Irene Tata is a financial advisor with Ameriprise in Rockville, MD, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she serves as an agent named in health care directives and as a standby trustee and executor. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Daniel Yeakel is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he provides CPA services including tax, accounting, and non-attest services through Yeakel & Associates and operates a marketing business focused on precision contest and sweepstakes participation. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through more than 10,000 advisors.

Steven Alvarez is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, BB&T Bank, and George Mason University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services delivered through a large network of advisors and utilizes various investment platforms alongside machine-learning tools for operational support.

Jonathan Berry is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Bank NA since 2016. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

So Myong Kim is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and MB Financial Bank, N.A. since 2015. 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 and profit-sharing plans, corporations, and charitable organizations.

Anne Albertine is a financial advisor at Mass Mutual Investors Services with 30 years of experience. She holds Series 63 and Series 65 licenses and has worked at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1996. Albertine is also involved in providing life, health, and voluntary benefits. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as annual collaborative relationships using firm-approved analytical tools.

John Oettinger is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial in Rockville, MD. He has previously worked at Stratos Wealth Partners, Uvest Financial Services Group, and Merrill. Oettinger is a 34% owner of Vintage Insurance Partners and is involved with an insurance agency called Medicare PhD. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

William Bleau is a financial advisor with Charles Schwab in Tysons Corner, VA, holding Series 63 and Series 66 credentials and 20 years of industry experience. His career includes roles at Scottrade, Inc., TD Ameritrade Investment Management, LLC, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 discretionary separately managed accounts and employs multi-asset model portfolios guided by research from its Center for Financial Research.

Patrick Jacobeen is a financial advisor with Primerica Advisors in Catlett, VA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. Outside of financial advising, he is involved as a religious musician and speaker and owns businesses including Jacobeen Group LLC and Slantball, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while employing a tiered wrap-fee structure.

Michel Allen is a Financial Consultant at Fidelity Investments, a position he has held since 2022. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2021 to 2022. Michel has over a decade of experience in financial services, having worked in various roles including Senior Financial Consultant at TD Ameritrade, Investment Consultant at Scottrade, and Personal Banker at Citibank and First Niagara Bank. Throughout his career, Michel has focused on collaborating with individuals and families to create tailored financial plans that align with their unique goals and needs. He leverages resources, tools, and strategies supported by Fidelity to work toward clients' financial success. Outside of his professional work, Michel's personal interests include beach activities, cars, family activities, fitness, movies, and outdoor adventures.

Patricia Chapple is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and 26 years of industry experience. Her prior firms include Morgan Stanley and various Wells Fargo entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients by providing comprehensive investment and financial planning services tailored to clients who meet specific net-worth criteria.

Jeffrey Hale is a financial advisor at Morgan Stanley in McLean, VA, with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and its affiliated entities since 2017. Prior to that, he spent 19 years at Merrill Lynch and 8 years at Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Tammy Pierce is a financial advisor at Edward Jones with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Edward Jones since 2019. Her prior experience includes four years at UBS Financial Services and one year in forensic drug and alcohol testing. Edward Jones is a full-service wealth management firm with over 23,000 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets under management.

Wyatt Hammond is a Financial Consultant I at Fidelity Investments based in Tysons Corner. He works alongside his clients to provide financial planning tailored to their individual needs, focusing on understanding what matters most to them and their families. His approach emphasizes direct communication and support in various financial situations, including wealth building, retirement preparation, and major financial decisions. Wyatt has been with Fidelity Investments since 2021, accruing experience across multiple roles including Investment Solutions Representative I through III, High Net Worth Representative, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Wyatt enjoys biking, concerts, hiking, outdoor adventures, swimming, and traveling.

Jennifer Malone is a financial advisor with Merrill in Reston, VA, holding Series 63, Series 65, and Series 66 licenses and 14 years of industry experience. She worked at Nextek Dental Studios for nine years before joining Merrill in 2017. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gerald Grant III is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 10 years of industry experience. He has worked at Equitable Advisors since 2016, including its predecessor Axa Advisors. Outside of his advisory role, he is an author and publisher of the book *The Power of Generational Wealth* and is involved in paid speaking engagements. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Karnail Kooner is a financial advisor at LPL Financial with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at CUNA Brokerage Services, Inc. and Voya Financial Partners, 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 variety of investment advisory and brokerage services, including model portfolio programs and third-party asset management, supported by advanced operational and research tools.

Laura Hannon is a financial advisor with Merrill based in McLean, VA, holding Series 63, 65, and 66 registrations and bringing 20 years of industry experience. Her career includes positions at Bank of America, Wells Fargo, and Morgan Stanley. 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 various institutional investors.

Eric Rommell is a financial advisor with Wells Fargo Clearing in McLean, VA, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Securian Financial Services, Inc. from 2004 to 2005. Rommell is involved with the Girl Scouts Council of the Nations Capital, assisting with troop budget management and related financial tasks. 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 across a broad range of financial products.

Matthew Kelly is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade Inc. from 2010 to 2022. Outside of his advisory role, he serves as a committee member for the nonprofit Tuckahoe Recreation Club. Charles Schwab serves a large client base primarily composed of 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 offers both non-discretionary and discretionary investment solutions, combining centralized custody and order-routing with multi-asset model portfolios and access to alternative investments.