Rodney Tull is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at Wells Fargo Bank, Cetera, Voya Financial Advisors, and Ameriprise. Outside of financial advising, he works as a night auditor at the Residence Inn Marriott Fairfax City. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Pauline Malmgren is a financial advisor at Raymond James Financial with 38 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Since 2017, she has served as co-trustee of The Swenson Living Trust, where she also acts as financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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 Series 63 and Series 65 designations and has worked at firms including SCF Investment Advisors, Variant Private Wealth LLC, Ameriprise Financial Services, Wells Fargo Clearing, and Merrill. Outside of his advisory role, he owns the Greek Unlimited Store. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, supported by extensive advisor tools and a broad suite of non-advisory financial services.

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. Incorporated with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Morgan Stanley and Bogart Wealth, LLC. Based in Fairfax, VA, his background includes roles in wealth management and mortgage services. Robert W. Baird & Co.’s Private Wealth Management department, where Saro is part of The DDK Group, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody services, employing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.

Courtney Wallen is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Financial Engines Advisors LLC, Edelman Financial Services, and Capital Impact Partners. From 2015 to 2017, she was involved in volunteer and philanthropic activities. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and consulting services with a focus on non-discretionary advisory relationships.

Richard Allen is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors. Outside of his advisory role, Allen serves as president of a homeowners association and is a board member of the DC Public Education Fund. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of investment models and third-party asset managers, offering services that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michele Bryceland is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2024. In this role, she serves as the primary contact for clients, supporting families as they work toward their financial goals. She emphasizes providing superior customer service and keeping clients informed about available resources, new products, and innovations to enhance their experience. Prior to her current role, Michele has held various positions within the financial services industry, including Planning Consultant at Fidelity Investments from 2022 to 2024, Paraplanner at Bogart Wealth in 2021, and roles at Morgan Stanley and Raymond James spanning from 2017 to 2021. Her experience encompasses client service and financial planning support, contributing to her expertise in wealth management. Outside of her professional career, Michele has personal interests that include museums, outdoor adventures, pets, photography, running, and traveling.

Mary Wallack is a financial advisor at Robert Baird & Co. with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley Dw Inc. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager oversight, and advanced investment strategies.

Jocelyn Kim is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She previously worked at New York Life Insurance Co. and NYLife Securities LLC for a combined 10 years before joining her current firm. In addition to her advisory role, she is involved in outside insurance sales through IOG Benefits Consulting, focusing on Medicare and group employee plans. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning relationships using advanced analytical tools and offers various specialized planning programs.

Shubhro Banerjee is a CFA® charterholder and financial advisor at Edward Jones with five years at the firm and a total of seven years in the industry. Prior to joining Edward Jones in 2021, he worked for M&T Bank N.A. (Wilmington Trust Investment Advisors) from 2015 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products.

Collin Doyle is an Investment Consultant at Fidelity Investments. In his current role, he collaborates with clients to support their financial planning journeys, focusing on retirement and other life goals. He works closely with his team to assist clients in achieving their objectives. Collin has been with Fidelity Investments since 2016, progressing through various positions. Prior to his current role, he served as a Planning Consultant from 2021 to 2026, a Relationship Manager from 2020 to 2021, and as a High Net Worth Representative from 2016 to 2020.

Xiaoxiao Lou is a CFA charterholder and holds Series 63 and Series 66 licenses, with six years of industry experience. She has worked at Edward Jones since 2011, with a four-year period at NISA Investment Advisors from 2017 to 2021 before returning to Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Taylor Ayers is a financial advisor with J.P. Morgan Securities who holds a Series 66 credential and has five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, Ayers worked at Bank of America and Merrill from 2021 to 2024, and has experience in both financial services and hospitality sectors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Stephen Little Jr. is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2014 and Bank of America, N.A. since 2024. Outside of his advisory role, he is the sole owner of a rental property in Dumfries, Virginia. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Mario Gabalda is a financial advisor with Ameriprise in Alexandria, VA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of advising, he owns a small business related to managing his Ameriprise practice. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Rusciolelli is a financial advisor with LPL Financial in Washington, DC, holding a ChFC® designation and Series 63 and 65 licenses. He has 34 years of industry experience, including prior roles at Grove Point Advisors, Grove Point Investments, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he volunteers with The Player Progression Academy, a girls’ soccer nonprofit, and the Community Foundation of Northern Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.