Christian De Falco is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley, as well as various positions related to teaching and service at Virginia Tech. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas O'gwin is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise. He previously worked at LPL Financial, LLC for 13 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily focusing on assets held within Ameriprise Managed Accounts.

Anthony Badillo is a CFP® and ChFC® with 14 years of experience in the financial services industry. He is currently with Edelman Financial Engines and has previously worked at firms including Financial Engines Advisors L.L.C., Charles Schwab, and The Vanguard Group. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.

Justin Hayes is a financial advisor at Raymond James Financial with 28 years of industry experience. He previously worked at Bank of America, N.A. and Merrill from 2016 to 2023. Hayes is the owner of Cape Henry Private Wealth Reston, a business established for tracking business expenses and providing tax relief. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm focuses on non-discretionary planning and uses various analytical tools to tailor recommendations to client goals.

Farah Stewart is a Series 66 licensed financial advisor with Edward Jones in Fairfax, VA, and has 17 years of industry experience. She has been with Edward Jones since 2008. 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 investment options supported by a large nationwide network of advisors and branch offices.

Michael Kramer is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with a team of Merrill and Bank of America banking specialists to develop and customize disciplined strategies for individuals and companies aiming to reach their financial goals. His focus areas include investment management, wealth planning, banking, and corporate retirement plans such as 401(k), profit sharing, and defined benefits plans. Michael holds a B.S. in business management with a minor in economics from George Mason University. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and is a Retirement Benefits Consultant (RBC). Residing in Loudoun County, VA, Michael enjoys outdoor activities such as playing golf and is involved in charity and volunteer work. He is an avid sports fan and values the opportunity to make a positive impact on the financial lives of his clients.

Jason Adams is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 25 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Adams serves on the Board of Directors for the Vienna Little League as Safety Director and contributed to founding Friends of Tribe Baseball, supporting athletic and academic initiatives for William and Mary student athletes. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm leverages proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

Joshua Roberts is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds the Series 66 designation and has previously worked at OSAIC, Cassaday & Company, Inc., and Clark & Associates Inc. Financial Solutions. Prior to his financial career, he was employed at Ballast Point Brewing & Spirits and Roanoke College. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage/custody services. The team customizes strategies based on client goals and risk tolerances, utilizing a mix of in-house and third-party managers alongside both traditional and complex investment approaches.

Lindsay Veleber is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, Lindsay owns a service-based business specializing in birth chart readings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Scott Morrello is a CFP® and ChFC® with 11 years of experience in financial advising. He has been with Edelman Financial Engines since 2025 and previously worked at Financial Engines Advisors L.L.C. and Edelman Financial Services. 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 modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice with a focus on diversified model portfolios and long-term investment orientation.

Robert Gaskins Jr. is a financial professional at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Bowman Gaskins Financial Group, Inc. since 1999, where he also operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Gaskins has been with Cetera and its affiliate Cetera Wealth Services since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, providing access to discretionary and non-discretionary investment strategies.

Brad Blaisdell is a financial advisor at Raymond James Financial Services Advisors, Inc. with 22 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Raymond James, he worked at Edward Jones for 10 years. Blaisdell is also the president of Blaisdell Wealth Management, where he provides financial advising. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Josephine Yeboah is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work includes roles at Bank of America, N.A., Old Dominion University, and lower.com. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donald Gillen is a financial advisor with UBS Financial Services in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with UBS and its predecessor firms since 1985. Outside of his advisory role, he serves as a member of the Board of Deacons at Jubilee Christian Center, advising the pastor on various church matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocation to tailor plans according to clients’ goals and risk tolerances.

Logan Wahrenberger is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Fidelity Investments and Charles Schwab Bank, as well as experience in retail with Golf and Ski Warehouse and Morano Gelato. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a range of alternative investment options.

Andrew Nemets is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He holds the Series 66 designation. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. 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 diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary investment options.

D Lawler is a financial advisor with Ameriprise in Washington, DC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Ameriprise and its affiliate since 2016. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Garrett Boyd is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 10 years of industry experience. Prior to his current role, he worked at LPL Financial, Northwest Federal Credit Union, Amundi Pioneer Asset Management, Inc., and Pioneer Investments. He is also a managing partner and vice president of Momentum Capitol Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supports municipal and public-finance work, and delivers a range of advisory and consulting services across a large network of advisors.

Christopher Marcoux is a financial advisor with Ameriprise in Gainesville, VA, holding Series 63, 65, and 66 licenses and having eight years of industry experience. He previously worked at Edward Jones for six years, FVCbank for one year, and Sandy Spring Bank for two years. Marcoux also owns Mullinax LLC, through which he manages his Ameriprise business. 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 retirement income planning advice based on dependable income sources and tax-aware withdrawal strategies.

Harold Vorndran III serves as a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial planning and investment management services to his clients. He holds a degree in Business Management from the Pamplin School of Business at Virginia Tech. Harold is proficient in English, French, and Polish.