Scott Greenberg is a Series 66-licensed financial advisor with Equitable Advisors, based in Falls Church, VA. He has 15 years of industry experience and has worked with Equitable Advisors and its predecessor, AXA Advisors LLC, since 2010. Outside of his advisory role, Greenberg serves as president and board member of the Brick Morning Rotary Club in New Jersey. Equitable Advisors provides financial planning, retirement plan support, and asset management solutions to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage channels through partnerships with LPL Financial and various third-party asset managers.

Ivana McNeill is a financial advisor with Wells Fargo Advisors in Alexandria, VA, holding CFP® and Series 66 designations and bringing eight years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked with Wells Fargo Clearing from 2017 to 2024 and gained earlier experience at WeddingWire. She also owns Riverfront Wealth IM LLC, an investment-related business based in Alexandria. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized niche planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with implementation options offered through brokerage or advisory programs.

Nicole Anderson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked 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 discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Adit Ryan is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2013. He also serves as an Associate Financial Advisor supporting the practice of Cardinal Pointe Financial through Heick, Hester, Smith & Associates LLC. Ameriprise provides retirement-income planning services for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Reichelt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Next Financial Group for 21 years before joining LPL Financial in 2025. His outside activities include managing fiduciary responsibilities for an estate and involvement in non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Lyle Yablonsky is a financial advisor with Equitable Advisors in Leesburg, VA, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory role, he conducts educational seminars through the National Institute of Transition Planning for federal employees and sells disability insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Philip Bartilucci is a CFP® credentialed financial advisor at Wells Fargo Advisors with nine years of industry experience. He has been with Wells Fargo Clearing and its affiliated entities since 2016. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by offering investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm provides a broad range of planning services, utilizing proprietary research and tools to develop individualized recommendations delivered through meetings and written summaries.

Joseph Lazzari is a financial advisor at Equitable Advisors with five years of industry experience and holds a Series 66 designation. His prior work includes roles at UBS Financial Services, Realty Benefit Services, and involvement in a non-investment sales associate capacity with DERGALIS ASSOCIATES LLC. He has also worked in education at The Catholic University of America Busch School of Finance and Atholton High School. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and a range of endorsed third-party asset managers.

Jennifer Roensch is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill Lynch in 2019, bringing with her nearly two decades of experience in investment banking and wealth management. Jennifer specializes in serving high-net-worth individuals and families, with a focus on areas such as divorce transition planning, employee benefits, executive compensation, family wealth management, personal retirement planning, small business strategies, and socially responsible investing. Born and raised in Mexico and educated in Germany, Jennifer holds a Bachelor's degree in Management from the University of Texas at San Antonio and a Master's degree in Finance from Nuertingen University. She also holds the Certified Plan Fiduciary Advisor (CPFA) designation, along with designations as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Fluent in Spanish, German, and English, Jennifer's international background enhances her ability to communicate and relate to clients from diverse cultures. Outside of her professional work, Jennifer resides in West Springfield, Virginia with her husband and two daughters. Her interests include cooking, dancing, painting, and traveling.

Kelly Kaczmarek is a CFP®-certified financial advisor with 14 years of industry experience. She is currently with Ameriprise and has held prior roles at Morgan Stanley, Bogart Wealth, LLC, and H. Beck, Inc. She has had multiple tenures at Ameriprise since 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies. The firm uses proprietary research and algorithmic tools to support its recommendations, which emphasize tax-aware withdrawal approaches and Social Security claiming options.

Daniel Leroy is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2016, including time when the firm was known as AXA Advisors LLC. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporations, charities, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Syed Ahmed is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo, HSBC Securities, and Citizens Securities. Outside of his advisory role, he assists with a family business selling handmade artwork through Etsy and is a Notary Public. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individual, corporate, and institutional clients. The firm offers a range of portfolio management and retirement services with access to multiple investment platforms and third-party managers.

Tanika Washington is a financial advisor with Equitable Advisors in Falls Church, VA. She holds Series 65 and Series 63 credentials and began her advisory career in 2026. Prior to joining Equitable Advisors, she worked at Oracle for four years and has been involved with Ayanna Financials, LLC since 2020. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored and endorsed platforms.

Diana Slopow is a financial advisor at Edward Jones with Series 65 and Series 63 designations and four years of industry experience. Her prior roles include positions at RBC Capital Markets, Morgan Stanley, Wells Fargo, and Target Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of accounts, including pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies, tax-efficient services, and affiliated investment options, supported by a large nationwide network of financial advisors and branch offices.

Michael Powers is a financial advisor at Ameriprise with six years of industry experience. He previously operated MP Financial Planning for four years before joining Ameriprise in 2021. Outside of his advisory role, he is an Associate Financial Advisor at CME Advancing Partners, LLC, where he assists in preparing financial planning documents and client meeting materials. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and asset allocation. The firm’s approach includes collaboration between a centralized service team and client advisors, employing proprietary research and third-party data within a defined investment framework.

Anne Buckley is a financial advisor at Wells Fargo Advisors with two years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and AppleOne Employment Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients able to choose implementation through various brokerage or advisory programs.

Timothy Goode is a CFP® professional with 21 years of experience in the financial advisory industry. He currently serves at Edelman Financial Engines, where he has worked since 2024, following prior roles within affiliated firms including Financial Engines Advisors L.L.C. and Edelman Financial Services. Edelman Financial Engines provides technology-driven 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 planner delivery and online tools, offering diversified portfolios with a long-term focus and managing approximately $326 billion in assets.

Jennifer Chomicki is a CFP® with 18 years of experience in the financial advisory industry. She is currently with Edelman Financial Engines and has previously worked at Towers Crescent Financial and LPL Financial. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Elizabeth Sullivan is a financial advisor at Cetera with 37 years of industry experience. She holds the CFP®, Series 63, and Series 65 designations. Her career includes over two decades running Elizabeth Sullivan Financial, alongside roles at Cetera Advisors LLC since 2013. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program options.

Matthew Williams is an Investment Consultant currently working with Fidelity Investments since 2025. In his role, he partners with clients to simplify complex financial issues, aiming to build strong relationships and ensure clients receive appropriate treatment. Prior to this, he served as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2023 to 2024, all within Fidelity Investments. Matthew's professional experience centers on financial planning and client relationship management. His approach involves translating complex financial matters into understandable terms to assist clients effectively. Outside of his professional life, Matthew has interests in art, concerts, movies, music, outdoor adventures, and reading.