Winthrop Cobb is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Richard Long is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Raymond James since 2009 and also works with Goetzman Nau Financial Partners. Outside of his advisory roles, he manages rental real estate properties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, nonprofits, and institutions. The firm provides non-discretionary planning and consulting tailored to client goals and supports institutional consulting and portfolio management through an extensive advisor network.

Thomas Russell Jr. is a financial advisor with LPL Financial in Fairfax, VA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Primis Bank, Virginia Asset Group, Infinex Investments, Bank of America, and Merrill. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations with a range of advisory programs, financial planning, and brokerage services. The firm offers both discretionary and non-discretionary management, utilizing in-house and third-party research along with various portfolio management options.

Stephen Sopko is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He serves as a power of attorney and trustee for family trusts, managing related investment matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Denise Carson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has held roles with Avantax Insurance Agency and Avantax Advisory Services, and owns Expert Tax Service, Inc., a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Gianni Giordano is a financial advisor at Morgan Stanley in Alexandria, VA, holding a Series 66 designation with 26 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques in its planning services.

Robert Sargent is a CFP® credentialed financial advisor with 17 years of industry experience. He is currently with Robert W. Baird & Co., having joined in 2024. His prior experience includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Robert works within The DDK Group, part of Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. Baird offers a range of wealth management services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and the use of internal research and technology tools.

Christopher Gurley is a CFP® and ChFC® with 30 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving as an advisor in Oakton, VA. He is a partial owner of OPM, Inc., which manages office expenses for a group of Ameriprise advisors, and serves on the board of directors for Sun Vista, Inc. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with its financial advisors.

Michael Kost is a financial advisor with LPL Financial based in Fairfax, VA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Merrill, Bank of America, Morgan Stanley, and Truist Advisory Services. Outside of advising, he works as an Uber driver on weekends. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

DeMarco Eberhardt is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2014, progressing through various roles including Financial Consultant, Investment Consultant, Investments Solutions Representative, and High Net Worth Associate. DeMarco partners with clients to help them make educated decisions on their financial plans by developing trusting relationships. He emphasizes understanding clients' personal stories, goals, needs, and challenges to implement and monitor financial plans that evolve with changing circumstances. Outside of his professional work, DeMarco's personal interests include fitness, food, social events, music, parenthood, and volunteering.

Scott Greenberg is a Series 66-licensed financial advisor with Equitable Advisors, based in Falls Church, VA. He has 15 years of industry experience and has worked with Equitable Advisors and its predecessor, AXA Advisors LLC, since 2010. Outside of his advisory role, Greenberg serves as president and board member of the Brick Morning Rotary Club in New Jersey. Equitable Advisors provides financial planning, retirement plan support, and asset management solutions to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage channels through partnerships with LPL Financial and various third-party asset managers.

Taylor Edens is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior experience includes roles at Cetera, Anchor Financial Group, OneAmerica Securities, and Mass Mutual Investors Services. Edens is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a range of portfolio management strategies and platform arrangements tailored to client objectives.

Ivana McNeill is a financial advisor with Wells Fargo Advisors in Alexandria, VA, holding CFP® and Series 66 designations and bringing eight years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked with Wells Fargo Clearing from 2017 to 2024 and gained earlier experience at WeddingWire. She also owns Riverfront Wealth IM LLC, an investment-related business based in Alexandria. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized niche planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with implementation options offered through brokerage or advisory programs.

Nicole Anderson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lyle Yablonsky is a financial advisor with Equitable Advisors in Leesburg, VA, holding a Series 66 designation and 23 years of industry experience. He has been 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. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Philip Bartilucci is a CFP® credentialed financial advisor at Wells Fargo Advisors with nine years of industry experience. He has been with Wells Fargo Clearing and its affiliated entities since 2016. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by offering investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm provides a broad range of planning services, utilizing proprietary research and tools to develop individualized recommendations delivered through meetings and written summaries.

Joseph Lazzari is a financial advisor at Equitable Advisors with five years of industry experience and holds a Series 66 designation. His prior work includes roles at UBS Financial Services, Realty Benefit Services, and involvement in a non-investment sales associate capacity with DERGALIS ASSOCIATES LLC. He has also worked in education at The Catholic University of America Busch School of Finance and Atholton High School. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and a range of endorsed third-party asset 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 at Equitable Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2016, including time when the firm was known as AXA Advisors LLC. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporations, charities, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Syed Ahmed is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo, HSBC Securities, and Citizens Securities. Outside of his advisory role, he assists with a family business selling handmade artwork through Etsy and is a Notary Public. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individual, corporate, and institutional clients. The firm offers a range of portfolio management and retirement services with access to multiple investment platforms and third-party managers.