Adam Entin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, NA since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kaitlyn Powell is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Baird in 2024, she worked for Financial Engines Advisors L.L.C. and Wegmans Food Markets. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals—including high net worth clients—as well as corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

Natalie Berry is a financial advisor at Ameriprise with six years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2019. Outside of advising, she is a co-owner of YGB Operations LLC, which manages her Ameriprise business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning.

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.

Aeda Chung is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill and Bank of America since 2020, with prior experience at Wells Fargo Advisors and UBS Financial Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 Fairfax, VA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has previously worked with Cuso Financial Services, CUNA Brokerage Services, Inc., and Citigroup Global Markets. Gabrys is also involved with Apple Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with tools and a range of investment strategies.

Austin Longacre V is a financial advisor at Edward Jones with Series 65 and Series 63 credentials and one year of industry experience. His prior work experience includes positions at DARPA, the Air Force, Axiologic Solutions, and the NSA. 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 supported by a large nationwide network of financial advisors and branch offices.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021, he worked at KW Metro Center and several other firms in real estate and environmental services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory 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 with Ameriprise in Manassas, VA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with Ameriprise since 2013. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on dependable 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.

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. His prior experience includes roles at CUNA Brokerage Services, Inc. and Voya Financial Partners, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of investment advisory and brokerage services, including model portfolio programs and third-party asset management, supported by advanced operational and research tools.

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.

Delia Arhiri is a financial advisor at LPL Financial with 20 years of industry experience and holds the ChFC®, Series 63, and Series 65 designations. She previously worked at Navy Federal Financial Group and related entities for over a decade and is also the owner of Premier Life Design, LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Douglas Lara Castro is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and two years of industry experience. His prior roles include positions at Charles Schwab, Bank of America, Merrill, and JPMorgan Chase Bank, N.A. Outside of finance, his work history includes involvement with several businesses such as Parking Management Co LLC and Andrew Chekene Enterprises Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research, incorporating ESG eligibility frameworks and broader derivatives and commodities capabilities.

Sean Mcqueen is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Securian Capital of the Chesapeake and First Command Financial Services. Outside his advisory work, he is involved as a financial professional with Kinnect Advisors and acts as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and multiple program structures.