Margaret Guido is a Series 66-licensed financial advisor at J.P. Morgan Securities with nine years of industry experience. Her prior roles include positions at Merrill, Bank of America, and extended consulting work at Ivy Consulting. She is also an owner and consultant at TLA Energy LLC, a company focused on due diligence for industrial property development. J.P. Morgan Securities 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 investment recommendations.

Anthony Natale is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2017, following earlier roles at Kohl's and Wegman's. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Ryan Bortner is a financial advisor with Wells Fargo Advisors in Alexandria, VA, holding a Series 66 license and 14 years of industry experience. He has been with Wells Fargo entities since 2010, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves on the finance committee for Potomac Valley Swimming and acts as a referee and chief judge for local swim leagues. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting specific net-worth thresholds, utilizing research, planning tools, and client summary reports to develop and deliver tailored recommendations.

Matthew Moore is a CFP®-certified financial advisor with Edward Jones in Alexandria, VA, with seven years of industry experience. Prior to joining Edward Jones in 2018, he served seven years in the United States Marine Corps, where he held the rank of Captain. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.

Charles Snyder is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2023. His prior experience includes roles at SunTrust Advisory Services and SunTrust Bank, where he was employed for a combined ten years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Charlotte Mcghee is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009. 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 supported by structured discovery conversations and firm-approved tools.

Jesse Kahn is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in comprehensive wealth management plans for individuals, families, and businesses. He focuses on areas such as college education planning, personal retirement planning, investment consulting for defined contribution plans, portfolio management services, tax minimization, and retirement income. With over 10 years of experience in financial markets, Jesse and his team utilize a comprehensive approach to financial planning that includes cash flow analysis, risk management, investment and retirement income planning, and estate services. He aims to provide a level of service consistent with that of a small, neighborhood business while leveraging the resources of one of Wall Street's largest firms. Jesse's diverse background—born in California, raised in the DC area, and educated in South Carolina—enables him to work effectively with clients from varied backgrounds, particularly those facing the distinctive financial challenges common in the DMV region. Jesse holds a Bachelor's Degree from the University of South Carolina and the Personal Investment Advisor (PIA) professional designation. He resides in the Navy Yard area of Washington, DC, with his wife. Outside of work, Jesse enjoys baseball, music, and spending time with his family.

Angela Kabala is a financial advisor with Ameriprise in La Plata, MD, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise since 2013 and also owns Modern Advisors Inc, a tax preparation and planning business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Nathan Mc Larty is a financial advisor with LPL Financial in Springfield, VA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors, New York Life Insurance Company, and CUSO Financial Services. He is also involved with Apple Federal Credit Union in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Rodney Miller is a financial advisor with Primerica Advisors in Fort Washington, MD, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has worked at PFS Investments Inc. since 2011 and has been affiliated with Primerica Financial Services since 1999. Miller also has a background with the US Census Bureau spanning over two decades. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as some corporate and charitable clients. The firm manages wrap-fee asset management programs using model-delivery strategies and offers various portfolio options supported by third-party managers and custodians.

Ari Ville Uusimaki is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses, with 16 years of industry experience. He has worked with Avantax Advisory Services and currently assists businesses and individuals with insurance plan selection and implementation. Uusimaki also serves as a board member of a homeowners association, where he reviews financial statements and community matters. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm offers a multi-manager platform featuring both affiliated and unaffiliated investment options, serving over 10,000 advisors and managing more than $256 billion in assets.

Benjamin Echeverri is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include work at Virtue Feed & Grain and positions related to education at James Madison University and Universidad de Salamanca. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Armand Minasian is a CFP®-designated financial advisor with LPL Financial, based in Alexandria, VA, and has 42 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Benjamin Ganley is a financial advisor with Morgan Stanley in La Plata, MD, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at KPMG LLP for two years. Outside of finance, he is engaged as an independent contractor driver for Uber during non-business hours. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Kimberly Rosenfield is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Outside of her advisory role, she is a fitness coach at Coal Road CrossFit. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning through structured processes and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

Jeffrey Sheats is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2013, previously serving as a Financial Consultant. His career in financial advising spans over three decades, beginning in 1985 at Merrill Lynch. He has held various roles including Financial Advisor positions at First Montauk Securities, H&R Block Financial, Lincoln Financial, and UVest, as well as Branch Manager at H&R Block Financial from 1997 to 2008. Throughout his career, Jeffrey has developed extensive experience in financial planning and consulting. He applies his long-term industry knowledge to assist clients with important financial decisions and help them execute their financial visions.

Matt Ellis is the Vice President and Financial Consultant at Fidelity Investments. He has held various roles within the company since 2011, including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. In his current role, Matt works closely with his clients and their families to develop financial plans using Fidelity's tools and resources, aiming to help them grow and protect their wealth as well as simplify their financial lives. Matt's expertise includes investment decision-making and financial planning. His career at Fidelity Investments spans over a decade, demonstrating his commitment to client service and financial consulting. Outside of his professional work, Matt has interests in cars, football, hiking, outdoor adventures, and traveling.

John Salan is a financial advisor at Cetera with over 22 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services. Salan is also president of his own CPA firm, providing accounting, tax, and business consulting services, and serves on the board of the Maryland Society of Accounting and Tax Professionals. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Jeffrey McMahon is a financial advisor with LPL Financial in Alexandria, VA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with LPL Financial and Bbtis since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, supported by model portfolios and research from various sources.

Fatima Shahid is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior experience includes roles at the Royal Bank of Canada and Fidelity Investments. She works at Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.