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.

Gary Barnes is a financial advisor with LPL Financial in Leesburg, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 19 years and has operated The Barnes Group since 2002. Gary also serves as a notary. 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 along with model portfolios and research from internal and third-party sources.

Mary Wallack is a financial advisor with Robert Baird & Co. in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her career includes nine years at Wells Fargo Clearing and seven years with Wells Fargo Advisors LLC before joining Baird in 2025. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored advice and a range of portfolio services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers across traditional and non-traditional strategies.

Jocelyn Kim is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. She previously worked with NYLife Securities LLC and New York Life Insurance Co before joining her current firm. Outside of her advisory role, she operates IOG Benefits Consulting, focusing on insurance brokerage, including Medicare and group employee plans. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver collaborative, goal-focused recommendations.

Shubhro Banerjee is a CFA® charterholder and Series 63 licensed financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at M&T Bank N.A. (Wilmington Trust Investment Advisors) from 2015 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated financial products supported by a nationwide network of more than 23,000 advisors.

Jay Forshee II is a Series 66 licensed advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions at Georgetown University and multiple medical schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining an extensive nationwide network of financial advisors and branch offices.

Kamalpreet Sidhu is a financial advisor at Edward Jones in Ashburn, VA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2025, Sidhu worked at Bank of America and Merrill from 2018 to 2025 and at PNC Financial Services Group from 2017 to 2018. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and affiliated investment products while operating under a fiduciary standard.

Anthony Tremonte is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Merrill since 2003. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Brian Law is a financial advisor with UBS Financial Services in Herndon, VA, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with UBS since 1994. From 2016 to 2019, he was involved in a business activity related to Uber Technologies. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad array of capital markets services.

Leticia Stallworth is a Series 66 credentialed financial advisor with Ameriprise, based in Centreville, VA, and has 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 1999. Outside of her advisory role, Stallworth is involved in independent insurance brokering and owns a consulting business related to licensing a trademark. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendations tailored to clients with significant investable assets. The firm delivers these services through a centralized consulting team in partnership with financial advisors and emphasizes managed accounts and algorithmic automation in its planning process.

Paul Brick Jr. is a CFP®-designated financial advisor with 21 years of industry experience, currently with Robert W. Baird & Co. He previously worked at Edelman Financial Engines and related affiliates from 2012 to 2026 before joining Baird. The DDK Group at Robert W. Baird & Co., where Paul Brick Jr. is a team member, serves individuals including high net worth clients, corporate entities, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management through separately managed accounts and wrap programs, and utilizes internal research and technology tools in the advisory process.

Theresa White is a financial advisor with Cambridge Investment Research Advisors in Reston, VA, holding Series 63 and Series 65 licenses and totaling 13 years of industry experience. Her prior roles include positions at MML Investors Services and Mass Mutual Life Insurance Company. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm offers various portfolio management options and model-based strategies, with notable features such as affiliated-strategy disclosures and support for advisors with legal or accounting expertise.

Ryan Seward is the Market Leader responsible for overseeing five Fidelity branch locations in Northern Virginia, including Ashburn, Reston, Tysons Corner, Arlington, and Alexandria. In this role, he coaches branch leaders and associates to maximize their potential and ensure Fidelity's clients in the region receive an exceptional experience. Ryan has been with Fidelity Investments since 2011, holding various positions such as VP and Branch Leader, Assistant Branch Manager, Team Leader for Workplace Planning and Advice, Senior Workplace Guidance Manager, Workplace Guidance Manager, and WPS Service Delivery Manager. His extensive experience within Fidelity reflects a progressive leadership career focused on branch operations and client service. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Channing Blevins is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. Prior to joining Fidelity, Blevins held various positions including roles at several golf clubs and Radford University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies and AI-driven research.

Conor Mullee is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. His prior work includes roles with the Chicago Cubs and New York Yankees, as well as experience in sports training with Diamond Sports Training. 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 through a network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Anne Byerly is a Planning Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as a Financial Advisor at Edward Jones from 2018 to 2025. She holds a California Insurance License. Anne focuses on building personal relationships with clients by understanding their unique financial needs. She collaborates closely with clients to develop plans aimed at protecting, managing, and growing their wealth. Outside of her professional work, Anne enjoys spending time at the beach, engaging in family activities, social events with friends, reading, traveling, and volunteering.

Lisa Eitzel is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within the firm and its predecessors since 2007. Edelman Financial Engines provides technology-enabled 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 a range of discretionary and non-discretionary investment options.

Gerald Radican is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Mass Mutual and its affiliates since 1994. Outside of his advisory role, he serves as an advisor involved with life settlements and viatical settlements through Veritas and is engaged in wealth consulting activities. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships utilizing firm-approved analytical tools.