Will Wittstadt is a Planning Consultant at Fidelity Investments based in Reston Town Center. In his role, he focuses on assisting clients with their financial needs and concerns to ensure they are understood and addressed effectively. Wittstadt joined Fidelity Investments in 2025, beginning as a Financial Representative before serving as a Relationship Manager. In 2026, he advanced to his current position as Planning Consultant. Specific details about his education and credentials are not provided.

Jennifer Gallant is a financial advisor with Ameriprise based in Haymarket, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she is involved in a business ownership arrangement with several colleagues for the purpose of renting office space. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet certain asset thresholds, delivering personalized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jennifer Collins is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Robert W. Baird & Co. and CitiGroup. Outside of her advisory work, she is involved in property management as a sole proprietor. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Mark Powell is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Powell is also involved in book publishing as an author and speaker through his business, Clutch. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Anothep Phimmasone is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley since 2019, following an eight-year tenure at UBS Financial Services. Outside of his financial career, he is employed by Delta Air Lines, where he has been working since 1991. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by its Financial Advisors and specialized planning groups.

Stephen Mcfeely is a CFA® charterholder and Series 63 licensed financial advisor with 10 years of industry experience. He is currently affiliated with LPL Financial and Northeast Planning Associates, Inc., where he provides financial planning and consulting services. Prior to these roles, he worked at Cassaday and Company, Inc. for three years. 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 advisory programs, retirement plan consulting, brokerage services, and access to diversified investment strategies supported by in-house and third-party research.

Bradley Dean is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Bethany College and completed his high school education at Yorktown High School. Bradley also attended the University of Virginia without obtaining a degree.

Philip Cocce is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including TIAA-CREF, HSBC Securities, and Prudential Insurance Company of America. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Alexander Gallina is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. His prior work includes roles at First Commonwealth Bank and various positions during his student years. Edelman Financial Engines provides technology-enabled investment advisory services focused on 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 client base through both advisor-led and online platforms.

Brian Cooper is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Northwest Financial Advisors LLC and LPL Financial for 12 years. Outside of advisory work, he is an associate at Momentum Capitol Wealth Advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

Robert Gerl is a Financial Consultant with experience spanning roles at several prominent financial services firms. Currently serving at Fidelity Investments since 2022, he has previously held positions including Wealth Planner at New York Life- Eagle Strategies (2020-2021), Senior Portfolio Advisor at Merrill Lynch (2015-2019), Investment Advisor Representative roles at Met Life Premier Client Group (2014-2015) and Mass Mutual (2014), Licensed Agent at First Washington Financial Corporation (2011-2014), and Insurance Agent at Bankers Life and Casualty (2010-2011). As a CERTIFIED FINANCIAL PLANNER® practitioner, Robert focuses on helping families prepare for the future through comprehensive, goals-based wealth planning. He collaborates with clients to understand their priorities and translate them into clear, actionable strategies. His approach emphasizes thoughtful guidance, education, and long-term discipline to support confident financial decision-making. Outside of his professional work, Robert has personal interests that include horseback riding, motorcycles, and traveling.

Vera Shaker is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2019. She serves as co-trustee of a revocable living trust. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Kyle Flinton is a CFP® professional with seven years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked with Northwestern Mutual Wealth Management Company and served in the Armed Forces for six years. Outside of his advisory role, he co-owns a family lake house in South Carolina, which he manages as a short-term rental property. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through comprehensive risk profiling and firm research.

Lourdes Mc Michael is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked at Edward Jones since 2018 and previously held positions at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Co, and Regions Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Ashlen Garcia Rodriguez is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in personalized financial planning and investment management, helping individuals and businesses achieve their unique financial goals through tailored strategies and ongoing guidance. Ashlen focuses on areas such as college education planning, family wealth management, liquidity management, managing new wealth, retirement planning, and retirement income. She holds a Bachelor's Degree from George Mason University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Ashlen aims to connect all aspects of her clients' financial lives, prioritizing their goals and providing clear advice to empower confident decision-making. Outside of her professional work, Ashlen enjoys activities such as adventure sports, biking, boxing, hiking, rock climbing, running, spending time with her family, traveling, watching movies, and practicing yoga.

Reza Khadiri is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1999 in the Washington, D.C. metro area. He focuses on establishing strong relationships with a select group of high-net-worth families, providing comprehensive financial planning services that include tax-efficient strategies for concentrated stock positions, retirement and education planning, and the development of wealth management plans tailored to grow and preserve clients' assets. Reza collaborates closely with clients' tax and legal advisors and conducts regular plan reviews to ensure alignment with clients' evolving financial goals and market conditions. Reza holds a Bachelor's degree from George Mason University and has earned several professional designations including Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®). His expertise spans areas such as divorce transition planning, education planning, employee benefits, family wealth management strategies, philanthropic planning, portfolio management services, and retirement income. Outside of his professional role, Reza enjoys a variety of outdoor activities, photography, live music, and theater. He is also involved in community initiatives including Jill's House and The Last Well. Additionally, he is a member of the Christian Business Men's Connection (CBMC) and regularly attends McLean Bible Church.

Timothy Danehower is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1996. Outside of his advisory role, he serves as a board member for Keystone Ministries & Cedar Run Community Church and another nonprofit organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and offers specialized programs including divorce planning and employer-sponsored planning.

James Skorupski is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at Woodbury Financial Services, Capital One Investment Services, and Chevy Chase Financial Services. He is also involved as a financial advisor and manager at Actaeon Wealth Management LLC. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a variety of asset-allocation tools and supports multiple advisory platforms to construct portfolios tailored to client needs.

Thomas Ryan III is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at various Cetera entities since 2016. In addition to his advisory role, he is the operations manager at Washington Equity, LLC, where he is involved in customer support and investment-related activities. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services and supports multiple investment strategies through a multi-manager platform.

Ryan Stille is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Northwestern Mutual from 1996 to 2019. He is also the founder of Flowerstone Financial and owner of Stille Group LLC, both independent insurance-related businesses. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through a network of independent professionals using multiple custody platforms and proprietary model strategies.