Sherri Phillips is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes insurance-related investment options alongside traditional products.

Douglas Rabil is a CFP® professional with 42 years of experience in the financial advisory industry. He currently works at Edelman Financial Engines and has been with affiliated firms since 1996, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process alongside planner delivery and online tools, offering a range of discretionary and non-discretionary management options with a focus on diversified, long-term portfolios.

Matthew Gregory is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2001 and has concurrent roles with SBC of VA, Fauquier County Schools, and Soul Purpose Church. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading to BNY Mellon Advisors.

Thy Nguyen is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, Nguyen held positions at Bank of America, Wonder Rates, and has a background that includes roles outside of finance such as internal medicine and automotive technology. Merrill, alongside its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jonathan Godfrey is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. He holds the Series 66 designation and is based in Centreville, VA. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, primarily focusing on assets managed within Ameriprise.

David Harrell is a financial advisor at Ameriprise in Falls Church, VA, holding Series 63 and Series 65 designations with 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Peter Market is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Cambridge and its affiliate firms since 2015 and operates Market Wealth Management LLC as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm provides various portfolio management solutions through a network of independent professionals, employing both proprietary and third-party strategies under multiple custody arrangements.

Mohammad Abusbeitan is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. His career includes roles at Merrill since 2020 and Bank of America since 2024, as well as prior experience at Uber. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Jaden Jeong is a financial advisor at Edelman Financial Engines with four years of industry experience. He has held roles at several firms including Morgan Stanley Smith Barney LLC, Wells Fargo, and Mitre Corporation. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Michael Krowe is a CFP® professional with 20 years of industry experience, currently serving at Edelman Financial Engines since 2025. His prior experience includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory work, he is a sole proprietor providing musical entertainment. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and long-term investment orientation.

Patrick Day is a CFP® professional with 41 years of experience in the financial services industry. He has been with Edelman Financial Engines and its predecessors since 1992. Outside of his advisory role, he writes articles supporting a book on life planning and wealth, scheduled for publication in June 2024. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios and a mix of discretionary and non-discretionary investment management.

Jennifer James is a financial advisor with Edward Jones in Ashburn, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at REI Systems Inc, Dogtopia, and Shift 7 Digital. Outside of financial advising, she owns several Dogtopia dog daycare locations and is involved in business planning and oversight for these ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various advisory programs, investment strategies, and affiliated financial services. The firm is notable for its extensive retail advisor and branch network and its range of affiliated capabilities beyond advisory services.

Nainoksha Kaushal is a Series 66 licensed financial advisor with four years of industry experience. She has worked at several major firms including Morgan Stanley Private Bank, Fidelity Investments, Merrill, and currently Edward Jones since 2025. Her career also includes roles in education and tutoring. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors.

Jessica Robles is a financial advisor at Edward Jones with 1 year of industry experience. She holds the Series 66 designation. 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 large nationwide network of financial advisors and branch offices.

Amanda Burton is a financial advisor at Stifel with 24 years of industry experience. She holds a Series 66 license and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, Truist Advisory Services, and Bb&T Securities. Outside of her advisory role, she is a commissioned notary in the Commonwealth of Virginia. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses used as a basis for client decisions.

Tucker Speak is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and less than one year of industry experience. Prior to joining Raymond James, he held various roles in education and retail, including positions at Mary Baldwin University and Lowe's. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm delivers tailored, non-discretionary advice using risk profiling and modeling tools, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.

Harry Horning is a financial advisor with Osaic Wealth, Inc. in Manassas, VA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. Prior to joining Osaic in 2023, he worked for Sagepoint Financial, Inc. from 2009 to 2023. Outside of his advisory role, Horning has entrepreneurial experience in life insurance sales and tax preparation, and he serves as treasurer for the Kena Shrine Band, a nonprofit organization. Osaic Wealth, Inc. serves a broad client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm uses asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct diversified portfolios, offering access to a variety of investment vehicles with discretionary and non-discretionary management options.

Kristine Chaze is a financial advisor with Edelman Financial Engines in Fairfax, VA. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. Her prior work includes roles at Edelman Financial Services LLC and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary management and non-discretionary advice, with a focus on diversified portfolios, periodic rebalancing, and long-term investment strategies.

Ryan Unthank is a financial advisor with Robert W. Baird & Co. in Fairfax, VA, holding a Series 66 designation and 21 years of industry experience. He has worked at Robert W. Baird since 2007 and was previously with Ferris, Baker Watts, LLC from 2005 to 2007. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Joseph Goldberg is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with MML Investors Services Inc and MassMutual Life Insurance Company since 2010. Outside of advisory work, he is also a life and health insurance agent. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.