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Abigail M

Series 66

Falls Church, VA

LPL Financial

Abigail Meighan is a financial advisor with LPL Financial, holding a Series 66 designation and currently based in Falls Church, VA. She has been with LPL Financial and Meighan Wealth Management since 2025. Prior to her advisory career, she worked at Philly Pretzel Factory and has been affiliated with The Pennsylvania State University since 2022. 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 financial planning and investment management services, utilizing both LPL Research model portfolios and third-party subadvisors, supported by technology solutions for operational and research purposes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Nicole J

Series 66

Waldorf, MD

Merrill

Nicole Jackson is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. Her work history includes positions at Bank of America, SunTrust Bank, and Windsor Fashions. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Marika H

Series 63, Series 66

Alexandria, VA

Wells Fargo Clearing

Marika Husovsky is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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Charles M

Series 63, Series 65

Alexandria, VA

Wells Fargo Advisors

Charles Markson is a financial advisor with Wells Fargo Advisors based in Alexandria, VA, holding Series 63 and Series 65 licenses and having 41 years of industry experience. His career includes 11 years at Raymond James & Associates and nine years at Wells Fargo Clearing before joining Wells Fargo Advisors in 2025. He is also the owner of CBM Holdings, LLC, where he dedicates significant time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo’s research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Joshua J

Series 66

Alexandria, VA

Merrill

Joshua Johnson Journet is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advisory services to clients, focusing on wealth management and financial planning. His professional responsibilities include assessing client financial needs and developing tailored investment strategies. Specific details regarding his areas of expertise, prior experience, education, credentials, personal interests, or community involvement have not been provided.

Tax-loss harvesting Active portfolio management Wealth management Financial Professional
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Young J

CFP®, ChFC®, Series 63, Series 65

Fairfax, VA

Edward Jones

Young Jung is a financial advisor with Edward Jones in Fairfax, VA, holding CFP® and ChFC® designations and 14 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2017 to 2024, as well as Penn Mutual Life Insurance and Hornor Townsend & Kent. Outside of his advisory role, he serves as a youth soccer referee for the US Soccer Association. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,000 financial advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Planning for children with special needs General retirement planning Retired Founder/Business Owner Executive Women's Finance Women Professionals
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Matthew E

CFP®, Series 66

Fairfax, VA

Edward Jones

Matthew Edgar is a CFP® with 16 years of industry experience and has been with Edward Jones since 2009. He is based in Fairfax, VA. Outside of his advisory work, he is a guitarist in a local band that performs regularly at venues and private events. 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 network of more than 23,000 financial advisors and 15,000 branch offices.

Divorce financial planning Business ownership considerations Retirement income strategy Planning for children with special needs General estate planning guidance Founder/Business Owner
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Hizikiel H

Series 63, Series 66

Alexandria, VA

Fidelity

Hizikiel Holloman is a financial advisor at Fidelity with Series 63 and Series 66 designations and less than one year of industry experience. Prior to joining Fidelity, Holloman held various roles including positions related to military research and academic work at North Carolina A&T State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research tools, and its advisory role to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Jennifer W

Series 66

Arlington, VA

UBS Financial Services

Jennifer Wilson is a financial advisor at UBS Financial Services in Los Angeles, CA, holding a Series 66 designation with 12 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she is involved with Spider Kellys, a restaurant and bar in Arlington, Virginia, where she serves as a hostess. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management, delivering advisory services through proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Austin F

Series 66

Falls Church, VA

Equitable Advisors

Austin Fernandez is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work history includes roles outside of financial services, such as positions at Middleburg Tennis Club and various educational institutions. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Linda S

Series 66

Waldorf, MD

Edward Jones

Linda Sims is a Series 66-licensed financial advisor with nine years of industry experience, currently with Edward Jones since 2017. Prior to joining Edward Jones, she worked at Ashfield Health Care from 2016 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including both discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Wealth management Business ownership considerations Business succession planning Multi-generational wealth transfer Retirement income strategy Military & Veterans Founder/Business Owner Women Professionals Intergenerational Families
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Alexander S

Series 66

Springfield, VA

Edward Jones

Alexander Skolnitsky is a Series 66 credentialed financial advisor with Edward Jones in Springfield, VA, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Hay W

Series 63, Series 65

Falls Church, VA

Equitable Advisors

Hay Wong is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a mix of proprietary and third-party advisory models and offers ERISA fiduciary services to qualified plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Gerald P

Series 66

Alexandria, VA

Morgan Stanley

Gerald Pardo is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and the PRADA Group. He has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment and planning services.

General estate planning guidance
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Brian B

Series 66

Alexandria, VA

Fidelity

Brian Bink is a Financial Consultant at Fidelity Investments, where he works with clients to develop customized financial plans tailored to their specific objectives. He emphasizes building strong, collaborative relationships with clients and adapting strategies as their needs evolve. Prior to joining Fidelity Investments in 2024, Brian held the position of Manager at Bain & Company from 2021 to 2024. He also served as an Investment Advisor for the Yale Advisory Committee on Investor Responsibility between 2018 and 2020. Outside of his professional work, Brian engages in activities such as cars, family activities, outdoor adventures, pets, traveling, and volunteering.

Wealth management Financial Professional
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Adam E

Series 66

Woodbridge, VA

Wells Fargo Clearing

Adam Entin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, NA since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Timothy V

CFP®, Series 63, Series 65

Woodbridge, VA

LPL Financial

Timothy Vessell is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2009. His prior roles include positions at Mutual Service Corporation, FSC Securities Corporation, and Capitol Wealth Management. Outside of his advisory work, he is involved in insurance brokerage sales, including term life, universal life, long-term care, disability insurance, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of more than 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Chelsi D

CFP®, ChFC®, Series 66

Arlington, VA

Edward Jones

Chelsi Dildine is a financial advisor at Edward Jones with nine years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2017, she worked for the Department of State for seven years. She serves as Community Service Chair for the Arlington Rotary Club, organizing events and service projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Business ownership considerations Family Business Business succession planning General estate planning guidance General retirement planning Founder/Business Owner
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Kaitlyn P

Series 63, Series 65

Fairfax, VA

Robert Baird & Co.

Kaitlyn Powell is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Baird in 2024, she worked for Financial Engines Advisors L.L.C. and Wegmans Food Markets. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals—including high net worth clients—as well as corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Mitchell H

Series 63, Series 65

Alexandria, VA

Morgan Stanley

Mitchell Hailey is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Prior to that, he was with Citigroup Global Markets for 16 years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates various analytical tools and investment committee insights.

General estate planning guidance
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