Richard Allen is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors. Outside of his advisory role, Allen serves as president of a homeowners association and is a board member of the DC Public Education Fund. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of investment models and third-party asset managers, offering services that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michele Bryceland is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2024. In this role, she serves as the primary contact for clients, supporting families as they work toward their financial goals. She emphasizes providing superior customer service and keeping clients informed about available resources, new products, and innovations to enhance their experience. Prior to her current role, Michele has held various positions within the financial services industry, including Planning Consultant at Fidelity Investments from 2022 to 2024, Paraplanner at Bogart Wealth in 2021, and roles at Morgan Stanley and Raymond James spanning from 2017 to 2021. Her experience encompasses client service and financial planning support, contributing to her expertise in wealth management. Outside of her professional career, Michele has personal interests that include museums, outdoor adventures, pets, photography, running, and traveling.

Mary Wallack is a financial advisor at Robert Baird & Co. with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley Dw Inc. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager oversight, and advanced investment strategies.

Shubhro Banerjee is a CFA® charterholder and financial advisor at Edward Jones with five years at the firm and a total of seven years in the industry. Prior to joining Edward Jones in 2021, he worked for M&T Bank N.A. (Wilmington Trust Investment Advisors) from 2015 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products.

Collin Doyle is an Investment Consultant at Fidelity Investments. In his current role, he collaborates with clients to support their financial planning journeys, focusing on retirement and other life goals. He works closely with his team to assist clients in achieving their objectives. Collin has been with Fidelity Investments since 2016, progressing through various positions. Prior to his current role, he served as a Planning Consultant from 2021 to 2026, a Relationship Manager from 2020 to 2021, and as a High Net Worth Representative from 2016 to 2020.

Stephen Little Jr. is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2014 and Bank of America, N.A. since 2024. Outside of his advisory role, he is the sole owner of a rental property in Dumfries, Virginia. Merrill 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, pension and profit-sharing plans, corporations, and charitable organizations.

Mario Gabalda is a financial advisor with Ameriprise in Alexandria, VA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of advising, he owns a small business related to managing his Ameriprise practice. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Albana Droboniku is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill, Bank of America, N.A., and UBS before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services. The firm provides a broad range of planning options, including niche services like business-owner transition and special-needs analysis, utilizing its own research and planning tools to develop tailored client recommendations.

Kevin Anderson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 19 years before joining Wells Fargo in 2016. Anderson serves as a trustee and executor for family estates, overseeing investment-related matters. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. 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 databases.

Elizabeth Mc Kie is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Ropes & Gray LLP and Cambridge Associates LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Bryce King is a financial advisor at Ameriprise in Lake Ridge, VA, holding a Series 66 designation. He began his advisory career in 2025 with Whitlock Wealth of Ameriprise Financial, LLC. Prior to this, King has experience in real estate and promotional businesses, as well as roles at Christopher Newport University and Chesapeake College. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, written recommendation reports delivered through a centralized consulting team.

Janet Haley is a CFP®-certified financial advisor with over 31 years of industry experience. She is currently with Charles Schwab, where she has worked since 2020. Prior to that, she held roles at USAA Investment Management Company and USAA Financial Planning Services. Outside of her advisory work, she co-authored the book *Value Investing for Dummies* in 2002. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Paul Brick Jr. is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2026. His prior roles include positions at Edelman Financial Engines and Financial Engines Advisors L.L.C. He holds the Series 63, Series 65, and Series 66 licenses. Paul is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and advanced portfolio management tools.

Ryan Dillard is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he worked for Science Applications International Corporation from 2004 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, under a fiduciary standard.

Ben Baldwin is a Financial Consultant currently working at Fidelity Investments since 2022. His professional focus is on understanding clients' financial priorities through an established process, developing tailored strategies to achieve their goals, and supervising and maintaining these plans to adapt to life and market changes. He has experience as a Financial Advisor at several firms, including Ameriprise Financial (2021-2022), Merrill Lynch (2020-2021), and Edward Jones (2016-2020). This background reflects a continuous career in financial advisory roles over multiple years.

Kieran Watson is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2022, following previous roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Carl Trevisan is a CFP® certificant with 45 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and previously held roles at McLaughlin Ryder Advisory Services, Coburn & Meredith, Inc., and Citigroup Global Markets. 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 both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Amante Decastro is a Series 66-licensed financial advisor with Ameriprise in Woodbridge, VA, and has 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

John Faith Jr. is a financial advisor with Raymond James Financial who holds the Series 63, 65, and 66 designations and has 28 years of industry experience. His career includes roles at Atlantic Union Bank, Union Bank & Trust, and Union Investment Services. He also serves as a trustee for the Faith Family Trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm employs non-discretionary planning and consulting tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Nicole Kaplan is a financial advisor with Edward Jones in Fairfax, VA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, she worked at Merrifield Garden Center and was involved with the Potomac Environmental Research and Education Center as well as the Prince William County School Board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.