Laurie Blackburn is a CFP®-designated financial advisor with 29 years of industry experience. She has been with Wells Fargo Advisors since 2024, following eight years at Wells Fargo Clearing and four years at Wells Fargo Advisors LLC. In addition to her advisory role, she is the chair of the investment committee for the Goodwin Living Foundation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm utilizes proprietary research and planning tools to develop customized recommendations, with clients deciding on implementation through brokerage or advisory programs.

Thomas Fahey Jr. is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Patrick Kan Yek is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2022, serving in various capacities including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Personal Banker at PNC Financial Services from 2021 to 2022. Patrick partners with individuals and families to identify their financial priorities by understanding their unique goals and circumstances. He provides clarity and confidence in financial decisions by offering tailored strategies and options for the future. He holds a California Insurance License. Outside of his professional work, Patrick enjoys spending time at the beach, fitness activities, exploring food, hiking, watching movies, and caring for pets.

Ibrahim Bah is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' individual priorities to develop strategies that address short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and preparing for unforeseen expenses. Additionally, he facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ibrahim holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Illinois System and communicates fluently in English and Arabic. Outside of his professional duties, Ibrahim is involved with the charitable organization Feed My Starving Children.

Keven Kling is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to his financial services career, he served 33 years in the United States Air Force and the District of Columbia Air National Guard. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Anton Reese is a financial advisor with Charles Schwab in Alexandria, VA, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., Bank of America, N.A., and Merrill. He owns a home where his mother resides and pays rent. 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 non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

Ryan Payne is a financial advisor with Edward Jones in Owings, MD, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a member of Blackout Racing 4 LLC, a manager-managed LLC based in Louisville, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions such as discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Cunningham is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with a diverse clientele including corporate executives, attorneys, physicians, families, and non-profit organizations across twenty-five states. Michael focuses on preserving clients' wealth and achieving reasonable growth through consistent investing over time while avoiding needless risk. Michael began his career in 1997 with Merrill Lynch Wealth Management in New York City before returning to the Washington, D.C. area to join Bank of America, where he has remained through the firm's merger with Merrill. He offers clients comprehensive financial guidance, including advice on Social Security, long-term care insurance, Medicare, and lending options such as residential, securities-based, and commercial loans through Bank of America. His approach emphasizes understanding clients' priorities and preparing for new financial situations and opportunities. He earned a Bachelor of Science degree, cum laude, in Biology and Psychology from James Madison University, where he was a member of the varsity rugby team. Michael resides in Mount Vernon with his three children. He volunteers at his local parish and children's schools and supports the American Parkinson Disease Association.

Woodroe Leach is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His prior work includes more than three decades at Money Concepts Capital Corp and ongoing roles at Chesapeake Life. Leach is also involved in entrepreneurial activities, owning Leach Wealth Management Group and The Woodlyn LLC, and he works as an independent insurance agent. Additionally, he plans to offer clients access to estate planning documents through the Estate Guru platform. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers a range of portfolio management options, including proprietary models and third-party strategies, delivered across multiple platforms with both discretionary and non-discretionary investment implementations.

Marcela Arimany is a financial advisor with LPL Financial in Alexandria, VA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Carr Workplaces and the South Florida Educational Federal Credit Union. Outside of advising, she is engaged in online sales through Mercari and serves as a public notary in Virginia. 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, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Maureen O'Brien is a financial advisor with LPL Financial in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at LPL Financial since 2007 and previously spent four years at First Heartland Consultants, Inc. Outside of her advisory work, Maureen operates an online retail business specializing in antiques and collectibles. 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, third-party asset management, and institutional platforms, supported by extensive operational and research technology.

Nicole Wright is a financial advisor at LPL Financial with nine years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill Lynch, Bank of America, Fidelity Investments, and Raymond James. Outside of advisory roles, she was involved with Parallel Wine Bistro in 2022. 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 portfolios, third-party asset management, and institutional platforms, with advisory strategies supported by advanced research and technology tools.

Breanna Tavernini is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Her prior roles include positions at the United States Patent and Trademark Office, Thrivent, and Northwestern Mutual. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment entities. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad range of funds and portfolios.

Melissa Geracimos is a CFP® and ChFC® credentialed financial advisor at Cetera with 30 years of industry experience. Her work history includes roles at Aurelius Family Office, Charles Schwab, HUB International Investment Services, and Campbell Wealth Management. She is based in Alexandria, VA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

James Ebron is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. He attended East Carolina University and Bishop O’Connell High School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies incorporating internal and third-party expertise.

Joshua Blackman is a Series 66-licensed financial advisor with Morgan Stanley in Alexandria, VA, with three years of industry experience. Prior to joining Morgan Stanley, he held roles at Fuel Sales Academy, SV Academy, Talend, and Nath, Goldberg, & Meyer. He is also a partner in AJ Digital Marketing Group, a website design business. Morgan Stanley Wealth Management serves individual and institutional clients by providing financial planning and advisory services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs and planning strategies.

Mary O'Reilly is a financial advisor at Merrill with 29 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1994. 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, pension plans, corporations, and charitable organizations.

Yue Yang is a Financial Advisor specializing in personalized wealth management strategies for clients. Based in Virginia, Yue focuses on helping families fund college education, plan for retirement, and build a legacy. Affiliated with Merrill Lynch Wealth Management, Yue leverages the resources of Merrill and Bank of America to support clients in navigating the complexities of today's financial markets. Yue employs a consistent approach to asset management aimed at growing wealth over time and assisting clients in coping with market uncertainties. Yue holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Syracuse University. Originally from Shenzhen, China, Yue has lived in several locations across the United States, including Delaware, New York City, Massachusetts, and Upstate New York. In addition to professional activities, Yue participates in community service as a high school volunteer math tutor. Personal interests include cooking, dancing, golfing, music, painting, spending time with family, swimming, tennis, traveling, and volleyball.

Cameron Blackwood is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services, and UBS Financial 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Rosa Gonzalez is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She focuses on gaining a full understanding of her clients and their families to develop customized financial strategies. Rosa works closely with clients to connect various aspects of their financial lives and leverages Fidelity's resources and technology to create comprehensive financial plans. Her professional experience includes roles as an Investment Consultant at Fidelity Investments from 2020 to 2021, a Financial Advisor at Edward Jones Investments from 2018 to 2019, and a Relationship Manager at Bank of America from 2014 to 2018. Throughout her career, she has developed expertise in financial consulting and investment advising. Outside of her professional work, Rosa is interested in fitness, social events with friends, caring for pets, reading, and volunteering.