Stephen Bearce is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. He serves as a trustee for a non-family irrevocable life insurance trust. 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 advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related products and bank deposit sweeps.

Allen Clark is a financial advisor with Primerica Advisors in Vienna, VA, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes several roles in the construction industry alongside his financial services work. Clark is also the owner of Clark Equestrian Center, where he manages horse training and boarding activities. Primerica Advisors primarily serves individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program featuring model-driven investment strategies supported by third-party asset managers and custodial services.

Robert Post is a Wealth Management Advisor currently with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2015 after 11 years at Morgan Stanley Smith Barney. Robert works with businesses, families, and individuals to develop and implement financial strategies that encompass asset accumulation and the coordinated transfer of wealth. He offers personalized recommendations in areas such as retirement income planning, trust and estate planning services, company-sponsored 401(k) and retirement plan designs, business transition planning, as well as individual wealth preservation and insurance planning strategies. Robert's professional designations include CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Financial Consultant® (ChFC) and Chartered Life Underwriter® (CLU) from The American College. Robert graduated from the University of Maryland. He participates in community volunteering and has personal interests that include golfing, running, and soccer.

Matt Wellens is a Financial Consultant at Fidelity Investments, where he currently partners with clients to build comprehensive financial planning strategies aimed at helping them pursue their goals. He has held several roles at Fidelity Investments since 2021, including Planning Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Throughout his tenure at Fidelity Investments, Matt has gained experience across various aspects of financial consulting and client relationship management. His background includes supporting clients in investment strategies, financial planning, and managing client relationships. Outside of his professional work, Matt has interests in boating, hiking, movies, parenthood, snowboarding, and writing.

Hannah Heidrich is a financial advisor at RBC Capital Markets with three years of industry experience. She holds the Series 66 designation and has previously worked at the Securities Industry and Financial Markets Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Katherine Clark is a financial advisor at RBC Capital Markets with 48 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at City National Bank. Clark has served on the boards of The Excel Institute, a training program for underprivileged young adults, and the National Park Trust, a nonprofit focused on land acquisitions near U.S. national parks and children’s educational programs. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning through a variety of advisory programs, leveraging both in-house and third-party investment managers.

Lily Mohre is a financial advisor with Charles Schwab in Tysons Corner, VA, holding a Series 66 designation and bringing nine years of industry experience. She has been with Charles Schwab Bank since 2017 and with Charles Schwab & Co., Inc. since 2016. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Gordon Kimpel is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63 and Series 65 credentials with 44 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Co. since the early 1980s and 1970s, respectively. In addition to his advisory role, Kimpel is involved in life insurance, health, group life, and group health sales, as well as life settlements and viaticals. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, with implementation of recommendations handled through separate brokerage or insurance arrangements.

Michael Botto is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience, including prior roles at The Block and Morning Consult. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing 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 a range of programs including divorce planning and employer-sponsored planning services.

John Moriarty is a financial advisor with Charles Schwab in Reston, VA, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab Bank and Charles Schwab since 2015. Outside his advisory role, he is a member of Fitz Mori LLC, a non-agent real estate business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. Schwab’s model includes both non-discretionary and discretionary investment management, supported by centralized operations and a formal alternative investment process.

Carter Rolfe is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he works directly with clients to design and execute personalized financial plans tailored to their unique family needs. Carter emphasizes advocacy and communication to build trust and reliability with his clients. Carter has been with Fidelity Investments since 2015, progressing through several roles including Financial Representative, College Planning Specialist, Relationship Manager, Investment Consultant, and Financial Consultant. This range of experience across various facets of financial services has provided him with a broad understanding of investment management and client relationship development.

Nicholas Unis is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Forvis Mazars LLP and New York Life Insurance Co. He has also operated entrepreneurial ventures such as UnisBrands LLC and Unis Footwear. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services, financial planning, and access to a range of portfolios and third-party money managers through multiple advisory platforms.

Dhaval Shah is a Financial Consultant at Fidelity Investments, where he has been employed since 2020. He leverages his extensive experience and the resources at Fidelity to assist clients in pursuing their financial goals while navigating challenging markets. His approach involves collaborating with clients to create comprehensive financial plans tailored to their individual needs, ensuring they are fully understood and sustainable regardless of market conditions. Prior to joining Fidelity, Dhaval held various roles in the financial services industry, including positions at TD Ameritrade as Senior Financial Consultant and Branch Manager in 2019, as well as roles at Edelman Financial Engines and T. Rowe Price from 2008 to 2019, covering responsibilities from Investment Advisor to Supervisor of Investor Services. He holds a California Insurance License. Outside of his professional career, Dhaval has personal interests in food, football, social events, motorcycles, parenthood, and traveling.

Vipul Talati is a financial advisor with Wells Fargo Clearing in Falls Church, VA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is involved in managing small business ventures including Cleaners Inc and Green Realty. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Glen Bennett is a financial advisor with LPL Financial in Arlington, VA, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been associated with Linsco Private Ledger Corp since 2002. 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 advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Monique Minor is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides both retail and corporate financial planning services.

Evan Tanner is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, Pinebrook Capital, Merrill Lynch, and TBC. He has a background that includes time at the University of North Carolina at Chapel Hill and work in sports and entertainment. 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.

Dharamhet Khangura is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked with KW Metro Center, Long & Foster, Berkshire Hathaway Home Services Peter Realty, Roscoe Mart, and Triumvirate Environmental. 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 an ESG eligibility framework.

Gene Summerlin II is a CFP® and holds a Series 66 license with 14 years of experience in the financial industry, all of which have been with Edward Jones since 2012. He is based in Fairfax, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a range of segments, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Benjamin Brennan is a financial advisor at Morgan Stanley Wealth Management with 11 years of industry experience. He has been with Morgan Stanley since 2014 and holds a Series 66 license. 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 using firm-approved tools and a structured discovery process.