George Bauer is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, previously with Citigroup Global Markets and Legg Mason Wood Walker. Outside of his advisory role, he serves as Corporate Secretary for NPE Holdings LLC, a technology company. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through various platforms, including tailored financial and estate planning.

Charalambos Ferssizidis is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors before joining Raymond James in 2020. In addition to his advisory role, he serves as Director of Operations and Branch Manager at Goetzman Nau Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. offers 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 employs fact-finding, risk profiling, and analytical tools to provide non-discretionary planning tailored to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Gregory Amos is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and two years of industry experience. He has held roles across various sectors including education and retail, and currently is associated with Found & Sons Funeral Chapels. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that leverages model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through established partners.

Abigail Ganssle is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, she worked for eight years at OUTFRONT Media. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Alyssa Romanac is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and has worked in various roles within Wells Fargo entities since 2014, including Wells Fargo Clearing and Wells Fargo Bank. Prior to her career in finance, she was employed at FedEx Ground. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research and planning tools to develop customized recommendations.

Jeanette Ruchelman is a financial advisor at Morgan Stanley with two years of industry experience. Her previous roles include positions at Wells Fargo Advisors and Wells Fargo Bank, as well as earlier experience outside the financial sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process with firm-approved tools and modeling techniques.

Patricia Bergman is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Cambridge Investment Research Advisors since 2022. In addition to her current role, she has been associated with Parkwood Associates, Inc. since 2013. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides a range of investment solutions, including proprietary models and access to third-party managers, with options for discretionary and non-discretionary management tailored to client objectives.

William Caudron is a financial advisor at Wells Fargo Advisors with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at EMP Management LLC, Capitolis, Citigroup, and a prior term at Wells Fargo Advisors. He also owns Riverfront Wealth WC, LLC, a wealth management business based in Alexandria, VA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting specific net-worth criteria. The firm offers a broad planning menu and integrates advisory services with various financial products and referral channels.

Natnael Alem is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His work history includes roles at Fidelity Investments, Northwestern Mutual Investment Services LLC, and Uber EATS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Mee Teng Tan is a financial advisor at Merrill with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Merrill and Bank of America in 2026, Tan worked at Wells Fargo Bank and Wells Fargo Clearing from 2022 to 2026. Outside of financial advising, Tan co-owns a rental property in Singapore with a spouse. 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. The firm offers model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marilyn Hoosen is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at Stifel Independent Advisors, Bank of America, Merrill Lynch, Morgan Stanley, and BB&T Investment Services. She serves on the planning committee for the Innovation in Agriculture and Energy Opportunity Zone Summit Puerto Rico. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs primarily implemented through third-party managers and emphasizes a personalized approach based on client information and risk tolerance.

Christopher Peden is a financial advisor at Ameriprise with eight years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Primerica and Verizon. Outside of his advisory work, he owns and operates Peden Accounting Services LLC, providing tax preparation and accounting advice. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that delivers comprehensive retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Fitchett is a financial advisor at LPL Financial in Alexandria, VA, holding a Series 66 designation with 19 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Merrill Lynch, SunTrust Advisory Services, and Wells Fargo Clearing. 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 portfolio programs, third-party asset management, and institutional platforms.

Maxwell Frishkorn is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His background includes roles at Burke & Herbert Bank and several educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment programs and platforms.

Allison Taylor is a Series 66 licensed financial advisor with Ameriprise in Alexandria, VA, and has 19 years of industry experience. She previously worked at Oppenheimer from 2016 to 2020 before joining Ameriprise in 2020. 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 planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Olivia Inglett is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and over 10 years of industry experience. She previously worked for a decade at First Command Insurance Services Inc. and its affiliated entities. In addition to her role at Cambridge, she is the sole owner of Inglett Advising LLC, where she dedicates significant time. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, employing a range of portfolio management strategies and platform options tailored to client objectives.

Marco Jauregui Flores is a financial advisor with Edward Jones in Manassas, VA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Upskill Training Partners LLC and held positions with American Airlines in Peru and Bolivia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors and 15,000 branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Reed is a CFP® with 18 years of experience currently serving as a financial advisor at Cetera. He has a background that includes roles at Avantax and 1st Global Advisors, alongside longstanding experience as a CPA and vice president of Hogan & Reed, PC CPAs. Reed is a director of the Jack & Lovell Olender Foundation, a private charitable foundation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of model portfolios and third-party managers.

Robert Potter is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2010. Outside of his advisory role, he serves as senior pastor of Journey Worship Centre and is president of Breakthrough Ministries, where he is involved in speaking engagements and leadership training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products.

Caleb Wines is a financial advisor at Edward Jones with nine years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2016. Outside of his advisory role, he works as a food delivery driver in Woodbridge, VA. 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 strategies supported by a large network of financial advisors and branch offices nationwide.