Robert Davis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include extensive tenure at Avantax Advisory Services and Avantax Insurance Agency, along with operating Davis Financial Services LLC since 2024. Outside of his advisory work, he is involved with From The Heart Church Ministries and provides tax preparation and business consulting services through his CPA firm. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a large nationwide network of advisors and utilizes a multi-manager platform with various program and custodial options.

Caitlin Jolley is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has previous work experience at Honeywell and Brigham Young University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is known for its extensive retail advisor and branch network.

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.

Fulton Bridges is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Navy Federal Investment Services and PNC Investments. Bridges is also the president of Nirvana Wealth Management, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment strategies through various platforms, combining proprietary and third-party models.

Michael Fazio is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he assists clients in creating financial goals for themselves and their families by developing tailored financial plans. He emphasizes trust, reliability, and communication in his client relationships. Prior to his current position, Michael held several roles at Fidelity Investments, including Relationship Manager from 2025 to 2026, Financial Representative from 2024 to 2025, and Financial Service Representative from 2023 to 2024. This progression reflects his experience within the financial services industry. Outside of his professional responsibilities, Michael has interests in cars, fitness, food, military service, motorcycles, and swimming.

Michael Levesque is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a sales associate with Realty Benefit Services, offering group and individual benefits to real estate agents. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models and third-party program sponsors to deliver customized investment solutions.

Wanda Rhim is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Kevin Mccall is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His prior work includes roles at American Color and Virginia Canopy Tours. He is involved in non-investment related referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based recommendations supported by third-party asset managers and custodians.

Gavin Fung is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, he was self-employed for one year and worked at PBMares, LLP and Andersen Tax in accounting roles. He also operates Ascend Planning & Consulting, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Adam Bellacicco is a CFP® and Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Cordoba Corporation, Gap Inc., and Calypso Technology. Outside of his advisory role, he is the owner of a beach house rental property managed through a third party. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Abigail Meighan is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to her current role, she was involved with Meighan Wealth Management and worked at Philly Pretzel Factory. Outside of finance, she has been associated with The Pennsylvania State University for four years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Marika Husovsky is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical for large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Charles Markson is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2010. Outside of his advisory role, he is involved in CBM Holdings, LLC, which he owns and manages. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with comprehensive financial planning and investment services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Joshua Johnson Journet is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advisory services to clients, focusing on wealth management and financial planning. His professional responsibilities include assessing client financial needs and developing tailored investment strategies. Specific details regarding his areas of expertise, prior experience, education, credentials, personal interests, or community involvement have not been provided.

Hizikiel Holloman is a financial advisor at Fidelity with Series 66 and Series 63 licenses and has been in the industry for less than a year. Prior to joining Fidelity, he held roles at Starcenter Multisport, LISC, and Army DEVCOM, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse portfolios and serves as a formal advisor to multiple registered investment companies.

Jennifer Wilson is a financial advisor at UBS Financial Services in Los Angeles, CA, holding a Series 66 designation with 12 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she is involved with Spider Kellys, a restaurant and bar in Arlington, Virginia, where she serves as a hostess. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management, delivering advisory services through proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Austin Fernandez is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work history includes roles outside of financial services, such as positions at Middleburg Tennis Club and various educational institutions. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

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.

Alexander Skolnitsky is a Series 66 credentialed financial advisor with Edward Jones in Springfield, VA, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.