Saro Gahima is a financial advisor at Robert W. Baird & Co. Incorporated with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Morgan Stanley and Bogart Wealth, LLC. Based in Fairfax, VA, his background includes roles in wealth management and mortgage services. Robert W. Baird & Co.’s Private Wealth Management department, where Saro is part of The DDK Group, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody services, employing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.

Anthony Lobalbo is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. He has worked with various divisions of Charles Schwab since 2015, including Charles Schwab Bank and Charles Schwab Premiere Bank. Outside of his advisory role, he serves as a board member and Director/Secretary for the nonprofit Animal Education and Rescue Organization (A.E.R.O). 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 combines a large-scale, integrated structure with a client relationship model that offers primarily non-discretionary advisory services alongside access to discretionary separately managed accounts.

Mary Wallack is a financial advisor at Robert Baird & Co. with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley Dw Inc. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager oversight, and advanced investment strategies.

Jocelyn Kim is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her career includes nine years at New York Life and seven years at NYLife Securities LLC prior to joining Mass Mutual. She is also an insurance broker with IOG Benefits Consulting, where she engages in outside insurance sales focused on Medicare and group employee plans. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide goal-based, collaborative planning without discretionary authority.

John Fox is a financial advisor with Osaic Wealth who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 12 years each before joining Osaic in 2024. Outside of his advisory role, he is involved in insurance sales through his own business, Fox Financial Services, Inc. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and operates with a complex affiliate network that supports a wide range of investment programs and alternative investments.

Jay Forshee II is a Series 66 licensed advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions at Georgetown University and multiple medical schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining an extensive nationwide network of financial advisors and branch offices.

Kamalpreet Sidhu is a financial advisor with Edward Jones in Ashburn, VA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2025, Sidhu worked at Bank of America and Merrill from 2018 to 2025 and spent one year at PNC Financial Services Group Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of wealth segments. The firm offers both discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Farrukh Khan is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 credentials. He has one year of industry experience, with prior roles at First Command Insurance Services and First Command Advisory Services. Outside of his financial career, he works as a tutor with C2 Education, assisting middle and high school students in their classes. 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 financial planning, asset management, money-manager programs, and educational seminars.

Bryan Rodia is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones in multiple periods since 2016, as well as at Folio Investments, Inc. and Brown's Car Stores. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs and services supported by a large nationwide network of advisors and branch offices.

Brian Law is a financial advisor with UBS Financial Services in Herndon, VA, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with UBS since 1994. From 2016 to 2019, he was involved in a business activity related to Uber Technologies. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad array of capital markets services.

Paul Brick Jr. is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2026. His prior roles include positions at Edelman Financial Engines and Financial Engines Advisors L.L.C. He holds the Series 63, Series 65, and Series 66 licenses. Paul is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and advanced portfolio management tools.

Ryan Seward is the Market Leader responsible for overseeing five Fidelity branch locations in Northern Virginia, including Ashburn, Reston, Tysons Corner, Arlington, and Alexandria. In this role, he coaches branch leaders and associates to maximize their potential and ensure Fidelity's clients in the region receive an exceptional experience. Ryan has been with Fidelity Investments since 2011, holding various positions such as VP and Branch Leader, Assistant Branch Manager, Team Leader for Workplace Planning and Advice, Senior Workplace Guidance Manager, Workplace Guidance Manager, and WPS Service Delivery Manager. His extensive experience within Fidelity reflects a progressive leadership career focused on branch operations and client service. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Channing Blevins is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. Prior to joining Fidelity, Blevins held various positions including roles at several golf clubs and Radford University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies and AI-driven research.

Corinne Newberry is a financial advisor at Edward Jones in Haymarket, VA, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Edward Jones, she worked at Starbucks Coffee Company from 2021 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

Anne Byerly is a Planning Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as a Financial Advisor at Edward Jones from 2018 to 2025. She holds a California Insurance License. Anne focuses on building personal relationships with clients by understanding their unique financial needs. She collaborates closely with clients to develop plans aimed at protecting, managing, and growing their wealth. Outside of her professional work, Anne enjoys spending time at the beach, engaging in family activities, social events with friends, reading, traveling, and volunteering.

Nicholas Sicina is a CFP® professional with 15 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He holds the Series 66 designation and is based in Warrenton, VA. Outside of his advisory role, he serves as a representative payee for his brother. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Esterlyn Fernandez is a Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2023. In this role, she partners with clients and their families to develop and maintain financial plans tailored to their unique financial goals, emphasizing a relationship built on trust. Esterlyn's experience spans several roles within Fidelity Investments, including Financial Consultant, Planning Consultant, Relationship Manager, and Central Relationship Manager, dating back to 2016. Prior to joining Fidelity, she worked as a Universal Branch Associate at Capital One Bank from 2014 to 2016. Outside of her professional responsibilities, Esterlyn has interests in cooking and baking, family activities, gardening, parenthood, and softball.

Timothy Richardson is a CFA® charterholder affiliated with Cetera, based in Herndon, VA, with 13 years of industry experience. He has worked with multiple firms, including Raymond James Financial Services and Avantax, and currently operates under his DBA, Greenspace Financial, where he provides investment, tax preparation, and insurance services. Outside of his advisory work, he has participated in community activities such as assisting with voter eligibility and transporting older adults to appointments. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, allowing advisors to implement both affiliated and third-party models and bespoke strategies.

Ryan Oh is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His career includes roles at Bank of America and ESLI Inc. Merrill, along 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 strategies for individuals, high-net-worth clients, and institutional investors.

Eric Pol is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes roles at Apple Federal Credit Union, CUSO Financial Services, Edward Jones, Charles Schwab, and Truist Investment Services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.