Patrick Robertson is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors. Outside of his advisory role, he presents retirement planning seminars and webinars to federal government employees as an independent contractor. 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 managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Sandra Guerrant is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, following earlier experience at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies to support its clients' financial goals.

Lipika Swarup is a financial advisor at Edelman Financial Engines with 12 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Edelman Financial Engines in 2025, she worked at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Outside of her advisory role, she owns a cake decorating business called My Cake Pals. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, offering diversified portfolio management and retirement income services across a broad client base.

Steven Singer is a CFP® credentialed financial advisor with 37 years of industry experience. He has worked at Lincoln Financial Advisors Corporation for 37 years before joining OSAIC in 2025. Outside of his advisory role, he is also an insurance agent offering dental, disability, long-term care, annuities, and life insurance products. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various investment types.

Dywane Hall is a financial advisor with LPL Financial in Springfield, VA, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with LPL Financial since 1985. Hall volunteers as a financial literacy presenter for college students at historically Black universities through the Society for Financial Development. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Douglas Rabil is a CFP® professional with 42 years of experience in the financial advisory industry. He currently works at Edelman Financial Engines and has been with affiliated firms since 1996, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process alongside planner delivery and online tools, offering a range of discretionary and non-discretionary management options with a focus on diversified, long-term portfolios.

Thomas Natoli is a financial advisor with Equitable Advisors in Falls Church, VA, holding CFP® and ChFC® designations and 32 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. In addition to his advisory role, he is involved in an outside insurance brokerage business. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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 uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Michael Hartary is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate advanced modeling techniques.

Thienkim Trinh is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been associated with PFS InvestmentS Inc and Primerica Financial Services since 1997. In addition to advisory work, she is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors is a large-scale firm serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program primarily based on model-delivery strategies managed by unaffiliated asset managers.

Isabel Barrow is a Series 66-licensed financial advisor with Edelman Financial Engines, bringing 24 years of industry experience. She has worked with several affiliated firms including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Outside of her advisory role, she holds a partnership interest in a family farm but has no active involvement in its operations. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term focus and offering both discretionary and non-discretionary investment solutions.

Kevin Englert is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. He is also a principal at Englert & Associates CPAs, where he has been involved in tax preparation and accounting for over 15 years. 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. The firm offers a range of financial planning and advisory programs, utilizing research and model portfolios to provide both discretionary and non-discretionary management.

Christopher Regan is a financial advisor with Equitable Advisors in Falls Church, VA. He holds a Series 66 designation and has 11 years of industry experience, having worked at Equitable Advisors and its predecessor Axa Advisors, LLC since 2014. 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 to implement client recommendations.

Lawrence Berberian Jr. is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2013 and served at Morgan Stanley Private Bank, National Association since 2015. He has 12 years of industry experience based in Alexandria, VA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals and through corporate financial planning agreements.

Nader Tamadon serves as a Resident Director and Wealth Management Advisor at Merrill Lynch, where he focuses on assisting clients with a broad range of financial planning needs. His areas of expertise include college education planning, employee benefits planning, executive compensation, LGBT wealth planning, personal retirement planning, small business strategies, socially responsible and values-based investing, women and wealth, and tax minimization. He works closely with clients to manage their financial affairs and prepare for significant life and business events, including exit planning and succession strategies. With a bachelor's degree from Towson University and a master's degree from Hofstra University, Nader holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® professional (CFP), Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor® (CPWA), Certified Plan Fiduciary Advisor® (CPFA), Accredited Wealth Management Advisor (AWMA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He speaks English and Persian and collaborates extensively with CPAs, estate attorneys, business bankers, valuation experts, and M&A professionals to align client goals. Nader is actively involved in his community and professional organizations, including the Tahirih Justice Center and the Baha'i Faith. He resides in Alexandria, Virginia, with his wife and two daughters. Outside of his professional life, he enjoys baseball, basketball, football, golfing, and spending time with his family.

James Ritter is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2007. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

Keith Lee is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Nike and has been involved with the Racial Equity Institute since 2023. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Francis Donnelly is a CFP®-designated financial advisor with two years of industry experience, currently affiliated with LPL Financial in Alexandria, VA. His prior experience includes roles at M&T Bank, Wells Fargo Clearing, Wells Fargo Bank, Truist Financial Corp, US Bank, and TIAA Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Kenyon Wagner is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors and its predecessor entities since 2016, including AXA Advisors and AXA Equitable. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, 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 broker-dealer, utilizing a variety of LPL-sponsored programs and endorsed third-party managers.

Grant Thompson is a Series 65-licensed financial advisor at Edelman Financial Engines in Alexandria, VA, with two years of industry experience. His work history includes prior roles at Pure Performance and Financial Engines Advisors, L.L.C., as well as non-financial positions at Legum & Norman Realty Inc, Shenandoah University, and Brightview Landscapes. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of solutions including workplace retirement plans, planner-led wealth management, and online advice, combining proprietary modeling with planner oversight and emphasizing diversified portfolios and long-term investment strategies.

Jaden Jeong is a financial advisor at Edelman Financial Engines with four years of industry experience. He has held roles at several firms including Morgan Stanley Smith Barney LLC, Wells Fargo, and Mitre Corporation. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.