Hope Goetzman is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. She holds the Series 66 designation and has previously worked with Goetzman Nau Financial Partners and served in a role at Youngkin For Governor. Outside of advising, she is affiliated with Goetzman Nau Financial Partners LLC as a client service associate. 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, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to support client goals and employs specialized programs such as wrap-fee advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Aliou Sow is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He works closely with clients to develop comprehensive financial plans tailored to their individual needs and partners with them to implement and maintain these plans. Aliou has been with Fidelity Investments since 2015, progressing through roles including Investment Solutions Representative, Workplace Planning Consultant, and Investment Consultant. His experience encompasses various aspects of financial consulting and investment services. Outside of his professional work, Aliou has personal interests in cooking, baking, and parenthood.

Ryan Sprowls is a CFP® professional with 28 years of industry experience, currently serving with Wells Fargo Advisors since 2025. His prior experience includes nine years at Wells Fargo Clearing and seven years at A. G. Edwards & Sons, Inc. He has entrepreneurial involvement as a partial owner of an LLC focused on commercial real estate investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services delivered through tailored recommendations based on Wells Fargo research and planning tools.

Henry Shields IV is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 license and 19 years of industry experience. He has been with Equitable Advisors since 2007, previously associated with Axa Advisors, LLC. Outside of his advisory work, he serves as executor or trustee for family estates and operates an outside insurance brokerage business. Equitable Advisors serves a diverse client base including individuals, institutions, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes various advisory models, often implemented through third-party managers and emphasizes fiduciary services for qualified plans.

Timothy Danehower is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1996. Outside of his advisory role, he serves as a board member for Keystone Ministries & Cedar Run Community Church and another nonprofit organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and offers specialized programs including divorce planning and employer-sponsored planning.

Mark Teodosio is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes 24 years at Waddell & Reed, Inc. and various insurance carriers before joining LPL Financial in 2019. He is also licensed as a non-variable insurance agent in Southeast Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, including model portfolios, third-party asset management, and institutional platforms.

Martha Kim is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She works directly with clients to develop financial plans that align with their long-term goals, adapting these plans as clients' situations evolve. Her client focus areas include college education planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income. With 18 years of experience, Martha helps individuals navigate complex financial decisions across various life stages, including pre-retirement planning, major purchases, and education funding. She holds professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Martha earned her Master of Business Administration degree from Sungkyunkwan University and a bachelor's degree from Duksung Women's University. She conducts her advisory services in both Korean and English. Outside of her professional role, Martha enjoys activities such as chess, music, painting, photography, reading, and spending time with her family.

Charlotte Huger is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and has six years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment implementation is model-driven, relying on portfolios developed by internal research and third-party strategists.

Timothy States is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at Securities America Advisors, USAdvisors Wealth Management, Lifemark Securities Corp., Berthel, Fisher & Company Financial Services, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of advisers, offering financial planning, model portfolios, third-party asset management, and institutional platforms with a range of strategic and tactical investment options.

Jackson Hall is a Planning Consultant at Fidelity Investments, where he collaborates with his team to assist clients in meeting their financial planning and service needs. He has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before his current position. Throughout his tenure at Fidelity Investments, Jackson has developed experience in client relationship management and financial planning. His work focuses on helping clients achieve their financial goals through tailored planning and services.

Kyle Bell is a financial advisor with Primerica Advisors in Springfield, VA, holding a Series 66 license and 16 years of industry experience. His background includes roles at PFS Investments Inc. and Primerica Financial Services, alongside service in the Army National Guard and Kansas Army National Guard. Outside of advisory work, he is involved with St. Barbara LLC in Arlington, Virginia. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors who utilize model-delivery strategies managed by third-party asset managers, supported by Pershing for custody and trade execution.

Joanne McGrath is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds a Series 66 designation. Prior to joining Wells Fargo Advisors in 2026, she worked at Wells Fargo Clearing for three years and has experience in various roles outside the financial industry, including positions at Behr Paint, Beyond the Grind, and Houzz. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations.

Victoria Baker is a CFP® professional at Charles Schwab with two years of industry experience. Prior to her current role, she worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for three years, and she has experience in education as well as a brief involvement with I Care Cleaning Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

Logan Parker is a financial advisor at Morgan Stanley Wealth Management with one year of industry experience. He holds a Series 66 credential and has previously worked with Insight Global and Jen and Greg Money Matters. Outside of finance, he serves as a varsity baseball assistant coach at West Springfield High School and coaches at the Metropolitan Baseball Academy. Morgan Stanley Wealth Management provides a range of advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, supporting clients in implementing and updating their plans.

Robb Mitchell is a financial advisor with Ameriprise in Centreville, VA, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for five years and served 25 years in the US Army. Outside of his advisory role, he owns a real estate business, R&T Mitchell LLC. Ameriprise Financial Services is a large, diversified firm that serves individual and institutional clients and offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. Its retirement income planning involves collaboration between a centralized service team and advisors, using proprietary research and third-party data within a defined investment framework.

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.

John Estes Jr. is a CFP® credentialed financial advisor with 35 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services, Inc. since 1998. He operates his financial planning practice under the name Estes Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools to illustrate potential outcomes and maintains a broad advisor network with specialized municipal and employer advisory services.

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.