Timothy Bartz is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has previous work experience including roles at Abercrombie & Fitch and Altria. He is also the Successor Trustee of the Diane M. Bartz Revocable Trust. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm offers a range of advisory programs and affiliated investment options, supported by a large network of financial advisors and branch offices nationwide.

Sung Lee is a financial advisor with Ameriprise in Haymarket, VA, holding Series 63 and Series 66 designations and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to deliver tailored retirement income advice.

Alan Olson is a financial advisor at Cetera with 38 years of industry experience and holds Series 63 and Series 65 credentials. His prior experience includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC, in addition to managing his own firms since 2003. Outside of financial services, Olson is involved in automotive activities as the owner and instructor of Weekend Warrior Racing LLC and serves as a board member and class administrator for the DC Region of the Sports Car Club of America. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning options, supporting both discretionary and non-discretionary accounts through a large network of over 10,000 advisors.

Anthony Tenorio is a CFP®-designated financial advisor with Edward Jones, based in Fairfax, VA. He has 22 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, he serves as trustee of a family living trust. Edward Jones is a full-service wealth management firm serving over 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.

Patrick Langdon is a financial advisor with Ameriprise in Bristow, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Langdon serves as Vice President on the Board of Directors for the Braemar Blasters Swim Team. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mary Martin Falanga is a financial advisor with Edelman Financial Engines, holding a Series 66 credential and over 21 years of industry experience. She has been with the firm and its predecessors since 2009, including Financial Engines Advisors L.L.C. since 2018. She serves as a board member for the Northern Virginia Therapeutic Riding Program, a nonprofit providing equine-assisted activities for people with disabilities and other at-risk groups. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, managing diversified portfolios with a long-term focus and serving approximately 477,000 clients.

Babak Binesh is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with Primerica Advisors since 2013 and has prior experience at Washington Mortgage Group and United Real Estate. Outside of his advisory work, he is involved in real estate as a licensed realtor and owner of a non-investment-related real estate business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies and discretionary separately managed accounts supported by third-party managers and custodians.

Helio Shin is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes roles at New York Academy LLC and Joy Academy. Mass Mutual Investors Services 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 using firm-approved analytical tools and emphasizes collaborative, annual planning relationships.

Darrell Reynard Jr. is a financial advisor with Robert Baird & Co. holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of financial planning and portfolio management services combining internal research, model-traded strategies, and manager-traded separately managed accounts.

John Roberts Jr. is a financial advisor with Ameriprise in Ashburn, VA, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with specific asset eligibility, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Kyung Eun Kim is a financial advisor with Mass Mutual Investors Services, holding CFP®, Series 63, Series 65, and Series 66 designations and 18 years of industry experience. Prior to joining Mass Mutual Investors Services and Mass Mutual Life Insurance Company in 2023, Kim worked at Eagle Strategies and New York Life Insurance Company. She serves as president of the Ewha Womans University Alumni Association and chairs the strategy and planning committee for the Greater Dallas Korean American Chamber of Commerce. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning process involves detailed client data analysis and written recommendations, with implementation handled separately through brokerage or insurance arrangements.

Justin Quillen is a financial advisor with Edward Jones in Nokesville, VA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Valic Financial Advisors, Inc. and spent 17 years with the Transportation Security Administration. Outside of his advisory role, he is involved in real estate through managing rental properties and a house-flipping business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Andrew Vree is a financial advisor with Edward Jones in Manassas, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he held positions at the Texas Sunset Advisory Commission, Reynolds & Reynolds, and The Bush School of Government and Public Service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Pauline Malmgren is a financial advisor at Raymond James Financial with 38 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Since 2017, she has served as co-trustee of The Swenson Living Trust, where she also acts as financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

Shubhro Banerjee is a CFA® charterholder and financial advisor at Edward Jones with five years at the firm and a total of seven years in the industry. Prior to joining Edward Jones in 2021, he worked for M&T Bank N.A. (Wilmington Trust Investment Advisors) from 2015 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products.