Tatiana Sendetskaya is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2021, following eight years at Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable breadth of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Takhmina Touraeva is a financial advisor at Morgan Stanley in Alexandria, VA, with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services, Bank of America, and Better Homes and Gardens Real Estate Lifestyles. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Josiah Wolf is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked for 17 years at Annapolis Area Christian School. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm provides written recommendations combining research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with client advisors.

David Brown is a Financial Advisor with Merrill Lynch Wealth Management who focuses on building financial strategies that are precise and personally aligned with his clients' goals. He serves individuals, families, and businesses, emphasizing tax-efficient planning, disciplined growth, and prudent asset preservation. David acts as a long-term partner, assisting clients through life changes, career shifts, business growth, and retirement. His advisory work centers on clients such as federal employees, small business owners, and multigenerational families. David helps clients create financial strategies related to family wealth management, legacy planning, portfolio management, tax minimization, and retirement income. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). David holds a Bachelor's Degree from the University System of Georgia. Outside of work, he participates in community activities, including involvement with Habitat for Humanity. His personal interests include billiards, boxing, camping, chess, golfing, hiking, music, pickleball, running, and traveling.

Thavanh Xayarath is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Verizon Wireless for six years and serves in the Indiana Army National Guard. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, research, and various management approaches.

Miles Detelich is a Financial Consultant at Fidelity Investments, where he partners with clients to understand their financial goals and develop customized plans to meet their unique needs. He focuses on constructing financial plans, identifying strategies to complement those plans, and maintaining open communication to help clients stay on track. Miles has been with Fidelity Investments since 2015, holding various roles including Financial Representative, College Planning Specialist, Central Relationship Manager, Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2021. This progression reflects his extensive experience within the firm and his deep understanding of financial consulting. Outside of his professional work, Miles enjoys baseball, biking, golf, outdoor adventures, skiing, and traveling.

Redmond Manierre Jr. is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked with firms including UBS Financial Services and multiple investment boutiques before joining Morgan Stanley in 2019. Outside of his advisory role, he is the sole proprietor of Waycroft Farm, LLC, an agricultural real estate business in Virginia. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

John Calhoun is a financial advisor at LPL Financial with 31 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior roles include positions at SCF Investment Advisors, SCF Securities Inc., Variant Private Wealth LLC, and Ameriprise Financial Services. Outside of his advisory work, he is a business owner of Greek Unlimited Store. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by model portfolios and research.

David Williams is a financial advisor at Morgan Stanley in Alexandria, VA, holding a Series 66 designation with seven years of industry experience. His work history includes roles at Morgan Stanley Private Bank and SAIC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through Corporate Financial Planning agreements.

Ted Rynn is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2014, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Paraplanner at WealthCrest Financial Services and Lifetime Wealth Planning and Management. With over a decade of experience in financial planning, Ted focuses on providing clients and their families with opportunities for greater peace of mind through his work. His professional journey reflects a consistent commitment to the financial services industry and client support. No information on education, credentials, personal interests, or community involvement was provided.

Courtney Wallen is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Financial Engines Advisors LLC, Edelman Financial Services, and Capital Impact Partners. From 2015 to 2017, she was involved in volunteer and philanthropic activities. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and consulting services with a focus on non-discretionary advisory relationships.

Michele Bryceland is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2024. In this role, she serves as the primary contact for clients, supporting families as they work toward their financial goals. She emphasizes providing superior customer service and keeping clients informed about available resources, new products, and innovations to enhance their experience. Prior to her current role, Michele has held various positions within the financial services industry, including Planning Consultant at Fidelity Investments from 2022 to 2024, Paraplanner at Bogart Wealth in 2021, and roles at Morgan Stanley and Raymond James spanning from 2017 to 2021. Her experience encompasses client service and financial planning support, contributing to her expertise in wealth management. Outside of her professional career, Michele has personal interests that include museums, outdoor adventures, pets, photography, running, and traveling.

Collin Doyle is an Investment Consultant at Fidelity Investments. In his current role, he collaborates with clients to support their financial planning journeys, focusing on retirement and other life goals. He works closely with his team to assist clients in achieving their objectives. Collin has been with Fidelity Investments since 2016, progressing through various positions. Prior to his current role, he served as a Planning Consultant from 2021 to 2026, a Relationship Manager from 2020 to 2021, and as a High Net Worth Representative from 2016 to 2020.

Stephen Little Jr. is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2014 and Bank of America, N.A. since 2024. Outside of his advisory role, he is the sole owner of a rental property in Dumfries, Virginia. Merrill 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.

Mario Gabalda is a financial advisor with Ameriprise in Alexandria, VA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of advising, he owns a small business related to managing his Ameriprise practice. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Albana Droboniku is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill, Bank of America, N.A., and UBS before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services. The firm provides a broad range of planning options, including niche services like business-owner transition and special-needs analysis, utilizing its own research and planning tools to develop tailored client recommendations.

Kevin Anderson is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 42 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. Outside of his advisory role, Anderson serves as a trustee and executor overseeing family estates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Elizabeth Mc Kie is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Ropes & Gray LLP and Cambridge Associates LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Janet Haley is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Charles Schwab. Her prior experience includes roles at USAA Investment Management Company and USAA Financial Planning Services. Outside of advising, she co-authored the book *Value Investing for Dummies* in 2002 and manages short-term rental properties. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services alongside brokerage and custody functions. The firm is notable for its scale, integrated structure, and use of multi-asset model portfolios supported by its Schwab Center for Financial Research.

Ben Baldwin is a Financial Consultant currently working at Fidelity Investments since 2022. His professional focus is on understanding clients' financial priorities through an established process, developing tailored strategies to achieve their goals, and supervising and maintaining these plans to adapt to life and market changes. He has experience as a Financial Advisor at several firms, including Ameriprise Financial (2021-2022), Merrill Lynch (2020-2021), and Edward Jones (2016-2020). This background reflects a continuous career in financial advisory roles over multiple years.