Andres Vitalis is a financial advisor with Charles Schwab in Alexandria, VA, holding a Series 66 license and 14 years of industry experience. His prior roles include positions at TD Ameritrade, Wells Fargo, and PNC Wealth Management. Outside of his advisory work, he is involved with Vitalis Ventures LLC, which manages real estate holdings through an LLC structure. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combined brokerage, advisory, and custody platform with both non-discretionary and discretionary investment options featuring multi-asset model portfolios and alternative investment access.

Debra Chandler is a financial advisor at OSAIC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Signator Investors, Inc. and H.D. Banker & Company, LLC. Outside of her advisory role, she is the founder of K F Enterprises, LLC, a social media network representation business. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various strategies and third-party managers.

David Powell is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in financial services. He specializes in assisting individuals, families, business owners, and corporate clients with personal retirement planning, philanthropic planning, portfolio management, tax minimization, and socially responsible investment strategies, including ESG investing. David also supports corporations, non-profits, endowments, and associations in managing retirement plans and business financial needs. David holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His education includes a high school diploma from St Josephs High School and attendance at the University of California Davis. In addition to his professional work, David enjoys adventure sports, antiquing, golfing, and music. He is also a collector and restorer of classic cars, a hobby that informs his patient and detail-oriented approach to wealth management. David works closely with clients and their trusted advisors to deliver customized financial strategies aimed at meeting their long-term goals.

Pablo Morantes Saa is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to define their financial goals and develop portfolio strategies aimed at achieving them. His approach involves ongoing advice and adapting portfolios as clients' situations change, with a focus on education planning, family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. Pablo holds a Bachelor's Degree from Purdue University and a High School Diploma from Paul VI Catholic High School. He is a Personal Investment Advisor (PIA) and is a member of the Country Club of Fairfax. Fluent in English and Spanish, Pablo leverages his background to support diverse client needs. Originally from Colombia, Pablo enjoys playing and watching tennis, football, golfing, traveling, spending time by the beach, and exploring dining experiences in Washington, DC.

Michael Cradler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at several firms including Avantax and Van Buren Financial, and has been with Wells Fargo Clearing or related entities since 2022. Outside of his advisory work, he contributes as a freelance content writer for The Washington Update, providing non-partisan content. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with a broad range of financial products distributed through its bank and insurance affiliates.

Joel Patierno is a financial advisor with Edward Jones in Alexandria, VA, holding CFP®, ChFC®, and Series 66 credentials and having 14 years of industry experience. He has been with Edward Jones since 2013 and previously worked at Merrill in 2012. In addition to his advisory role, Patierno is involved with Girasole LLC, a business he has been associated with since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of household types and organizations. The firm offers a variety of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the country.

David Straightiff is a CFP®-designated financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Thomas Huszcza is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise in Manassas, VA since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports. The firm operates with a large institutional platform offering a broad range of advisory, brokerage, and insurance solutions.

Daniel Kim is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has worked at Prudential Insurance Company of America since 2002 and has been with LPL Enterprise since 2024. In addition to his advisory role, he is involved in property and casualty insurance as well as health insurance activities related to Medicare. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers a range of financial planning and consulting services along with access to third-party asset managers and insurance products.

Caleb Perez is a financial advisor with Equitable Advisors holding a Series 66 designation. He has recently begun his career in the financial industry and brings experience from a variety of roles in sports and hospitality, including time with D.C. United and Kalypso's Sports Tavern. Equitable Advisors serves a diverse client base including individuals, 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 professionals, utilizing a range of third-party advisory programs and proprietary tools.

Jeffrey Callan is a CFP® professional with 23 years of experience currently affiliated with LPL Financial. He has previously worked at Apple Federal Credit Union, Cuso Financial Services, LP, and Cetera Investment Services LLC. 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 financial planning and investment solutions, combining advisory and brokerage services supported by advanced operational tools and a broad platform of non-advisory financial products.

Kurtis Frogale is a CFP® professional with 10 years of experience at Edward Jones, where he has worked since 2016. He holds the Series 66 designation and is based in Springfield, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households and corporate entities. 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, operating under a fiduciary standard.

Scott Sloan is a Series 66-licensed financial advisor with LPL Financial, based in Annandale, VA, with two years of industry experience. Prior to his advisory role, he has been an assistant lacrosse coach at Top Caliber Lacrosse since 2021. 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.

Jonathan Greenwich is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co, Royal Alliance, and Capitol Financial Group. Outside of his advisory role, he is president of ThinkFast Sports, a sports and performance training company, and serves as a council member for the FuturePlan Third Party Administrator. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform that supports both discretionary and advisor-managed investment strategies.

Tasha Coconis is a financial advisor with Equitable Advisors, holding Series 66 and Series 65 licenses and bringing 27 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 2000. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate advisory models, utilizing both proprietary and third-party solutions.

Jennifer Gallant is a financial advisor with Ameriprise in Fairfax, VA, holding Series 63 and Series 65 credentials and having 38 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Gallant is also part of a corporation formed by several advisors to manage office space for their Ameriprise practices. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Chalee Ricciardi is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Wells Fargo Advisors. Ricciardi is based in Alexandria, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Aaron Radtke is a financial advisor at Edward Jones in Springfield, VA, holding the ChFC® and Series 66 designations with one year of industry experience. Prior to joining Edward Jones in 2024, he served in the U.S. Army from 2005 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Adam Boone is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and employs algorithmic methods and AI in its investment process.

Justin Simoni is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at BB&T Bank for six years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.