Ashley Dunnington is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America Merrill Lynch and the Securities and Exchange Commission. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary management, fund advisory, and model portfolio delivery, with notable involvement in regulated commodity pool operations and advisory roles for multiple registered investment companies.

Richard Hamilton is a financial advisor with LPL Financial, holding a Series 63 designation and 45 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he manages a beach condominium rental property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, and retirement plan consulting supported by research, model portfolios, and various investment strategies.

Jeffery Adair is a financial advisor with Ameriprise in Manassas, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering and serves as president of OPM, Inc., a company providing office support services to financial advisors. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide non-discretionary recommendations, emphasizing managed accounts and incorporating algorithmic automation overseen by a retirement income committee.

Charles Sisson is a financial advisor with Wells Fargo Clearing in Burke, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a power of attorney for his parents. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes insurance-related investment options alongside traditional products.

Michael Calandruccio is a financial advisor with LPL Financial in Suitland, MD, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His career includes positions at CUNA Mutual Group and CUNA Brokerage Services since 2017 and a prior role at Kestra Financial Services. 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, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and technology solutions.

Mariah Dehaven is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. She previously worked at Financial Engines Advisors L.L.C. for seven years, as well as at Edelman Financial Services, LLC and EF Legacy Securities, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, as well as internal research tools including artificial intelligence.

Andres Vitalis is a financial advisor with Charles Schwab in Alexandria, VA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at TD Ameritrade, AMA LLC, and Wells Fargo in various capacities. Outside of advising, he is involved with Vitalis Ventures LLC, managing a non-investment real estate rental property through an LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of brokerage, advisory, custody, and financial planning services. The firm’s approach integrates non-discretionary advice with access to discretionary managed accounts and alternative investments through centralized operational and supervisory structures.

Debra Chandler is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Her prior roles include positions at Signator Investors, H.D. Banker & Company, and ongoing affiliations with Time Insurance, Lincoln Benefit Life, the Republican National Committee, and American Medical Securities United Ws. She is the founder of K F Enterprises, a social media network representation business. OSAIC serves a diverse client base that includes retail and institutional investors such as high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory platforms and asset-allocation tools to manage portfolios with multiple investment types, supporting both discretionary and non-discretionary management.

Pablo Morantes Saa is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to define their financial goals and develop personalized portfolio strategies designed to help them achieve long-term objectives. His approach involves ongoing advice and portfolio adjustments as clients' situations change. Pablo specializes in education planning, family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. Originally from Colombia, he is fluent in English and Spanish, allowing him to serve a diverse client base. He holds a Bachelor's Degree from Purdue University and a High School Diploma from Paul VI Catholic High School. Pablo is a Personal Investment Advisor (PIA) and is a member of the Country Club of Fairfax. Outside of his professional work, he enjoys football, golfing, and tennis.

Ally Pugh is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this position, she collaborates with clients to understand their goals and priorities, working together to develop tailored financial plans. Her tenure at Fidelity Investments includes experience as a Relationship Manager from 2025 to 2026 and as a Financial Representative from 2024 to 2025. This progression reflects her ongoing commitment to supporting clients in their financial planning and investment needs.

Joel Patierno is a financial advisor at Edward Jones in Alexandria, VA, with 13 years of industry experience. He holds the CFP® and ChFC® designations, as well as the Series 66 license. He has worked at Edward Jones since 2013 and is also involved with Girasole LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Daniel Kim is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Prudential Insurance Company of America since 2002 and joined LPL Enterprise in 2024. Kim is also involved in non-variable health insurance and property and casualty insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining advisor programs with active product sales.

Jeffrey Callan is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial. He has worked at LPL since 2025 and previously spent a decade with CUSO Financial Services and over 11 years at Apple Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory and brokerage services supported by model portfolios, research, and various program offerings.

Kurtis Frogale is a CFP® professional with 10 years of experience at Edward Jones, where he has worked since 2016. He holds the Series 66 designation and is based in Springfield, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Sloan is a financial advisor with LPL Financial in Annandale, VA, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he has been involved with Top Caliber Lacrosse as an assistant coach since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting through a national network of investment adviser representatives.

Jonathan Greenwich is a financial advisor with Osaic Wealth, Inc. in Alexandria, VA, holding a Series 66 license and seven years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, Royal Alliance, and Capitol Financial Group. Outside of his advisory work, he serves as president of ThinkFast Sports, a sports and performance training company, and holds an unpaid board position providing strategic business advice to a third-party administrator. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage, investment advisory, and financial planning services. The firm utilizes firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management across a wide range of investment products.

Andrea Nordell is a financial advisor with UBS Financial Services in Arlington, VA, holding Series 63 and Series 65 registrations and possessing 45 years of industry experience. She has been with UBS and its predecessor Painewebber Incorporated since 1988. Nordell serves as an arbitrator for the New York Stock Exchange Hearing Board, participating in disciplinary and contested matters involving individuals or member organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

Cassandra Hudley is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Her work history includes roles at Fidelity Brokerage Services, Bank of America, Merrill, and other firms. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.

Tasha Coconis is a financial advisor at Equitable Advisors with 27 years of industry experience. She holds Series 66 and Series 65 licenses and has been with Equitable Advisors since 2000, including its prior affiliation as AXA Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm works extensively with program sponsors and third-party managers, delivering advisory and brokerage solutions with a mix of discretionary and non-discretionary asset management.

Jennifer Gallant is a financial advisor with Ameriprise based in Haymarket, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she is involved in a business ownership arrangement with several colleagues for the purpose of renting office space. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet certain asset thresholds, delivering personalized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.