Nicholas O'gwin is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise. He previously worked at LPL Financial, LLC for 13 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily focusing on assets held within Ameriprise Managed Accounts.

Christopher Hughes is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has held various roles within Fidelity since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs while maintaining oversight through affiliated and unaffiliated sub-advisers.

Robert Crowe is a financial advisor with LPL Financial in Arlington, VA, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2009 and previously at Citigroup Global Markets from 2006 to 2009. Outside of his advisory role, he is involved with a non-investment-related position at Textore, Inc., where he handles various administrative duties. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Neil Goetzman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously spent 33 years at Merrill Lynch, Pierce, Fenner & Smith Inc. Mr. Goetzman is a managing partner of Goetzman Nau Financial Partners LLC and the owner of Goetzman Wealth Management, 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, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools, supports municipal and public-finance work, and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Patrick Mcknight is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab Bank, SSB, and Charles Schwab & Co. Inc. outside of his advisory role. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Farah Stewart is a Series 66 licensed financial advisor with Edward Jones in Fairfax, VA, and has 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Kimberlee Wendell is a financial advisor at Merrill with 26 years of industry experience and a Series 66 designation. She has worked at Merrill since 2008, following two years at Morgan Stanley Dw Inc. and one year at Morgan Stanley & Co. LLC. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Violet Son is a Series 66-credentialed financial advisor with Edward Jones in Alexandria, VA, where she has worked since 2018. She has seven years of industry experience and prior work history includes roles at MurLarkey Distilled Spirits, HITT General Contracting, George Mason University, and Open Road Bar and Grill. 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 and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a proprietary money market fund.

Brandon Hsia is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Lincoln Investment Planning and Hendershot Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party model portfolios and technology tools.

Neil Goetzman is a financial advisor at Raymond James Financial in Alexandria, VA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Quadrant Strategies and involvement with Georgetown University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

Donald Gillen is a financial advisor with UBS Financial Services in Fairfax, VA, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with UBS and its predecessor firms since 1985. Outside of his advisory role, he serves as a Member of the Board of Deacons at Jubilee Christian Center, where he advises the pastor on various church matters. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lee Corey is a financial advisor with Morgan Stanley in Alexandria, VA, holding Series 63 and Series 65 credentials and with 45 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co., Incorporated, and IA Dean Witter Reynolds Inc. since 1981. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that integrate investment advisory and broker-dealer capabilities.

Jason Woodall is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley. Outside of his advisory role, he works part-time for Pro Football Focus, where he collects detailed player and game data for college and NFL football. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary research, third-party data, and algorithmic tools, with recommendations implemented on a non-discretionary basis.

Mike Raith is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. Prior to this role, he held positions as an Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative within Fidelity Investments, gaining comprehensive experience in financial services from 2021 onward. Mike works closely with clients to develop and implement financial plans tailored to their unique goals and needs. His approach begins with understanding clients on a personal level, including their objectives, desires, and challenges, and continues with monitoring the plan to adapt to life events. Outside of his professional role, Mike enjoys activities such as baseball, beach outings, concerts, football, and spending time with family.

Travis Clarke is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial and Burke and Herbert Bank since 2013 and previously at UBS Financial Services from 2009 to 2012. Clarke is also involved with Burke & Herbert Wealth Management, a business related to his LPL activities. 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 solutions, utilizing both proprietary and third-party strategies, and provides advisory services supported by advanced operational and research tools.

James Hempstead Jr. is a financial advisor with Raymond James Financial in Alexandria, VA, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Cambridge Investment Research, Capital Asset Management Group, and Donovans Reef, as well as non-investment positions at Virginia Polytechnic Institute and State University and Copper Canyon Restaurant. He also serves as a Client Services Associate at Goetzman Nau Financial Partners LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients, offering non-discretionary advice supported by analytical tools and a broad advisor network.

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 registrations and has worked previously at Wells Fargo Clearing and Merrill. He is also the Director of Operations and Branch Manager at Goetzman Nau Financial Partners, LLC in Alexandria, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its recommendations through various advisory programs and partnerships.

Yan Zhi Huang is a financial advisor with Merrill in Fairfax, VA, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes positions at Bank of America, HSBC, and Wells Fargo. 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, pension plans, corporations, and charitable organizations.

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.