Jinen Viswakula is a financial advisor with Empower Advisory Group in Woodbridge, VA, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. His prior roles include positions at MissionSquare Investment Services and SunTrust Advisory Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions within plan lineups selected by sponsors.

Felix Loredo is a Series 66-licensed financial advisor with Citigroup Global Markets, where he has worked since 2015. He has 22 years of industry experience. Outside of his advisory role, he is involved in rental property management, overseeing minor maintenance and rent collection for several residential properties. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Gabriel Adams is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Truist since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager arrangements and uses AI-enabled research tools to support investment decisions.

Amy Melenson is a financial advisor at Money Concepts Capital Corp with three years of industry experience. She holds a Series 66 designation and has worked at Money Concepts Capital Corp since 2024, with prior experience at Peraton and a longstanding role at U.S. Capitol Police. Outside of financial services, she is a consultant for Pampered Chef, offering kitchen and household products through direct sales. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, serving approximately 14,700 clients with both discretionary and non-discretionary account structures.

Robert Brewer is a financial advisor at LPL Financial with 32 years of industry experience. He previously worked at H. Beck, Inc. for 25 years and was affiliated with Grove Point Investments, LLC and Grove Point Advisors, LLC for four years. Brewer is a CPA and serves as a board member of the Bryans Road Soccer Association, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

John Loving is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his financial advisory career, he spent ten years at the National Oceanic Atmospheric Administration. 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Leanne Lakes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at Grove Point Advisors, LLC and Grove Point Investments, LLC. In addition to her advisory work, she is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven approaches for both discretionary and non-discretionary management.

Chaney Sims is a financial advisor with Edward Jones in Waldorf, MD, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Sims worked at Greystar and has been involved with The Vegan Club from 2022 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

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.

Nicole Jackson is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. Her work history includes positions at Bank of America, SunTrust Bank, and Windsor Fashions. 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.

Linda Sims is a Series 66-licensed financial advisor with nine years of industry experience, currently with Edward Jones since 2017. Prior to joining Edward Jones, she worked at Ashfield Health Care from 2016 to 2017. 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 strategies, including both discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Timothy Vessell is a CFP® with 29 years of industry experience, currently serving at LPL Financial since 2009. He holds Series 63 and Series 65 licenses and operates out of Woodbridge, VA. In addition to his advisory role, he is involved in insurance brokerage, including sales of term life, universal life, LTC insurance, disability insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with a variety of model portfolios and research resources.

Jennifer Kling is a Series 66-credentialed financial advisor with Edward Jones in La Plata, MD, where she has worked since 2020. She has five years of industry experience and concurrently serves in the DC Air National Guard as a flight attendant, responsible for transporting U.S. leaders globally and supervising six troops. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Ernesto Espejo is a financial advisor with Edward Jones in White Plains, MD, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Edward Jones since 2004. Espejo serves as a board member for Spring Dell Center, Inc., a nonprofit organization in La Plata, MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Reese Mona is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2018. Outside of his advisory role, Mona serves as an assistant men's basketball coach at Maurice J. McDonough High School in Pomfret, Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and global research. The firm manages approximately $2.74 trillion in client assets and offers services through a combination of direct client relationships and corporate financial planning agreements.

Gary Vaughan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in residential real estate as a property owner. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and processes.

Benjamin Compton is a financial advisor with LPL Financial based in La Plata, Maryland, holding Series 65 and Series 66 licenses and having 28 years of industry experience. He has worked at LPL Financial since 2020 and concurrently operates Oak and Stone Capital Advisors. His prior experience includes roles at Nationwide Securities Inc and the John Sprague Agency. Outside of advisory work, he serves as the money manager for a local Girl Scout troop and is a part-time substitute school bus driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs and retirement plan consulting, employing a variety of discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Jonathan Delp is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at LPL Financial since 2022 and previously held positions at CUNA Mutual Group, CUNA Brokerage Services, Inc., and Wells Fargo entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Khiry Lee is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Wells Fargo Clearing since 2021 and concurrently at Wells Fargo Bank, NA since 2019. Prior to his financial services career, he was employed at American Eagle Outfitters from 2014 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Timothy Mccleerey is a financial advisor with Ameriprise in Woodbridge, VA, holding a Series 66 designation and 15 years of industry experience. He has worked with Ameriprise and its affiliate since 2012. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered in partnership with its financial advisors.