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.

Hay Wong is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a mix of proprietary and third-party advisory models and offers ERISA fiduciary services to qualified plans.

Gerald Pardo is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and the PRADA Group. He has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment and planning services.

Brian Bink is a Financial Consultant at Fidelity Investments, where he works with clients to develop customized financial plans tailored to their specific objectives. He emphasizes building strong, collaborative relationships with clients and adapting strategies as their needs evolve. Prior to joining Fidelity Investments in 2024, Brian held the position of Manager at Bain & Company from 2021 to 2024. He also served as an Investment Advisor for the Yale Advisory Committee on Investor Responsibility between 2018 and 2020. Outside of his professional work, Brian engages in activities such as cars, family activities, outdoor adventures, pets, traveling, and volunteering.

Adam Entin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, NA since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Timothy Vessell is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2009. His prior roles include positions at Mutual Service Corporation, FSC Securities Corporation, and Capitol Wealth Management. Outside of his advisory work, he is involved in insurance brokerage sales, including term life, universal life, long-term care, disability insurance, and fixed annuities. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of more than 22,800 advisors.

Kaitlyn Powell is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Baird in 2024, she worked for Financial Engines Advisors L.L.C. and Wegmans Food Markets. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals—including high net worth clients—as well as corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

Mitchell Hailey is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Prior to that, he was with Citigroup Global Markets for 16 years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates various analytical tools and investment committee insights.

Carlos Velasco II is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has previously worked at Capital One Bank, SunTrust Bank, and Dulles Drywall Inc. Outside of his advisory role, he is a general partner and managing member of Brasileirei, a limited liability company in Woodbridge, Virginia, where he assists with inventory, business management, and finance. 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 various institutional accounts.

Justin Gaudet is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2019 and previously held roles at AXA Advisors and New Canaan Group. His other business activities include operating BL Financial Group as a DBA. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and a range of asset-management programs, often utilizing third-party asset managers and advisory programs.

Luther Ensminger Jr. is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and totaling 31 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Ensminger serves on the board and investment committee of PST Advisors, LLC, an Equitable-approved RIA. Equitable Advisors provides financial planning, retirement plan consulting, and asset management to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, often implemented through third-party programs and sponsors, and offers services including ERISA fiduciary support for qualified plans.

Yufang Juan is a financial advisor at Equitable Advisors with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2004, including its predecessor Axa Advisors. Her outside business activities include operating an insurance brokerage. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of investment adviser representatives and third-party asset managers.

Aeda Chung is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill and Bank of America since 2020, with prior experience at Wells Fargo Advisors and UBS Financial Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Margarita Reyes is a Series 66 licensed financial advisor with four years of industry experience. She has worked at Ameriprise Financial Services LLC since 2022 and previously held roles at LPL Financial LLC and State Farm Bank. Reyes’s background also includes experience in insurance and retail sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Cheyenne Ostrander is a financial advisor with LPL Enterprise and holds a Series 66 designation. Ostrander began their advisory career in 2024 and has prior work experience spanning various roles, including positions in athletics and business administration at Doane University. Outside of finance, Ostrander has worked in transportation and retail sectors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Christopher Gabrys is a financial advisor with LPL Financial in Fairfax, VA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has previously worked with Cuso Financial Services, CUNA Brokerage Services, Inc., and Citigroup Global Markets. Gabrys is also involved with Apple Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with tools and a range of investment strategies.

Richard Tanis is a financial advisor with Edward Jones in Alexandria, VA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Climb On / Mitchell Bernstein and has experience in education with Alexandria City Public Schools and Bishop O'Connell High School. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers various investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Tak Fung is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses, and has 27 years of industry experience. He has been with Equitable Advisors since 1999, including the period when the firm was known as AXA Advisors, LLC. Tak Fung is also appointed with several life and disability insurance carriers, providing group benefits as part of a consulting arrangement. Equitable Advisors serves a diverse client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Andrew Arnold is a Financial Consultant at Fidelity Investments, where he supports clients with financial planning, investing, and service needs. He focuses on forming lasting relationships with clients and helping shape their financial picture over time. Andrew has held various roles at Fidelity Investments since 2024, including Financial Representative, Planning Consultant, and currently Financial Consultant. Through these positions, he has gained experience in financial planning and client service. Outside of his professional role, Andrew's personal interests include cooking and baking, fitness, movies, and soccer.

Linda Haycock is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She has worked at Edward Jones since 2023 and concurrently manages business operations at Haycock Foot and Ankle Center, where she has served as business manager since 2006. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.