Eldos Maytoff is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at several financial institutions including Bank of America, Merrill, and Wells Fargo subsidiaries. Prior to his financial services career, he has held various roles outside the industry including positions at Uber and Northern Virginia Community College. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory to its approach.

Erich Hoffman is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Fairfax, VA. He has been with the firm since 2005, including prior roles at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering a range of discretionary and non-discretionary management options with an emphasis on diversified model portfolios and long-term investment orientation.

Yazmin Iza Mona is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and one year of industry experience. Her prior work includes roles at Wells Fargo Bank, MCCS Quantico, and MCCS Lejeune-New River. 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 supported by research from Wells Fargo Investment Institute.

Richard Chambers is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kenneth Murray III is a financial advisor with Robert W. Baird & Co. in Fairfax, VA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities LLC, and Edelman Financial Services LLC. Outside of his advisory work, he is a musician who plays guitar in a musical group. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, with ongoing research and monitoring by home-office professionals.

Brian Robinson is a financial advisor with Ameriprise in McLean, VA, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Robinson is involved with the Wormwood Society, an educational organization, and owns the Rugger's Haven Family Foundation; he also writes about spirits and consults on liquors. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual, written retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Carly Kacvinsky is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and has worked at firms including Truist Investment Services and BB&T Securities. Prior to her financial services career, she was affiliated with Liberty University for four years. RBC Wealth Management serves a diverse client base, offering advisory and brokerage services through multiple wrap fee programs. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party investment managers to implement portfolios.

Torry Dell is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Bogart Wealth, Voya Financial, Willis Towers Watson, and Principal Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified model portfolios and long-term orientation.

Aaron Kirkland is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade and Financial Engines Advisors L.L.C. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Bronson Farr is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Wegmans Food Markets for six years. Farr is based in Centreville, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Steven Light is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2009 and joined Merrill Lynch Wealth Management in 2020. Steven focuses on implementing potential solutions through the wealth management process and providing investment guidance for individuals, their families, and organizations by understanding their short, medium, and long-term financial objectives. Steven's expertise includes Corporate Executive Services, Family Wealth Management Strategies, Institutional Investment Consulting, Services for Endowments, Foundations, and Non-profits, LGBT Wealth Planning, Liquidity Management, Managing New Wealth, Tax Minimization, and Retirement Income. He holds the CERTIFIED FINANCIAL PLANNER™ certification since 2016 and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from the University of North Carolina at Chapel Hill with a dual focus in Economics and Political Science. A North Carolina native, Steven and his wife Ericka live in Oakton with their two daughters. He is active in his community, participating in organizations such as Carpenter House, Foxvale Home Owners Association, and VYI. His personal interests include cooking, golfing, running, spending time with family, and tennis.

Evelyn Scott is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning her advisory career in 2026. Her prior experience includes roles at Exchange Roots and academic affiliations with the Robert H. Smith School of Business and the University of Maryland. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on goal-based financial planning without discretionary trading authority and offers integrated planning and managed-account services via its “WealthPlan” consolidated billing option.

Seth Miller is a CFA® charterholder with 19 years of industry experience, currently serving at RBC Capital Markets in Vienna, VA. He has been with RBC Capital Markets since 2009 and also worked at City National Bank from 2018 to 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide tailored portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment resources.

David Haring is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, utilizing both in-house and third-party investment managers.

Muhammad Awan is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple Wells Fargo entities as well as Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Joseph Castelli is a financial advisor at Edward Jones in Manassas, VA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.

Mary Conroy is a financial advisor with Charles Schwab holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at multiple Charles Schwab entities since 2017 and previously at Lowry & Associates and Onespace. Outside of her advisory role, she serves as an intelligence analyst in the US Army Reserve and operates a retail craft business on Etsy. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s integrated structure combines advisory, brokerage, custody, and cash management services for a large client base.

Ahmed Idlibi is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, Wells Fargo, and Truist. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with a range of market-facing registrations and investment management capabilities.

Carlos Viera is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner and managing partner of a financial planning practice structured as an LLC. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Roger Wallach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience to his role, having started his career in Investment Banking at Merrill Lynch before moving to the Capital Markets Desk on the trading floor. Throughout his career, he has worked in Institutional Sales and Private Wealth Management, focusing on areas such as college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, individual and corporate investment strategy, and retirement income. Roger holds a Bachelor’s degree in Economics from the University of Virginia and an MBA in Finance from Columbia Business School. He holds the Personal Investment Advisor (PIA) designation. Born in New York, Roger has lived in Virginia for over 20 years. He is married with three daughters and participates actively in community organizations, following the Merrill Lynch tradition of community involvement. Outside of work, Roger enjoys golf, baseball, basketball, biking, music, reading, traveling, watching movies, and spending time with his family.