Diego Figueroa is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His prior work includes a year at MassMutual and several years with TopGolf. Outside of advisory work, he operates an online trading business selling collectibles. Fidelity’s Strategic Advisers LLC serves retail and institutional clients with investment management and advisory services, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Michelle Kim is a financial advisor at Mass Mutual Investors Services with the Series 66 designation and one year of industry experience. Her prior work includes three years at Cornerstone Insurance Group. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software and also provides specialized services such as divorce planning and employer-sponsored planning programs.

Jason Gulosh is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His career includes roles at USAA Financial Planning Services and Banc of America Investment Services, among others. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual and institutional clients, utilizing a committee-driven modeling process combined with planner delivery and online tools. The firm manages approximately $326 billion across various account types and provides a range of investment options including discretionary management and direct-indexing SMAs.

Michael Pasco is a financial advisor with LPL Financial in Sterling, VA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include six years at M&T Securities and 13 years at Truist Investment Services. 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 range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive advisor tools and a broad platform of non-advisory financial activities.

Jan Kamphuis III is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Truist Advisory Services. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Janet Howard is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Cassaday and Company, The Burney Company, EF Legacy Securities, LLC, and Blisk Financial Group. Outside of her advisory role, she is a consultant for Rodan and Fields, focusing on skin care sales. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Rebecca Borton is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. Her work history includes roles at firms such as Raymond James Financial Services, Commonwealth Financial Network, and Morgan Stanley. She is also involved with Timothy Richardson LLC dba Greenspace Financial, providing client service support and financial planning services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutions, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Timothy Bartz is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has previous work experience including roles at Abercrombie & Fitch and Altria. He is also the Successor Trustee of the Diane M. Bartz Revocable Trust. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm offers a range of advisory programs and affiliated investment options, supported by a large network of financial advisors and branch offices nationwide.

Sung Lee is a financial advisor with Ameriprise in Haymarket, VA, holding Series 63 and Series 66 designations and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to deliver tailored retirement income advice.

Alan Olson is a financial advisor at Cetera with 38 years of industry experience and holds Series 63 and Series 65 credentials. His prior experience includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC, in addition to managing his own firms since 2003. Outside of financial services, Olson is involved in automotive activities as the owner and instructor of Weekend Warrior Racing LLC and serves as a board member and class administrator for the DC Region of the Sports Car Club of America. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning options, supporting both discretionary and non-discretionary accounts through a large network of over 10,000 advisors.

Jennifer Ford is a financial advisor at Edward Jones in Ashburn, VA, holding a Series 66 designation with one year of industry experience. Her prior career includes over two decades at the Department of Veterans Affairs and ongoing work at George Washington University since 2014. She is also the owner of Whole Health Coaching, LLC, a consulting and coaching business based in Arlington, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of more than 23,700 advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard, with approximately $1.01 trillion in assets under management.

Patrick Langdon is a financial advisor with Ameriprise in Bristow, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Langdon serves as Vice President on the Board of Directors for the Braemar Blasters Swim Team. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Babak Binesh is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with Primerica Advisors since 2013 and has prior experience at Washington Mortgage Group and United Real Estate. Outside of his advisory work, he is involved in real estate as a licensed realtor and owner of a non-investment-related real estate business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies and discretionary separately managed accounts supported by third-party managers and custodians.

Lauren Conkright is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has six years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to her financial services career, she worked at Bowie Produce Company for 16 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Helio Shin is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes roles at New York Academy LLC and Joy Academy. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools and emphasizes collaborative, annual planning relationships.

Darrell Reynard Jr. is a financial advisor with Robert Baird & Co. holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. He 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 employs a range of financial planning and portfolio management services combining internal research, model-traded strategies, and manager-traded separately managed accounts.

John Roberts Jr. is a financial advisor with Ameriprise in Ashburn, VA, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with specific asset eligibility, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Kyung Eun Kim is a financial advisor with Mass Mutual Investors Services, holding CFP®, Series 63, Series 65, and Series 66 designations and 18 years of industry experience. Prior to joining Mass Mutual Investors Services and Mass Mutual Life Insurance Company in 2023, Kim worked at Eagle Strategies and New York Life Insurance Company. She serves as president of the Ewha Womans University Alumni Association and chairs the strategy and planning committee for the Greater Dallas Korean American Chamber of Commerce. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning process involves detailed client data analysis and written recommendations, with implementation handled separately through brokerage or insurance arrangements.

Justin Quillen is a financial advisor with Edward Jones in Nokesville, VA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Valic Financial Advisors, Inc. and spent 17 years with the Transportation Security Administration. Outside of his advisory role, he is involved in real estate through managing rental properties and a house-flipping business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Andrew Vree is a financial advisor with Edward Jones in Manassas, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he held positions at the Texas Sunset Advisory Commission, Reynolds & Reynolds, and The Bush School of Government and Public Service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.