Alexandra Greathouse is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining LPL Financial in 2025, she held roles at Grove Point Investments LLC and Lakes Investment Solutions Group, as well as Lakes & Company, LLC. 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 a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across various asset classes.

Eric Lantz is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor at the firm’s Alexandria, VA office. Outside of his advisory role, he is involved in a family limited partnership, Lantz Family LLC, which is used for investment purposes. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and algorithmic tools to develop tailored, tax-efficient income strategies.

Paul Abbou is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He currently works at Cetera and has held previous roles at Avantax Investment Services, HeimLantz Professional Corporation, and 1st Global Capital Corp. In addition to his advisory work, Abbou manages HeimLantz CPAs and Advisors, LLC, where he provides tax return review and tax planning advisory services. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts with a variety of portfolio management and financial planning services. The firm offers a broad range of program options and custodial relationships, supported by over 10,000 advisors and approximately $256 billion in assets under management.

Jeffrey Nau is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial. He has worked at Merrill Lynch for 21 years prior to his current roles, which include senior positions at Nau Team Six, LLC and Goetzman Nau Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advising and SIMPLE IRA Employer Advisory services.

Saima Khan is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Bank of America and Merrill since 2023, following a 24-year tenure at Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies across various client types, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Winthrop Cobb is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Richard Long is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Raymond James since 2009 and also works with Goetzman Nau Financial Partners. Outside of his advisory roles, he manages rental real estate properties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, nonprofits, and institutions. The firm provides non-discretionary planning and consulting tailored to client goals and supports institutional consulting and portfolio management through an extensive advisor network.

Gautam Bose is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. In addition to his advisory role, he is involved with GBB, LLC, a business established to provide financial planning and advisory services, and IFIND Education LLC, which focuses on financial literacy education and training. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Stephen Sopko is a financial advisor with Wells Fargo Clearing in Woodbridge, VA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a power of attorney and trustee for his parents’ trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Sean Wintz is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Edelman Financial Services, LLC, EF Legacy Securities, LLC, and Financial Engines Advisors L.L.C. Outside of his advisory role, he has acted as an insurance agent through Edelman Financial Services and EF Legacy Securities. Baird’s DDK Group serves a diverse client base including individuals, high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through separately managed accounts, and brokerage services, with investment oversight supported by internal research and the use of artificial intelligence.

Denise Carson is a financial advisor with LPL Financial in Fairfax Station, VA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at Avantax Advisory Services and Expert Tax Service, which she continues to own and operate, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network with various investment options, including model portfolios and third-party management, while maintaining a broad platform that integrates advisory and non-advisory financial services.

Gianni Giordano is a financial advisor at Morgan Stanley in Alexandria, VA, holding a Series 66 designation with 26 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques in its planning services.

DeMarco Eberhardt is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2014, progressing through various roles including Financial Consultant, Investment Consultant, Investments Solutions Representative, and High Net Worth Associate. DeMarco partners with clients to help them make educated decisions on their financial plans by developing trusting relationships. He emphasizes understanding clients' personal stories, goals, needs, and challenges to implement and monitor financial plans that evolve with changing circumstances. Outside of his professional work, DeMarco's personal interests include fitness, food, social events, music, parenthood, and volunteering.

Katharine Myers is a financial advisor with Morgan Stanley in La Plata, MD, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has been with Morgan Stanley and its affiliated entities 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.

Taylor Edens is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior experience includes roles at Cetera, Anchor Financial Group, OneAmerica Securities, and Mass Mutual Investors Services. Edens is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a range of portfolio management strategies and platform arrangements tailored to client objectives.

Ivana Mcneill is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. Prior to this, she worked at Wells Fargo Clearing for seven years and has experience in the events industry through her role at WeddingWire. She is the sole owner of Riverfront Wealth IM LLC, an investment-related business in Alexandria, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, with planning engagements typically tailored and discrete rather than ongoing.

Nicole Anderson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Philip Bartilucci is a CFP® credentialed financial advisor at Wells Fargo Advisors with nine years of industry experience. He has been with Wells Fargo Clearing and its affiliated entities since 2016. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by offering investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm provides a broad range of planning services, utilizing proprietary research and tools to develop individualized recommendations delivered through meetings and written summaries.

Jennifer Roensch is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill Lynch in 2019, bringing with her nearly two decades of experience in investment banking and wealth management. Jennifer specializes in serving high-net-worth individuals and families, with a focus on areas such as divorce transition planning, employee benefits, executive compensation, family wealth management, personal retirement planning, small business strategies, and socially responsible investing. Born and raised in Mexico and educated in Germany, Jennifer holds a Bachelor's degree in Management from the University of Texas at San Antonio and a Master's degree in Finance from Nuertingen University. She also holds the Certified Plan Fiduciary Advisor (CPFA) designation, along with designations as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Fluent in Spanish, German, and English, Jennifer's international background enhances her ability to communicate and relate to clients from diverse cultures. Outside of her professional work, Jennifer resides in West Springfield, Virginia with her husband and two daughters. Her interests include cooking, dancing, painting, and traveling.

Diana Slopow is a financial advisor at Edward Jones with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets, Morgan Stanley, Wells Fargo, and Target Corporation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.