Joseph Lazzari is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at UBS Financial Services and has experience in education, having been employed at The Catholic University of America Busch School of Finance and Atholton High School. Outside of advising, he is involved as a sales associate with Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves individual and institutional clients, including pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a broad network of representatives and third-party 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® with 14 years of industry experience, currently advising at Ameriprise. She has worked previously at Morgan Stanley, Bogart Wealth, Northwestern Mutual Investment Management, Merrill, and multiple tenures at Ameriprise. 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 tailored retirement-income planning advice through a written Recommendation Report and ongoing annual reviews.

Daniel Leroy is a financial advisor with Equitable Advisors, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016, including its predecessor AXA Advisors LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm uses a range of advisory models, including third-party managed portfolios and discretionary advisory programs, and offers ERISA fiduciary services through credentialed Investment Adviser Representatives.

Syed Ahmed is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has previously worked at HSBC Securities, Wells Fargo Clearing Services, and Citizens Securities. Outside of his advisory role, he assists with a family business that sells handmade artwork through Etsy. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary program options.

Tanika Washington is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Equitable Advisors, she held roles at Oracle, Ayanna Financials, LLC, Centennial Technologies, Grant Thornton, and Morgan Franklin Consulting. She has a concurrent role at Ayanna Financials, LLC, an entrepreneurial venture she has been involved with since 2020. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charities, providing financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and third-party asset managers. The firm utilizes various investment programs and offers ERISA fiduciary services to qualified plans.

Diana Slopow is a financial advisor with Edward Jones, holding Series 65 and Series 63 licenses 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 a diverse client base, including individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of advisors and branch offices nationwide.

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® certificant with 21 years of experience in financial advisory. He is currently with Edelman Financial Engines, where he has worked since 2024. His career includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual, retirement-plan, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment management with a long-term, diversified approach.

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.

Lucas Barton is a financial advisor at Edward Jones with the Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2022, he worked at CVS Health and Cawood Funeral Home. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide array of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

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 licenses and with 29 years of industry experience. He previously worked for Members Financial Group and CUSO Financial Service, LP for 23 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with diverse investment platforms and tools, including model portfolios, third-party subadvisors, and institutional programs.

Austin Fitzpatrick is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Integrated Wealth Concepts, LPL Financial, and several non-financial firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored advice focused on reliable income sources and tax-aware withdrawal strategies.

Alan Facey is a CFP® professional with 24 years of experience in the financial advisory industry. He is currently with Edelman Financial Engines and has held various roles there and its predecessors since 2007, with a brief tenure at Morgan Stanley in 2003. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual and institutional clients, offering a combination of committee-driven modeling, planner delivery, and online tools. The firm serves retirement-plan participants and wealth management clients through diversified portfolios, discretionary and non-discretionary advice, and operates as a fiduciary under ERISA and DOL guidelines.

Matt Megary is a financial advisor with Wells Fargo Advisors in Alexandria, VA, holding a Series 66 designation and over 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Deutsche Bank Securities Inc. Since 2024, he has also been involved with Riverfront Wealth Advisor LLC and Riverfront Wealth MM LLC, where he holds ownership stakes and actively participates in management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to tailor recommendations that clients may implement through various brokerage or advisory programs.

Bradford Johnson is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds a Series 66 designation and has worked at several affiliated entities within the Edelman Financial Engines organization since 2013, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. 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 modeling process combined with planner delivery and online tools, offering diversified portfolios, discretionary and non-discretionary management, and serves approximately 477,000 clients with a focus on long-term investment strategies.