Jeffrey Eveland is a Wealth Management Advisor and Managing Director at Merrill, where he leads The Eveland Group, a wealth management team based in Loudoun County, Virginia. He has over two decades of experience advising affluent individuals, families, corporate executives, business owners, and professionals on comprehensive financial strategies. His practice is focused on client-centered service, helping clients navigate significant life events and financial decisions through personalized planning. Jeff earned a Bachelor's degree from the University of Virginia, where he studied Engineering and Economics. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized nationally, including listings in Barron's "Top 1,500 Financial Advisors" and Forbes' "Best-in-State Wealth Advisors." Residing in Leesburg, Virginia with his wife, Alyssa, Jeffrey is active in the community, including involvement with the Loudoun County United Way. Outside of work, he enjoys traveling with his family, golfing, hiking, attending concerts, and sporting events.

Austin Fitzpatrick is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Integrated Wealth Concepts, LPL Financial, and several non-financial firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored advice focused on reliable income sources and tax-aware withdrawal strategies.

Alan Facey is a CFP® professional with 24 years of experience in the financial advisory industry. He is currently with Edelman Financial Engines and has held various roles there and its predecessors since 2007, with a brief tenure at Morgan Stanley in 2003. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual and institutional clients, offering a combination of committee-driven modeling, planner delivery, and online tools. The firm serves retirement-plan participants and wealth management clients through diversified portfolios, discretionary and non-discretionary advice, and operates as a fiduciary under ERISA and DOL guidelines.

Bradford Johnson is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds a Series 66 designation and has worked at several affiliated entities within the Edelman Financial Engines organization since 2013, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, discretionary and non-discretionary management, and serves approximately 477,000 clients with a focus on long-term investment strategies.

Christy Martinich is a CFP® professional with 19 years of industry experience, currently serving at Edelman Financial Engines. Her prior experience includes roles at USAA Financial Advisors and related entities from 2011 to 2018. Outside of advising, she holds a CFO position at Martini Homes, Co., where she handles bookkeeping and tax preparation. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

David Montgomery is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Primerica in 2021, he worked at Northrop Grumman and Leidos. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Noah Trone is a Financial Consultant at Fidelity Investments, where he currently works to help clients achieve their financial goals. His approach involves understanding the priorities of clients and their families to collaboratively create tailored financial plans. Noah has held several roles at Fidelity Investments since 2022, including Financial Representative, Relationship Manager, Investment Consultant, and Planning Consultant. This range of experience has contributed to his knowledge in financial planning and client relationship management. Outside of his professional work, Noah enjoys golf and spending time with his pets.

Richard Jollon is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2014, including the Morgan Stanley Private Bank, National Association since 2015. He serves on the Investment Committee of the Community Foundation for Loudoun and Northern Fauquier Counties. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, delivering tailored financial planning and managing approximately $2.74 trillion in client assets.

Ryan Albrecht is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. He serves as Treasurer on the Board of Directors for The Willowsford Waves, a community organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income recommendations rely on internal research, third-party data, and algorithmic tools and feature restrictive enrollment criteria requiring a minimum level of investable assets primarily managed within Ameriprise’s affiliated product ecosystem.

Carolyn Bizilia is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by a structured process and proprietary tools.

Kamille Larrabee is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior work includes roles at Magellan Federal and the University of Denver, as well as a position at Coopers Hawk Winery and Restaurant. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that blends proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios delivered to intermediary platforms.

Matthew Melton is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Edward Jones in Herndon, VA, where he has worked since 2022. Prior to that, he held positions at RBC Wealth Management, United Brokerage, and other firms. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Elizabeth Winstedt is a CFP® professional with 28 years of industry experience, currently serving at Cetera since 2010. She has operated Winstedt Business Services since 1992, providing tax, accounting, and planning services to individual small businesses. Additionally, she serves as co-financial secretary at Community of Faith United Methodist Church in Herndon, VA. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large nationwide network of independent advisors. The firm offers portfolio management, financial planning, and retirement services to a diverse client base including individuals, employer-sponsored plans, and institutional accounts through a multi-manager platform.

Nabil Mufti is a CFP® professional with 33 years of industry experience, currently with OSAIC since 2024. He previously worked at Woodbury Financial for 19 years, and earlier with Equitable Advisors and Mony Securities Corporation. Mufti also serves as an adjunct professor teaching investments for the Corporate Education CFP program at Virginia Commonwealth University. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services supported by a multi-advisor platform. The firm employs a model-based investment process with asset allocation and portfolio optimization, delivering discretionary and advisor-managed strategies alongside third-party money manager programs.

Maynur Karluk is a CFP® with 16 years of experience in the financial advisory industry. He has worked at OSAIC since 2024 and previously spent 15 years at Woodbury Financial Services, Inc. He is also a senior partner at Miye Wire LLC, where he develops financial plans and conducts client meetings. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients, providing a range of brokerage and advisory services supported by a multi-advisor platform and a model-based investment approach.

Michael Westwick is a financial advisor with Cetera Wealth Services, LLC, holding Series 66 and Series 63 licenses and nine years of industry experience. He is also the owner of Potomac Wealth & Tax LLC, where he provides tax return preparation, tax planning, bookkeeping, and wealth management services. His prior experience includes roles at Avantax and several wealth management firms. Cetera Investment Advisers LLC is a nationwide platform serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that allows advisors to implement various model portfolios and customized strategies.

Jennifer Abate is a Senior Financial Advisor with Merrill Lynch Wealth Management. With nearly 20 years of experience, she has spent a significant portion of her career at Morgan Stanley before joining her current team in 2021. Jennifer serves multiple generations of families across the United States, focusing on helping clients achieve their financial objectives including retirement planning, income strategies, and wealth management. Jennifer holds a Bachelor of Arts degree with honors from the University of Virginia and an MBA from the AB Freeman School of Business at Tulane University. She has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her practice emphasizes long-term investing, tax-efficient income strategies, Social Security planning, and considerations for insurance needs. Residing in Fairfax, Virginia, Jennifer is involved in her local community as a volunteer first responder with Ashburn Volunteer Fire & Rescue. She is a certified Firefighter and EMT in Loudoun County. Additionally, Jennifer speaks Spanish and English and enjoys running, lifting weights, and spending time with her family.

Stanislav Sabinin is a CFP®-credentialed financial advisor with 11 years of industry experience, currently with Edelman Financial Engines in Fairfax, VA. He has been with the firm and its predecessor entities since 2016. 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 modeling process combined with advisor guidance and online tools, offering a range of discretionary and non-discretionary investment options.

Michael Brennan is a CFP® professional with 28 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at UBS Financial Services from 1998 to 2006. Outside of his financial advisory role, Brennan is active in acting, participating in local theater productions and projects in television, radio, and film. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages over $600 billion in assets and offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kanad Tiwari is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been a member of The Greene, Metcalfe, Cole, and Associates Team since 2007 and initially started his career at Merrill in 2001 as an intern. In his current role, Kanad serves as a key point of contact for business development, client relations, and trade activities related to client portfolios. He also supports The Greene, Metcalfe, Cole, and Associates Team with their syndicate portfolios. Kanad holds an Accredited Certificate from George Mason University and maintains the designation of Personal Investment Advisor (PIA). Outside of his professional responsibilities, he is engaged in charitable and nonprofit organizations including the US India Security Forum and Pratham USA. Kanad lives in Washington, DC with his wife, Seema, and they share interests in traveling, playing tennis, snowboarding, and spending time with their families. He is also active in his homeowners association in Reston, VA.