Daniel Lash is a CFP® professional with 28 years of industry experience, currently affiliated with Cetera since 2023. He has held roles at VLP Financial Advisors and Cetera Wealth Services, LLC, where he has been engaged since 2013. Lash is involved in several community and educational activities, including serving as chairman of the financial planning and wealth management advisory board at George Mason University and acting as a basketball referee and mentor for youth leagues in Northern Virginia. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors with assets exceeding $256 billion.

Christopher Mellone is a CFP® and CFA® with 14 years of industry experience. He is currently with Cetera and has prior experience at VLP Financial Advisors, where he is also an owner and works as an associate para planner. Mellone serves as Director of PR for the Financial Planning Association, National Capital Area chapter, and is a board member of the Virginia Tech Financial Planning Advisory Board. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Lindsay Owens is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with J.P. Morgan entities since 2011, including JPMorgan Chase Bank NA and JPMorgan Securities LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team.

Soo Jeong Heo is a Series 66–licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Her prior roles include positions at Barings and Stride Inc, as well as entrepreneurial experience running Doma Korean Kitchen. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Greg Roemer is a financial advisor with Thrivent Investment Management in Washington, DC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Thrivent and its affiliated entities since 2002. Outside of his advisory work, Roemer serves on the Advancement Advisory Committee for Rockbridge Academy, a private K-12 religious school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s approach separates planning from managed-account services and does not include institutional portfolio management.

Jonathan Thomas is a CFP® certified financial advisor with 13 years of industry experience. He currently works at RBC Capital Markets and has prior experience with Truist Advisory Services and BB&T in various advisory and investment roles. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services through diverse wrap fee advisory programs tailored to clients’ risk profiles.

Hanane Lemlih is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 menu.

Mark Vago is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory work, he serves as a power of attorney for his mother. 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 IPS-driven investment approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers.

Jack Fechter is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with one year of industry experience. His work history includes roles at Morgan Stanley since 2022 and prior positions at Hampden-Sydney College, Durham University, Trustar Bank, and Bullis School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory and financial planning programs supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services ranging from tailored financial plans to broader investment and trading activities.

Richard Harrison is a Financial Consultant currently working with Fidelity Investments. In his role, he collaborates with clients to develop personalized financial strategies that align with their individual goals and priorities. He emphasizes building relationships based on trust and transparency to support clients in making informed financial decisions. Prior to his current position, Richard served as a Regional Director at Fidelity Investments from 2021 to 2023, and before that, he worked as a Regional Investment Consultant at the same firm from 2009 to 2021. His experience spans over a decade in various capacities within Fidelity Investments, focusing on investment consultation and regional leadership.

Nan Juan is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and numerous third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

David Litman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at UBS Financial Services Inc for 13 years before joining Wells Fargo in 2020. Outside of his advisory role, he is a recipient of a bequest unrelated to investments. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Tiffany Snyder is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with Raymond James Financial. She has worked at several firms, including Atlantic Union Bank and Middleburg Financial, and holds a role as a Wealth Relationship Manager at Atlantic Union Bank Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and tailored planning to support client goals and features specialized municipal advisory and SIMPLE IRA employer consulting services.

Richard Hogan is a CFP® and PFS™ credentialed financial advisor with 18 years of industry experience. He is currently with Cetera Wealth Services, LLC and Cetera, having previously worked at Avantax Investment Services and 1st Global Advisors. Hogan has maintained a long-standing role as a shareholder at Hogan & Reed P.C. CPA's since 1992. Cetera Investment Advisers LLC is an SEC-registered firm that serves a range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutions. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with options spanning discretionary and non-discretionary authorities and various program structures.

Matthew Slook is a Financial Consultant at Fidelity Investments, where he helps clients plan for their financial goals and ensures their investment strategies align with their objectives and risk preferences. He has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, Managed Account Support Specialist, and Investment Consultant before becoming a Financial Consultant in 2023. Throughout his tenure at Fidelity Investments, Matthew has gained experience working with a variety of client needs and investment strategies, focusing on providing dedicated advisory support. His career path reflects a commitment to understanding client relationships and investment management within the firm.

Jarrett Brant is a financial advisor at UBS Financial Services with four years of industry experience. Prior to joining UBS in 2026, he worked at Wells Fargo for four years and served seven years in the United States Marine Corps. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Daniel Straub is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2017, he has worked alongside his mother, Elizabeth Shepard, to serve multiple generations of families, accomplished entrepreneurs, and professionals. Daniel's advisory approach focuses on addressing the complex financial issues faced by the career-building generation, emphasizing risk management, diversification, and personalized investment strategies. Daniel's expertise includes education planning, equity compensation services, family wealth management strategies, legacy planning, and socially responsible investing. He employs a systematic investment process that prioritizes quality investments and long-term planning. His commitment to outstanding client service is reflected in his goal to be the primary point of contact for all clients' wealth management needs. He earned dual bachelor's degrees in Psychology and Politics from Brandeis University. Outside of his professional work, Daniel is involved with Fizz Apparel. His personal interests include cooking, gardening, golfing, hiking, knitting and crocheting, music, singing, skydiving, traveling, and woodworking.

Syed Alam is a financial advisor at Wells Fargo Clearing with 8 years of industry experience and holds a Series 66 designation. His career includes roles at Wells Fargo Clearing, LPL Financial, M&T Bank, Morgan Stanley, and the International Monetary Fund/UN. 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 roughly $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Kristen Largay is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Before joining Merrill in 2022, she held roles at Ernst & Young and in athletics at American University. Outside of finance, she works part-time at Jaco Juice and Taco Bar in Washington, DC, where she prepares juices and smoothies. 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 and profit-sharing plans, corporations, and charitable organizations.

Zachariah Melcher is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at ID.me and the Museum of the Bible. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to registered investment companies and use of systematic methodologies in model portfolio development.