Muhammad Shaukat is a Financial Advisor with Merrill Lynch Wealth Management who assists clients in making confident financial decisions through personalized advice and meaningful relationships. He focuses on understanding clients' goals, family, and values as the foundation for successful financial strategies. His expertise includes personal retirement planning, portfolio management services, and individual and corporate investment strategy. Muhammad works one-on-one with clients to define their goals and design portfolio strategies aimed at achieving them. He provides ongoing advice and adjusts portfolios as clients' situations change. Muhammad holds a Personal Investment Advisor (PIA) designation. He earned a High School Diploma from Mount Vernon High School, attended George Mason University without earning a degree, and obtained an Associate's Degree from Northern Virginia Community College. He speaks Urdu, Hindi, Punjabi, and English. He has lived in Alexandria, Virginia, for 25 years and volunteers in the DMV area, especially in Alexandria. Outside of work, he enjoys traveling, trying new cuisines with his wife and children, playing pickleball, and spending time with his daughter.

Cuaduana Terry is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, PNC Wealth Management, and Equitable Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement planning with a focus on dependable income and tax-aware withdrawal strategies. The firm’s approach involves a centralized service team collaborating with advisors and utilizes proprietary research and third-party data to generate recommendations within a defined investment universe.

Jason Lesnik is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has been with Cambridge since 2016 and also serves as president of Custos Financial Services, LLC. Lesnik is actively involved in his community as a member and president of the Manassas Volunteer Fire Company. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through various platforms and provides access to third-party advisers and proprietary model strategies.

Joseph Mjelde is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of advising, he serves as Chapter Vice President for the BNI Fairfax Business Connection, where he helps run meetings and maintain reports on attendance and referrals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and a trust company, managing over $1 trillion in assets.

Danny Riley is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Ameriprise Financial Services, Inc. and has caddied independently at Burning Tree Golf Club. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on structured financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Anna Pavluk is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory work, she is involved with Young Living, where she educates on the uses and benefits of essential oils. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market simulations.

Jeremy Milo is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His career includes roles at Fidelity Investments since 2020, prior experience at Bloomberg Industry Group, and running his own law office from 2011 to 2020. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.

Gerald Lyon is a financial advisor with Raymond James Financial in Alexandria, VA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 14 years before joining Raymond James and Goetzman Nau Financial Partners, where he serves as a director of a support company. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its municipal advisor affiliation.

Jessica Marxer is a financial advisor with Wells Fargo Advisors in Alexandria, VA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked within the Wells Fargo organization since 2016, including eight years at Wells Fargo Clearing prior to joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with tailored recommendations delivered through meetings and summary letters, and clients may implement these recommendations through various brokerage or advisory options.

Eman Mossadeghi is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement strategies and portfolio management. Since joining the firm in 2013, he has developed expertise in areas including corporate executive services, executive compensation, divorce transition planning, legacy planning, tax minimization, and socially responsible investing. Eman is a member of the Evolve Wealth Management Group and has received recognition including inclusion on the 2022-2025 Forbes "America's Top Wealth Management Teams High Net Worth" list, the 2025 Forbes "Best-In-State Wealth Management Teams" list for the District of Columbia, and Barron's top 1,200 Financial Advisors from 2018 through 2024. Eman holds a Bachelor's Degree in Finance from Virginia Polytechnic Institute & State University (Virginia Tech). His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English and Spanish. Based in Alexandria, Virginia, Eman lives with his wife and two sons. He is an avid Washington D.C. sports fan and a Brazilian jiu-jitsu black belt. Outside of work, he volunteers with the Virginia Tech Alumni Association.

Barbara Oleary is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 32 years of industry experience. She has worked at Cetera since 2013 and previously spent 20 years at Dondero & Associates, Limited. Outside of advising, she is involved in will and trust planning through her firm Barbara J. O'Leary, LLC, where she serves as a Master Certified Estate Planner, and provides tax preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement 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 various investment strategies and program structures with over 10,000 advisors and $256 billion in assets under management.

Alex Slone is a Financial Consultant at Fidelity Investments, a role held since 2023. He has been with Fidelity Investments since 2018, serving in various capacities including Investment Consultant, Relationship Manager, Investment Solutions Representative, Workplace Planning and Advice Associate, and Client Representative Advocate. Throughout his tenure at Fidelity Investments, Alex has developed expertise in client relationship management and investment consulting. He emphasizes understanding clients' individual circumstances through detailed discussions to create financial plans tailored to their unique needs. His approach aims to provide clients with peace of mind and confidence in their financial future. Outside of his professional role, Alex has personal interests in golf, music, running, snowboarding, and traveling.

