Ann Durham is a financial advisor with Ameriprise in Reston, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She previously worked at PNC Investments and PNC Bank before joining Ameriprise in 2019. Durham serves on the Board of Directors for the Vienna Arts Society and acts as its secretary. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering tailored recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Cheng Zhao is a financial advisor at Ameriprise in Alexandria, VA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Ameriprise in 2025, Zhao worked for Capital One N.A. for 16 years. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Lauren Conkright is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has six years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to her financial services career, she worked at Bowie Produce Company for 16 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Justin Euller is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2013. He has been with Fidelity Investments since 2005, advancing through various positions including Investment Consultant, Retirement and Investment High Net Worth Associate, Retirement and Investment Services Associate, and 401k Service Associate. He has over 20 years of experience in financial advising, focusing on client relationships centered on dependability, integrity, and simplicity. His work involves creating financial plans aimed at managing, protecting, and growing clients' wealth. Justin holds an Arkansas Insurance License.

John Ferguson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His career includes prior roles at Equitable Advisors, Private Wealth Advisers, LLC, and Mony Securities Corporation. Outside of advising, he serves as treasurer of GW Community School, a private high school, and participates on its scholarship foundation committee. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Sean Connolly is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2026. Prior to this role, he worked at Financial Engines Advisors L.L.C. for seven years and has held positions at Raymond James Financial Services, TIAA, and several firms focused on federal employee benefits. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process alongside planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Mohammed Iftaiha is a financial advisor at OSAIC with 23 years of industry experience. He holds the CFP® certification and Series 66 designation. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, Inc. for 17 years and PRUCO Securities, LLC for 3 years. He is also involved in incidental insurance services through Strategic Capital Advisors. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across multiple programs. The firm emphasizes model-based asset allocation and portfolio optimization, integrating discretionary and third-party management strategies within a large multi-advisor platform.

Dante Lavender currently serves as a Financial Advisor with Merrill Lynch Wealth Management, focusing on providing personalized financial experiences to a diverse client base that includes individuals, families, and corporations. His professional approach emphasizes building futures beyond portfolios by understanding the unique aspirations and challenges of each client. He is committed to empowering clients, particularly those from underrepresented communities, fostering inclusive financial success through compassion, diligent service, and diverse perspectives. Mr. Lavender began his career in financial services in 2015 and has since held roles at Wells Fargo & Co., SunTrust (now Truist), and Bank of America/Merrill, gaining experience in banking, lending, and wealth management. He holds the designation of Personal Investment Advisor (PIA) and an academic background that includes a Bachelor of Science in Psychology from Radford University, an MBA from Southern New Hampshire University, and an Associate of Applied Science in General Studies from New River Community College. Outside of his professional work, Mr. Lavender contributes to community organizations such as Future Business Leaders of America and Ultimate International Miss. He enjoys activities including billiards, cooking, dancing, interior decorating, music, reading, spending time with family, traveling, and watching movies.

Nicholas Sorden is a financial advisor with Raymond James & Associates in Reston, VA, holding a Series 66 designation and 14 years of industry experience. He worked at Robert W. Baird & Co. for 10 years before joining Raymond James & Associates, where he has been since 2022. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Justin Valadez is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill and LPL Financial. Outside of his advisory role, he is CEO and partner at Momentum Capitol Wealth Advisors and is involved in non-investment business activities including ownership of a cost reduction franchise. 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 investors. The firm uses tailored planning and risk-profiling tools to support non-discretionary investment consulting and offers specialized programs such as municipal advising and SIMPLE IRA Employer Advisory services.

Taylor Smith is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2021. He previously worked with Northwestern Mutual Investment Management and has a long-standing affiliation with Flowerstone Financial. Outside of his advisory roles, he is president of the StonePoint HOA, where he leads community meetings and oversees property inspections. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms.

Royeen Sanie is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones, United Brokerage Services, and Navy Federal Credit Union. Outside of finance, he was involved with Quality Floor Kitchen & Bath LLC for four years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with systematic and qualitative research, and includes capabilities in derivatives and commodities.

Raymond Hewlett is a financial advisor with Primerica Advisors in Reston, VA, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Concept Plus, Planet Technologies, and as a Government CIO. He also engages in sales of loan products and home security referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-based strategies overseen by third-party asset managers. The firm supports approximately 3,698 advisors and $15.5 billion in assets under management.

Gary Barnes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 19 years and was with LPL Financial from 1991 to 2005 before rejoining in 2025. Barnes is also president of The Barnes Group, a business he has owned since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management access.

Kamalpreet Sidhu is a financial advisor with Edward Jones in Ashburn, VA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2025, Sidhu worked at Bank of America and Merrill from 2018 to 2025 and spent one year at PNC Financial Services Group Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of wealth segments. The firm offers both discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

William Burton is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior roles include positions at Morgan Stanley and involvement with the North American Association for Environmental Education. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Anthony Tremonte is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill since 2003 and holds Series 63 and Series 66 credentials. 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.

Brian Law is a financial advisor with UBS Financial Services in Herndon, VA, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with UBS since 1994. From 2016 to 2019, he was involved in a business activity related to Uber Technologies. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad array of capital markets services.

Theresa White is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior work includes over a decade with MML Investors Services and Mass Mutual Life Insurance Company. She is also involved with Ensemble Financial Strategies as an investment adviser representative. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Ryan Seward is the Market Leader responsible for overseeing five Fidelity branch locations in Northern Virginia, including Ashburn, Reston, Tysons Corner, Arlington, and Alexandria. In this role, he coaches branch leaders and associates to maximize their potential and ensure Fidelity's clients in the region receive an exceptional experience. Ryan has been with Fidelity Investments since 2011, holding various positions such as VP and Branch Leader, Assistant Branch Manager, Team Leader for Workplace Planning and Advice, Senior Workplace Guidance Manager, Workplace Guidance Manager, and WPS Service Delivery Manager. His extensive experience within Fidelity reflects a progressive leadership career focused on branch operations and client service. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.