Michael Kelly is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Merrill since 1979 and concurrently affiliated with Bank of America, N.A. since 2011. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates its advisory services with Bank of America’s broader banking and capital markets platform, emphasizing managed accounts and manager-selection capabilities.

James Ventura is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 25 years of experience in financial services, having begun his career at Dean Witter Reynolds. James focuses on helping clients manage executive compensation, personal retirement planning, portfolio management, tax minimization, and retirement income. He works closely with clients to develop personalized financial strategies that align with their long-term goals. James holds a Bachelor's Degree from the University of Maryland and completed an Accredited Certificate Program at Harvard University. He is registered with FINRA, holding the Series 7 and 65/66 licenses, and carries the Personal Investment Advisor (PIA) designation. James is a member of the Harvard Alumni Association and the USTA. Residing in Northern Virginia with his wife and son, James is actively involved in community organizations such as the Alexandria Mentoring Partnership and Historic Alexandria. His personal interests include golfing, reading, and tennis.

Eric Goodson is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to comprehensive financial planning and estate strategies.

Lovie Leach Yarborough is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. Prior to joining Cambridge, Yarborough worked extensively with Money Concepts Capital Corp and Money Concepts Financial Planning Centre. Yarborough is also the owner of Ellevation Wealth Management and Legacy Planning, LLC and is active as an insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, offering a range of portfolio management options and model-based solutions tailored to client objectives.

Kyle Dews is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of advisors in helping clients define financial goals and develop strategies to meet their financial objectives. He leverages the resources available at Fidelity to educate clients on risks and opportunities associated with their financial plans. Kyle has extensive experience in the financial services industry, with a career spanning roles at Fidelity Investments since 2006, including positions such as Financial Consultant, Investment Consultant, and Retirement Relationship Manager. Prior to Fidelity, he worked as a Financial Advisor at Merrill Lynch and Waddell & Reed. This breadth of experience supports his leadership in guiding clients and managing advisory teams. Outside of his professional work, Kyle has personal interests that include art, the beach, fitness, movies, music, and parenthood.

Nick Caputo is a financial advisor at Morgan Stanley based in Alexandria, VA. He holds a Series 66 designation and began his career at Morgan Stanley in 2022 after graduating from the University of Maryland. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Gus Mask is a CFP® professional with 17 years of industry experience, currently with Charles Schwab in Alexandria, VA. His prior roles include positions at USAA Investment Management Company and USAA Financial Planning Services. Mask has been self-employed in a non-investment-related capacity since 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed account solutions. The firm integrates brokerage, advisory, custody, and cash-sweep services with a multi-asset investment approach supported by due diligence and strategic asset allocation.

Abraham Jones is a Financial Advisor at Merrill Lynch Wealth Management. He assists clients in managing their wealth by creating personalized strategies that reflect their individual financial goals and adapt to the evolving market conditions. Abraham offers access to insights from Merrill as well as banking and lending solutions through Bank of America. His areas of focus include college education planning, corporate executive services, divorce transition planning, services for endowments, foundations and non-profits, managing new wealth, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategies, and retirement income. Abraham holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Abraham earned a Bachelor's Degree from the University of Pennsylvania and a High School Diploma from Ensley High School. Outside of work, he enjoys basketball, football, golfing, softball, spending time with his family, and traveling.

John Mccafferty is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various affiliates of Edelman Financial Engines since 2015. Edelman Financial Engines provides 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, offering both discretionary and non-discretionary investment options and managing approximately $326 billion for roughly 477,000 clients.

Jerry Whitmire is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 designation and 23 years of industry experience. His prior firms include Citigroup Global Markets and Legg Mason Wood Walker. Outside of his advisory role, he is involved with a family real estate partnership in South Carolina, holding an equal interest with his siblings. Morgan Stanley Wealth Management serves both individual and institutional clients through a range of advisory programs, emphasizing structured financial planning and a broad offering of investment products.

Shannon Rowan is a CFP® professional with 37 years of industry experience, currently serving as an advisor at LPL Financial since 2012. Prior to joining LPL, Rowan worked at Chevy Chase Financial Services for 16 years and had roles at Capital One Financial Advisors LLC and Burke & Herbert Bank, where she is also Executive Vice President of Wealth. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment solutions using both proprietary and third-party strategies, supported by technology tools, and manages over $819 billion in discretionary assets through a large network of advisors.

Kaula Jacks is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Primerica Financial Services in 2021, Jacks held positions at several firms including Equinox and Maryland Strength & Fitness. Outside of financial advising, Jacks is involved with MT Zion United Methodist Church. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies supported by third-party managers and custody services, operating with approximately 3,698 advisors and $15.5 billion in assets under management.

Brande Coleman is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Morgan Stanley in 2022, Coleman worked at Charles Schwab, TD Ameritrade, Merrill, Bank of America, and Edward Jones. Outside of advisory work, Coleman owns Nicco LLC, a retail and online store business, and is involved with Elite Formation Studio of Dance, a recreation business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers financial planning services that emphasize advisory capacity without providing individual security recommendations as part of standalone plans.

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.

Matthew Wiest is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2009 and a one-year tenure at Morgan Stanley. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis. The firm employs proprietary research and planning tools to develop tailored recommendations, with services delivered through both meetings and written summaries, and clients retain discretion over implementation.

Christopher Hughes is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has held various roles within Fidelity since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs while maintaining oversight through affiliated and unaffiliated sub-advisers.

Neil Goetzman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously spent 33 years at Merrill Lynch, Pierce, Fenner & Smith Inc. Mr. Goetzman is a managing partner of Goetzman Nau Financial Partners LLC and the owner of Goetzman Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools, supports municipal and public-finance work, and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

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.

Brandon Hsia is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Lincoln Investment Planning and Hendershot Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party model portfolios and technology tools.