Winthrop Cobb is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at UBS Financial Services from 1996 to 2008 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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 nine years of industry experience. His prior roles include positions at Merrill, Bank of America, and Infinex Investments Inc. He is involved with Virginia Asset Group and has experience in insurance agency operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and portfolio management services supported by proprietary research and technology tools.

Stephen Sopko is a financial advisor with Wells Fargo Clearing based in Woodbridge, VA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including over a decade at Wells Fargo Clearing and more than 20 years with Wachovia Bank, N.A. In a personal capacity, he serves as a power of attorney and trustee for family trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

Denise Carson is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. She has 10 years of industry experience, including prior roles at Avantax and ownership of Expert Tax Service, Inc., a tax preparation and accounting business. Carson is also involved in selling group insurance products in the Fairfax Station, VA area. 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 management services, utilizing both proprietary and third-party strategies across various allocation approaches.

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 in Fairfax, VA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A., as well as Truist Advisory Services and Morgan Stanley. Outside of his advisory work, he has driven for Uber on weekends. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various financial planning and asset management solutions through a large network of investment adviser representatives.

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.

Taylor Edens is a financial advisor with Cambridge Investment Research Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Cambridge, he worked at Cetera, Anchor Financial Group, OneAmerica Securities, and Mass Mutual Investors Services. Edens is also an independent insurance agent affiliated with various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms and custodians.

Ivana Mcneill is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. Prior to this, she worked at Wells Fargo Clearing for seven years and has experience in the events industry through her role at WeddingWire. She is the sole owner of Riverfront Wealth IM LLC, an investment-related business in Alexandria, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, with planning engagements typically tailored and discrete rather than ongoing.

Nicole Anderson is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Syed Ahmed is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has previously worked at HSBC Securities, Wells Fargo Clearing Services, and Citizens Securities. Outside of his advisory role, he assists with a family business that sells handmade artwork through Etsy. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary program options.

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.