Hongmei Deng is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and nine years of industry experience. Prior to joining Equitable Advisors in 2021, she worked at LPL Financial from 2017 to 2021. Deng is also the president and owner of HMD Wealth Management Inc. and serves as a trustee for a family revocable trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm’s approach includes matching clients to program models or discretionary managers, utilizing a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Yue Yang is a Financial Advisor specializing in personalized wealth management strategies for clients. Based in Virginia, Yue focuses on helping families fund college education, plan for retirement, and build a legacy. Affiliated with Merrill Lynch Wealth Management, Yue leverages the resources of Merrill and Bank of America to support clients in navigating the complexities of today's financial markets. Yue employs a consistent approach to asset management aimed at growing wealth over time and assisting clients in coping with market uncertainties. Yue holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Syracuse University. Originally from Shenzhen, China, Yue has lived in several locations across the United States, including Delaware, New York City, Massachusetts, and Upstate New York. In addition to professional activities, Yue participates in community service as a high school volunteer math tutor. Personal interests include cooking, dancing, golfing, music, painting, spending time with family, swimming, tennis, traveling, and volleyball.

Cameron Blackwood is a financial advisor with LPL Financial in Alexandria, VA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing Services, and UBS Financial Services. 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 advisory programs and financial planning services, with both discretionary and non-discretionary management options supported by extensive research and technology tools.

Rosa Gonzalez is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She focuses on gaining a full understanding of her clients and their families to develop customized financial strategies. Rosa works closely with clients to connect various aspects of their financial lives and leverages Fidelity's resources and technology to create comprehensive financial plans. Her professional experience includes roles as an Investment Consultant at Fidelity Investments from 2020 to 2021, a Financial Advisor at Edward Jones Investments from 2018 to 2019, and a Relationship Manager at Bank of America from 2014 to 2018. Throughout her career, she has developed expertise in financial consulting and investment advising. Outside of her professional work, Rosa is interested in fitness, social events with friends, caring for pets, reading, and volunteering.

Liam Maison is a financial advisor with LPL Financial in Alexandria, VA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Burke & Herbert Bank and EnviroTech Services, Inc., as well as experience in both banking and university settings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and a range of investment strategies.

Lisa Toews Daugherty is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and 13 years of industry experience. She previously worked at Avantax Advisory Services and Avantax Investment Services, and she has been involved with BBG Financial Planning since 2011. Outside of her advisory work, she serves as Chair of the Administration Ministry at Trinity Presbyterian Church in Arlington, VA. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management services and access to multiple program platforms, including model portfolios and third-party managers.

Christopher Rush is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked within various Wells Fargo entities since 2011. Outside of his advisory role, he owns and operates Capital Area Treasures, a business involved in locating buyers for liquidated items. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, with a planning menu that includes specialized services such as business-owner transition and special-needs planning.

Keith Burner is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools to support structured financial planning processes.

Darrell Nolton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with individuals and families to develop personalized wealth management strategies that align with their unique goals and life priorities. His approach emphasizes building trusting relationships through open and honest communication to help clients navigate financial planning for retirement, education, and managing new wealth. Born and raised in Alexandria, VA, Darrell has been in the finance industry since 2006, holding roles in both banking and investment management. He joined Merrill in 2022 to focus on helping clients plan and strategize for their financial futures. He holds a Bachelor's Degree from the University of Virginia and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Darrell is involved in his community as a volunteer coach for Fort Hunt Little League and a volunteer at Junior Achievement of Greater Washington's Finance Park. He enjoys spending time with his wife and three children, as well as engaging in activities such as baseball, camping, football, ice hockey, music, photography, reading, traveling, and watching movies.

Jeffrey Donald Mcgrew is a financial advisor with Fisher Investments in Arlington, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Kirk Diehl Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Fannie Mae for 14 years. Edward Jones is a full-service wealth management firm serving over 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.

Mark Rizzieri is a financial advisor with Morgan Stanley in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Charles Gray is Vice President and Financial Consultant at Fidelity Investments, where he has served since 2017. In this role, he helps clients build, implement, and monitor comprehensive financial plans. Prior to his current tenure, he held the position of Regional Vice President at Fisher Investments from 2021 to 2022. Charles has extensive experience in the financial services industry, beginning as a Financial Advisor at Merrill Lynch in 2012 and Morgan Stanley in 2013. He joined Fidelity Investments in 2013 as an Investments Representative and advanced through roles including Financial Consultant and Vice President, Financial Consultant. Details regarding Charles's education, credentials, personal interests, and community involvement are not provided.

Chris Palmer is a financial advisor at Edward Jones in Springfield, VA, holding CFP®, ChFC®, and Series 63 designations with 31 years of industry experience. He has been with Edward Jones since 1994. 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 large nationwide network of financial advisors and branch offices.

Danny Jabbour is a Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he partners closely with clients to build personalized financial plans that align with their goals and challenges. He emphasizes understanding what matters most to clients and implements strategies that are continually refined as their lives evolve. Prior to joining Fidelity Investments, Danny served as Head of Wealth Advisory at Sarwa Digital Wealth from 2018 to 2020. He also gained experience as a Financial Advisor at UBS AG between 2016 and 2018, and at Merrill Lynch from 2015 to 2016.

Beatriz Salvat is a financial advisor with J.P. Morgan Securities in Arlington, VA, holding Series 63 and Series 66 credentials and having 21 years of industry experience. Her prior roles include positions at Franklin Templeton Financial Services, Bank of America, and Merrill. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Teigen Mahoney is a Planning Consultant at Fidelity, a role held since 2023. In this position, Teigen focuses on understanding clients' goals and priorities to collaborate on building tailored financial plans. Prior to this, Teigen served as a Relationship Manager at Fidelity from 2022 to 2023 and as a Financial Representative from 2021 to 2022, gaining experience in client relationship management and financial representation. Teigen's professional experience at Fidelity spans multiple roles over several years, reflecting a progression in responsibilities related to financial planning and client services. This background provides a foundation for consulting clients on their financial objectives and planning needs.

Bezawit Dessyalew is a financial advisor with LPL Financial in Fort Washington, MD, holding Series 63 and Series 66 licenses and with six years of industry experience. Prior to joining LPL Financial, Dessyalew worked at HSBC Securities and Wells Fargo Bank. Outside of advisory services, Dessyalew is involved with Teo LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Douglas Menorca is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at AXA Advisors and the U.S. House of Representatives. Outside of his advisory role, he serves on the investment and finance committees of Capitol Hill Presbyterian Church and engages in voluntary political consulting. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Nancy Stickel is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Her outside business activities include ownership in several rental properties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with comprehensive investment advisory services, financial planning, and retirement plan consulting, operating with over 14,000 advisors and approximately $671 billion in assets under management.