Kevin Hamel is a CFP® professional with 12 years of industry experience, currently with Edelman Financial Engines in Fairfax, VA. His prior roles include positions at Edelman Financial Services, EF Legacy Securities, and Northwestern Mutual Investment Management. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, using a committee-driven modeling process combined with planner delivery and online tools. The firm offers diversified model portfolios with both discretionary and non-discretionary management options, serving a large client base across multiple investment platforms.

Joanne McGrath is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds a Series 66 designation. Prior to joining Wells Fargo Advisors in 2026, she worked at Wells Fargo Clearing for three years and has experience in various roles outside the financial industry, including positions at Behr Paint, Beyond the Grind, and Houzz. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations.

Victoria Baker is a CFP® professional at Charles Schwab with two years of industry experience. Prior to her current role, she worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for three years, and she has experience in education as well as a brief involvement with I Care Cleaning Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

John Anderson is a financial advisor with Equitable Advisors in Washington, DC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Equitable Advisors since 2008 and previously was with Axa Advisors and Valic Financial Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals—including both non-high-net-worth and high-net-worth clients—as well as pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Christopher Berry Jr. is a financial advisor with Ameriprise in Chantilly, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked in educational roles at Virginia Commonwealth University and Collegiate School. He also serves as Operations Manager for YGB Operations LLC, overseeing day-to-day practice operations. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement planning advice through a centralized consulting team.

Logan Parker is a financial advisor at Morgan Stanley Wealth Management with one year of industry experience. He holds a Series 66 credential and has previously worked with Insight Global and Jen and Greg Money Matters. Outside of finance, he serves as a varsity baseball assistant coach at West Springfield High School and coaches at the Metropolitan Baseball Academy. Morgan Stanley Wealth Management provides a range of advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, supporting clients in implementing and updating their plans.

Elizabeth Cunneen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at various businesses such as Open Road Restaurant and Hudson and Ash Boutique. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery across a broad investable universe.

Eric Lantz is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor at the firm’s Alexandria, VA office. Outside of his advisory role, he is involved in a family limited partnership, Lantz Family LLC, which is used for investment purposes. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and algorithmic tools to develop tailored, tax-efficient income strategies.

Fahima Shaw is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. Her prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary advice focused on diversified portfolios and long-term investment strategies.

Curtis Frazee is a financial advisor with Ameriprise in McLean, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations delivered in partnership with financial advisors.

John Estes Jr. is a CFP® credentialed financial advisor with 35 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services, Inc. since 1998. He operates his financial planning practice under the name Estes Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools to illustrate potential outcomes and maintains a broad advisor network with specialized municipal and employer advisory services.

Carlos Carrillo is a financial advisor with Wells Fargo Clearing in Arlington, VA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has a longer tenure with Wells Fargo Bank, N.A., dating back to 2011. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across a large network of advisors and uses research-driven approaches informed by modern portfolio theory and diversification principles.

Paul Abbou is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He currently works at Cetera and has held previous roles at Avantax Investment Services, HeimLantz Professional Corporation, and 1st Global Capital Corp. In addition to his advisory work, Abbou manages HeimLantz CPAs and Advisors, LLC, where he provides tax return review and tax planning advisory services. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts with a variety of portfolio management and financial planning services. The firm offers a broad range of program options and custodial relationships, supported by over 10,000 advisors and approximately $256 billion in assets under management.

Jeffrey Nau is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial. He has worked at Merrill Lynch for 21 years prior to his current roles, which include senior positions at Nau Team Six, LLC and Goetzman Nau Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advising and SIMPLE IRA Employer Advisory services.

Saima Khan is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Bank of America and Merrill since 2023, following a 24-year tenure at Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies across various client types, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Davis Wheeler is a financial advisor at Edward Jones in Arlington, VA, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Baker Tilly and has experience in various roles including positions at Roanoke College and United Health Group. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large national network of advisors and branch offices. The firm manages over $1 trillion in assets and provides integrated services including tax-efficient solutions and affiliated investment products.

Winthrop Cobb is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at UBS Financial Services from 1996 to 2008 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Mark Llorens is a financial advisor at Edelman Financial Engines with a Series 65 designation and four years of industry experience. His professional background includes roles at Variant Private Wealth and Financial Engines Advisors L.L.C. before joining Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term orientation.

Richard Long is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Raymond James since 2009 and also works with Goetzman Nau Financial Partners. Outside of his advisory roles, he manages rental real estate properties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, nonprofits, and institutions. The firm provides non-discretionary planning and consulting tailored to client goals and supports institutional consulting and portfolio management through an extensive advisor network.

Gautam Bose is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. In addition to his advisory role, he is involved with GBB, LLC, a business established to provide financial planning and advisory services, and IFIND Education LLC, which focuses on financial literacy education and training. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.