Kieran Watson is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2022, following previous roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Carl Trevisan is a CFP® professional with 44 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for one year. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Jessica Collazo is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Raymond James Financial Services, Sullivan & Associates, and T. Rowe Price. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including multi-manager and fund-of-funds structures.

Stefan Maric is a Planning Consultant at Fidelity Investments, where he provides guidance on investment strategies, retirement planning, and wealth planning. He works closely with clients to support them in making informed financial decisions aligned with their unique goals. Stefan has held various roles at Fidelity Investments, progressing from Financial Representative in 2024 to Relationship Manager in 2025, before becoming a Planning Consultant in 2026. This experience has given him insight into different facets of financial advising and client relationship management. Outside of his professional responsibilities, Stefan has interests that include cars, football, social events, golf, movies, and traveling.

Tristan Caudron is a CFP® professional at Wells Fargo Advisors with 30 years of industry experience. He has worked with Wells Fargo Advisors and its affiliates since 2009. Caudron holds ownership interests in Riverfront Wealth TC LLC and Riverfront Wealth Advisors LLC, both investment-related businesses based in Virginia. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, leveraging Wells Fargo research and planning tools to provide tailored recommendations.

Randy Lakes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Grove Point Advisors, LLC and RLMM Enterprises, LLC. 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 with both discretionary and non-discretionary management, supported by research and model portfolios.

Randall Brown is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was employed at Urbanland Company and Bluwater Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Andres Vitalis is a financial advisor with Charles Schwab in Alexandria, VA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at TD Ameritrade, AMA LLC, and Wells Fargo in various capacities. Outside of advising, he is involved with Vitalis Ventures LLC, managing a non-investment real estate rental property through an LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of brokerage, advisory, custody, and financial planning services. The firm’s approach integrates non-discretionary advice with access to discretionary managed accounts and alternative investments through centralized operational and supervisory structures.

Debra Chandler is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Her prior roles include positions at Signator Investors, H.D. Banker & Company, and ongoing affiliations with Time Insurance, Lincoln Benefit Life, the Republican National Committee, and American Medical Securities United Ws. She is the founder of K F Enterprises, a social media network representation business. OSAIC serves a diverse client base that includes retail and institutional investors such as high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory platforms and asset-allocation tools to manage portfolios with multiple investment types, supporting both discretionary and non-discretionary management.

Pablo Morantes Saa is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to define their financial goals and develop personalized portfolio strategies designed to help them achieve long-term objectives. His approach involves ongoing advice and portfolio adjustments as clients' situations change. Pablo specializes in education planning, family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. Originally from Colombia, he is fluent in English and Spanish, allowing him to serve a diverse client base. He holds a Bachelor's Degree from Purdue University and a High School Diploma from Paul VI Catholic High School. Pablo is a Personal Investment Advisor (PIA) and is a member of the Country Club of Fairfax. Outside of his professional work, he enjoys football, golfing, and tennis.

Jessica Light is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at LPL Enterprise. Her background includes roles at Prudential Insurance Company of America and Community Bank of the Chesapeake. In addition to her advisory work, she is an adjunct professor at the College of Southern Maryland and assists clients with Medicare Supplement and Drug Plan purchases through Retirement Light, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Daniel Kim is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Prudential Insurance Company of America since 2002 and joined LPL Enterprise in 2024. Kim is also involved in non-variable health insurance and property and casualty insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining advisor programs with active product sales.

Jeffrey Callan is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial. He has worked at LPL since 2025 and previously spent a decade with CUSO Financial Services and over 11 years at Apple Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory and brokerage services supported by model portfolios, research, and various program offerings.

Chalee Ricciardi is a financial advisor with Wells Fargo Advisors in Alexandria, VA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to her current position. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, delivered through tailored recommendations based on Wells Fargo’s research and planning tools.

Aaron Radtke is a financial advisor at Edward Jones in Springfield, VA, holding the ChFC® and Series 66 designations with one year of industry experience. Prior to joining Edward Jones in 2024, he served in the U.S. Army from 2005 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Adam Boone is a financial advisor at Fidelity with over 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it employs systematic methodologies and long-term asset allocation benchmarks in its investment approach.

Paul Friese is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, Wireless Advocates, and the University of Maryland University College. Outside of his advisory role, he sells items on eBay on a small scale. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses proprietary fundamental research combined with quantitative and algorithmic methods to construct portfolios from mutual funds, ETFs, and ETPs, and maintains regulatory registrations that are less common among large institutional peers.

Sheldon Stewart is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Jermaine Lowery is a Series 66 licensed financial advisor with Morgan Stanley, based in Alexandria, VA. He has 11 years of industry experience and has worked with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Shaun Kline is a financial advisor at Edward Jones in La Plata, MD, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he spent 12 years at American Girl. 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 under management and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.