Jonathan Ustun is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Wells Fargo entities since 2009. Outside of his advisory role, he coaches basketball and soccer at Burgundy Farm Country Day School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using research and planning tools to develop tailored recommendations.

Muhammad Shaukat is a Financial Advisor with Merrill Lynch Wealth Management who assists clients in making confident financial decisions through personalized advice and meaningful relationships. He focuses on understanding clients' goals, family, and values as the foundation for successful financial strategies. His expertise includes personal retirement planning, portfolio management services, and individual and corporate investment strategy. Muhammad works one-on-one with clients to define their goals and design portfolio strategies aimed at achieving them. He provides ongoing advice and adjusts portfolios as clients' situations change. Muhammad holds a Personal Investment Advisor (PIA) designation. He earned a High School Diploma from Mount Vernon High School, attended George Mason University without earning a degree, and obtained an Associate's Degree from Northern Virginia Community College. He speaks Urdu, Hindi, Punjabi, and English. He has lived in Alexandria, Virginia, for 25 years and volunteers in the DMV area, especially in Alexandria. Outside of work, he enjoys traveling, trying new cuisines with his wife and children, playing pickleball, and spending time with his daughter.

Cuaduana Terry is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, NA. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Jason Lesnik is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and 65 credentials and bringing 31 years of industry experience. He has been with Cambridge since 2016 and is also the president and owner of Custos Financial Services, LLC. Outside of his advisory work, Lesnik serves as president of the Manassas Volunteer Fire Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charities, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Joseph Mjelde is a financial advisor at Edward Jones in Burke, VA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, he serves as Chapter Vice President for the Fairfax Business Connection, where he helps run meetings and tracks attendance and referrals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Danny Riley is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Ameriprise Financial Services, Inc. and has caddied independently at Burning Tree Golf Club. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on structured financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Anna Pavluk is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory work, she is involved with Young Living, where she educates on the uses and benefits of essential oils. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market simulations.

Jeremy Milo is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His career includes roles at Fidelity Investments since 2020, prior experience at Bloomberg Industry Group, and running his own law office from 2011 to 2020. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.

Gerald Lyon is a financial advisor with Raymond James Financial in Alexandria, VA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 14 years before joining Raymond James and Goetzman Nau Financial Partners, where he serves as a director of a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its municipal advisor affiliation.

Jessica Marxer is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She has held various roles within Wells Fargo, including positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Marxer holds Series 63 and Series 66 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and tailored recommendations supported by Wells Fargo research and planning tools.

Barbara Oleary is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 32 years of industry experience. She has worked at Cetera since 2013 and previously spent 20 years at Dondero & Associates, Limited. Outside of advising, she is involved in will and trust planning through her firm Barbara J. O'Leary, LLC, where she serves as a Master Certified Estate Planner, and provides tax preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures with over 10,000 advisors and $256 billion in assets under management.

Alex Slone is a Financial Consultant at Fidelity Investments, a role held since 2023. He has been with Fidelity Investments since 2018, serving in various capacities including Investment Consultant, Relationship Manager, Investment Solutions Representative, Workplace Planning and Advice Associate, and Client Representative Advocate. Throughout his tenure at Fidelity Investments, Alex has developed expertise in client relationship management and investment consulting. He emphasizes understanding clients' individual circumstances through detailed discussions to create financial plans tailored to their unique needs. His approach aims to provide clients with peace of mind and confidence in their financial future. Outside of his professional role, Alex has personal interests in golf, music, running, snowboarding, and traveling.

Tareq Khattar is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2011, including time when the firm operated as Axa Advisors LLC. Outside of his advisory role, Khattar is involved in group benefits brokerage through Ascend Planning & Consulting and holds sales associate positions with Dergalis Associates LLC and Realty Benefit Services. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charities, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services with a focus on individualized financial planning and fiduciary engagements.

Brandt Zimmerman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with former federal employees, nonprofit organizations, business owners, and families to navigate complex financial decisions. His expertise includes education planning, family wealth management strategies, institutional investment consulting, legacy planning, philanthropic planning, personal retirement planning, small business strategies, tax minimization, and retirement income. He assists nonprofit leadership with sustainable growth and financial stability planning, guides former federal employees through retirement and career transitions, and supports business owners during critical phases such as succession planning and liquidity events. Zimmerman holds a Bachelor's Degree from Clemson University and a Master's Degree from Northeastern University. He is a Personal Investment Advisor (PIA) and is involved professionally with organizations such as the Arlington Chamber of Commerce and the Clemson Alumni Club of Washington DC. His approach emphasizes long-term relationships and ongoing planning, delivering clear and tailored guidance according to each client's goals and needs. Outside of his professional career, Zimmerman is active in community involvement, assisting with assisted living communities in Northern Virginia. He lives in Burke, VA, with his wife and two seven-year-old sons, Linden and Keller. His personal interests include baseball, camping, cooking, fishing, football, hiking, music, reading, running, and spending time with his family.

Allen Tefft is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has operated his own financial services business since 2007 and has been affiliated with Cetera Advisors LLC since 2013. He also holds an insurance agent license, selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing both affiliated and third-party managers across multiple program structures.

Nazzareno Spurio III is a financial advisor at LPL Enterprise with 10 years of industry experience and holds the Series 66 designation. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, McAdam LLC, and Purshe Kaplan Sterling Investments. He is also involved with Pillar Wealth Partners as a financial advisor. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active product sales.

Seddon Nelson is a financial advisor at SCN Capital Management with 28 years of industry experience. He holds a Series 65 designation and has been with SCN Capital Management since 1997. Outside of his advisory role, he operates a sole proprietorship focused on information system administration. SCN Capital Management is an independent firm managing approximately $58.5 million in client assets for about 48 individual clients. The firm provides ongoing portfolio management and investment advisory services with a focus on individualized client relationships.

Glenn Ryhanych is a CFP®, CFA®, and Series 63 credentialed advisor with 19 years of industry experience. He has worked at BlueList Partners, LLC since 2019 and previously at Spire Investment Partners, LLC from 2015 to 2019. BlueList Partners, LLC is an independent, fee-only investment adviser serving high-net-worth individuals, families, corporate executives, business owners, medical professionals, retirees, qualified retirement plans, associations, and charitable organizations. The firm specializes in discretionary asset management with a focus on taxable and tax-exempt municipal bond portfolios and managed asset-allocation strategies.

Marwan Jabbour is an independent financial advisor with USA Retirement Income Solutions, LLC, based in Fairfax, VA. He holds Series 65 and Series 66 designations and has 18 years of industry experience. Prior to his current firm, he worked with United Security Advisors and Financial Planning Partners, Inc. He also works as an independent insurance agent. USA Retirement Income Solutions serves clients seeking retirement income strategies through personalized financial planning.

James Griffin is the sole advisor at Griffin Financial Services in Manassas, VA, holding a Series 65 license with three years of industry experience. He is also a part owner of Air Treatment Company, a full-service HVAC business, and operates a tax preparation service, Render Unto Caesar, which he has managed since 2011. Griffin Financial Services is an independent advisory firm serving individuals, high-net-worth clients, trusts, and business entities, managing approximately $12.1 million. The firm employs fundamental and cyclical analysis alongside modern portfolio theory to create tailored investment strategies, offering discretionary and non-discretionary asset management, portfolio monitoring, and optional financial planning.