Gregory Koenen is a financial advisor with Ameriprise in Vienna, VA, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Ameriprise Financial Services, LPL Financial, and Waddell & Reed, Inc. He is also involved in independent insurance brokering, specializing in long-term care with Mutual of Omaha. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Evan Rowland is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, U.S. Trust. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Gary Wong is a financial advisor with Edward Jones in Oakton, VA, holding CFP® and Series 66 credentials and bringing nine years of industry experience. He has worked at Edward Jones since 2017 and previously held a position at Rosendin Electric from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Craig Walker is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors serves individual, corporate, and institutional clients nationwide, providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets with over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Luc Sebrechts is a financial advisor with Morgan Stanley in Reston, VA, holding a Series 66 designation and nine years of industry experience. Prior to joining Morgan Stanley in 2017, he worked at Edward Jones for one year. Outside of his advisory role, Sebrechts coaches high school baseball players through the Bradley Baseball Academy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Elzara Shukurova is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. Her prior work includes roles at Wells Fargo Bank, RNCB Bank, and a position at Sagar Hospitality LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical large institutional advisers.

Alex Buellesbach is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank from 2016 to 2023. 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 advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Hamza Hamdi is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill Lynch, and Rockland Trust. Outside of his advisory role, he participates in rideshare transportation as a driver. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains distinct regulatory registrations and advisory roles uncommon among large institutional peers.

Christopher Ellis is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked at Virginia Asset Management since 2015 and joined Cetera in 2023. Outside of advisory work, Ellis owns a guest space rental business operating on Airbnb. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with both affiliated and third-party managers.

Timothy Keena is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Keena is involved in managing a portfolio of inherited rental properties in Virginia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by robust planning tools and a wide range of investment solutions.

Donald Megliola is a financial advisor with Cambridge Investment Research Advisors in Reston, VA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, he serves on the executive committee of the Cornell Men’s Soccer program and operates as an independent insurance agent, specializing in life, long-term care, and disability products. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent Financial Professionals, with a range of portfolio management and model-based solutions tailored to client objectives.

Renata Deye is a financial advisor at Edelman Financial Engines with 17 years of industry experience and holds the Series 66 designation. Her prior roles include positions at Financial Engines Advisors L.L.C., El Legacy Securities, LLC, and Edelman Financial Services, LLC. She was also self-employed for five years. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online offerings, operating discretionary and non-discretionary programs overseen by an Investment Committee.

Richard Holland is a Private Wealth Advisor and partner of the Popera, Overholt and Holland Group at Merrill Private Wealth Management, based in Tysons, Virginia. He has over 20 years of experience assisting owners and founders of private government contracting firms, privately held businesses, and senior executives of public corporations in the Washington, D.C. area. His primary responsibilities include initiating the group’s goals-based wealth management approach, serving as the team's investment banking and venture capital liaison, and developing legacy planning and liquidity event strategies to support business transitions and wealth transfer for his clients. Rich holds a Bachelor’s degree in Business Management from North Carolina State University and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He is a Personal Investment Advisor (PIA) and a member of the Middle Atlantic Golf Association. He previously served on the executive board of the National Capital Area Council of the Boy Scouts of America. Rich volunteers through various committees at his church and resides in Bethesda, Maryland with his wife, Peggy. They have two adult children, Patrick and Elizabeth. In his personal time, Rich enjoys golfing, biking, camping, drawing, hiking, reading, skiing, yoga, and spending time with his family.

Gregory Gangitano is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked at Charles Schwab and affiliated entities since 2022 and previously spent 14 years at Scottrade and four years at TD Ameritrade. 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 related managed account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining strategic asset allocation with access to alternative investments and cash-sweep services.

Jonathan Batista is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Chasenboscolo. 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 operates on a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

Francis Bustamante is a financial advisor with Primerica Advisors in Vienna, VA. He holds Series 63 and Series 65 licenses and has been working with Primerica Financial Services since 2018. He is also involved with Ashburn Consulting LLC, where he has been engaged since 2008. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodial services, operating through a large network of advisors and offices with approximately $15.5 billion in assets under management.

Craig Lund is a financial advisor with Wells Fargo Advisors in Vienna, VA, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Lund serves as a trustee for a family trust and owns CRL Financial Co, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, utilizing proprietary research and tools to develop tailored recommendations.

John Hester is a financial advisor at Cetera with 31 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Cetera, he spent over two decades with 1st Global Advisors, Inc. and Avantax Investment Services, Inc. In addition to his advisory work, Hester is the owner of a CPA firm and serves as finance chair for a local Methodist church. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with approximately $256 billion in assets under management.

Xavier Marmol is a CFP® and holds a Series 66 license with two years of industry experience. He has been with RBC Capital Markets since 2022, following roles at Salisbury University and Chipotle. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual, institutional, and charitable clients with a variety of advisory programs and portfolio management services. The firm offers tailored investment strategies using a combination of in-house and third-party managers, along with features like tax management and responsible investing options.

Shabnam Delafkar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. Her prior work includes roles at J.P. Morgan Securities LLC and the United States Postal Service. 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 a combination of brokerage and advisory solutions.