Liam Maison is a financial advisor with LPL Financial in Alexandria, VA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Burke & Herbert Bank and EnviroTech Services, Inc., as well as experience in both banking and university settings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and a range of investment strategies.

Harry Horning II is a financial advisor with OSAIC in Manassas, VA, holding a Series 66 designation and 13 years of industry experience. He previously worked at SagePoint Financial for 10 years and has served in the U.S. Marine Corps since 2010. Outside of advising, Horning is founder and CFO of Phase II, LLC, a government contracting business, and is involved in tax preparation and insurance production. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various investment types.

Nancy Popovich is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Baird since 2007. Outside of her advisory role, she serves on the Virginia Hospital Center Health Board’s Investment Finance Committee and is involved as a board member, troop leader, and treasurer for a local Girl Scouts troop. Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

Alisa Schultz is a financial advisor at Raymond James Financial in Fairfax, VA, with 17 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to her current role, she has worked at Raymond James Financial Services, Inc. and has had diverse experience including positions outside the financial industry. She is also involved as an associate employee at Estes Wealth Strategies, providing financial advisory and support services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and investment consulting using analytical tools and supports its clients through a broad network of advisors and specialized programs.

Christopher Rush is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked within various Wells Fargo entities since 2011. Outside of his advisory role, he owns and operates Capital Area Treasures, a business involved in locating buyers for liquidated items. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, with a planning menu that includes specialized services such as business-owner transition and special-needs planning.

Matthew Hickes is a financial advisor with Edelman Financial Engines in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Edelman Financial Engines offers technology-driven 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, providing diversified portfolio management and fiduciary services across various account types.

Keith Burner is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools to support structured financial planning processes.

Darrell Nolton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with individuals and families to develop personalized wealth management strategies that align with their unique goals and life priorities. His approach emphasizes building trusting relationships through open and honest communication to help clients navigate financial planning for retirement, education, and managing new wealth. Born and raised in Alexandria, VA, Darrell has been in the finance industry since 2006, holding roles in both banking and investment management. He joined Merrill in 2022 to focus on helping clients plan and strategize for their financial futures. He holds a Bachelor's Degree from the University of Virginia and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Darrell is involved in his community as a volunteer coach for Fort Hunt Little League and a volunteer at Junior Achievement of Greater Washington's Finance Park. He enjoys spending time with his wife and three children, as well as engaging in activities such as baseball, camping, football, ice hockey, music, photography, reading, traveling, and watching movies.

Sharolyn Wood is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to her current role, she worked at Primerica Financial Services and spent nine years with Prison Fellowship International. Outside of her advisory work, she is a co-host and speaker for a church-based multi-session conference. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

William Keen is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding the ChFC® designation and Series 63 and 65 licenses. He has 50 years of industry experience, including 30 years with MassMutual Life Insurance Company and Mass Mutual Investors Services. Keen is the owner of Professional Benefit Services, a brokerage specializing in group insurance products, and serves as a board member of the National Capitol Chapter Society of Financial Services Professionals. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Mark Rizzieri is a financial advisor with Morgan Stanley in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Andrew Armati is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 license and six years of industry experience. He has been with Raymond James and its affiliated entities since 2020 and is also associated with McDermott-Armati Wealth Strategies, LLC. Prior to his advisory career, he worked in education and the food service industry. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools for tailored, non-discretionary planning and supports clients through various advisory programs, with a notable presence in municipal and public finance advisory.

Chris Palmer is a financial advisor at Edward Jones in Springfield, VA, holding CFP®, ChFC®, and Series 63 designations with 31 years of industry experience. He has been with Edward Jones since 1994. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Timothy Kirby is a financial advisor with Edward Jones in Woodbridge, VA, holding the ChFC® designation and Series 66 license. He has 12 years of industry experience and has been with Edward Jones since 2013. Outside of his advisory role, he performs occasional sacerdotal duties as a minister, including wedding and funeral services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

Danny Jabbour is a Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he partners closely with clients to build personalized financial plans that align with their goals and challenges. He emphasizes understanding what matters most to clients and implements strategies that are continually refined as their lives evolve. Prior to joining Fidelity Investments, Danny served as Head of Wealth Advisory at Sarwa Digital Wealth from 2018 to 2020. He also gained experience as a Financial Advisor at UBS AG between 2016 and 2018, and at Merrill Lynch from 2015 to 2016.

Beatriz Salvat is a financial advisor with J.P. Morgan Securities in Arlington, VA, holding Series 63 and Series 66 credentials and having 21 years of industry experience. Her prior roles include positions at Franklin Templeton Financial Services, Bank of America, and Merrill. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Bezawit Dessyalew is a financial advisor with LPL Financial in Fort Washington, MD, holding Series 63 and Series 66 licenses and with six years of industry experience. Prior to joining LPL Financial, Dessyalew worked at HSBC Securities and Wells Fargo Bank. Outside of advisory services, Dessyalew is involved with Teo LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Douglas Menorca is a financial advisor with Equitable Advisors in Washington, DC, holding a Series 66 designation and 10 years of industry experience. Prior to joining Equitable Advisors in 2019, he worked at AXA Advisors and served six years in the U.S. House of Representatives. He is a committee member on the investment and finance committees at Capitol Hill Presbyterian Church and provides voluntary political consulting for a congressional campaign. 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 LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, providing advisory and brokerage services tailored through a client intake process that documents goals, risk tolerance, and time horizon.

Nancy Stickel is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Her outside business activities include ownership in several rental properties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with comprehensive investment advisory services, financial planning, and retirement plan consulting, operating with over 14,000 advisors and approximately $671 billion in assets under management.

David Basinger is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns a business selling blank journals and is a co-owner of K&D Partners. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.