Ibrahim Bah is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' individual priorities to develop strategies that address short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and preparing for unforeseen expenses. Additionally, he facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ibrahim holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Illinois System and communicates fluently in English and Arabic. Outside of his professional duties, Ibrahim is involved with the charitable organization Feed My Starving Children.

Angela Sampson is a Planning Consultant at Fidelity Investments. She has progressed through several roles within Fidelity, including Life Event Consultant III, Life Event Consultant II, Transition Service Help Desk, and Transition Service Specialist. Her professional experience reflects a steady advancement in the field of financial planning and client service within the company. Angela's approach to financial planning emphasizes understanding the individual behind the portfolio. She focuses on building genuine relationships, listening attentively, and assisting clients in making decisions that align with their personal goals, values, and life priorities. Outside of her professional role, Angela has interests in food, football, and swimming.

Keven Kling is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to his financial services career, he served 33 years in the United States Air Force and the District of Columbia Air National Guard. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Michael Cunningham is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with a diverse clientele including corporate executives, attorneys, physicians, families, and non-profit organizations across twenty-five states. Michael focuses on preserving clients' wealth and achieving reasonable growth through consistent investing over time while avoiding needless risk. Michael began his career in 1997 with Merrill Lynch Wealth Management in New York City before returning to the Washington, D.C. area to join Bank of America, where he has remained through the firm's merger with Merrill. He offers clients comprehensive financial guidance, including advice on Social Security, long-term care insurance, Medicare, and lending options such as residential, securities-based, and commercial loans through Bank of America. His approach emphasizes understanding clients' priorities and preparing for new financial situations and opportunities. He earned a Bachelor of Science degree, cum laude, in Biology and Psychology from James Madison University, where he was a member of the varsity rugby team. Michael resides in Mount Vernon with his three children. He volunteers at his local parish and children's schools and supports the American Parkinson Disease Association.

James O Donnell is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Merrill Lynch, Stifel Nicolaus & Co Inc, Principal Securities Inc, and Kinnect Advisors, where he currently serves as an independent contractor. He also consults for Geddes & Co, a tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing multiple program platforms and a multi-manager approach.

Woodroe Leach is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His prior work includes more than three decades at Money Concepts Capital Corp and ongoing roles at Chesapeake Life. Leach is also involved in entrepreneurial activities, owning Leach Wealth Management Group and The Woodlyn LLC, and he works as an independent insurance agent. Additionally, he plans to offer clients access to estate planning documents through the Estate Guru platform. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers a range of portfolio management options, including proprietary models and third-party strategies, delivered across multiple platforms with both discretionary and non-discretionary investment implementations.

Danielle Thompson is a financial advisor at Equitable Advisors with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Equitable Advisors since 2012, with prior experience at AXA Advisors and Valic Financial Advisors. Based in Washington, DC, her career spans multiple established advisory firms. Equitable Advisors serves a diverse 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, utilizing a range of proprietary and third-party solutions tailored to client risk tolerance and investment needs.

Marcela Arimany is a financial advisor with LPL Financial in Alexandria, VA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Carr Workplaces and South Florida Educational Federal Credit Union. Outside of her advisory duties, she is involved in online sales through Mercari and serves as a public notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research from LPL and third-party providers.

Maureen Obrien is a financial advisor with LPL Financial in Alexandria, VA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory work, she operates an online retail business selling antiques and collectibles through platforms such as eBay and Amazon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, incorporating both discretionary and non-discretionary management along with research and model portfolio options.

Nicole Wright is a financial advisor at LPL Financial in Alexandria, VA, holding a Series 66 designation with nine years of industry experience. Her career includes roles at Merrill Lynch, Bank of America, Fidelity Investments, Raymond James & Associates, and CUSO Financial Services. Outside of advisory work, she has experience in the hospitality sector, having been involved with Parallel Wine Bistro. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.

Breanna Tavernini is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Her prior roles include positions at the United States Patent and Trademark Office, Thrivent, Northwestern Mutual, and academic institutions such as the University of Nevada, Las Vegas, and Nevada State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Melissa Geracimos is a CFP® and ChFC® credentialed financial advisor at Cetera with 30 years of industry experience. Her work history includes roles at Aurelius Family Office, Charles Schwab, HUB International Investment Services, and Campbell Wealth Management. She is based in Alexandria, VA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Juan Mendieta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Bank of America, PNC Financial Services, and Carmax. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions through a large network of financial advisors.

Elyse Dawn Fragata is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. She has previously worked at Merrill and Bank of America, among other firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Joshua Blackman is a Series 66-licensed financial advisor with Morgan Stanley in Alexandria, VA, with three years of industry experience. Prior to joining Morgan Stanley, he held roles at Fuel Sales Academy, SV Academy, Talend, and Nath, Goldberg, & Meyer. He is also a partner in AJ Digital Marketing Group, a website design business. Morgan Stanley Wealth Management serves individual and institutional clients by providing financial planning and advisory services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs and planning strategies.

John Kidwell is a financial professional with Cetera and holds a Series 66 designation. He has nine years of industry experience and also maintains ownership of a law firm, John Kent Kidwell PC, where he practices as an attorney. In addition, he is an author of self-published books and owns a title services business. Cetera Investment Advisers LLC provides financial advisory services through a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Aaron Kniss is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Equitable Advisors since 2011, including the period when the firm operated as AXA Advisors LLC. Outside of his advisory role, he works directly with Lincoln Financial’s insurance offering group on universal life and disability products. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm employs a range of advisory models and third-party program sponsors, offering both proprietary and external investment solutions through a large network of investment adviser representatives.

Mary O'Reilly is a financial advisor at Merrill with 29 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1994. 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, pension plans, corporations, and charitable organizations.