Patricia Bergman is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Cambridge Investment Research Advisors since 2022. In addition to her current role, she has been associated with Parkwood Associates, Inc. since 2013. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides a range of investment solutions, including proprietary models and access to third-party managers, with options for discretionary and non-discretionary management tailored to client objectives.

William Caudron is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at firms including EMP Management LLC, Capitolis, Citigroup, and Rotunda Capital Partners. Caudron also owns Riverfront Wealth WC, LLC, a wealth management business based in Alexandria, VA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and integrates advisory services with various financial product sales and referral channels.

Natnael Alem is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His work history includes roles at Fidelity Investments, Northwestern Mutual Investment Services LLC, and Uber EATS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Mee Teng Tan is a financial advisor at Merrill with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Merrill and Bank of America in 2026, Tan worked at Wells Fargo Bank and Wells Fargo Clearing from 2022 to 2026. Outside of financial advising, Tan co-owns a rental property in Singapore with a spouse. 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 serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Morton is a financial advisor with Ameriprise in Manassas, VA, holding a Series 66 credential and two years of industry experience. Prior to joining Ameriprise in 2023, he worked in various roles including managerial support at CFI Management Group LLC and positions at George Mason University Recreation and Enterprise Rent a Car. He provides managerial support to co-owners at CFI Management Group LLC as an outside business activity. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized retirement income recommendations in partnership with its financial advisors.

Marilyn Hoosen is a financial advisor with Equitable Advisors in Alexandria, VA, holding Series 63 and Series 65 credentials and 20 years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, and Stifel Independent Advisors. She serves on the planning committee for the Innovation in Agriculture and Energy Opportunity Zone Summit in Puerto Rico. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs through a dual SEC-registered investment adviser and broker-dealer platform.

Ryan Banner is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Banner is also involved in fixed insurance sales and serves as a financial advisor for Kinnect Advisors. Cetera Investment Advisers LLC provides financial planning, portfolio management, and retirement services through a nationwide network of independent advisors, serving a broad client base from individual investors to institutional accounts. The firm offers a multi-manager platform with diverse program options, including model portfolios, third-party managers, and bespoke strategies.

Christopher Peden is a financial advisor with Ameriprise in Lake Ridge, VA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Ameriprise in 2019, he worked at Primerica Advisors and Primerica Financial Services, and spent 14 years at Verizon. He also owns and operates Peden Accounting Services LLC, providing tax preparation and advisory services. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering customized recommendation reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement strategies while providing a broad range of advisory, brokerage, and insurance solutions.

John Fitchett is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, CUSO Financial Services, Merrill, Bank of America, and SunTrust Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Christopher Weins is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors from 2013 to 2020. In addition to his advisory role, he provides part-time administrative support to another advisor at Equitable Advisors and serves as an administrator or trustee for estates or trusts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, utilizing a range of asset managers and advisory structures to tailor services to client goals and risk tolerances.

Maxwell Frishkorn is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His background includes roles at Burke & Herbert Bank and academic positions at The College of William & Mary and James Madison University. LPL Financial serves individual and institutional clients nationwide, offering a range of advisory programs, retirement plan consulting, and brokerage services. The firm provides discretionary and non-discretionary management supported by research and model portfolios from LPL and third-party subadvisors.

Mary Davis is a CFP® with 41 years of industry experience and is currently an advisor at Edelman Financial Engines in Fairfax, VA. She has worked with affiliated firms since 1994, including Edelman Financial Services LLC and Financial Engines Advisors L.L.C. Davis serves as a board member of the McLean Project for the Arts, a nonprofit supporting contemporary artists. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Douglas Keegan is a CFP®-certified financial advisor with 26 years of industry experience. He has been with Edelman Financial Engines and its predecessor entities since 2010, including roles at Financial Engines Advisors L.L.C. Prior to his advisory work, he launched and manages Firebird Rising LLC, an entertainment business. 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 both discretionary and non-discretionary investment options focused on diversified portfolios and long-term strategies.

Alex Chisholm is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Equitable Advisors since 2011, following a prior role at Axa Advisors LLC. In addition to his advisory work, he operates as a sales associate with Realty Benefit Services, offering group and individual benefits to real estate agents. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Allison Taylor is a Series 66 licensed financial advisor with Ameriprise in Alexandria, VA, and has 19 years of industry experience. She previously worked at Oppenheimer from 2016 to 2020 before joining Ameriprise in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Olivia Inglett is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. She holds the CFP® and ChFC® designations as well as a Series 66 license. Prior to joining Cambridge, she spent a decade at First Command in various advisory and insurance roles. Inglett is also the sole owner of Inglett Advising LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors who utilize a range of portfolio strategies and platform arrangements.

Marco Jauregui Flores is a financial advisor with Edward Jones in Manassas, VA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Upskill Training Partners LLC and held positions with American Airlines in Peru and Bolivia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors and 15,000 branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Reed is a CFP® with 18 years of experience currently serving as a financial advisor at Cetera. He has a background that includes roles at Avantax and 1st Global Advisors, alongside longstanding experience as a CPA and vice president of Hogan & Reed, PC CPAs. Reed is a director of the Jack & Lovell Olender Foundation, a private charitable foundation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of model portfolios and third-party managers.

Robert Potter is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2010. Outside of his advisory role, he serves as senior pastor of Journey Worship Centre and is president of Breakthrough Ministries, where he is involved in speaking engagements and leadership training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products.

Russell Day is a financial advisor at Edelman Financial Engines with five years of industry experience. He holds a Series 65 designation and has worked at firms including Financial Engines Advisors L.L.C. and McGladrey. Prior to joining Edelman Financial Engines, he was employed at Boat America Corporation and New Virginia Majority. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, offering diversified model portfolios and a fiduciary investment process emphasizing long-term management.