Corey Coleman is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 credential. He has prior experience at Wells Fargo from 2019 to 2025 and has worked with Top Caliber Lacrosse and in education-related roles. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with tailored, written retirement-income planning advice based on in-depth analysis and ongoing annual reviews.

Erdal Elmas is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Members Financial Group and CUSO Financial Service, LP for 23 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting supported by research and diversified investment strategies.

Austin Fitzpatrick is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked at Integrated Wealth Concepts, LPL Financial, and held various roles outside the financial sector. Fitzpatrick’s background includes positions in automotive sales and education prior to his advisory career. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware withdrawal advice, supported by internal research and third-party data, with a focus on dependable income sources for clients approaching or in retirement.

Alan Facey is a CFP® professional with 23 years of industry experience, currently serving at Edelman Financial Engines in Fairfax, VA. He has worked within the firm and its predecessor entities since 2009, holding roles at Edelman Financial Services LLC, EF Legacy Securities, LLC, and Financial Engines Advisors L.L.C. 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 options, with an emphasis on diversified portfolios, periodic rebalancing, and a long-term approach.

Matt Megary is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 31 years of industry experience. He has worked at Wells Fargo in various capacities since 2014. Megary has ownership interests in two investment-related businesses, Riverfront Wealth Advisor LLC and Riverfront Wealth MM LLC, both based in Alexandria, VA. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Bradford Johnson is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds the Series 66 designation and has worked at various affiliated entities since 2013. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, providing a range of discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term management.

Bao Tran Le is a financial advisor at Merrill in Washington, DC, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill and Bank of America, Le has held roles at various organizations, including academic enrichment and corporate positions, and has created and published coloring books through Amazon’s Kindle Direct Publishing platform under an independent contractor arrangement. Le also engages in online resale of personal items via Mercari. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Howard Sloan is a financial advisor with LPL Financial in Annandale, VA, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 1985. 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 a range of financial planning and advisory programs, including retirement plan consulting, model portfolios, and managed account services, utilizing research from both internal and third-party sources.

Oswaldo Rodriguez is a financial advisor at Fidelity with Series 66 credentials and four years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, Uber, and Florida International University. He is also a Florida Public Notary, a role he holds solely for officiating a family member’s wedding. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Angela Bush is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior roles include positions at Bank of America, SunTrust Bank (now Truist), and Wells Fargo. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Catherine Ford is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2020. She also maintains ongoing roles at Lucia Securities, LLC and Lucia Capital Group since 2010 and 2011, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management strategies supported by internal and third-party research.

William Smith Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He previously worked at Money Concepts Capital Corp for 10 years and has been involved with Inov8ive Financial Solutions Consulting Group since 2010. Outside of his advisory role, he serves as president of IFS Consulting Group LLC, which provides financial literacy training. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using multiple custody platforms and a mix of proprietary and third-party investment strategies.

Christy Martinich is a CFP® professional with 19 years of industry experience, currently serving at Edelman Financial Engines. Her prior experience includes roles at USAA Financial Advisors and related entities from 2011 to 2018. Outside of advising, she holds a CFO position at Martini Homes, Co., where she handles bookkeeping and tax preparation. Edelman Financial Engines provides technology-enabled investment advisory services for 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 participant base through both advisor-led and online platforms.

Caroline Bidwick is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at Ridgewells and Planet Fitness before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Andrew Rieger is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1995. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs and tailored financial planning services supported by firm-approved tools and structured discovery processes.

Michael Kelly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in serving corporate executives, small business owners, and families, focusing on areas including corporate executive services, family wealth management strategies, institutional and corporate benefit services, investment consulting for defined contribution plans, and retirement income planning. Michael works closely with clients to develop customized financial strategies that address both personal wealth management needs and the investing and fiduciary responsibilities of institutions. He holds a Bachelor's Degree from St Mary's University of Minnesota and completed an Accredited Certificate Program at The Wharton School. Michael holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Michael lives in Mequon, WI with his wife Lisa. He is passionate about community involvement and volunteers with SecureFutures, a local non-profit organization dedicated to providing financial literacy to area high school students. His involvement has included serving on the organization's annual investment conference committee and finance committee, as well as taking roles such as board director, classroom volunteer, and one-on-one coach. He enjoys golfing, spending time with his family, and traveling.

Cameron Ledbetter is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual and Equitable Advisors. Outside of financial services, he has experience in other business sectors including car wash operations. J.P. Morgan Securities LLC provides institutional consulting services primarily to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Ventura is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 25 years of experience in financial services, having begun his career at Dean Witter Reynolds. James focuses on helping clients manage executive compensation, personal retirement planning, portfolio management, tax minimization, and retirement income. He works closely with clients to develop personalized financial strategies that align with their long-term goals. James holds a Bachelor's Degree from the University of Maryland and completed an Accredited Certificate Program at Harvard University. He is registered with FINRA, holding the Series 7 and 65/66 licenses, and carries the Personal Investment Advisor (PIA) designation. James is a member of the Harvard Alumni Association and the USTA. Residing in Northern Virginia with his wife and son, James is actively involved in community organizations such as the Alexandria Mentoring Partnership and Historic Alexandria. His personal interests include golfing, reading, and tennis.

Eric Goodson is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to comprehensive financial planning and estate strategies.

Lovie Leach is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 and Series 65 designations and bringing 27 years of industry experience. Prior to joining Cambridge in 2024, Leach worked for Money Concepts Capital Corp and Money Concepts Financial Planning Centre for over two decades. Outside of advisory roles, Leach owns Ellevation Wealth Management and Legacy Planning, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple portfolio management approaches, proprietary and unaffiliated model strategies, and institutional features such as advisor transition support and compliance oversight.