Nathan Mc Larty is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Apple Federal Credit Union, CUSO Financial Services, Equitable Advisors LLC, NYLife Securities, New York Life Insurance Company, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.

Paul Jordan is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2025. His prior roles include over a decade with related entities within the Edelman Financial Engines organization, including Financial Engines Advisors and Edelman Financial Services. 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 and planner delivery with online tools, offering diversified portfolios and both discretionary and non-discretionary management across a broad range of accounts.

Justin Nesheiwat is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and ten years of industry experience. He has worked at Equitable Advisors since 2016 and was affiliated with Axa Advisors from 2016 to 2020. Outside of his advisory role, he serves as an assistant men's rowing coach at Woodrow Wilson High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves matching clients to investment models or discretionary managers, utilizing a combination of proprietary and third-party programs without sponsoring its own wrap fee program.

Rita Chehoeva Head is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various entities affiliated with Edelman Financial Engines since 2016. Outside of her financial advisory role, she serves as the pianist and accompanist for Round Hill United Methodist Church. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a broad range of discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term strategies.

Rodney Miller is a financial advisor with Primerica Advisors in Fort Washington, MD, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at PFS Investments Inc. since 2011 and has also been employed with the US Census Bureau since 2005. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,698 advisors and $15.5 billion in assets under management. The firm uses model-delivery strategies and offers both discretionary portfolio management and separately managed accounts.

Jonathan Winston is a CFP® and holds a Series 66 license with Edward Jones, where he has worked for 10 years. His tenure at Edward Jones spans his entire industry experience since 2016. Outside of his advisory role, he serves as a co-trustee for a trust in Gainesville, VA, and participates on the finance committee of Lake Ridge Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide array of investment advisory programs. The firm manages over $1 trillion in assets through a large network of financial advisors and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christopher Talbert is a CFP® professional with 22 years of experience in the financial services industry. He has been with LPL Financial since 2012, following prior roles at Capital One Financial Advisors and Chevy Chase Financial Services. Talbert serves as a trustee for several family trusts, including the William L. Talbert 2012 Irrevocable Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Jordan Albert is a financial advisor at Ameriprise with four years of industry experience. Prior to joining Ameriprise in 2021, he worked at CIM Group LP and KPMG LLP. He holds a Series 66 designation. Outside of his advisory role, he serves as an IT Committee Board Member for the Potomac Appalachian Trail Club. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines centralized consulting with algorithmic tools and emphasizes managed accounts and affiliated investment products.

Grace Borger is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America, Wells Fargo Bank, and Baen Publishing Enterprises. She has also held positions in retail and publishing sectors, as well as experience in academia. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ari Ville Uusimaki is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses, with 16 years of industry experience. He has worked with Avantax Advisory Services and currently assists businesses and individuals with insurance plan selection and implementation. Uusimaki also serves as a board member of a homeowners association, where he reviews financial statements and community matters. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm offers a multi-manager platform featuring both affiliated and unaffiliated investment options, serving over 10,000 advisors and managing more than $256 billion in assets.

Benjamin Echeverri is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His previous roles include positions at Virtue Feed & Grain and the Naval Sea Systems Command within the Department of Defense. He has also worked in academic settings at Universidad de Salamanca and James Madison University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios comprised of mutual funds, ETFs, and ETPs.

Armand Minasian is a CFP® professional with 42 years of industry experience, currently serving as an advisor at LPL Financial since 2009. Prior to joining LPL Financial, he worked at Mutual Service Corporation for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools and a large network of over 22,800 advisors.

Ellie Yazdeli is a financial advisor with Wells Fargo Clearing in Arlington, VA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo, she held roles at Santander Securities and Santander Bank, as well as several positions at The Home Depot. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Michelle Kim is a financial advisor at Mass Mutual Investors Services with the Series 66 designation and one year of industry experience. Her prior work includes three years at Cornerstone Insurance Group. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software and also provides specialized services such as divorce planning and employer-sponsored planning programs.

Mahmoud Harb is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He serves as a resource for a range of financial needs, including investing, retirement planning, and saving for unexpected expenses. Mahmoud also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Mahmoud holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Atlantic City High School. He emphasizes a client-centered approach, aiming to assist clients in uncovering what matters most to them and their families to create tailored financial strategies.

Jeffrey Sheats is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2013, previously serving as a Financial Consultant. His career in financial advising spans over three decades, beginning in 1985 at Merrill Lynch. He has held various roles including Financial Advisor positions at First Montauk Securities, H&R Block Financial, Lincoln Financial, and UVest, as well as Branch Manager at H&R Block Financial from 1997 to 2008. Throughout his career, Jeffrey has developed extensive experience in financial planning and consulting. He applies his long-term industry knowledge to assist clients with important financial decisions and help them execute their financial visions.

Matthew Poliner is a financial advisor with Ameriprise in Vienna, VA, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise, he worked at Venable LLP. He serves as Treasurer on the Board of Directors for the Vienna Grove HOA. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions.

Mark Applegate is a Series 66-credentialed financial advisor with Edward Jones in Arlington, VA. He has three years of prior experience at CAPTRUST/Campbell Wealth Management and one year at Northwestern Mutual. Before entering the financial industry, he spent four years at Virginia Tech and three years at Westwood Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Matt Ellis is the Vice President and Financial Consultant at Fidelity Investments. He has held various roles within the company since 2011, including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. In his current role, Matt works closely with his clients and their families to develop financial plans using Fidelity's tools and resources, aiming to help them grow and protect their wealth as well as simplify their financial lives. Matt's expertise includes investment decision-making and financial planning. His career at Fidelity Investments spans over a decade, demonstrating his commitment to client service and financial consulting. Outside of his professional work, Matt has interests in cars, football, hiking, outdoor adventures, and traveling.

Jeffrey Mcmahon is a financial advisor with LPL Financial, holding Series 63 and Series 65 certifications and 28 years of industry experience. He has worked at LPL Financial since 2012 and has prior experience at Bbtis, Wells Fargo Clearing, and Morgan Stanley DW Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.