Cheng Zhao is a financial advisor at Ameriprise in Alexandria, VA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Ameriprise in 2025, Zhao worked for Capital One N.A. for 16 years. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Lauren Conkright is a financial advisor at LPL Enterprise with six years of industry experience. She holds the Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to her financial services career, she was employed at Bowie Produce Company for sixteen years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Helio Shin is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding Series 65 and Series 63 licenses and four years of industry experience. His career includes roles at MML Investors Services, LLC and MassMutual Life Insurance Co since 2023, as well as former positions at New York Academy LLC and Joy Academy. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Justin Euller is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2013. He has been with Fidelity Investments since 2005, advancing through various positions including Investment Consultant, Retirement and Investment High Net Worth Associate, Retirement and Investment Services Associate, and 401k Service Associate. He has over 20 years of experience in financial advising, focusing on client relationships centered on dependability, integrity, and simplicity. His work involves creating financial plans aimed at managing, protecting, and growing clients' wealth. Justin holds an Arkansas Insurance License.

John Ferguson is a financial advisor with Cambridge Investment Research Advisors in Ashburn, VA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015 and serves as treasurer and scholarship committee member for GW Community School, a private high school in Springfield, VA. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 professionals using a variety of discretionary and non-discretionary strategies across multiple custody platforms.

Darrell Reynard Jr. is a financial advisor with Robert Baird & Co. holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of financial planning and portfolio management services combining internal research, model-traded strategies, and manager-traded separately managed accounts.

Sean Connolly is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2026. Prior to this role, he worked at Financial Engines Advisors L.L.C. for seven years and has held positions at Raymond James Financial Services, TIAA, and several firms focused on federal employee benefits. 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 proprietary modeling process alongside planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

John Roberts Jr. is a financial advisor with Ameriprise in Ashburn, VA, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with specific asset eligibility, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Marie Laurion is a financial advisor with Ameriprise in Washington, DC, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliate firms since 2001. Outside of her advisory role, Laurion serves as a trustee on the board of Temple Emanuel and participates as a volunteer speaker with the Financial Planning Association’s ComPsych program. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, delivering non-discretionary, research-driven recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Mohammed Iftaiha is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Osaic since 2024. Prior to this, he worked for 17 years at Woodbury Financial Services, Inc. He also provides incidental insurance services through a separate insurance agency. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment platforms and employs tools such as asset-allocation software and automated rebalancing to construct portfolios across multiple asset classes.

Dante Lavender currently serves as a Financial Advisor with Merrill Lynch Wealth Management, focusing on providing personalized financial experiences to a diverse client base that includes individuals, families, and corporations. His professional approach emphasizes building futures beyond portfolios by understanding the unique aspirations and challenges of each client. He is committed to empowering clients, particularly those from underrepresented communities, fostering inclusive financial success through compassion, diligent service, and diverse perspectives. Mr. Lavender began his career in financial services in 2015 and has since held roles at Wells Fargo & Co., SunTrust (now Truist), and Bank of America/Merrill, gaining experience in banking, lending, and wealth management. He holds the designation of Personal Investment Advisor (PIA) and an academic background that includes a Bachelor of Science in Psychology from Radford University, an MBA from Southern New Hampshire University, and an Associate of Applied Science in General Studies from New River Community College. Outside of his professional work, Mr. Lavender contributes to community organizations such as Future Business Leaders of America and Ultimate International Miss. He enjoys activities including billiards, cooking, dancing, interior decorating, music, reading, spending time with family, traveling, and watching movies.

Kyung Eun Kim is a financial advisor with Mass Mutual Investors Services, holding CFP®, Series 63, Series 65, and Series 66 designations and 18 years of industry experience. Prior to joining Mass Mutual Investors Services and Mass Mutual Life Insurance Company in 2023, Kim worked at Eagle Strategies and New York Life Insurance Company. She serves as president of the Ewha Womans University Alumni Association and chairs the strategy and planning committee for the Greater Dallas Korean American Chamber of Commerce. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning process involves detailed client data analysis and written recommendations, with implementation handled separately through brokerage or insurance arrangements.

Nicholas Sorden is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and previously worked at Robert W. Baird & Co. for ten years before joining Raymond James. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Jamell Wright is an Investment Consultant at Fidelity Investments. In this role, Wright provides clients with a comprehensive range of financial strategies tailored to their individual needs and goals. Wright's professional experience includes roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2023, followed by Investment Solutions Representative from 2023 to 2025, and advancing to the current position of Investment Consultant in 2025. Prior to Fidelity, Wright worked as a Wealth Management Associate at UBS Financial Services Inc. in 2023. Outside of work, Wright's personal interests include comedy, fitness, social events with friends, military service, parenthood, and traveling.

Justin Valadez is a financial advisor with Raymond James Financial Services Advisors, Inc. in Arlington, VA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at LPL Financial and Northwest Financial Advisors. Outside of his advisory role, Valadez is CEO of Momentum Capitol Wealth Advisors and is involved with E4 Insurance Services, handling fixed annuities, life insurance, and long-term care cases. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice and access to various managed account programs and institutional fiduciary solutions.

Taylor Smith is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63 and 65 licenses. Smith has 13 years of industry experience and has previously worked with Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Outside the financial industry, Smith serves as president of the StonePoint HOA, where responsibilities include approving expenses, conducting property inspections, and leading community meetings. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing various custody and platform options along with proprietary and third-party model strategies.

Royeen Sanie is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, United Brokerage Services, and Etrade Financial Corp. Outside of finance, he was involved with Quality Floor Kitchen & Bath LLC for four years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Pauline Malmgren is a financial advisor with Raymond James Financial in Fairfax, VA, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. She has served as a co-trustee of The Swenson Living Trust since 2017, in addition to her advisory role at Raymond James since 2008. Raymond James Financial Services Advisors, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and a broad affiliate network.

Raymond Hewlett is a financial advisor with Primerica Advisors in Reston, VA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Primerica Advisors since 2013 and has held positions at Concept Plus, LLC, Planet Technologies, Government CIO, and Pro Sphere Tek. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure with ongoing oversight of its investment models.

Saro Gahima is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley and Bogart Wealth, LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies and ongoing manager selection supported by internal research and tools.