Samuel Kim is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 28 years of industry experience. Prior to joining LPL Financial in 2025, he held roles at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by proprietary and third-party research.

Parker Willis is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop and implement comprehensive financial plans tailored to their individual needs. He focuses on simplifying investing to ensure clients are comfortable with their financial strategies. Willis has been with Fidelity Investments since 2015, progressing through roles including Financial Services Representative, Financial Representative, Relationship Manager, and Investments Consultant before becoming a Financial Consultant in 2022. Prior to joining Fidelity, he worked as a Mortgage Loan Officer at EverBank from 2013 to 2014.

Linda French is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She previously worked at Navy Federal Brokerage Services and Navy Federal Financial Group from 2010 to 2022. Outside of her advisory role, she is involved in real estate rental ownership in DelRay Beach, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Karen Holmes is a CFP® professional with 28 years of experience in the financial services industry. She has worked at LPL Financial since 2018 and previously held roles at 1st Global Insurance Services, Inc. and 1st Global Advisors, Inc. Holmes is also the owner of Holmes and Associates Accounting Services, providing tax preparation and bookkeeping services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by LPL Research and third-party subadvisors.

Adam Sahak is a financial advisor at Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2023 and previously held positions at PNC Bank, Domino’s, SunTrust Bank, and BB&T Bank. 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 from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

Gregory Souchack is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked for International Business Machines for 20 years. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Houry Kachadorian is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2008 and has over a decade of experience serving clients, including more than 10 years at Bank of America prior to joining Merrill Lynch. Houry focuses on a comprehensive approach to wealth management that prioritizes understanding each client's unique goals and needs. Her expertise includes family wealth management strategies, legacy planning, retirement planning, philanthropic and socially responsible investing, tax minimization, and retirement income. Houry holds a Bachelor's Degree in Social Work from Ramapo College of New Jersey. She is a Certified Divorce Financial Analyst (CDFA) and a Personal Investment Advisor (PIA). Fluent in Armenian as well as English, Houry brings diverse cultural and linguistic skills to her practice. She lives in Gainesville, Virginia, with her husband, son, and daughter. Outside of work, her interests include interior decorating, music, reading, running, and spending time with her family.

Nicholas Serenyi is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. 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 and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Casey Muhtadi is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo and Truist Investment Services in various capacities since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options in its investment menus and acts as an ERISA fiduciary.

Keyan Abrishamkar is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He previously worked at Woodbury Financial Services and Capital One Advisors. He is also the owner of Keynow LLC, a non-investment related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, leveraging both proprietary and third-party research and technology.

Grant La Gasse is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and has been affiliated with Financial Advantage since 2018. Prior to his financial services career, he spent 13 years at the U.S. Food and Drug Administration. In addition to his advisory work, La Gasse serves as an instructor on retirement planning at Montgomery College. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers portfolio management, financial planning, and access to third-party managers across various program structures and custodial relationships.

Michael Gainor is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Bank of America, Merrill, Charles Schwab, and T. Rowe Price. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Krosnowski is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes extensive tenure at First Allied Advisory Services and First Allied Securities prior to joining Cetera. Outside of advisory work, he is a partner in a real estate firm and serves as a trustee and power of attorney for clients’ living trusts. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services and operates a multi-manager platform that allows advisors to implement a range of investment strategies across multiple program structures.

Justin Willis is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and Pinnacle Financial Partners, where he manages client portfolios and develops new business. Prior to this, he worked at JP Morgan Chase Bank and Bank of America Private Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, along with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Scott Aune is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at LPL Financial and Northwest Financial Group LLC for a decade. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm uses analytical tools and non-discretionary services tailored to client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Thomas Lee is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial since 2002. Outside of his advisory role, he serves as a trustee for EZ Federal Benefits and is a partner in GIVE LLC, a business where he has managerial and promotional responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports a large network of advisors and affiliated firms.

Trent Smith is the Vice President and Branch Leader at Fidelity Investments' Reston, Virginia Investor Center. In this role, he leads a team of Financial Consultants focused on delivering client-centric experiences through holistic planning and guidance. He aims to foster an empowering and motivating environment to support associates in achieving their long-term personal and professional objectives. Smith has held various positions at Fidelity Investments since 2013, including Assistant Branch Leader, Workplace Guidance Manager, Guidance Support Specialist, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. This progression reflects his experience across multiple facets of financial services and leadership within the organization.

Michael Zoskey is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and seven years of industry experience. He previously worked at Cambridge Associates for three years before joining Morgan Stanley and its Private Bank division, where he has been since 2018 and 2019, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and models, though clients are responsible for plan implementation and updates.

Jahaad Martin is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities, JP Morgan Chase Bank, and Merrill. Outside of his advisory role, he owns a rental property in Houston, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the expertise of its Financial Advisors and Estate Planning Strategies Group.

Ryan Troxell is a financial advisor with LPL Financial who holds the Series 66 designation and has five years of industry experience. His prior work includes roles at Bank of America, Merrill, T Rowe Price, and Fidelity Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.