Lyle Yablonsky is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 24 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory role, he conducts educational seminars through the National Institute of Transition Planning for federal employees and sells disability insurance through that organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client information and risk tolerance to tailor solutions using both proprietary programs and third-party asset managers.

Philip Bartilucci is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked with Wells Fargo Advisors since 2025 and previously spent nine years at Wells Fargo Clearing. He is based in Alexandria, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Joseph Lazzari is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at UBS Financial Services and has experience in education, having been employed at The Catholic University of America Busch School of Finance and Atholton High School. Outside of advising, he is involved as a sales associate with Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves individual and institutional clients, including pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a broad network of representatives and third-party managers.

Jennifer Roensch is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill Lynch in 2019, bringing with her nearly two decades of experience in investment banking and wealth management. Jennifer specializes in serving high-net-worth individuals and families, with a focus on areas such as divorce transition planning, employee benefits, executive compensation, family wealth management, personal retirement planning, small business strategies, and socially responsible investing. Born and raised in Mexico and educated in Germany, Jennifer holds a Bachelor's degree in Management from the University of Texas at San Antonio and a Master's degree in Finance from Nuertingen University. She also holds the Certified Plan Fiduciary Advisor (CPFA) designation, along with designations as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Fluent in Spanish, German, and English, Jennifer's international background enhances her ability to communicate and relate to clients from diverse cultures. Outside of her professional work, Jennifer resides in West Springfield, Virginia with her husband and two daughters. Her interests include cooking, dancing, painting, and traveling.

Daniel Leroy is a financial advisor with Equitable Advisors, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016, including its predecessor AXA Advisors LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm uses a range of advisory models, including third-party managed portfolios and discretionary advisory programs, and offers ERISA fiduciary services through credentialed Investment Adviser Representatives.

Tanika Washington is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Equitable Advisors, she held roles at Oracle, Ayanna Financials, LLC, Centennial Technologies, Grant Thornton, and Morgan Franklin Consulting. She has a concurrent role at Ayanna Financials, LLC, an entrepreneurial venture she has been involved with since 2020. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charities, providing financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and third-party asset managers. The firm utilizes various investment programs and offers ERISA fiduciary services to qualified plans.

Diana Slopow is a financial advisor with Edward Jones, holding Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at RBC Capital Markets, Morgan Stanley, Wells Fargo, and Target Corporation. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of advisors and branch offices nationwide.

Michael Powers is a financial advisor at Ameriprise with six years of industry experience. He previously operated MP Financial Planning for four years before joining Ameriprise in 2021. Outside of his advisory role, he is an Associate Financial Advisor at CME Advancing Partners, LLC, where he assists in preparing financial planning documents and client meeting materials. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and asset allocation. The firm’s approach includes collaboration between a centralized service team and client advisors, employing proprietary research and third-party data within a defined investment framework.

Anne Buckley is a financial advisor at Wells Fargo Advisors with two years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and AppleOne Employment Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients able to choose implementation through various brokerage or advisory programs.

Elizabeth Sullivan is a financial advisor at Cetera with 37 years of industry experience. She holds the CFP®, Series 63, and Series 65 designations. Her career includes over two decades running Elizabeth Sullivan Financial, alongside roles at Cetera Advisors LLC since 2013. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program options.

Matthew Williams is an Investment Consultant currently working with Fidelity Investments since 2025. In his role, he partners with clients to simplify complex financial issues, aiming to build strong relationships and ensure clients receive appropriate treatment. Prior to this, he served as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2023 to 2024, all within Fidelity Investments. Matthew's professional experience centers on financial planning and client relationship management. His approach involves translating complex financial matters into understandable terms to assist clients effectively. Outside of his professional life, Matthew has interests in art, concerts, movies, music, outdoor adventures, and reading.

Lucas Barton is a financial advisor at Edward Jones with the Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2022, he worked at CVS Health and Cawood Funeral Home. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide array of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Austin Fitzpatrick is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Integrated Wealth Concepts, LPL Financial, and several non-financial firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored advice focused on reliable income sources and tax-aware withdrawal strategies.

Matt Megary is a financial advisor with Wells Fargo Advisors in Alexandria, VA, holding a Series 66 designation and over 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Deutsche Bank Securities Inc. Since 2024, he has also been involved with Riverfront Wealth Advisor LLC and Riverfront Wealth MM LLC, where he holds ownership stakes and actively participates in management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser 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 tailor recommendations that clients may implement through various brokerage or advisory programs.

Howard Sloan is a financial advisor with LPL Financial in Annandale, VA, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with LPL Financial, including its predecessor Linsco/Private Ledger Corp., since 1985. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, and supports its advisors with technology tools while overseeing substantial discretionary assets.

Caroline Bidwick is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2024. Prior to her advisory role, she held positions at Ridgewells and Planet Fitness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm serves a variety of clients such as registered investment companies and an IRS-qualified Charitable Gift Fund.

Andrew Rieger is a financial advisor with Morgan Stanley in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following 14 years at Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by structured tools and models. The firm manages approximately $2.74 trillion in client assets and delivers both direct individual plans and corporate financial planning programs.

Michael Kelly is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Merrill since 1979 and concurrently affiliated with Bank of America, N.A. since 2011. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates its advisory services with Bank of America’s broader banking and capital markets platform, emphasizing managed accounts and manager-selection capabilities.

Cameron Ledbetter is a financial advisor with J.P. Morgan Securities in Fairfax, VA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual, Equitable Advisors, and Jpmorgan Chase Bank, N.A. He also has entrepreneurial experience with Prime Car Wash. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

James Ventura is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 25 years of experience in financial services, having begun his career at Dean Witter Reynolds. James focuses on helping clients manage executive compensation, personal retirement planning, portfolio management, tax minimization, and retirement income. He works closely with clients to develop personalized financial strategies that align with their long-term goals. James holds a Bachelor's Degree from the University of Maryland and completed an Accredited Certificate Program at Harvard University. He is registered with FINRA, holding the Series 7 and 65/66 licenses, and carries the Personal Investment Advisor (PIA) designation. James is a member of the Harvard Alumni Association and the USTA. Residing in Northern Virginia with his wife and son, James is actively involved in community organizations such as the Alexandria Mentoring Partnership and Historic Alexandria. His personal interests include golfing, reading, and tennis.