Jason Ice is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1ST Global Advisors. He is also involved in managing his practice through Certainty of the Uncertainty, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Abrahim Kassim is a financial advisor with Edward Jones in Woodbridge, VA, holding Series 63 and Series 66 credentials with 16 years of industry experience. His prior roles include positions at Western Southern Life, Merrill, Mutual of Omaha, Wells Fargo Bank, and HSBC Securities. Kassim also serves as a full-time agency manager for Western & Southern Life. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marcos Sagastizado is a financial advisor at Merrill with 19 years of experience at the firm and one year at Bank of America N.A. He holds a Series 66 designation. Outside of his advisory role, he owns a limited-liability company without active business operations. 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, offering model-based and discretionary investment strategies for a variety of individual and institutional clients.

John Fleming is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Cetera in 2025, he was associated with Schlosser Fleming & Associates, Ltd. since 2004 and Avantax Advisory Services since 2011. Fleming serves as a trustee for the Attilus and Associates Retirement Plan. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services across various program structures and custodial relationships.

Brian Bloxom is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2014. Outside of advising, he serves as vice chairman of the Salvation Army in Prince William County, participates on the advisory board of Freedom Bank, and acts as a director consultant for the Business Networking Institute. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals utilizing a variety of portfolio management strategies and platform arrangements.

Nicholas O'gwin is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise. He previously worked at LPL Financial, LLC for 13 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily focusing on assets held within Ameriprise Managed Accounts.

Patrick Mcknight is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab Bank, SSB, and other diverse positions outside the financial sector. Charles Schwab & Co., Inc. serves 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 both non-discretionary and discretionary investment options, combining a large-scale client base with integrated custody and advisory capabilities.

Violet Son is a Series 66-credentialed financial advisor with Edward Jones in Alexandria, VA, where she has worked since 2018. She has seven years of industry experience and prior work history includes roles at MurLarkey Distilled Spirits, HITT General Contracting, George Mason University, and Open Road Bar and Grill. 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 discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a proprietary money market fund.

Jason Woodall is a financial advisor at Ameriprise with five years of industry experience. He previously worked at Morgan Stanley and has held various roles outside the financial sector, including part-time employment with Pro Football Focus, where he collects football player and play-level data. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides detailed recommendations and ongoing tax-aware withdrawal strategies.

Gregory Amos is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at PFS Investments Inc. and various other positions in education and retail. He is also involved with Found & Sons Funeral Chapels. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors, $15.5 billion in assets under management, and delivers advisory services through model-based investment strategies created by unaffiliated managers.

Abigail Ganssle is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, she worked for eight years at OUTFRONT Media. 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 large nationwide network of financial advisors and branch offices.

William Caudron is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at firms including EMP Management LLC, Capitolis, Citigroup, and Rotunda Capital Partners. Caudron also owns Riverfront Wealth WC, LLC, a wealth management business based in Alexandria, VA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and integrates advisory services with various financial product sales and referral channels.

Mee Teng Tan is a financial advisor at Merrill with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Merrill and Bank of America in 2026, Tan worked at Wells Fargo Bank and Wells Fargo Clearing from 2022 to 2026. Outside of financial advising, Tan co-owns a rental property in Singapore with a spouse. 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 offers model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Peden is a financial advisor with Ameriprise in Lake Ridge, VA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Ameriprise in 2019, he worked at Primerica Advisors and Primerica Financial Services, and spent 14 years at Verizon. He also owns and operates Peden Accounting Services LLC, providing tax preparation and advisory services. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering customized recommendation reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement strategies while providing a broad range of advisory, brokerage, and insurance solutions.

Olivia Inglett is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. She holds the CFP® and ChFC® designations as well as a Series 66 license. Prior to joining Cambridge, she spent a decade at First Command in various advisory and insurance roles. Inglett is also the sole owner of Inglett Advising LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors who utilize a range of portfolio strategies and platform arrangements.

Marco Jauregui Flores is a financial advisor with Edward Jones in Manassas, VA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Upskill Training Partners LLC and held positions with American Airlines in Peru and Bolivia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors and 15,000 branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Potter is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2010. Outside of his advisory role, he serves as senior pastor of Journey Worship Centre and is president of Breakthrough Ministries, where he is involved in speaking engagements and leadership training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products.

Caleb Wines is a financial advisor at Edward Jones with nine years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2016. Outside of his advisory role, he works as a food delivery driver in Woodbridge, VA. 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 large network of financial advisors and branch offices nationwide.

Laurie Blackburn is a CFP®-designated financial advisor with 29 years of industry experience. She has been with Wells Fargo Advisors since 2024, following eight years at Wells Fargo Clearing and four years at Wells Fargo Advisors LLC. In addition to her advisory role, she is the chair of the investment committee for the Goodwin Living Foundation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm utilizes proprietary research and planning tools to develop customized recommendations, with clients deciding on implementation through brokerage or advisory programs.

Matthew Figueroa is a financial advisor with Charles Schwab in Alexandria, VA, holding a Series 66 designation and one year of industry experience. His prior experience includes working under his own name and periods of full-time education. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and utilizes a multi-asset model portfolio approach supported by centralized supervisory and operational infrastructure.