Alexander Gallina is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. His prior work includes roles at First Commonwealth Bank and various positions during his student years. Edelman Financial Engines provides technology-enabled investment advisory services focused on 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 client base through both advisor-led and online platforms.

Jermaine Lowery is a Series 66 licensed financial advisor with Morgan Stanley, based in Alexandria, VA. He has 11 years of industry experience and has worked with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Shaun Kline is a financial advisor at Edward Jones in La Plata, MD, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he spent 12 years at American Girl. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Mark Walker is a financial advisor with Edward Jones in La Plata, MD. He holds the ChFC® designation and Series 66 license, and has 13 years of industry experience, having worked at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of 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 network of financial advisors and branch offices nationwide.

Brendan Nixon is an advisor at Fidelity with a Series 66 credential and no prior industry experience. His background includes work as an advanced team rock climbing coach at Sportrock Climbing Centers, where he assisted with coaching youth teams. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and advise investment funds.

Thomas Hasny is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, following four years at TD Ameritrade Investment Management. 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 team of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management functions, delivering recommendations on a non-discretionary basis.

Andrew Newell is a financial advisor at Fisher Investments in Arlington, VA, holding a Series 65 credential with five years of industry experience. His work history includes multiple periods at Fisher Investments since 2019 and a four-year tenure at the University of Portland. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research in a centralized investment process and employs tax-aware strategies alongside risk management techniques such as derivatives and tax-loss harvesting.

Julia Ebron is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over three decades of experience in the financial services industry. She has been with Bank of America and Merrill for 33 years, offering comprehensive banking and investing advice to individuals and families. Julia focuses on personalized wealth management strategies tailored to clients' financial goals, helping them navigate areas such as education planning, family wealth management, legacy planning, retirement income, and philanthropic planning. With 36 years of experience, Julia emphasizes the importance of building deep, honest, and trusting relationships with her clients. She believes that financial management encompasses more than investment portfolios; it involves developing, planning, tracking, and achieving goals over all stages of life. Her expertise is supported by professional designations including Accredited Asset Management Specialist (AAMS), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). She holds a Bachelor's Degree from the University of Virginia. Beyond her professional work, Julia participates in community volunteering aligned with Merrill's tradition of service. In her personal time, she enjoys spending time with her two children as well as engaging in hobbies such as basketball, cooking, fishing, reading, and swimming.

Hope Goetzman is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. She holds the Series 66 designation and has previously worked with Goetzman Nau Financial Partners and served in a role at Youngkin For Governor. Outside of advising, she is affiliated with Goetzman Nau Financial Partners LLC as a client service associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to support client goals and employs specialized programs such as wrap-fee advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Aliou Sow is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He works closely with clients to develop comprehensive financial plans tailored to their individual needs and partners with them to implement and maintain these plans. Aliou has been with Fidelity Investments since 2015, progressing through roles including Investment Solutions Representative, Workplace Planning Consultant, and Investment Consultant. His experience encompasses various aspects of financial consulting and investment services. Outside of his professional work, Aliou has personal interests in cooking, baking, and parenthood.

Ryan Sprowls is a CFP®-credentialed financial advisor with 27 years of industry experience. He is currently with Wells Fargo Advisors and has worked within the Wells Fargo organization since 2009 in various capacities. Outside of his advisory role, he holds ownership interests in several investment-related LLCs, including a commercial real estate investment company and entities connected to his financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations for clients.

Henry Shields IV is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 license and 19 years of industry experience. He has been with Equitable Advisors since 2007, previously associated with Axa Advisors, LLC. Outside of his advisory work, he serves as executor or trustee for family estates and operates an outside insurance brokerage business. Equitable Advisors serves a diverse client base including individuals, institutions, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes various advisory models, often implemented through third-party managers and emphasizes fiduciary services for qualified plans.

Timothy Danehower is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1996. Outside of his advisory role, he serves as a board member for Keystone Ministries & Cedar Run Community Church and another nonprofit organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and offers specialized programs including divorce planning and employer-sponsored planning.

Martha Kim is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She works directly with clients to develop financial plans that align with their long-term goals, adapting these plans as clients' situations evolve. Her client focus areas include college education planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income. With 18 years of experience, Martha helps individuals navigate complex financial decisions across various life stages, including pre-retirement planning, major purchases, and education funding. She holds professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Martha earned her Master of Business Administration degree from Sungkyunkwan University and a bachelor's degree from Duksung Women's University. She conducts her advisory services in both Korean and English. Outside of her professional role, Martha enjoys activities such as chess, music, painting, photography, reading, and spending time with her family.

Charlotte Huger is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and six years of industry experience. Her career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, among others. 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, model portfolio programs, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform of advisor programs and financial product sales.

Timothy States is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63, 65, and 66 designations. His prior roles include positions at Securities America Advisors, USAdvisors Wealth Management, Lifemark Securities Corp., and OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Bryan Farfan Estrada is a financial advisor with Wells Fargo Clearing in Arlington, VA. He holds Series 65 and Series 63 licenses and has just over one year of industry experience. His prior work includes positions at Citibank, J.P. Morgan Securities, and The PNC Financial Services Group. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Salvatore Timperio is a financial advisor with Fisher Investments, holding a Series 66 designation and 19 years of industry experience. He has worked at Fisher Investments since 2019 and previously owned Investtellect, LLC, a consulting and software reseller business. Outside of securities trading, he is also a co-owner of a commercial real estate business. Fisher Investments serves a global client base including institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment approach with a five-member Investment Policy Committee and incorporates tax-aware strategies and risk management techniques.

Jackson Hall is a Planning Consultant at Fidelity Investments, where he collaborates with his team to assist clients in meeting their financial planning and service needs. He has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before his current position. Throughout his tenure at Fidelity Investments, Jackson has developed experience in client relationship management and financial planning. His work focuses on helping clients achieve their financial goals through tailored planning and services.

Kyle Bell is a financial advisor with Primerica Advisors in Springfield, VA, holding a Series 66 designation and 15 years of industry experience. His work history includes roles at PFS Investments Inc, Primerica Financial Services, and experience in the Army National Guard and Kansas Army National Guard. Outside of advising, he is involved with St. Barbara LLC, a non-investment related business in Arlington, Virginia. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports account custody and trade execution through Pershing and BNY Mellon Advisors.