Brock Jolly is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2001. Outside of his advisory role, he is managing partner of College Funding Coach LLC and serves on the advisory board for George Mason University's undergraduate financial planning concentration. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning engagements using firm-approved software and offers specialized planning, including estate settlement and employer-sponsored programs.

Bradley Dean is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Bethany College and completed his high school education at Yorktown High School. Bradley also attended the University of Virginia without obtaining a degree.

Philip Cocce is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including TIAA-CREF, HSBC Securities, and Prudential Insurance Company of America. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Alexander Gallina is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. His prior work includes roles at First Commonwealth Bank and various positions during his student years. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

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.

Robert Lewandowski is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial and Summit Financial Group. Lewandowski is also involved with Burke & Herbert Wealth Management in an investment-related role. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with multiple program options, including access to affiliated and unaffiliated third-party managers.

Vera Shaker is a Series 66-licensed financial advisor at Merrill in Ashburn, VA, with seven years of industry experience. She has been with Merrill and Bank of America since 2019 and previously worked at Bank of America from 2009 to 2019. Outside of her advisory role, she serves as 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Michele Diatta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 16 years of industry experience. Michele has been with Wells Fargo Clearing for a total of 13 years, including two separate periods from 2008 to 2011 and from 2016 to the present. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversified investment strategies and offers both brokerage and advisory solutions.

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 focused on developing and managing tax-efficient investment strategies intended to grow and preserve clients' wealth and help them achieve their financial goals. He is a founding member of the MacNamara, Tran, Mason, Burnette & Bjorklund Group, which specializes in managing portfolios using low-cost, tax-efficient Exchange Traded Fund indexes. As a Senior Portfolio Manager, he manages personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He also provides seminars on professional money management and financial strategies and serves as a coach and trainer for Financial Advisors nationwide on Exchange Traded Fund portfolio management and ethical practices. Mr. Macnamara holds a Bachelor of Science degree in Finance from Ithaca College. He earned the Certified Investment Management Analyst (CIMA) designation from the Investment and Wealth Institute after completing educational requirements at the University of Pennsylvania's Wharton Business School. In 2010, he was selected as one of 35 Merrill Financial Advisors to attend an executive study program at Harvard Business School. He holds additional professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He is involved with the organization AALEAD in a professional and community capacity. Outside of his professional pursuits, Christopher Macnamara engages in personal interests such as boating, gardening, hiking, skiing, and traveling.

Anothip Zimmerman is a financial advisor with Raymond James & Associates in Vienna, VA, holding Series 63 and Series 65 credentials and 32 years of industry experience. Prior to joining Raymond James in 2021, Zimmerman worked at Wells Fargo Clearing from 2016 to 2021. Raymond James & Associates is a large broker‑dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting supported by firm research, model managers, and a range of portfolio management styles.

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 three years of industry experience. She holds Series 63 and Series 65 licenses. Prior to her current role, she worked at Wells Fargo Bank and has professional experience with the Alliance Francaise de Jacksonville and Elections Cameroon. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination 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 at Morgan Stanley in McLean, VA, holding the Series 66 designation with 11 years of industry experience. His prior experience includes roles at Fidelity Brokerage Services LLC and Merrill. He has been with Morgan Stanley since 2018, including time at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Lourdes Mc Michael is a CFP® and holds a Series 66 designation, with nine years of industry experience. She has worked at Edward Jones since 2018, following brief roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

M Collier Irvin is a financial advisor at UBS Financial Services with 35 years of industry experience. He has held positions at Merrill for 20 years before joining UBS in 2012. He holds Series 63 and Series 65 credentials. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.