Donald Megliola is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Prudential Equity Group, LLC and has operated as an independent insurance agent since 2002. Megliola serves on the Cornell Men's Soccer Executive Committee. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Arlisa Whitby is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses with 13 years of industry experience. Her prior work includes roles at Wells Fargo Advisors, Wells Fargo Clearing, Peloton, and JPMorgan Chase Bank. Outside of her advisory work, she operates an online shop on Etsy called Brazen Creations by Arlisa. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their advisory process combines quantitative screening and qualitative research to offer asset allocation advice and investment manager searches, with clients retaining final decision-making authority.

Kevin Haynes is a financial advisor with Ameriprise in Leesburg, VA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its related entities since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering personalized recommendations through a centralized consulting team.

David Smith is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge since 2014, following seven years at Fulcrum Advisory Services, LLC. Outside of his advisory role, he serves as an assistant coach for Loudoun County Public Schools. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies, supporting a multi-billion dollar asset base.

Karlena Renan is the Senior Resident Director at Merrill Lynch Wealth Management, where she oversees a team of financial advisors. She brings extensive experience in providing financial strategies and guidance to successful individuals and business owners. Karlena follows a disciplined wealth management process that incorporates time-tested investment principles and adapts to evolving economic conditions. Her approach emphasizes listening closely to clients in order to develop customized strategies that align with their personal and financial goals. Karlena’s expertise includes areas such as college education planning, family wealth management, legacy planning, retirement income strategies, tax minimization, and portfolio management services. She is dedicated to delivering premier service and leveraging Merrill’s extensive resources to help clients navigate each stage of their financial lives. In addition to her advisory role, she has been serving as the Resident Director of Merrill's Plantation, Florida office since May 2013, where she manages the activities of 16 financial advisors. Karlena holds a Bachelor's Degree from Nova Southeastern University and maintains professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is based in East Fort Lauderdale and enjoys spending time with her family, playing golf, traveling, and engaging in various sports and cultural activities.

Danny Robles Fuentes is a CFP® professional affiliated with Ameriprise, with four years of industry experience. His prior roles include positions at Cambridge Investment Research, Freddie Mac, and the State Department Federal Credit Union. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and asset allocation, with recommendations supported by proprietary research and algorithmic tools.

Preetha Gopi Kumar is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Stearns Home Loans. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Krystyna King is a financial advisor at Ameriprise with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise since 2011. Outside of her advisory role, she serves as an Operations Manager for CFI Management Group LLC, supporting Ameriprise advisory practices. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendation reports. The firm delivers a wide range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Brian Sander is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His previous roles include positions at Fidelity Investments, LPL Financial, and Hudson Valley Credit Union. Outside of financial services, he owns Shea Soleil, a business that produces and sells hand-made body butter products. Charles Schwab & Co., Inc. serves a large client base consisting mainly of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services integrated with custody and brokerage functions.

Joseph Robinson is a financial advisor with Merrill in Reston, VA, holding Series 63 and Series 65 credentials and 41 years of industry experience. His career includes positions at Citigroup Global Markets from 1994 to 2008 and Bank of America, NA since 2009. He has been with Merrill Lynch since 2008. 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 individual and institutional clients.

Christopher Thompson is a Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 1997 and currently holds a leadership role where he works closely with clients to address their financial concerns and help them understand their options. Over his more than 25 years at Fidelity Investments, Christopher has gained extensive experience in financial markets and client relationship management. His career progression at Fidelity includes roles as Financial Representative from 1997 to 2004, Financial Planning Consultant from 2004 to 2010, and Vice President Financial Consultant from 2010 to the present. Christopher emphasizes listening and careful planning in his approach to financial consulting. No additional information on education, credentials, personal interests, or community involvement has been provided.

Ashesh Shah is a financial advisor with Equitable Advisors in Chantilly, VA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2000. In addition to his advisory role, he is a self-employed CPA. Equitable Advisors serves individual clients—including high-net-worth and non-high-net-worth—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party advisory models.

Brandon Price is a Financial Consultant who works with families and individuals to help them pursue their financial goals. He focuses on understanding clients' unique financial aspirations and collaborates with them to develop tailored investment plans that align with their specific goals and risk tolerance. His approach aims to assist clients in navigating the complexities of the financial industry. Brandon has held multiple roles at Fidelity Investments, including Financial Representative in 2022, Planning Consultant in 2023, and Relationship Manager in 2023. These positions have contributed to his experience in financial planning, investment strategies, and client relationship management. Outside of his professional work, Brandon engages in family activities, fitness, football, social events with friends, parenthood, and softball.

Eric Ahn is a financial advisor at Fidelity with 12 years of industry experience. He has worked at Fidelity Investments since 2023 and was previously employed at T. Rowe Price from 2013 to 2019. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies.

Mary Marshall is a financial advisor with Thrivent Investment Management in Reston, VA, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Outside of her advisory role, she works part-time as a visitation greeter at Adams-Green Funeral Home. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based analyses and planning on a range of topics without discretionary trading authority. The firm offers integrated planning and managed-account services while maintaining them as separate engagements.

Zohra Ghafoor is a Planning Consultant who works closely with clients to understand their financial goals and needs, helping to tailor financial plans accordingly. She has experience in managing client relationships and providing financial services through her previous roles at Fidelity Investments. From 2023 to 2024, she served as a Financial Representative, followed by her position as a Relationship Manager from 2024 to 2026. Zohra holds a California Insurance License, supporting her expertise in financial planning and insurance-related matters.

Tony Nerantzis is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 39 years of industry experience. Tony operates his own businesses, including Tony Nerantzis & Associates and Nerantzis Investment Advisory Group, both structured as S-corporations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools while supporting a wide network of advisors and affiliated firms.

Stefan Lambert is a financial advisor with Equitable Advisors in Leesburg, VA, holding Series 63 and Series 65 credentials and 36 years of industry experience. His career includes roles at Equitable Advisors, Lincoln Financial Advisors, Waddell & Reed, and UBS Financial Services. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers to deliver personalized investment solutions.

Tommy Fay is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He began his tenure at Fidelity in 2023, serving as an Investment Consultant and Planning Consultant before his current role. Prior to joining Fidelity, Tommy worked as a Financial Advisor at Ameriprise from 2018 to 2022 and gained earlier experience at Edelman Financial Services and Prudential Insurance Company. Throughout his career, Tommy has collaborated with clients and their families to develop personalized financial plans and assist them in pursuing their financial goals. His professional experience spans various roles focused on financial advising, investment consulting, and client services. Outside of his professional work, Tommy enjoys cooking and baking, hiking, photography, running, playing soccer, and traveling.

Jeffrey Eveland is a Wealth Management Advisor and Managing Director at Merrill, where he leads The Eveland Group, a wealth management team based in Loudoun County, Virginia. He has over two decades of experience advising affluent individuals, families, corporate executives, business owners, and professionals on comprehensive financial strategies. His practice is focused on client-centered service, helping clients navigate significant life events and financial decisions through personalized planning. Jeff earned a Bachelor's degree from the University of Virginia, where he studied Engineering and Economics. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized nationally, including listings in Barron's "Top 1,500 Financial Advisors" and Forbes' "Best-in-State Wealth Advisors." Residing in Leesburg, Virginia with his wife, Alyssa, Jeffrey is active in the community, including involvement with the Loudoun County United Way. Outside of work, he enjoys traveling with his family, golfing, hiking, attending concerts, and sporting events.