Brandt Zimmerman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with former federal employees, nonprofit organizations, business owners, and families to navigate complex financial decisions. His expertise includes education planning, family wealth management strategies, institutional investment consulting, legacy planning, philanthropic planning, personal retirement planning, small business strategies, tax minimization, and retirement income. He assists nonprofit leadership with sustainable growth and financial stability planning, guides former federal employees through retirement and career transitions, and supports business owners during critical phases such as succession planning and liquidity events. Zimmerman holds a Bachelor's Degree from Clemson University and a Master's Degree from Northeastern University. He is a Personal Investment Advisor (PIA) and is involved professionally with organizations such as the Arlington Chamber of Commerce and the Clemson Alumni Club of Washington DC. His approach emphasizes long-term relationships and ongoing planning, delivering clear and tailored guidance according to each client's goals and needs. Outside of his professional career, Zimmerman is active in community involvement, assisting with assisted living communities in Northern Virginia. He lives in Burke, VA, with his wife and two seven-year-old sons, Linden and Keller. His personal interests include baseball, camping, cooking, fishing, football, hiking, music, reading, running, and spending time with his family.

Nazzareno Spurio III is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, McAdam LLC, and Purshe Kaplan Sterling Investments. Spurio is also involved with Pillar Wealth Partners, a DBA for his LPL business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales and affiliated trust services.

Seddon Nelson is a financial advisor at SCN Capital Management with 28 years of industry experience. He holds a Series 65 designation and has been with SCN Capital Management since 1997. Outside of his advisory role, he operates a sole proprietorship focused on information system administration. SCN Capital Management is an independent firm managing approximately $58.5 million in client assets for about 48 individual clients. The firm provides ongoing portfolio management and investment advisory services with a focus on individualized client relationships.

William Richardson is a Series 65–licensed financial professional with five years of experience, currently serving as the sole advisor at RV Strategies in Fairfax, VA. He has been with RV Strategies LLC since 2020 and concurrently holds a long-term role in legal and regulatory affairs for the Recreation Vehicle Dealers Association of North America. Richardson is also a 50% owner of Richardson Capitol Strategies Group, LLC, a company established with his wife that no longer conducts business. RV Strategies primarily refers prospective clients to an independent third-party investment adviser, providing information and disclosures but not offering direct investment advice or portfolio management. The firm serves individuals and high-net-worth clients while maintaining separation between its advisory and legal activities.

Frank Nelson is a CFP® professional with 14 years of experience at Nelson Financial Planning Services, LLC, an independent firm based in White Plains, MD. He has provided financial planning and consulting services since 2012. In addition to his advisory work, Nelson offers income tax preparation services. Nelson Financial Planning Services specializes in personal financial planning for individuals, corporations, trusts, estates, and charitable organizations. The firm employs a fundamental research approach and emphasizes tailored investment policy statements, non-discretionary account management, and extensive non-securities advice including tax preparation and business consulting.

Glenn Ryhanych is a CFP®, CFA®, and Series 63 credentialed advisor with 19 years of industry experience. He has worked at BlueList Partners, LLC since 2019 and previously at Spire Investment Partners, LLC from 2015 to 2019. BlueList Partners, LLC is an independent, fee-only investment adviser serving high-net-worth individuals, families, corporate executives, business owners, medical professionals, retirees, qualified retirement plans, associations, and charitable organizations. The firm specializes in discretionary asset management with a focus on taxable and tax-exempt municipal bond portfolios and managed asset-allocation strategies.

Marwan Jabbour is an independent financial advisor with USA Retirement Income Solutions, LLC, based in Fairfax, VA. He holds Series 65 and Series 66 designations and has 18 years of industry experience. Prior to his current firm, he worked with United Security Advisors and Financial Planning Partners, Inc. He also works as an independent insurance agent. USA Retirement Income Solutions serves clients seeking retirement income strategies through personalized financial planning.

James Griffin is the sole advisor at Griffin Financial Services in Manassas, VA, holding a Series 65 license with three years of industry experience. He is also a part owner of Air Treatment Company, a full-service HVAC business, and operates a tax preparation service, Render Unto Caesar, which he has managed since 2011. Griffin Financial Services is an independent advisory firm serving individuals, high-net-worth clients, trusts, and business entities, managing approximately $12.1 million. The firm employs fundamental and cyclical analysis alongside modern portfolio theory to create tailored investment strategies, offering discretionary and non-discretionary asset management, portfolio monitoring, and optional financial planning.