Christopher Hughes is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2015. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products.

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.

Robert Crowe is a financial advisor with LPL Financial in Arlington, VA, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved with Textore, Inc., where he manages administrative tasks including invoicing and travel arrangements. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, and institutional clients. The firm offers a range of advisory programs and services supported by model portfolios, research, and advanced technologies.

Neil Goetzman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 33 years before joining Raymond James in 2020. He is a managing partner of Goetzman Nau Financial Partners LLC and owner of Goetzman Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, utilizing firm research and asset-allocation analysis, and maintains a distinctive advisory approach with extensive institutional and affiliate resources.

Nauman Peerwani is a financial advisor with Wells Fargo Clearing in Arlington, VA, holding Series 63 and Series 65 designations and having 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both non-discretionary and discretionary options, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Patrick Mcknight is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab Bank, SSB, and other diverse positions outside the financial sector. 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. The firm offers both non-discretionary and discretionary investment options, combining a large-scale client base with integrated custody and advisory capabilities.

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.

Melissa Paine is a financial advisor with Cetera, holding a CFP® designation and Series 63 and 65 licenses, and has 30 years of industry experience. Her prior roles include positions at First Allied Advisory Services and First Allied Securities, where she worked for over two decades. Outside of her advisory work, she serves as treasurer for a homeowners association and acts as trustee for a special needs trust. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, and manages over $256 billion in assets.

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.

Violet Son is a Series 66-credentialed financial advisor with Edward Jones in Alexandria, VA, where she has worked since 2018. She has seven years of industry experience and prior work history includes roles at MurLarkey Distilled Spirits, HITT General Contracting, George Mason University, and Open Road Bar and Grill. 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 and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a proprietary money market fund.

Brandon Hsia is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Lincoln Investment Planning and Hendershot Financial Group. 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 advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Neil Goetzman is a financial advisor with Raymond James Financial in Alexandria, VA. He holds a Series 66 designation and has experience working at Quadrant Strategies from 2021 to 2025 before joining Raymond James in 2025. Outside of his advisory work, he is associated with Goetzman Nau Financial Partners, a non-investment-related support company. 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 offers financial planning and non-discretionary investment consulting, emphasizing tailored solutions developed through client interviews and risk profiling.

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.

Lee Corey is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 44 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007 and previously worked at Dean Witter Reynolds Inc. Outside of his advisory role, he has ownership interests in rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs. The firm emphasizes a structured financial planning process supported by firm-approved tools and offers both direct and employer-sponsored planning services.

Alex Arinsmier is currently serving as Vice President and Branch Leader at Fidelity Investments. In this leadership role, Alex focuses on motivating and empowering the team to deliver a high-quality financial services experience to clients. By leveraging the talents of associates, Alex aims to collaborate with clients on planning for their long-term financial well-being. Alex has been with Fidelity Investments since 2006, progressing through various roles including VP, Regional Planning Consultant; Account Executive; Investments Representative; Financial Representative; Retirement Investment Specialist; and 401k Customer Service Associate. This extensive experience reflects a deep understanding of investment and retirement planning. Outside of work, Alex is engaged in family activities and parenthood, enjoys football and reading, and participates in volunteering.

Karen Hammond is a financial advisor at LPL Financial with 42 years of industry experience. She holds the ChFC® and Series 63 designations and has worked previously at Cetera, VOYA Financial Advisors, and her own agency, The Hammond Agency, which she continues to operate. Outside of advising, Hammond is also an author. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of management approaches and research resources.

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.