David Brown is a Financial Advisor with Merrill Lynch Wealth Management who focuses on building financial strategies that are precise and personally aligned with his clients' goals. He serves individuals, families, and businesses, emphasizing tax-efficient planning, disciplined growth, and prudent asset preservation. David acts as a long-term partner, assisting clients through life changes, career shifts, business growth, and retirement. His advisory work centers on clients such as federal employees, small business owners, and multigenerational families. David helps clients create financial strategies related to family wealth management, legacy planning, portfolio management, tax minimization, and retirement income. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). David holds a Bachelor's Degree from the University System of Georgia. Outside of work, he participates in community activities, including involvement with Habitat for Humanity. His personal interests include billiards, boxing, camping, chess, golfing, hiking, music, pickleball, running, and traveling.

Benjamin Turman is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Publix and The College of William and Mary. His background includes roles outside finance, such as positions at Fredericksburg Academy and Mercantile (Foode). 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 operates a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored client solutions.

Thavanh Xayarath is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Verizon Wireless for six years and serves in the Indiana Army National Guard. 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 financial planning and advisory programs, utilizing model portfolios, research, and various management approaches.

Helio Shin is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding Series 65 and Series 63 licenses and four years of industry experience. His career includes roles at MML Investors Services, LLC and MassMutual Life Insurance Co since 2023, as well as former positions at New York Academy LLC and Joy Academy. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Darrell Reynard Jr. is a financial advisor with Robert Baird & Co. holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of financial planning and portfolio management services combining internal research, model-traded strategies, and manager-traded separately managed accounts.

Danny Vance is a financial advisor with Edward Jones in Arlington, VA, holding Series 63 and Series 66 credentials and over 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory role, he owns and maintains rental real estate properties in Lexington, VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs and affiliated services supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Dwight Cates is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2026, he worked at Edward Jones for two years and spent 15 years at Fluor Corporation. He serves on the board of the Falls Church Chamber of Commerce in Virginia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions. The firm manages approximately $671 billion in assets and integrates research and analytics from its investment institute to guide portfolio construction.

Miles Detelich is a Financial Consultant at Fidelity Investments, where he partners with clients to understand their financial goals and develop customized plans to meet their unique needs. He focuses on constructing financial plans, identifying strategies to complement those plans, and maintaining open communication to help clients stay on track. Miles has been with Fidelity Investments since 2015, holding various roles including Financial Representative, College Planning Specialist, Central Relationship Manager, Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2021. This progression reflects his extensive experience within the firm and his deep understanding of financial consulting. Outside of his professional work, Miles enjoys baseball, biking, golf, outdoor adventures, skiing, and traveling.

Kyung Eun Kim is a financial advisor with Mass Mutual Investors Services, holding CFP®, Series 63, Series 65, and Series 66 designations and 18 years of industry experience. Prior to joining Mass Mutual Investors Services and Mass Mutual Life Insurance Company in 2023, Kim worked at Eagle Strategies and New York Life Insurance Company. She serves as president of the Ewha Womans University Alumni Association and chairs the strategy and planning committee for the Greater Dallas Korean American Chamber of Commerce. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning process involves detailed client data analysis and written recommendations, with implementation handled separately through brokerage or insurance arrangements.

Edgardo Oliveros Chavez is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. He has previously worked at J.P. Morgan Securities and Bank of America and has experience in both financial services and other industries, including positions at Uber and Lyft. Merrill provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

George Englert is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He previously worked at Avantax Advisory Services and related Avantax entities for over two decades and has been a principal at Englert & Associates CPAs since 1976. Outside of his advisory role, he is actively involved in accounting and tax preparation through Englert & Associates CPAs. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management, model portfolios, and various technology-driven solutions.

Juan Uribe is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and offers a wrap-fee structure with an operational model that includes ongoing oversight of manager selection.

Pauline Malmgren is a financial advisor with Raymond James Financial in Fairfax, VA, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. She has served as a co-trustee of The Swenson Living Trust since 2017, in addition to her advisory role at Raymond James since 2008. Raymond James Financial Services Advisors, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and a broad affiliate network.

Redmond Manierre Jr. is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked with firms including UBS Financial Services and multiple investment boutiques before joining Morgan Stanley in 2019. Outside of his advisory role, he is the sole proprietor of Waycroft Farm, LLC, an agricultural real estate business in Virginia. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

John Calhoun is a financial advisor at LPL Financial with 31 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior roles include positions at SCF Investment Advisors, SCF Securities Inc., Variant Private Wealth LLC, and Ameriprise Financial Services. Outside of his advisory work, he is a business owner of Greek Unlimited Store. 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, providing both discretionary and non-discretionary management supported by model portfolios and research.

Noah Zweig is a financial advisor at Edward Jones in Fairfax, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at The Law Firm of Shihab & Associates and Beacon Hill Staffing Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

David Williams is a financial advisor at Morgan Stanley in Alexandria, VA, holding a Series 66 designation with seven years of industry experience. His work history includes roles at Morgan Stanley Private Bank and SAIC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through Corporate Financial Planning agreements.

Ted Rynn is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2014, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Paraplanner at WealthCrest Financial Services and Lifetime Wealth Planning and Management. With over a decade of experience in financial planning, Ted focuses on providing clients and their families with opportunities for greater peace of mind through his work. His professional journey reflects a consistent commitment to the financial services industry and client support. No information on education, credentials, personal interests, or community involvement was provided.

Saro Gahima is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley and Bogart Wealth, LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies and ongoing manager selection supported by internal research and tools.

Courtney Wallen is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Financial Engines Advisors L.L.C., Edelman Financial Services, and Capital Impact Partners. From 2015 to 2017, she was involved in volunteer and philanthropic activities. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting clients through non-discretionary advisory relationships and institutional consulting services.