Mark Miller is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is an assistant soccer coach at Highland School in Warrenton, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Taylor Edens is a financial advisor with Cambridge Investment Research Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Cambridge, he worked at Cetera, Anchor Financial Group, OneAmerica Securities, and Mass Mutual Investors Services. Edens is also an independent insurance agent affiliated with various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms and custodians.

Adit Ryan is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2013. He also serves as an Associate Financial Advisor supporting the practice of Cardinal Pointe Financial through Heick, Hester, Smith & Associates LLC. Ameriprise provides retirement-income planning services for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ashesh Shah is a financial advisor with Equitable Advisors in Chantilly, VA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2000. In addition to his advisory role, he is a self-employed CPA. Equitable Advisors serves individual clients—including high-net-worth and non-high-net-worth—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party advisory models.

Syed Ahmed is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has previously worked at HSBC Securities, Wells Fargo Clearing Services, and Citizens Securities. Outside of his advisory role, he assists with a family business that sells handmade artwork through Etsy. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary program options.

Michael Powers is a financial advisor at Ameriprise with six years of industry experience. He previously operated MP Financial Planning for four years before joining Ameriprise in 2021. Outside of his advisory role, he is an Associate Financial Advisor at CME Advancing Partners, LLC, where he assists in preparing financial planning documents and client meeting materials. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and asset allocation. The firm’s approach includes collaboration between a centralized service team and client advisors, employing proprietary research and third-party data within a defined investment framework.

Timothy Goode is a CFP® certificant with 21 years of experience in financial advisory. He is currently with Edelman Financial Engines, where he has worked since 2024. His career includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual, retirement-plan, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment management with a long-term, diversified approach.

Jennifer Chomicki is a CFP® with 18 years of experience in the financial advisory industry. She is currently with Edelman Financial Engines and has previously worked at Towers Crescent Financial and LPL Financial. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Elizabeth Sullivan is a financial advisor at Cetera with 37 years of industry experience. She holds the CFP®, Series 63, and Series 65 designations. Her career includes over two decades running Elizabeth Sullivan Financial, alongside roles at Cetera Advisors LLC since 2013. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program options.

Corey Coleman is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 credential. He has prior experience at Wells Fargo from 2019 to 2025 and has worked with Top Caliber Lacrosse and in education-related roles. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with tailored, written retirement-income planning advice based on in-depth analysis and ongoing annual reviews.

Austin Fitzpatrick is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Integrated Wealth Concepts, LPL Financial, and several non-financial firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored advice focused on reliable income sources and tax-aware withdrawal strategies.

Alan Facey is a CFP® professional with 24 years of experience in the financial advisory industry. He is currently with Edelman Financial Engines and has held various roles there and its predecessors since 2007, with a brief tenure at Morgan Stanley in 2003. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual and institutional clients, offering a combination of committee-driven modeling, planner delivery, and online tools. The firm serves retirement-plan participants and wealth management clients through diversified portfolios, discretionary and non-discretionary advice, and operates as a fiduciary under ERISA and DOL guidelines.

Bradford Johnson is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds a Series 66 designation and has worked at several affiliated entities within the Edelman Financial Engines organization since 2013, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, discretionary and non-discretionary management, and serves approximately 477,000 clients with a focus on long-term investment strategies.

Christy Martinich is a CFP® professional with 19 years of industry experience, currently serving at Edelman Financial Engines. Her prior experience includes roles at USAA Financial Advisors and related entities from 2011 to 2018. Outside of advising, she holds a CFO position at Martini Homes, Co., where she handles bookkeeping and tax preparation. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

David Montgomery is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Primerica in 2021, he worked at Northrop Grumman and Leidos. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Cameron Ledbetter is a financial advisor with J.P. Morgan Securities in Fairfax, VA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual, Equitable Advisors, and Jpmorgan Chase Bank, N.A. He also has entrepreneurial experience with Prime Car Wash. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Westwick is a financial advisor with Cetera Wealth Services, LLC, holding Series 66 and Series 63 licenses and nine years of industry experience. He is also the owner of Potomac Wealth & Tax LLC, where he provides tax return preparation, tax planning, bookkeeping, and wealth management services. His prior experience includes roles at Avantax and several wealth management firms. Cetera Investment Advisers LLC is a nationwide platform serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that allows advisors to implement various model portfolios and customized strategies.

Sharon Meyer is a financial advisor at Ameriprise with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Ameriprise and its affiliated entities since 2005. Based in Fairfax, VA, Meyer has spent over 15 years at Ameriprise Financial Services, Inc. and six years at Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Regina Bennett is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has previously worked at Merrill, Banc of America Investment Services, Quick & Reilly, and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Stanislav Sabinin is a CFP®-credentialed financial advisor with 11 years of industry experience, currently with Edelman Financial Engines in Fairfax, VA. He has been with the firm and its predecessor entities since 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with advisor guidance and online tools, offering a range of discretionary and non-discretionary investment options.