Daniel Ward is a financial advisor at Osaic Wealth with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Lincoln Financial Advisors, TD Ameritrade, Fidelity, and Ameriprise. Outside of his advisory role, he is an insurance agent offering fixed and fixed-indexed annuities, long-term care, traditional life insurance, and group benefits through Mylestone Plans. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and access to third-party managers and proprietary investment strategies.

Nader Tamadon serves as a Resident Director and Wealth Management Advisor at Merrill Lynch. He leads a team comprising six advisors and three support associates, dedicated to providing comprehensive financial planning and wealth management services. His client base includes business owners, executives, retirees, entertainers, athletes, and their families. The advisory approach focuses on guiding clients through various financial stages with an emphasis on minimizing costs, taxes, and volatility. Mr. Tamadon holds a Bachelor's Degree from Towson University and a Master's Degree from Hofstra University. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designations. He and his family are active in their community, including involvement with the Tahirih Justice Center. Outside of his professional role, Mr. Tamadon speaks English and Persian and enjoys baseball, basketball, football, golfing, and spending time with his family.

Chester Wortham is the Vice President Private Wealth Management Advisor at Fidelity Investments, where he has been serving since 2021. He collaborates closely with clients to develop comprehensive wealth plans, leveraging over 25 years of experience working with high net worth individuals and their families. His career includes various roles within Fidelity Investments, such as Wealth Management Advisor since 2021, Financial Consultant from 2013 to 2021, and Investment Consultant in 2013. Prior to Fidelity, Chester held positions at several financial services firms, including MetLife, Liberty Mutual, AXA Advisors, Waddell & Reed, and T. Rowe Price, gaining extensive experience in financial consulting and advisory services. Outside of his professional work, Chester enjoys baseball, family activities, fitness, football, running, and table tennis.

Nicole Russo is a financial advisor at Charles Schwab with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 1997, including roles at Charles Schwab Bank, SSB. Outside of her advisory work, Russo is a half owner of an automotive repair business managed by her spouse. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational services.

Jonathan Godfrey is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. He holds the Series 66 designation and is based in Centreville, VA. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, primarily focusing on assets managed within Ameriprise.

Matthew Felber is a financial advisor with Ameriprise in Williamsburg, VA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, generally with at least $1 million in net investable assets. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team that employs research, modeling, and algorithmic automation to generate tailored advice.

Jacob Langer is a financial advisor at Morgan Stanley in McLean, VA, with three years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Bessemer Trust, Fannie Mae, and served in the United States Senate. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, providing tailored financial planning with various tools and strategies while managing approximately $2.74 trillion in client assets.

Eric Horne is a financial advisor with Wells Fargo Advisors in Vienna, VA, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo Advisors in 2019, he worked for the Catholic Diocese of Richmond for three years. Outside of his advisory role, he is a poetry writer with several published works. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet net-worth criteria. The firm offers a broad range of planning services, leveraging proprietary research and tools, with discretionary implementation options through its brokerage or advisory programs.

David Harrell is a financial advisor at Ameriprise in Falls Church, VA, holding Series 63 and Series 65 designations with 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Peter Kien Sr. is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Wachovia Bank, N.A. and Boone & Associates P.C. He serves as a board member for the City of Falls Church Board of Zoning Appeals and as an alternate board member for the West Falls Community Development Authority. 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 combines research from Wells Fargo Investment Institute and third-party sources to offer diversified investment solutions and distributes a range of financial products through bank and insurance affiliates.

John Talbott is a financial advisor with Wells Fargo Clearing in Bethesda, MD, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of finance, he operates Jay Talbott Photography, a wedding photography business he has run since 2002. 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 offers both brokerage and advisory solutions.

Craig Beden is a financial advisor at Mass Mutual Investors Services with over 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. He has been with MassMutual Life Insurance Company and its subsidiary since 1984. Beden serves as a board member of the THANC Foundation. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, and its planning process involves collaborative, annual engagements using firm-approved analytical tools.

Shajhan Sabir is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Accredited Asset Management Specialist™ (AAMS™), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA) designations, all earned through the College for Financial Planning Institutes Corp. These credentials indicate his commitment to providing informed, personalized advice in all aspects of wealth planning. Shajhan has over two decades of experience in the financial services industry. Prior to joining Merrill, he served as a Senior Financial Advisor at Wells Fargo Advisors. His expertise covers financial strategies, retirement income planning, education savings, and estate considerations. Shajhan works to deliver comprehensive, tailored strategies that align with clients’ unique priorities, supporting their long-term financial goals. He earned both his Bachelor’s and Master’s degrees from the University of the Punjab. Shajhan communicates fluently in English, Hindi, Urdu, and Punjabi.

Francis Surette is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has been with Mass Mututal Investors Services and MassMutual Life Insurance since 2013. His prior activities include sales in life, health, and group life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning relationships and offers various specialized planning programs and educational seminars.

Evelyn Velasco is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She works closely with clients and their families to develop tailored financial plans that address both short- and long-term goals. Her professional experience includes several positions at Fidelity Investments, where she served as Planning Consultant, Relationship Manager, and Financial Representative between 2022 and 2025. Prior to joining Fidelity, she worked at Deloitte as a Tax Consultant II and Tax Intern, as well as a Tax Intern at BDO. Evelyn holds a California Insurance License. Outside of her professional work, she enjoys golf and running.

Patrick Brown is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. He previously worked at Bank of New York Mellon for two years and has a background that includes roles at West Virginia University, Caci, and Kilroys. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers a range of tailored services, including Executive Wealth and Private Family Office support, with access to both discretionary and non-discretionary managers.

Peter Market is a financial advisor with Cambridge Investment Research Advisors in Clifton, VA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2015 and has been involved with Market Financial Services since 1996. Market also operates as an independent insurance agent through Market Wealth Management LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

James Ritter is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2007. Mass Mutual Investors Services, LLC 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, structuring client engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

Keith Lee is a financial advisor with Equitable Advisors holding a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Nike and has been involved with the Racial Equity Institute since 2023. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

George Cabalu is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, UBS Financial Services, and Citigroup Global Markets. He has an additional business interest through an investment-related LLC he owns in Arlington, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers comprehensive financial planning and investment services with a broad menu of specialized planning options, utilizing proprietary research and tools to develop tailored client recommendations.