Tanika Washington is a financial advisor with Equitable Advisors in Falls Church, VA. She holds Series 65 and Series 63 credentials and began her advisory career in 2026. Prior to joining Equitable Advisors, she worked at Oracle for four years and has been involved with Ayanna Financials, LLC since 2020. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored and endorsed platforms.

Diana Slopow is a financial advisor at Edward Jones with Series 65 and Series 63 designations 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 individual and institutional clients across a broad range of accounts, including pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies, tax-efficient services, and affiliated investment options, supported by a large nationwide network of financial advisors and branch offices.

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.

Austin Fitzpatrick is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked at Integrated Wealth Concepts, LPL Financial, and held various roles outside the financial sector. Fitzpatrick’s background includes positions in automotive sales and education prior to his advisory career. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware withdrawal advice, supported by internal research and third-party data, with a focus on dependable income sources for clients approaching or in retirement.

Matt Megary is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 31 years of industry experience. He has worked at Wells Fargo in various capacities since 2014. Megary has ownership interests in two investment-related businesses, Riverfront Wealth Advisor LLC and Riverfront Wealth MM LLC, both based in Alexandria, VA. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Howard Sloan is a financial advisor with LPL Financial in Annandale, VA, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 1985. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting, model portfolios, and managed account services, utilizing research from both internal and third-party sources.

Catherine Ford is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2020. She also maintains ongoing roles at Lucia Securities, LLC and Lucia Capital Group since 2010 and 2011, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management strategies supported by internal and third-party research.

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 at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1995. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs and tailored financial planning services supported by firm-approved tools and structured discovery processes.

Michael Kelly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in serving corporate executives, small business owners, and families, focusing on areas including corporate executive services, family wealth management strategies, institutional and corporate benefit services, investment consulting for defined contribution plans, and retirement income planning. Michael works closely with clients to develop customized financial strategies that address both personal wealth management needs and the investing and fiduciary responsibilities of institutions. He holds a Bachelor's Degree from St Mary's University of Minnesota and completed an Accredited Certificate Program at The Wharton School. Michael holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Michael lives in Mequon, WI with his wife Lisa. He is passionate about community involvement and volunteers with SecureFutures, a local non-profit organization dedicated to providing financial literacy to area high school students. His involvement has included serving on the organization's annual investment conference committee and finance committee, as well as taking roles such as board director, classroom volunteer, and one-on-one coach. He enjoys golfing, spending time with his family, and traveling.

Cameron Ledbetter is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual and Equitable Advisors. Outside of financial services, he has experience in other business sectors including car wash operations. J.P. Morgan Securities LLC provides institutional consulting services primarily to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Eric Goodson is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to comprehensive financial planning and estate strategies.

Sharon Meyer is a financial advisor at Ameriprise with 32 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver these services, emphasizing assets managed within Ameriprise accounts.

Paul Martin is a Series 66 licensed financial advisor with Equitable Advisors in Arlington, VA, where he has worked since 2014. He has 12 years of industry experience, including time at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and access to asset management through LPL programs and a broad range of third-party asset managers, operating a hybrid referral and implementation model that includes both advisory and brokerage/insurance channels.

Regina Bennett is a Series 66 licensed financial advisor with Wells Fargo Clearing Services, LLC, where she has worked since 2017. She has 21 years of industry experience, including nine years with Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions.

Kyle Dews is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of advisors in helping clients define financial goals and develop strategies to meet their financial objectives. He leverages the resources available at Fidelity to educate clients on risks and opportunities associated with their financial plans. Kyle has extensive experience in the financial services industry, with a career spanning roles at Fidelity Investments since 2006, including positions such as Financial Consultant, Investment Consultant, and Retirement Relationship Manager. Prior to Fidelity, he worked as a Financial Advisor at Merrill Lynch and Waddell & Reed. This breadth of experience supports his leadership in guiding clients and managing advisory teams. Outside of his professional work, Kyle has personal interests that include art, the beach, fitness, movies, music, and parenthood.