Hyun Woo Hung is a financial advisor with Wells Fargo Clearing based in McLean, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Bank of America, Capital One, and Wells Fargo Bank, NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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 and third-party sources.

James McNamara is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 15 years of experience within Merrill and Bank of America, including tenure with the Merrill Lynch Trust Company. His professional background encompasses trust, estate, gifting, and charitable planning. Before his current role, James worked as an internal trust specialist for the Private Bank, where he assisted clients, colleagues, CPAs, and attorneys with intergenerational wealth planning. James holds a Bachelor's degree from Gettysburg College, where he concentrated in Political Science with an International Affairs focus and minored in Economics. During his time at Gettysburg, he lettered in cross-country and baseball and was a member of the Pi Lambda Sigma Pre-Law Honor Society. He also holds the designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his advisory role, James is actively involved in various community organizations, such as the Mercer County American Legion League in New Jersey, and youth sports leagues including the Ashburn Girls Softball League, Dulles Little League, and Dulles Youth Basketball. He has also served as a coach and athletic director for the Hopewell American Legion Post 339 baseball team. His personal interests include baseball, basketball, football, ice hockey, running, softball, swimming, traveling, and spending time with his family.

Alexander Hardy is a financial advisor with Ameriprise in McLean, VA, holding the Series 66 designation and four years of industry experience. His prior work includes a variety of roles outside finance, including managing a liquor store and employment in retail and food service. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning advice through a centralized team working alongside advisors. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools to address income planning strategies, with enrollment criteria focused on clients with substantial investable assets.

Michael Glozer is a financial advisor at Fisher Investments with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fisher Investments, he worked at Churchill Management Group for 18 years and Focus Partners Wealth, LLC for one year. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process utilizing quantitative and qualitative research, and offers tax-aware strategies and risk management techniques.

Pamela Murphy is a CFP® and ChFC® with 35 years of experience in the financial services industry. She has worked at Morgan Stanley and its affiliated entities since 2017 and previously held roles at Bank of America and Merrill. She is affiliated with Morgan Stanley Wealth Management, a firm that provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Bradford Jeter is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2014 and 2015, respectively. Outside of his advisory role, he is a partner in the Blue Chip Associates Investment Club. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Joseph Waluk is a financial advisor with Ameriprise in Delaplane, VA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, and he operated an art business, Artworks By Roxan Dba Waluk Studios, for 20 years. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mark Lester is a CFP® professional with 25 years of industry experience, currently serving clients at MassMutual Investors Services in McLean, VA. He has been with MML Investors and MassMutual since 2001. Outside of his advisory role, he is involved as a sales agent in life and health insurance and participates occasionally in paid surveys. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a collaborative planning process supported by technology and specializes in event-driven planning programs such as divorce and estate settlement.

Harris Adams is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc. since 2018 and at Jhfn Sii from 2013 to 2018. In addition to his advisory role, Adams is involved in insurance brokerage, specializing in life, annuities, long-term care, disability, health, and group benefits. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party investment managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

John Galleher is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 designations and 44 years of industry experience. He previously worked at UBS Financial Services for 22 years before joining RBC Capital Markets and City National Bank in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs and customized portfolio management solutions. The firm combines in-house and third-party investment managers and provides integrated services such as financial planning, custody, and brokerage.

Shawn Barnes is a CFA® charterholder and holds a Series 63 license, with 27 years of experience in the financial industry. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Sam Sayyad is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management with experience in the financial services industry since 1997. He earned a Bachelor of Arts from the University of Oklahoma and a Master of Business Administration from Johns Hopkins University. Sam holds the Certified Private Wealth Advisor® designation and is a qualified Portfolio Manager capable of creating and managing personalized investment strategies that may use individual stocks and bonds, Merrill model portfolios, or third-party investment strategies. He leads The Sayyad Group, focusing on serving high net worth families, senior-level executives, entrepreneurs, and business owners with services that include investment management, concentrated stock management, hedging and monetization, trust and estate planning, and custom lending. Prior to his financial career, Sam served four years in the US Army, stationed both domestically and overseas. He resides in Northern Virginia with his wife and two children. Outside of his professional commitments, Sam is an aviation enthusiast holding a Commercial Pilot's license and is a member of the Aircraft Owners and Pilots Association (AOPA). He is also involved in community service through the Boys and Girls Club. His personal interests include adventure sports, chess, football, reading, and traveling.

Andrea Arias Turriago is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has worked at UBS Financial Services and RBC Capital Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services such as underwriting, market-making, proprietary research, and securities-backed lending.

Mark Johnson is a Series 66-credentialed financial advisor with 14 years of industry experience. He is currently with OSAIC and previously worked at Lincoln Financial Advisors for 13 years. Johnson is also a CPA and has provided tax, audit, and valuation services at Lank, Johnson & Tull CPAs since 2006. In addition to his advisory role, he serves as a trustee for a CPA client. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and retirement plan consulting. The firm employs asset-allocation tools and third-party managers to build diversified portfolios and supports complex platform integrations resulting from multiple mergers.

Carole Maloney is a financial advisor at Ameriprise with 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Maloney serves on the board of directors for Conversations at Oatlands, a nonprofit organization based in Leesburg, VA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Derek Sorensen is a ChFC®-designated financial advisor with Edward Jones, based in Herndon, VA, and has 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is a 25% owner of the Bentley Beach Hotel in Miami, FL, which is managed by Hilton Hotel Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Rebecca Hall is a financial advisor with Ameriprise in Falls Church, VA, holding CFP® and ChFC® designations and over 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 1995. Outside of her advisory role, she is a co-owner of MHA Financial LLC, a business unrelated to investments. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, delivering retirement income recommendations through a centralized consulting team that uses research, modeling, and tax-efficiency analysis.

Kristen Herard is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Nathan Hellman is a financial advisor at Charles Schwab with 10 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018 and was previously employed at TD Ameritrade and Scottrade. He holds a Series 66 designation. Charles Schwab & Co., Inc. serves 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 centralized custody and order-routing with multi-asset model portfolios and alternative investment programs.

Miye Wire is a financial advisor at OSAIC with 36 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, she has operated Miyewire, LLC since 1990, serving as president and managing partner. Outside of advisory work, she also sells life, long-term care, and disability insurance and serves as a notary. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various asset-allocation tools and access to third-party managers to construct diversified portfolios.