Marie Canterbury is a financial advisor at Cetera with 33 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at firms including T. Rowe Price Investment Services, MassMutual, Wells Fargo Clearing, and Ameriprise. Outside of her advisory role, she serves as a board member for the Cedar Mill Homeowners Association. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of investment and retirement services through a network of over 10,000 advisors and manages more than $256 billion in assets.

Joseph Irvin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Irvin serves as an endowment committee member for St. James Episcopal Church in Warrenton, VA. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sima Zahid is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA before joining Primerica in 2019. Outside of her advisory work, she serves as an anchorwoman for Arian Afghanistan TV, is the treasurer of the Carterwood Community Association, and leads the cultural committee of the Afghan Academy nonprofit. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, managing potential conflicts through disclosure and oversight.

Adam Entin is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has also worked at Wells Fargo Bank, NA since 2016. 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. The firm’s approach 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.

Kaitlyn Powell is a financial advisor with Robert Baird & Co. She holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Baird in 2024, she worked for Financial Engines Advisors L.L.C. from 2020 to 2024 and Wegmans Food Markets from 2015 to 2020. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, and advisory strategies supported by internal research and tools, managing approximately $394 billion in regulatory assets as of December 2025.

Natalie Berry is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and five years of industry experience. She has worked at Ameriprise since 2019 and has prior experience with Practice Promotions and Virginia Commonwealth University. Outside of her advisory role, she co-owns YGB Operations LLC, a business unrelated to investment activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service incorporates proprietary research and third-party data within a structured investment framework influenced by its affiliated product ecosystem.

Anthony Acampora is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Altaira Wealth Management and Straci Pizza, as well as having experience in the beverage industry. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Margarita Reyes is a Series 66 licensed financial advisor with four years of industry experience. She has worked at Ameriprise Financial Services LLC since 2022 and previously held roles at LPL Financial LLC and State Farm Bank. Reyes’s background also includes experience in insurance and retail sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Christopher Gabrys is a financial advisor with LPL Financial in Winchester, VA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Cuso Financial Services, LP for 12 years and has been associated with Apple Federal Credit Union since 2010. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of model portfolios and research support.

Austin Longacre V is a financial advisor at Edward Jones with Series 65 and Series 63 credentials. He began his career at Edward Jones in 2025 and previously worked at DARPA, the Air Force, Axiologic Solutions, and the NSA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Vanessa Amaral Velasco is a Series 66 licensed financial advisor at Merrill with six years of experience in the industry. She has held roles at Merrill and Bank of America and has been involved in education, including positions at Strayer University and Northern Virginia Community College. Outside of her advisory work, she operates Brasileirei LLC, a Brazilian beachwear ecommerce business. 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 individuals, high-net-worth clients, and institutional investors.

Alexander Jordan is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. His prior work includes six years at Allstate Insurance Company and a brief employment at George Mason University. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified portfolios and long-term strategies.

David Sheehan is a CFP® with 23 years of industry experience, currently serving at Edelman Financial Engines. He has worked with the firm and its predecessors since 2009, 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 individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios with a long-term orientation.

Dharamhet Khangura is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked with KW Metro Center, Long & Foster, Berkshire Hathaway Home Services Peter Realty, Roscoe Mart, and Triumvirate Environmental. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Gene Summerlin II is a CFP® and holds a Series 66 license with 14 years of experience in the financial industry, all of which have been with Edward Jones since 2012. He is based in Fairfax, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a range of segments, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Joanne Claypoole is a financial advisor at Ameriprise with 7 years of industry experience. She holds Series 66 and Series 63 designations and has been with Ameriprise since 2013. 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 focused on reliable income sources and tax-aware withdrawal strategies.

Patrick Jacobeen is a financial advisor with Primerica Advisors in Catlett, VA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. Outside of financial advising, he is involved as a religious musician and speaker and owns businesses including Jacobeen Group LLC and Slantball, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while employing a tiered wrap-fee structure.

Tammy Pierce is a financial advisor at Edward Jones with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Edward Jones since 2019. Her prior experience includes four years at UBS Financial Services and one year in forensic drug and alcohol testing. Edward Jones is a full-service wealth management firm with over 23,000 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets under management.

Karnail Kooner is a financial advisor at LPL Financial with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2023, he worked at Cuna Brokerage Services, Inc. for 23 years. 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 services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and access to research from LPL Research and third-party subadvisors.

Zaina Bankwalla is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. She has been with MML Investors Services and MassMutual since 2016. In addition to her advisory role, she is the owner and CEO of Virid Financial LLC, a financial planning and wealth management firm. 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 provides financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning and offers specialized event-driven services such as divorce and estate-settlement planning.