Timothy Martin is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research to tailor investment plans aligned with clients’ goals and risk tolerances.

Mike Raith is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. Prior to this role, he held positions as an Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative within Fidelity Investments, gaining comprehensive experience in financial services from 2021 onward. Mike works closely with clients to develop and implement financial plans tailored to their unique goals and needs. His approach begins with understanding clients on a personal level, including their objectives, desires, and challenges, and continues with monitoring the plan to adapt to life events. Outside of his professional role, Mike enjoys activities such as baseball, beach outings, concerts, football, and spending time with family.

Mark Dolfis is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Outside of his advisory role, he is an executor of his sister’s estate and is involved with 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 asset-management programs primarily through Investment Adviser Representatives, utilizing a range of third-party and proprietary investment solutions.

James Hempstead Jr. is a financial advisor with Raymond James Financial in Alexandria, VA, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Cambridge Investment Research, Capital Asset Management Group, and Donovans Reef, as well as non-investment positions at Virginia Polytechnic Institute and State University and Copper Canyon Restaurant. He also serves as a Client Services Associate at Goetzman Nau Financial Partners LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients, offering non-discretionary advice supported by analytical tools and a broad advisor network.

George Bauer is a financial advisor with Morgan Stanley in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets beginning in 2006. Outside of his advisory role, he serves as Corporate Secretary for a technology company, NPE Holdings LLC, in a strictly administrative capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing various advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a wide range of retail and institutional investment products and services.

Charalambos Ferssizidis is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors before joining Raymond James in 2020. In addition to his advisory role, he serves as Director of Operations and Branch Manager at Goetzman Nau Financial Partners, 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, pension plans, corporations, and institutional clients. The firm employs fact-finding, risk profiling, and analytical tools to provide non-discretionary planning tailored to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Yan Zhi Huang is a financial advisor with Merrill in Fairfax, VA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His career includes roles at Bank of America, HSBC Bank USA, and Wells Fargo. 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, pension plans, corporations, and charitable organizations.

Anthony Black is a financial advisor at Edward Jones with a Series 66 designation. He has been with the firm since 2026 and has prior experience working at Tria Federal and Georgetown University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages a broad range of investment strategies and offers advisory services under a fiduciary standard, supported by a large nationwide network of financial advisors and offices.

Abigail Ganssle is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, she worked for eight years at OUTFRONT Media. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Alyssa Romanac is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and has worked in various roles within Wells Fargo entities since 2014, including Wells Fargo Clearing and Wells Fargo Bank. Prior to her career in finance, she was employed at FedEx Ground. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research and planning tools to develop customized recommendations.

Jeanette Ruchelman is a financial advisor at Morgan Stanley with two years of industry experience. Her previous roles include positions at Wells Fargo Advisors and Wells Fargo Bank, as well as earlier experience outside the financial sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process with firm-approved tools and modeling techniques.

Patricia Bergman is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Cambridge Investment Research Advisors since 2022. In addition to her current role, she has been associated with Parkwood Associates, Inc. since 2013. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides a range of investment solutions, including proprietary models and access to third-party managers, with options for discretionary and non-discretionary management tailored to client objectives.

William Caudron is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at firms including EMP Management LLC, Capitolis, Citigroup, and Rotunda Capital Partners. Caudron also owns Riverfront Wealth WC, LLC, a wealth management business based in Alexandria, VA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and integrates advisory services with various financial product sales and referral channels.

Natnael Alem is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His work history includes roles at Fidelity Investments, Northwestern Mutual Investment Services LLC, and Uber EATS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Arthur Ellis is a Financial Consultant at Fidelity Investments, where he has been working since 2022. His approach focuses on partnering with clients to understand their unique goals, values, and circumstances, aiming to assist them with holistic financial planning. He prioritizes helping clients improve their financial situations and educating them by simplifying complex financial concepts into easily understandable language. Arthur's experience at Fidelity Investments spans several roles since 2018, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Through these positions, he has developed expertise in financial planning and client relationship management. Outside of his professional work, Arthur has personal interests in cars, family activities, food, football, soccer, and traveling.

Amanda Connelly is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Latham & Watkins LLP from 2021 to 2025. Her background also includes roles outside finance, such as work with the Danbury Farmers' Market Community Collaborative and the UConn Foundation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Wenxia Shen is a financial advisor at Fidelity with a Series 66 credential and six years of industry experience. Her prior roles include three years at Wells Fargo Clearing and one year at Stars Wealth Co. Ltd. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Marilyn Hoosen is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at Stifel Independent Advisors, Bank of America, Merrill Lynch, Morgan Stanley, and BB&T Investment Services. She serves on the planning committee for the Innovation in Agriculture and Energy Opportunity Zone Summit Puerto Rico. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs primarily implemented through third-party managers and emphasizes a personalized approach based on client information and risk tolerance.

Ryan Banner is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Banner is also involved in fixed insurance sales and serves as a financial advisor for Kinnect Advisors. Cetera Investment Advisers LLC provides financial planning, portfolio management, and retirement services through a nationwide network of independent advisors, serving a broad client base from individual investors to institutional accounts. The firm offers a multi-manager platform with diverse program options, including model portfolios, third-party managers, and bespoke strategies.

Christopher Peden is a financial advisor at Ameriprise with eight years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Primerica and Verizon. Outside of his advisory work, he owns and operates Peden Accounting Services LLC, providing tax preparation and accounting advice. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that delivers comprehensive retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.