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.

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.

Christopher Marcoux is a financial advisor with Ameriprise in Gainesville, VA, holding Series 63, 65, and 66 licenses and having eight years of industry experience. He previously worked at Edward Jones for six years, FVCbank for one year, and Sandy Spring Bank for two years. Marcoux also owns Mullinax LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice based on dependable income sources and tax-aware withdrawal strategies.

Jason Woodall is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley. Outside of his advisory role, he works part-time for Pro Football Focus, where he collects detailed player and game data for college and NFL football. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary research, third-party data, and algorithmic tools, with recommendations implemented on a non-discretionary basis.

Gregory Amos is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 65 and Series 63 licenses and two years of industry experience. His work history includes roles outside finance, such as operations at Found & Sons Funeral Chapels and teaching positions at Midland Christian Academy and Mountain View Christian Academy. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies managed by unaffiliated asset managers.

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 at Ameriprise with eight years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Primerica and Verizon. Outside of his advisory work, he owns and operates Peden Accounting Services LLC, providing tax preparation and accounting advice. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that delivers comprehensive retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Fitchett is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, CUSO Financial Services, Merrill, Bank of America, and SunTrust Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Olivia Inglett is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and over 10 years of industry experience. She previously worked for a decade at First Command Insurance Services Inc. and its affiliated entities. In addition to her role at Cambridge, she is the sole owner of Inglett Advising LLC, where she dedicates significant time. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, employing a range of portfolio management strategies and platform options tailored to client objectives.

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.

Samet Degismen is a financial advisor at Edward Jones in Gainesville, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for 15 years at Dulles Glass and Mirror. He is also the owner of Spark and Shine Cleaning Services, a residential and commercial cleaning business. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions and is notable for its extensive advisor network and affiliated financial services.

Nicole Wright is a financial advisor at LPL Financial in Alexandria, VA, holding a Series 66 designation with nine years of industry experience. Her career includes roles at Merrill Lynch, Bank of America, Fidelity Investments, Raymond James & Associates, and CUSO Financial Services. Outside of advisory work, she has experience in the hospitality sector, having been involved with Parallel Wine Bistro. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.

Elyse Dawn Fragata is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. She has previously worked at Merrill and Bank of America, among other firms. 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 recommendations.

John Armati is a CFP® professional with 21 years of experience in the financial services industry. He has been associated with Raymond James Financial Services Advisors, Inc. since 2010. Outside of his advisory role, he serves as a member-at-large on a local condominium association board in Manassas, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, along with specialized municipal and public finance advisory services.

Joseph Castelli is a financial advisor at Edward Jones in Manassas, VA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.