Marvin Nwanekwu is a financial advisor with Wells Fargo Clearing in McLean, VA. He holds a Series 66 designation and has one year of industry experience. His prior work experience includes roles at Guidehouse, Chartline Capital Partners, JPMorgan Chase & Co., and Wells Fargo. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, 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.

Brian Cooper is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining Raymond James in 2025, he worked at Northwest Financial Advisors LLC and LPL Financial for 12 years. Cooper is also an associate at Momentum Capitol Wealth Advisors, where he serves as a registered CSA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through a large network of advisors and affiliated firms.

Robert Gerl is a Financial Consultant with experience spanning roles at several prominent financial services firms. Currently serving at Fidelity Investments since 2022, he has previously held positions including Wealth Planner at New York Life- Eagle Strategies (2020-2021), Senior Portfolio Advisor at Merrill Lynch (2015-2019), Investment Advisor Representative roles at Met Life Premier Client Group (2014-2015) and Mass Mutual (2014), Licensed Agent at First Washington Financial Corporation (2011-2014), and Insurance Agent at Bankers Life and Casualty (2010-2011). As a CERTIFIED FINANCIAL PLANNER® practitioner, Robert focuses on helping families prepare for the future through comprehensive, goals-based wealth planning. He collaborates with clients to understand their priorities and translate them into clear, actionable strategies. His approach emphasizes thoughtful guidance, education, and long-term discipline to support confident financial decision-making. Outside of his professional work, Robert has personal interests that include horseback riding, motorcycles, and traveling.

Vera Shaker is a financial advisor with Merrill in Ashburn, VA, holding a Series 66 designation and six years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2009, serving in advisory roles throughout this period. Outside of her advisory work, she is a co-trustee of a revocable living trust. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michele Diatta is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christopher Macnamara is a Managing Director, Wealth Management Advisor, and Senior Portfolio Manager at Merrill Lynch Wealth Management. Since joining Merrill in 1995 as a Financial Advisor, he has been a founding member of the MacNamara, Tran, Mason, Harting, Burnette & Krashin group, which focuses on managing investment portfolios using low cost, tax-efficient Exchange Traded Fund (ETF) indexes. He concentrates on the development and management of tax-efficient strategies designed to grow and preserve wealth while helping clients reach their financial goals. Chris holds a Bachelor of Science degree in Finance from Ithaca College and earned his Certified Investment Management Analyst® (CIMA®) designation after completing the educational requirements at the Wharton Business School, University of Pennsylvania. In 2010, he was selected as one of 35 Merrill Financial Advisors nationwide to attend an executive study program at Harvard Business School. He has also earned the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. He is involved with the professional and community organization AALEAD. Outside of work, Chris enjoys boating, gardening, hiking, skiing, and traveling.

Anothip Zimmerman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Raymond James in 2021, Zimmerman worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

Mackenzie Mattia is a financial advisor with Fidelity Investments in Tysons Corner, VA, holding a Series 66 designation and six years of industry experience. She has worked primarily at Fidelity since 2017, with some periods of unemployment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Thomas Gillespie is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2005. Gillespie is also the sole member of Palindrome Group LLC, a consulting business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s offerings leverage proprietary research and third-party data, with a structured approach to retirement income planning.

Kevin Mullaney is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63, Series 65, and Series 66 licenses and has 35 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management LLC and TD Ameritrade Inc. from 2016 to 2019. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations through annual collaborative planning engagements.

Christelle Tedom is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and three years of industry experience. Prior to her current role, she worked at Wells Fargo Bank, nA and was involved with the Alliance Francaise de Jacksonville. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Kyle Flinton is a CFP®-certified financial advisor with eight years of industry experience, currently with Raymond James Financial in Leesburg, VA. He has previously worked with Northwestern Mutual Wealth Management Company and Mark Anderson. Outside of his advisory role, he co-owns a family lake house in South Carolina that is rented out for short-term stays, managing maintenance and guest coordination. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary advice based on detailed risk profiling and analytical modeling. The firm also supports institutional consulting and portfolio management across a broad network and is affiliated with a municipal advisor to enhance its public finance services.

Barry Seymour is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley since 2018, with prior roles at Fidelity Brokerage Services LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a 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 advanced modeling tools.

Lourdes Mc Michael is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked at Edward Jones since 2018 and previously held positions at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Co, and Regions Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

M Collier Irvin is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Genesis Chacon Ojeda is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for six years. Her background also includes roles in education and the service industry. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.

Ashlen Garcia Rodriguez is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to develop personalized plans that align with their unique financial goals and aspirations. Her approach involves understanding clients' priorities, values, and vision for the future to simplify investing and financial planning through clear guidance and thoughtful recommendations. Her areas of focus include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. Ashlen aims to help individuals and businesses achieve their financial objectives by providing tailored investment management and ongoing advice based on each client's specific circumstances and risk tolerance. Ashlen holds a Bachelor's Degree from George Mason University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations.

Jack Huang is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis to support its advisory services.

Reza Khadiri is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1999 in the Washington, D.C. metro area. He focuses on establishing strong relationships with a select group of high-net-worth families, providing comprehensive financial planning services that include tax-efficient strategies for concentrated stock positions, retirement and education planning, and the development of wealth management plans tailored to grow and preserve clients' assets. Reza collaborates closely with clients' tax and legal advisors and conducts regular plan reviews to ensure alignment with clients' evolving financial goals and market conditions. Reza holds a Bachelor's degree from George Mason University and has earned several professional designations including Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®). His expertise spans areas such as divorce transition planning, education planning, employee benefits, family wealth management strategies, philanthropic planning, portfolio management services, and retirement income. Outside of his professional role, Reza enjoys a variety of outdoor activities, photography, live music, and theater. He is also involved in community initiatives including Jill's House and The Last Well. Additionally, he is a member of the Christian Business Men's Connection (CBMC) and regularly attends McLean Bible Church.

Derilyn Freeman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 11 years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America, Pruco Securities, LLC, New York Life Insurance Company, and NYlife Securities LLC. She is also the owner of Love the Ball LLC, a business based in Fairfax, VA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to various investment programs, combining adviser-led services with brokerage and insurance products on an integrated platform.