Michael Cradler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at several firms including Avantax and Van Buren Financial, and has been with Wells Fargo Clearing or related entities since 2022. Outside of his advisory work, he contributes as a freelance content writer for The Washington Update, providing non-partisan content. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with a broad range of financial products distributed through its bank and insurance affiliates.

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.

Caleb Perez is a financial advisor with Equitable Advisors holding a Series 66 designation. He has recently begun his career in the financial industry and brings experience from a variety of roles in sports and hospitality, including time with D.C. United and Kalypso's Sports Tavern. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of investment professionals, utilizing a range of third-party advisory programs and proprietary tools.

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 with Equitable Advisors, holding Series 65 and Series 66 designations and 27 years of industry experience. She has been with Equitable Advisors and its predecessor AXA Advisors since 2000. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes both proprietary and third-party advisory models, delivering services through a network of Investment Adviser Representatives.

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.

Chalee Ricciardi is a financial advisor with Wells Fargo Advisors in Alexandria, VA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to her current position. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, delivered through tailored recommendations based on Wells Fargo’s research and planning tools.

Aaron Radtke is a financial advisor at Edward Jones in Springfield, VA, holding the ChFC® and Series 66 designations with one year of industry experience. Prior to joining Edward Jones in 2024, he served in the U.S. Army from 2005 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Adam Boone is a financial advisor at Fidelity with over 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it employs systematic methodologies and long-term asset allocation benchmarks in its investment approach.

Marcio Silveira is a CFP® and CFA® with 17 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His career includes roles at Cambridge Investment Research, Inc. and entrepreneurial ventures such as ZEIDERS Enterprises and Pavlov Analytics, LLC. He holds board positions with the Brazilian Association for Culture and Education and the Financial Planning Association National Capital Area. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors using various portfolio management and model-based solutions.

Justin Simoni is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at BB&T Bank for six years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Paul Friese is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, Wireless Advocates, and the University of Maryland University College. Outside of his advisory role, he sells items on eBay on a small scale. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses proprietary fundamental research combined with quantitative and algorithmic methods to construct portfolios from mutual funds, ETFs, and ETPs, and maintains regulatory registrations that are less common among large institutional peers.

Sheldon Stewart is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.