Mark Rizzieri is a financial advisor with Morgan Stanley in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Chris Palmer is a financial advisor at Edward Jones in Springfield, VA, holding CFP®, ChFC®, and Series 63 designations with 31 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Danny Jabbour is a Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he partners closely with clients to build personalized financial plans that align with their goals and challenges. He emphasizes understanding what matters most to clients and implements strategies that are continually refined as their lives evolve. Prior to joining Fidelity Investments, Danny served as Head of Wealth Advisory at Sarwa Digital Wealth from 2018 to 2020. He also gained experience as a Financial Advisor at UBS AG between 2016 and 2018, and at Merrill Lynch from 2015 to 2016.

Bezawit Dessyalew is a financial advisor with LPL Financial in Fort Washington, MD, holding Series 63 and Series 66 licenses and with six years of industry experience. Prior to joining LPL Financial, Dessyalew worked at HSBC Securities and Wells Fargo Bank. Outside of advisory services, Dessyalew is involved with Teo LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, 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.

Nancy Stickel is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Her outside business activities include ownership in several rental properties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with comprehensive investment advisory services, financial planning, and retirement plan consulting, operating with over 14,000 advisors and approximately $671 billion in assets under management.

Jonathan Ustun is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Wells Fargo entities since 2009. Outside of his advisory role, he coaches basketball and soccer at Burgundy Farm Country Day School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using research and planning tools to develop tailored recommendations.

Muhammad Shaukat is a Financial Advisor with Merrill Lynch Wealth Management who assists clients in making confident financial decisions through personalized advice and meaningful relationships. He focuses on understanding clients' goals, family, and values as the foundation for successful financial strategies. His expertise includes personal retirement planning, portfolio management services, and individual and corporate investment strategy. Muhammad works one-on-one with clients to define their goals and design portfolio strategies aimed at achieving them. He provides ongoing advice and adjusts portfolios as clients' situations change. Muhammad holds a Personal Investment Advisor (PIA) designation. He earned a High School Diploma from Mount Vernon High School, attended George Mason University without earning a degree, and obtained an Associate's Degree from Northern Virginia Community College. He speaks Urdu, Hindi, Punjabi, and English. He has lived in Alexandria, Virginia, for 25 years and volunteers in the DMV area, especially in Alexandria. Outside of work, he enjoys traveling, trying new cuisines with his wife and children, playing pickleball, and spending time with his daughter.

Tracy Randle is a financial advisor at LPL Financial with 35 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and technology solutions.

Danny Riley is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Ameriprise Financial Services, Inc. and has caddied independently at Burning Tree Golf Club. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on structured financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Anna Pavluk is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory work, she is involved with Young Living, where she educates on the uses and benefits of essential oils. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market simulations.

Jeremy Milo is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His career includes roles at Fidelity Investments since 2020, prior experience at Bloomberg Industry Group, and running his own law office from 2011 to 2020. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.

Gerald Lyon is a financial advisor with Raymond James Financial in Alexandria, VA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 14 years before joining Raymond James and Goetzman Nau Financial Partners, where he serves as a director of a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its municipal advisor affiliation.

Christina Coffey is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has previously worked at Fidelity and BB&T. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is known for its extensive national network of advisors and branch offices.

Jessica Marxer is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She has held various roles within Wells Fargo, including positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Marxer holds Series 63 and Series 66 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and tailored recommendations supported by Wells Fargo research and planning tools.

Alex Slone is a Financial Consultant at Fidelity Investments, a role held since 2023. He has been with Fidelity Investments since 2018, serving in various capacities including Investment Consultant, Relationship Manager, Investment Solutions Representative, Workplace Planning and Advice Associate, and Client Representative Advocate. Throughout his tenure at Fidelity Investments, Alex has developed expertise in client relationship management and investment consulting. He emphasizes understanding clients' individual circumstances through detailed discussions to create financial plans tailored to their unique needs. His approach aims to provide clients with peace of mind and confidence in their financial future. Outside of his professional role, Alex has personal interests in golf, music, running, snowboarding, and traveling.

Brandt Zimmerman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with former federal employees, nonprofit organizations, business owners, and families to navigate complex financial decisions. His expertise includes education planning, family wealth management strategies, institutional investment consulting, legacy planning, philanthropic planning, personal retirement planning, small business strategies, tax minimization, and retirement income. He assists nonprofit leadership with sustainable growth and financial stability planning, guides former federal employees through retirement and career transitions, and supports business owners during critical phases such as succession planning and liquidity events. Zimmerman holds a Bachelor's Degree from Clemson University and a Master's Degree from Northeastern University. He is a Personal Investment Advisor (PIA) and is involved professionally with organizations such as the Arlington Chamber of Commerce and the Clemson Alumni Club of Washington DC. His approach emphasizes long-term relationships and ongoing planning, delivering clear and tailored guidance according to each client's goals and needs. Outside of his professional career, Zimmerman is active in community involvement, assisting with assisted living communities in Northern Virginia. He lives in Burke, VA, with his wife and two seven-year-old sons, Linden and Keller. His personal interests include baseball, camping, cooking, fishing, football, hiking, music, reading, running, and spending time with his family.

Nazzareno Spurio III is a financial advisor at LPL Enterprise with 10 years of industry experience and holds the Series 66 designation. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, McAdam LLC, and Purshe Kaplan Sterling Investments. He is also involved with Pillar Wealth Partners as a financial advisor. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active product sales.

Frank Nelson is a CFP® professional with 14 years of experience at Nelson Financial Planning Services, LLC, an independent firm based in White Plains, MD. He has provided financial planning and consulting services since 2012. In addition to his advisory work, Nelson offers income tax preparation services. Nelson Financial Planning Services specializes in personal financial planning for individuals, corporations, trusts, estates, and charitable organizations. The firm employs a fundamental research approach and emphasizes tailored investment policy statements, non-discretionary account management, and extensive non-securities advice including tax preparation and business consulting.