Christopher Peden is a financial advisor with Ameriprise in Lake Ridge, VA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Ameriprise in 2019, he worked at Primerica Advisors and Primerica Financial Services, and spent 14 years at Verizon. He also owns and operates Peden Accounting Services LLC, providing tax preparation and advisory services. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering customized recommendation reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement strategies while providing a broad range of advisory, brokerage, and insurance solutions.

John Fitchett is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, CUSO Financial Services, Merrill, Bank of America, and SunTrust Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Christopher Weins is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors from 2013 to 2020. In addition to his advisory role, he provides part-time administrative support to another advisor at Equitable Advisors and serves as an administrator or trustee for estates or trusts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, utilizing a range of asset managers and advisory structures to tailor services to client goals and risk tolerances.

Alex Chisholm is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Equitable Advisors since 2011, following a prior role at Axa Advisors LLC. In addition to his advisory work, he operates as a sales associate with Realty Benefit Services, offering group and individual benefits to real estate agents. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Allison Taylor is a Series 66 licensed financial advisor with Ameriprise in Alexandria, VA, and has 19 years of industry experience. She previously worked at Oppenheimer from 2016 to 2020 before joining Ameriprise in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Olivia Inglett is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. She holds the CFP® and ChFC® designations as well as a Series 66 license. Prior to joining Cambridge, she spent a decade at First Command in various advisory and insurance roles. Inglett is also the sole owner of Inglett Advising LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors who utilize a range of portfolio strategies and platform arrangements.

Marco Jauregui Flores is a financial advisor with Edward Jones in Manassas, VA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Upskill Training Partners LLC and held positions with American Airlines in Peru and Bolivia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors and 15,000 branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Reed is a CFP® with 18 years of experience currently serving as a financial advisor at Cetera. He has a background that includes roles at Avantax and 1st Global Advisors, alongside longstanding experience as a CPA and vice president of Hogan & Reed, PC CPAs. Reed is a director of the Jack & Lovell Olender Foundation, a private charitable foundation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of model portfolios and third-party managers.

Robert Potter is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2010. Outside of his advisory role, he serves as senior pastor of Journey Worship Centre and is president of Breakthrough Ministries, where he is involved in speaking engagements and leadership training. 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 manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products.

Stephen Rosenzweig is a financial advisor with Equitable Advisors in Potomac, MD, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked at Equitable Advisors since 2005 and previously at AXA Advisors and IA Rosenzweig and Associates, Inc. He serves as an administrator or trustee for family trusts and holds power of attorney arrangements with his wife. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through multiple third-party managers and LPL programs. The firm operates a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Caleb Wines is a financial advisor at Edward Jones with nine years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2016. Outside of his advisory role, he works as a food delivery driver in Woodbridge, VA. 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 network of financial advisors and branch offices nationwide.

Jim Riutta is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works with clients and their families to develop comprehensive financial plans tailored to their individual goals and wishes. His approach includes a multi-step process that emphasizes accountability as a key factor in achieving success. Discussions with clients may cover estate planning, income and retirement planning, and tax-efficient investing. Jim has extensive experience in the financial services industry, having previously worked as a Premier Banker at Wells Fargo from 2021 to 2022, a Relationship Manager at Citi Bank from 2017 to 2021, a Regional Banking Private Banker at Wells Fargo from 2012 to 2017, and as a Registered Investment Advisor at First Command from 2008 to 2012. Outside of his professional life, Jim enjoys activities such as spending time at the beach, cars, family activities, fitness, motorcycles, and outdoor adventures.

Laurie Blackburn is a CFP®-designated financial advisor with 29 years of industry experience. She has been with Wells Fargo Advisors since 2024, following eight years at Wells Fargo Clearing and four years at Wells Fargo Advisors LLC. In addition to her advisory role, she is the chair of the investment committee for the Goodwin Living Foundation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm utilizes proprietary research and planning tools to develop customized recommendations, with clients deciding on implementation through brokerage or advisory programs.

Thomas Fahey Jr. is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Figueroa is a financial advisor with Charles Schwab in Alexandria, VA, holding a Series 66 designation and one year of industry experience. His prior experience includes working under his own name and periods of full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and utilizes a multi-asset model portfolio approach supported by centralized supervisory and operational infrastructure.

Patrick Kan Yek is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2022, serving in various capacities including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Personal Banker at PNC Financial Services from 2021 to 2022. Patrick partners with individuals and families to identify their financial priorities by understanding their unique goals and circumstances. He provides clarity and confidence in financial decisions by offering tailored strategies and options for the future. He holds a California Insurance License. Outside of his professional work, Patrick enjoys spending time at the beach, fitness activities, exploring food, hiking, watching movies, and caring for pets.

Jisook Anderson is a financial advisor with Merrill in Fairfax, VA, holding a Series 66 designation and one year of industry experience. She has previously worked at Sheklee and Bank of America, N.A. Anderson is also an independent contractor member of Melaleuca, a consumer goods company, and volunteers at Virginia Agape International Baptist Church, assisting with collection and deposit of weekly offerings. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual, institutional, and charitable clients.

Gabriel Hoernig is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He has held roles at Edward Jones, Kingsview Wealth Management, Catalyst CBC, and James Madison University. 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, managed solutions, and affiliated investment products through a large national network of financial advisors and branches.

Anton Reese is a financial advisor with Charles Schwab in Alexandria, VA, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., Bank of America, N.A., and Merrill. He owns a home where his mother resides and pays rent. 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

Andrew Mika is a CFP® with 10 years of industry experience, currently serving at LPL Financial since 2025. He previously worked at Grove Point Advisors and Grove Point Investments from 2021 to 2025, and at United Planners Financial Services and Pegasus Financial Group from 2016 to 2021. His business activities include work with Meighan Wealth Management Group related to insurance and investment services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and nonprofits. The firm offers a range of financial planning and advisory programs, utilizing discretionary and non-discretionary management alongside research and model portfolios from multiple sources.