Justin Graves is a financial advisor with PNC Wealth Management in Alexandria, VA, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and New York Life Insurance Company. Outside of finance, he has experience in the hospitality sector, including managing Tom's Watch Bar. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Julia Payne is a financial advisor at PNC Wealth Management with 13 years of industry experience. She has held her current role since 2015. Outside of her advisory work, she is a partial owner of Ready Go Promo, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and executes investments via approved model strategies managed by PNC or third parties.

Kareem Campbell is a financial advisor at PNC Wealth Management with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including JPMorgan Chase Bank, Merrill, Bank of America, and Wells Fargo. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering that uses discretionary model accounts managed by PNC or third-party strategists and implemented via mutual funds and ETFs.

Timothy Hucko is a financial advisor at PNC Wealth Management with 15 years of industry experience. He has held his current role since 2014 and holds a Series 66 designation. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-based portfolio strategies implemented with mutual funds and ETFs.

John Harding is a financial advisor at Brookstone Capital Management LLC with 37 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Specialized Advisors, Secure Investment Management, and J.D. Mellberg Financial. Harding also owns a non-investment business focused on the sale of insurance and indexed annuities. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base that includes individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis through various account types and model portfolios, supporting a large advisor network with platform services and maintaining relationships with insurance and banking channels.

Kevin Brown is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, and ICMA Retirement Corporation. Brown is based in Ft. Washington, MD. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model combines proprietary and third-party planning methodologies with recordkeeping and administrative platforms.

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 with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL in 2025, he worked at Grove Point Investments, LLC and Grove Point Advisors, LLC for four years and spent 25 years at H. Beck, Inc. He serves as a board member for the Bryans Road Soccer Association and operates a CPA practice focused on tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging a large network of advisors and various technology tools to support client service.

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.

Dywane Hall is a financial advisor with LPL Financial in Springfield, VA, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with LPL Financial since 1985. Hall volunteers as a financial literacy presenter for the Society for Financial Development, focusing on programs for college students at historically Black universities. 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 portfolio programs, and institutional platforms, utilizing a combination of proprietary research, third-party subadvisors, and customized strategies.

Leanne Lakes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She previously worked at Grove Point Advisors, LLC and Grove Point Investments, LLC. Lakes is also a licensed notary. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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.

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.

Kevin Mccall is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Primerica Advisors since 2015 and has prior experience with American Color and Virginia Canopy Tours. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by unaffiliated asset managers. The firm supports its advisory services with trade execution and custody provided by BNY Mellon Advisors and Pershing.

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.

Jennifer Kling is a financial advisor at Edward Jones in La Plata, MD, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2020 and concurrently serves in the DC Air National Guard, where she works as a flight attendant transporting U.S. leaders and supervises six troops. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts and affiliated funds.