Neil Goetzman is a financial advisor with Raymond James Financial, holding a Series 66 designation. He has experience working at Quadrant Strategies and has held various roles including consulting and educational positions prior to his current role. Outside of advisory work, he is involved with Goetzman Nau Financial Partners, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients including individuals, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports advisory programs across a large network, with specialized services in municipal and public finance.

Donald Gillen is a financial advisor with UBS Financial Services in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with UBS and its predecessor firms since 1985. Outside of his advisory role, he serves as a member of the Board of Deacons at Jubilee Christian Center, advising the pastor on various church matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocation to tailor plans according to clients’ goals and risk tolerances.

Lee Corey is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 44 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007 and previously worked at Dean Witter Reynolds Inc. Outside of his advisory role, he has ownership interests in rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs. The firm emphasizes a structured financial planning process supported by firm-approved tools and offers both direct and employer-sponsored planning services.

Andrew Nemets is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He holds the Series 66 designation. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary investment options.

D Lawler is a financial advisor with Ameriprise in Washington, DC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Ameriprise and its affiliate since 2016. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Mcnulty is a financial advisor with Equitable Advisors in Gainesville, VA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Equitable Advisors since 2001 and previously operated under AXA Advisors, LLC for 19 years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals, risk tolerance, and time horizon.

Jason Woodall is a financial advisor at Ameriprise with five years of industry experience. He previously worked at Morgan Stanley and has held various roles outside the financial sector, including part-time employment with Pro Football Focus, where he collects football player and play-level data. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides detailed recommendations and ongoing tax-aware withdrawal strategies.

Mike Raith is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. Prior to this role, he held positions as an Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative within Fidelity Investments, gaining comprehensive experience in financial services from 2021 onward. Mike works closely with clients to develop and implement financial plans tailored to their unique goals and needs. His approach begins with understanding clients on a personal level, including their objectives, desires, and challenges, and continues with monitoring the plan to adapt to life events. Outside of his professional role, Mike enjoys activities such as baseball, beach outings, concerts, football, and spending time with family.

Travis Clarke is a Series 66–licensed financial advisor with 17 years of industry experience. He has been with LPL Financial and Burke And Herbert Bank since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Dylan Peterson is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 65 designation and previously worked at W.C. Moore Financial Services and Kerecis. Outside of financial advising, he contracts as a data analyst helping music artists sell royalty rights. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions.

Mark Dolfis is a financial advisor with Equitable Advisors in Bradenton, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Outside of his advisory work, he is involved in an outside insurance brokerage business, serves as an executor of his sister’s estate, and operates Ascend Planning & Consulting LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

William Corso is a CFP® with 29 years of experience in the financial services industry. He is currently an advisor at Robert W. Baird & Co., having joined the firm in 2024. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, Inc. Corso is also an investor in Northern Neck LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and separately managed account programs, utilizing a combination of manager-traded and model-traded strategies alongside tax management and direct-indexing capabilities.

James Hempstead Jr. is a financial advisor with Raymond James Financial in Alexandria, VA, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Cambridge Investment Research, Capital Asset Management Group, and Donovans Reef, as well as non-investment positions at Virginia Polytechnic Institute and State University and Copper Canyon Restaurant. He also serves as a Client Services Associate at Goetzman Nau Financial Partners LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients, offering non-discretionary advice supported by analytical tools and a broad advisor network.

George Bauer is a financial advisor with Morgan Stanley in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets beginning in 2006. Outside of his advisory role, he serves as Corporate Secretary for a technology company, NPE Holdings LLC, in a strictly administrative capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing various advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a wide range of retail and institutional investment products and services.

Charalambos Ferssizidis is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors before joining Raymond James in 2020. In addition to his advisory role, he serves as Director of Operations and Branch Manager at Goetzman Nau Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. offers 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 employs fact-finding, risk profiling, and analytical tools to provide non-discretionary planning tailored to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Gregory Amos is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at PFS Investments Inc. and various other positions in education and retail. He is also involved with Found & Sons Funeral Chapels. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors, $15.5 billion in assets under management, and delivers advisory services through model-based investment strategies created by unaffiliated managers.

Yan Zhi Huang is a financial advisor with Merrill in Fairfax, VA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His career includes roles at Bank of America, HSBC Bank USA, and Wells Fargo. Merrill, along 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.

Abigail Ganssle is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, she worked for eight years at OUTFRONT Media. 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 nationwide network of financial advisors and branch offices.

Alyssa Romanac is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and has worked in various roles within Wells Fargo entities since 2014, including Wells Fargo Clearing and Wells Fargo Bank. Prior to her career in finance, she was employed at FedEx Ground. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research and planning tools to develop customized recommendations.

Jeanette Ruchelman is a financial advisor at Morgan Stanley with two years of industry experience. Her previous roles include positions at Wells Fargo Advisors and Wells Fargo Bank, as well as earlier experience outside the financial sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process with firm-approved tools and modeling techniques.