Thienkim Trinh is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been associated with PFS InvestmentS Inc and Primerica Financial Services since 1997. In addition to advisory work, she is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors is a large-scale firm serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program primarily based on model-delivery strategies managed by unaffiliated asset managers.

Isabel Barrow is a Series 66-licensed financial advisor with Edelman Financial Engines, bringing 24 years of industry experience. She has worked with several affiliated firms including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Outside of her advisory role, she holds a partnership interest in a family farm but has no active involvement in its operations. 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, managing diversified portfolios with a long-term focus and offering both discretionary and non-discretionary investment solutions.

Kevin Englert is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has previously worked at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services, each for 13 years. Englert is also involved with Englert & Associates CPAs, an accounting and tax preparation business he has operated since 2011. 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, supporting advisors with research and technology tools while overseeing more than $819 billion in discretionary assets.

Lawrence Berberian Jr. is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2013 and served at Morgan Stanley Private Bank, National Association since 2015. He has 12 years of industry experience based in Alexandria, VA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals and through corporate financial planning agreements.

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 in Clifton, VA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2015 and has been involved with Market Financial Services since 1996. Market also operates as an independent insurance agent through Market Wealth Management LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

James Ritter is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2007. Mass Mutual Investors Services, LLC 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, structuring client engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

Francis Donnelly is a CFP® with two years of industry experience, currently affiliated with LPL Financial in Alexandria, VA. His prior roles include positions at M&T Bank, Wells Fargo, Truist Financial Corp, US Bank, and TIAA Bank. Donnelly also holds a notary appointment with M&T Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Grant Thompson is a Series 65-licensed financial advisor at Edelman Financial Engines in Alexandria, VA, with two years of industry experience. His work history includes prior roles at Pure Performance and Financial Engines Advisors, L.L.C., as well as non-financial positions at Legum & Norman Realty Inc, Shenandoah University, and Brightview Landscapes. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of solutions including workplace retirement plans, planner-led wealth management, and online advice, combining proprietary modeling with planner oversight and emphasizing diversified portfolios and long-term investment strategies.

Richard Harrison is a Financial Consultant currently working with Fidelity Investments. In his role, he collaborates with clients to develop personalized financial strategies that align with their individual goals and priorities. He emphasizes building relationships based on trust and transparency to support clients in making informed financial decisions. Prior to his current position, Richard served as a Regional Director at Fidelity Investments from 2021 to 2023, and before that, he worked as a Regional Investment Consultant at the same firm from 2009 to 2021. His experience spans over a decade in various capacities within Fidelity Investments, focusing on investment consultation and regional leadership.

Tiffany Snyder is a financial advisor with Raymond James Financial in Fairfax, VA, holding the Series 66 designation and 18 years of industry experience. Her career includes roles at Atlantic Union Bank, Middleburg Financial, and multiple positions within Raymond James Financial since 2008. She also serves as a Wealth Relationship Manager with Atlantic Union Bank Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored planning and consulting using risk profiling and analytical tools, supports institutional consulting and portfolio management, and has specialized municipal and SIMPLE IRA advisory programs.

Richard Hogan is a CFP® and PFS™ credentialed financial advisor with 18 years of industry experience. He is currently with Cetera Wealth Services, LLC and Cetera, having previously worked at Avantax Investment Services and 1st Global Advisors. Hogan has maintained a long-standing role as a shareholder at Hogan & Reed P.C. CPA's since 1992. Cetera Investment Advisers LLC is an SEC-registered firm that serves a range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutions. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with options spanning discretionary and non-discretionary authorities and various program structures.

Zachariah Melcher is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at ID.me and the Museum of the Bible. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to registered investment companies and use of systematic methodologies in model portfolio development.

Roger Achtermann is a financial advisor with Morgan Stanley in Alexandria, VA, holding Series 63 and Series 65 licenses and having 39 years of industry experience. His career includes roles at Citigroup Global Markets from 1998 to 2009 and at Morgan Stanley since 2009, including Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is a sole proprietor of a rental property business in Alexandria. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by firm-approved tools and research.

Patrizia Adriazola is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. She previously worked at PSC Investments LLC and has a background that includes multiple roles in counseling and education. Outside of financial advising, she is the managing member of PFA Property Group LLC, a residential property management 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 institutions.

Gregg Snow is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as Investment Committee Chairman for Virginia United Methodist Pension, Inc., and is a member of the Stewardship Committee at St. Stephens United Methodist Church. Wells Fargo Advisors provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Lori Polonsky is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Citigroup Global Markets. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.

Sheri Swackhamer is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of her advisory role, she rents a basement bedroom in her home on a month-to-month basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial and estate planning without discretionary portfolio management. The firm offers integrated planning and managed-account services through its WealthPlan option while maintaining separate billing and review processes.

Anne Raghu is a Series 66 credentialed financial advisor with 27 years of industry experience. She has been with Ameriprise since 2005, currently serving at their Fort Washington, MD office. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service designed for clients nearing or in retirement, focusing on written recommendations and ongoing income planning guided by proprietary research and third-party data.