Michael Kelly is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Merrill since 1979 and concurrently affiliated with Bank of America, N.A. since 2011. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates its advisory services with Bank of America’s broader banking and capital markets platform, emphasizing managed accounts and manager-selection 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.

Lovie Leach Yarborough is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 27 years of industry experience. Her prior roles include longstanding tenures at Money Concepts Capital Corp and Money Concepts Financial Planning Centre. She is also an owner of Ellevation Wealth Management and Legacy Planning, LLC, and holds an insurance agent license. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment implementations including proprietary and third-party strategies, with options for discretionary and non-discretionary management tailored to client objectives.

Paul Martin is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Equitable Advisors since 2014, including time when the firm operated as AXA Advisors, LLC. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm offers a range of advisory models, including third-party programs and discretionary portfolio management, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Joseph Gilbert is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019, following four years at Stifel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

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.

Nick Caputo is a financial advisor at Morgan Stanley based in Alexandria, VA. He holds a Series 66 designation and began his career at Morgan Stanley in 2022 after graduating from the University of Maryland. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Gus Mask is a CFP® professional with 17 years of industry experience, currently with Charles Schwab in Alexandria, VA. His prior roles include positions at USAA Investment Management Company and USAA Financial Planning Services. Mask has been self-employed in a non-investment-related capacity since 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed account solutions. The firm integrates brokerage, advisory, custody, and cash-sweep services with a multi-asset investment approach supported by due diligence and strategic asset allocation.

Mary Coats is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for ten years at the Department of Health and Human Services within the National Institutes of Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Abraham Jones is a Financial Advisor at Merrill Lynch Wealth Management. He assists clients in managing their wealth by creating personalized strategies that reflect their individual financial goals and adapt to the evolving market conditions. Abraham offers access to insights from Merrill as well as banking and lending solutions through Bank of America. His areas of focus include college education planning, corporate executive services, divorce transition planning, services for endowments, foundations and non-profits, managing new wealth, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategies, and retirement income. Abraham holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Abraham earned a Bachelor's Degree from the University of Pennsylvania and a High School Diploma from Ensley High School. Outside of work, he enjoys basketball, football, golfing, softball, spending time with his family, and traveling.

John Mccafferty is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various affiliates of Edelman Financial Engines since 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options and managing approximately $326 billion for roughly 477,000 clients.

Jerry Whitmire is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Outside of his advisory role, he has a minority interest in a family real estate partnership involving pooled assets in South Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and market-based modeling techniques.

Jason Crawford 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. He serves as a board member for The Spectrum condominium association, where he contributes to building security and local city issues. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers to offer tailored advisory solutions without sponsoring its own wrap fee program.

Braydon Lofstead is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles outside the financial sector. Lofstead is also involved with CFI Management Group LLC as a Client Service Specialist. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes a written Recommendation Report and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Shannon Rowan is a Certified Financial Planner® at LPL Financial with 37 years of industry experience. He has been with LPL Financial since 2012 and also serves as Executive Vice President of Wealth at Burke & Herbert Bank since 2011. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm provides a variety of advisory programs and financial planning services, offering both discretionary and non-discretionary management along with access to model portfolios and research.

Lauren Vining is a financial advisor at J.P. Morgan Securities with two years of industry experience. She previously worked at Edward Jones and has held roles in various other businesses including Nailsby Tay LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Richard Levy is a Series 66-licensed financial advisor with Equitable Advisors in Woodbridge, VA, with 27 years of industry experience. He has worked at Equitable Advisors since 2010 and previously at Axa Advisors and Medallion Advisory Services. In addition to his advisory work, he is an independent certified public accountant. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Aurora Mcnear is a financial advisor with Primerica Advisors in Alexandria, VA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of her advisory role, Mcnear is President and CEO of Global Recruitment LLC, a business that recruits international teachers. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Christian Zonts is currently a Vice President and Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to build and implement customized financial plans aimed at achieving their goals. He takes a holistic approach to financial planning, assisting investors through various life stages and helping them balance living for today with planning for the future. Christian has been with Fidelity Investments since 2014, holding positions including Financial Consultant, Field Training Director, and Investment Consultant before his current role. Prior to joining Fidelity, he worked as a Financial Planner at Prudential Insurance from 2012 to 2014.