-owned entity focused on managing his practice. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic automation.

Khoanam Duong is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Fidelity Brokerage Services, Charles Schwab, BB&T Investment Services, and Edward Jones. He is currently based in McLean, VA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Diane Kraft Dziedzic is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Faith Steinmetz is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she held various roles including positions in education and tax preparation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.