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®-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 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 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 at Equitable Advisors with Series 65 and Series 63 credentials 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 is involved with Ayanna Financials, LLC, an ongoing business activity alongside her advisory role. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of third-party investment programs and provides ERISA fiduciary services through credentialed representatives.

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.

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 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 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 with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A. and engaged in entrepreneurial activities including creating and publishing coloring books through Amazon's Kindle Direct Publishing platform. He also sells personal items on Mercari as an independent contractor. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies built by internal and third-party managers, with a focus on strategic and tactical asset allocation and tax-aware options for investors.