Alem Lakew is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2017 and previously worked at America's Kids LLC from 2016 to 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Gregg Snow is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as Investment Committee Chairman for Virginia United Methodist Pension, Inc., and is a member of the Stewardship Committee at St. Stephens United Methodist Church. Wells Fargo Advisors provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Chaney Sims is a financial advisor with Edward Jones in Waldorf, MD, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Sims worked at Greystar and has been involved with The Vegan Club from 2022 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Lori Polonsky is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Citigroup Global Markets. Wells Fargo Advisors Financial Network 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, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.

Sheri Swackhamer is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of her advisory role, she rents a basement bedroom in her home on a month-to-month basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial and estate planning without discretionary portfolio management. The firm offers integrated planning and managed-account services through its WealthPlan option while maintaining separate billing and review processes.

Robert Davis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include extensive tenure at Avantax Advisory Services and Avantax Insurance Agency, along with operating Davis Financial Services LLC since 2024. Outside of his advisory work, he is involved with From The Heart Church Ministries and provides tax preparation and business consulting services through his CPA firm. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a large nationwide network of advisors and utilizes a multi-manager platform with various program and custodial options.

Caitlin Jolley is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and previously worked at Honeywell and Brigham Young University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Anne Raghu is a Series 66 credentialed financial advisor with 27 years of industry experience. She has been with Ameriprise since 2005, currently serving at their Fort Washington, MD office. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service designed for clients nearing or in retirement, focusing on written recommendations and ongoing income planning guided by proprietary research and third-party data.

Fulton Bridges is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Navy Federal Investment Services and PNC Investments. Bridges is also the president of Nirvana Wealth Management, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment strategies through various platforms, combining proprietary and third-party models.

Michael Fazio is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he assists clients in creating financial goals for themselves and their families by developing tailored financial plans. He emphasizes trust, reliability, and communication in his client relationships. Prior to his current position, Michael held several roles at Fidelity Investments, including Relationship Manager from 2025 to 2026, Financial Representative from 2024 to 2025, and Financial Service Representative from 2023 to 2024. This progression reflects his experience within the financial services industry. Outside of his professional responsibilities, Michael has interests in cars, fitness, food, military service, motorcycles, and swimming.

Michael Levesque is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a sales associate with Realty Benefit Services, offering group and individual benefits to real estate agents. 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 utilizes a variety of advisory models and third-party program sponsors to deliver customized investment solutions.

Kristine Chaze is a financial advisor with Edelman Financial Engines in Fairfax, VA. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. Her prior work includes roles at Edelman Financial Services LLC 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 combines proprietary modeling with planner delivery and online tools, offering both discretionary management and non-discretionary advice, with a focus on diversified portfolios, periodic rebalancing, and long-term investment strategies.

Ryan Unthank is a financial advisor with Robert W. Baird & Co. in Fairfax, VA, holding a Series 66 designation and 21 years of industry experience. He has worked at Robert W. Baird since 2007 and was previously with Ferris, Baker Watts, LLC from 2005 to 2007. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Todd Ihrig is a financial advisor with Cetera based in Arlington, VA, holding a Series 66 designation and 27 years of industry experience. He previously spent 23 years at Avantax Advisory Services and Avantax Investment Services before joining Cetera in 2025. He operates his practice under the DBA name Invest With a Plan Position. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Joseph Goldberg is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with MML Investors Services Inc and MassMutual Life Insurance Company since 2010. Goldberg also works as a life and health insurance agent in Olney, MD. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering strategies and collaborative planning without direct investment discretion.

Wanda Rhim is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. She worked at Merrill for 11 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Kevin Mccall is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Primerica Advisors since 2015 and has prior experience with American Color and Virginia Canopy Tours. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by unaffiliated asset managers. The firm supports its advisory services with trade execution and custody provided by BNY Mellon Advisors and Pershing.

Gavin Fung is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, he was self-employed for one year and worked at PBMares, LLP and Andersen Tax in accounting roles. He also operates Ascend Planning & Consulting, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. 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.

Adam Bellacicco is a CFP® and Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Cordoba Corporation, Gap Inc., and Calypso Technology. Outside of his advisory role, he is the owner of a beach house rental property managed through a third party. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Catherine Kalweit is a CFP® professional with 28 years of industry experience, currently serving at Edelman Financial Engines. She has previously worked within various Edelman-affiliated entities since 2007. Kalweit serves on the Board of Directors for the Center for Object Relations, a nonprofit focused on education and resources related to the theory of Object Relations. 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, offering a range of discretionary and non-discretionary investment solutions.