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 eight years of industry experience. She has worked at Bank of America, Merrill, Sun Trust Bank (Truist), and Wells Fargo. Merrill, along 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 plans, corporations, and charitable organizations.

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 two years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2024. Prior to her advisory role, she held positions at Ridgewells and Planet Fitness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm serves a variety of clients such as registered investment companies and an IRS-qualified Charitable Gift Fund.

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 financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Merrill since 1979 and concurrently affiliated with Bank of America, N.A. since 2011. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates its advisory services with Bank of America’s broader banking and capital markets platform, emphasizing managed accounts and manager-selection capabilities.

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 Yarborough is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 27 years of industry experience. Her prior roles include longstanding tenures at Money Concepts Capital Corp and Money Concepts Financial Planning Centre. She is also an owner of Ellevation Wealth Management and Legacy Planning, LLC, and holds an insurance agent license. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment implementations including proprietary and third-party strategies, with options for discretionary and non-discretionary management tailored to client objectives.

Sharon Meyer is a financial advisor at Ameriprise with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Ameriprise and its affiliated entities since 2005. Based in Fairfax, VA, Meyer has spent over 15 years at Ameriprise Financial Services, Inc. and six years at Ameriprise. 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 annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Paul Martin is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Equitable Advisors since 2014, including time when the firm operated as AXA Advisors, LLC. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm offers a range of advisory models, including third-party programs and discretionary portfolio management, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Regina Bennett is a Series 66 licensed financial advisor with Wells Fargo Clearing Services, LLC, where she has worked since 2017. She has 21 years of industry experience, including nine years with Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions.

Joseph Gilbert is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019, following four years at Stifel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Kyle Dews is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of advisors in helping clients define financial goals and develop strategies to meet their financial objectives. He leverages the resources available at Fidelity to educate clients on risks and opportunities associated with their financial plans. Kyle has extensive experience in the financial services industry, with a career spanning roles at Fidelity Investments since 2006, including positions such as Financial Consultant, Investment Consultant, and Retirement Relationship Manager. Prior to Fidelity, he worked as a Financial Advisor at Merrill Lynch and Waddell & Reed. This breadth of experience supports his leadership in guiding clients and managing advisory teams. Outside of his professional work, Kyle has personal interests that include art, the beach, fitness, movies, music, and parenthood.

Nick Caputo is a financial advisor at Morgan Stanley based in Alexandria, VA. He holds a Series 66 designation and began his career at Morgan Stanley in 2022 after graduating from the University of Maryland. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Stanislav Sabinin is a CFP®-credentialed financial advisor with 11 years of industry experience, currently with Edelman Financial Engines in Fairfax, VA. He has been with the firm and its predecessor entities since 2016. 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 advisor guidance and online tools, offering a range of discretionary and non-discretionary investment options.