Armand Minasian is a CFP®-designated financial advisor with LPL Financial, based in Alexandria, VA, and has 42 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

John Randall is a financial advisor at UBS Financial Services in Washington, DC, holding a Series 66 designation. He began his career in the financial services industry in 2025 and has experience in various non-financial roles, including positions at Valet Living, Bowa Construction, and entrepreneurial ventures such as Party Bounce House Rentals of Knoxville and Inferno Pizzeria. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Silvia Henric is a Planning Consultant at Fidelity Investments, a position she has held since 2023. In her role, she focuses on delivering an outstanding experience for clients by assisting them in making well-informed financial decisions. She utilizes the resources and technology provided by Fidelity to support her clients' financial planning needs. Outside of her professional work, Silvia has personal interests that include soccer, swimming, and traveling.

Ellie Yazdeli is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has recently transitioned into the financial industry, previously working at Santander Bank and Santander Securities, as well as several years at The Home Depot and Farhangian University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joseph Miro is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee of a family trust. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and serves a broad client base through brokerage and advisory solutions.

Patrick Boehk is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. His prior roles include positions within JPMorgan Chase Bank, N.A., as well as leadership roles at HBGT LLC and HBLH LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment recommendations.

Adam Brinkley is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2024. Outside of his advisory role, he serves as power of attorney for his mother through a family trust arrangement. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients. The firm employs structured planning tools and investment models to assist clients and manages approximately $2.74 trillion in client assets.

Anthony Perrino is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to his advisory role, he was employed at Georgetown University for four years. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and broad investment resources.

Marilyn Mc Kinnon is a financial advisor at Morgan Stanley with 26 years of industry experience. She previously worked at Citigroup Global Markets and City National Securities before joining Morgan Stanley Smith Barney LLC in 2025. Mc Kinnon holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Christie Tran is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at the Applied Research Laboratory for Intelligence and Security and was involved with University of Maryland Athletics and the university itself for three years. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jasmine Isreal is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for eight years before joining Morgan Stanley in 2024. Based in Washington, DC, she currently serves clients through Morgan Stanley Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support its advisory services.

Lara Kien is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Jimmy Lourenco is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He is dedicated to providing clients with an exceptional experience and assisting them in making confident financial decisions by leveraging the insight, resources, and technology offered by Fidelity. Jimmy's professional experience includes roles such as Investment Consultant at Fidelity Investments from 2023 to 2024, Managing Director at BlueRook from 2022 to 2023, Wealth Management Advisor at MassMutual from 2022 to 2023, Financial Advisor at Morgan Stanley from 2018 to 2021, and Vice President Financial Advisor at Capital One Investing from 2014 to 2018. Outside of his professional career, Jimmy enjoys beach activities, family time, sailing, soccer, surfing, and traveling.

Eric Rosner is a financial advisor at UBS Financial Services in Washington, DC, holding a Series 66 designation with 22 years of industry experience. He worked at Kaplan Financial Group from 2004 to 2017 before joining UBS in 2017. UBS Financial Services offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with personalized wealth management solutions. The firm provides a range of services including fee-based financial planning, portfolio management, and access to proprietary research and capital markets products.

Jeffrey Sheats is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2013, previously serving as a Financial Consultant. His career in financial advising spans over three decades, beginning in 1985 at Merrill Lynch. He has held various roles including Financial Advisor positions at First Montauk Securities, H&R Block Financial, Lincoln Financial, and UVest, as well as Branch Manager at H&R Block Financial from 1997 to 2008. Throughout his career, Jeffrey has developed extensive experience in financial planning and consulting. He applies his long-term industry knowledge to assist clients with important financial decisions and help them execute their financial visions.

Edward Mandel is a financial advisor at Raymond James & Associates with two years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at Harbert Pioneer Fund and William Blair & Company. Raymond James & Associates is a nationally supported, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Matthew Goodspeed is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 65 and Series 66 credentials and has been with J.P. Morgan Securities since 2008. Outside of his advisory role, he is a partner in a mobile home park operation and owns a residential real estate LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Finnian Gaudreau is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at several firms, including Truist Financial Corporation and Compass Point LLC. He has also been involved in tutoring at Wake Forest University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Mark Applegate is a Series 66-credentialed financial advisor with Edward Jones in Arlington, VA. He has three years of prior experience at CAPTRUST/Campbell Wealth Management and one year at Northwestern Mutual. Before entering the financial industry, he spent four years at Virginia Tech and three years at Westwood Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Matt Ellis is the Vice President and Financial Consultant at Fidelity Investments. He has held various roles within the company since 2011, including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. In his current role, Matt works closely with his clients and their families to develop financial plans using Fidelity's tools and resources, aiming to help them grow and protect their wealth as well as simplify their financial lives. Matt's expertise includes investment decision-making and financial planning. His career at Fidelity Investments spans over a decade, demonstrating his commitment to client service and financial consulting. Outside of his professional work, Matt has interests in cars, football, hiking, outdoor adventures, and traveling.