Shane Keogh is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held positions at the University of Minnesota - Twin Cities, SATCOM Direct, The Swift Group, Perspecta, and Caci. Outside of his advisory role, Keogh is a member of NorthXLV LLC, which is purchasing franchise rights for the Tiger Sugar bubble tea shop in Minneapolis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

John Fleming is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Cetera in 2025, he was associated with Schlosser Fleming & Associates, Ltd. since 2004 and Avantax Advisory Services since 2011. Fleming serves as a trustee for the Attilus and Associates Retirement Plan. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services across various program structures and custodial relationships.

Andrew Coats is a Series 66-licensed financial advisor with Edward Jones in Falls Church, VA, and has 19 years of industry experience. He worked at CitiGroup Global Markets INC for five years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Chia Sheng Wang is a Series 66 licensed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining Equitable Advisors in 2024, Wang worked at Guggenheim Partners from 2015 to 2023. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Matthew Wiest is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. His career includes prior roles at Morgan Stanley and A. G. Edwards & Sons, Inc. He is currently based in Alexandria, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo research and tools, with clients able to choose implementation through various brokerage or advisory programs.

Brian Bloxom is a financial advisor with Cambridge Investment Research Advisors in Woodbridge, VA, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His previous roles include positions at Fulcrum Advisory Services and Truist Investment Services. Outside of his advisory work, he serves as vice chairman of the local Salvation Army chapter and is an advisory board member for Freedom Bank. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Nicholas O'gwin is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise. He previously worked at LPL Financial, LLC for 13 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily focusing on assets held within Ameriprise Managed Accounts.

Christopher Hughes is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has held various roles within Fidelity since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs while maintaining oversight through affiliated and unaffiliated sub-advisers.

Robert Crowe is a financial advisor with LPL Financial in Arlington, VA, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2009 and previously at Citigroup Global Markets from 2006 to 2009. Outside of his advisory role, he is involved with a non-investment-related position at Textore, Inc., where he handles various administrative duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Neil Goetzman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously spent 33 years at Merrill Lynch, Pierce, Fenner & Smith Inc. Mr. Goetzman is a managing partner of Goetzman Nau Financial Partners LLC and the owner of Goetzman Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools, supports municipal and public-finance work, and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Patrick Mcknight is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab Bank, SSB, and Charles Schwab & Co. Inc. outside of his advisory role. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Farah Stewart is a Series 66 licensed financial advisor with Edward Jones in Fairfax, VA, and has 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Kimberlee Wendell is a financial advisor at Merrill with 26 years of industry experience and a Series 66 designation. She has worked at Merrill since 2008, following two years at Morgan Stanley Dw Inc. and one year at Morgan Stanley & Co. LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Roberts is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds the Series 66 designation and has previously worked at OSAIC, Cassaday & Company, Inc., and Clark & Associates Inc. Financial Solutions. Prior to his financial career, he was employed at Ballast Point Brewing & Spirits and Roanoke College. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage/custody services. The team customizes strategies based on client goals and risk tolerances, utilizing a mix of in-house and third-party managers alongside both traditional and complex investment approaches.

Lindsay Veleber is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, Lindsay owns a service-based business specializing in birth chart readings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Violet Son is a Series 66-credentialed financial advisor with Edward Jones in Alexandria, VA, where she has worked since 2018. She has seven years of industry experience and prior work history includes roles at MurLarkey Distilled Spirits, HITT General Contracting, George Mason University, and Open Road Bar and Grill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a proprietary money market fund.

Neil Goetzman is a financial advisor at Raymond James Financial in Alexandria, VA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Quadrant Strategies and involvement with Georgetown University. 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, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

Donald Gillen is a financial advisor with UBS Financial Services in Fairfax, VA, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with UBS and its predecessor firms since 1985. Outside of his advisory role, he serves as a Member of the Board of Deacons at Jubilee Christian Center, where he advises the pastor on various church matters. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lee Corey is a financial advisor with Morgan Stanley in Alexandria, VA, holding Series 63 and Series 65 credentials and with 45 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co., Incorporated, and IA Dean Witter Reynolds Inc. since 1981. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that integrate investment advisory and broker-dealer capabilities.

D Lawler is a financial advisor with Ameriprise in Washington, DC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Ameriprise and its affiliate since 2016. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.