Adrienne Rowles is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Thrivent Financial, Ameriprise Financial Services, and Raymond James Financial Services. Outside of her advisory work, she is the founder and director of Shiba Rescue of New England, an animal rescue organization focused on rehoming Shiba dogs. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Robert Potter is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2010. Outside of his advisory role, he serves as senior pastor of Journey Worship Centre and is president of Breakthrough Ministries, where he is involved in speaking engagements and leadership training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products.

Russell Day is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Edelman Financial Engines in Fairfax, VA, having joined the firm in 2025 following six years at Financial Engines Advisors L.L.C. His prior experience also includes roles at Boat America Corporation and McGladrey. 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, managing diversified model portfolios with a long-term orientation.

Christopher Neary is a Financial Advisor at Merrill Lynch Wealth Management. As a second-generation Merrill Financial Advisor from Northern Virginia, he was exposed to the financial services industry early on, which influenced his decision to pursue a career in financial advising. He works closely with clients to understand their individual financial situations and goals, focusing on thoughtful planning and clear communication. His expertise includes family wealth management strategies, legacy planning, and managing new wealth. Christopher holds the Chartered Retirement Planning Counselor™ (CRPC™), Accredited Asset Management Specialist™ (AAMS®), and Personal Investment Advisor (PIA) designations. Christopher graduated from Pennsylvania State University with a bachelor's degree in Economics and earned the Smeal College of Business Certificate. Outside of work, he enjoys golfing, spending time with his family, traveling, supporting Penn State athletics, and following Washington, D.C. sports teams.

Mark Menzel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Fulcrum Advisory Services. Outside of advisory work, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies through its Founders Gate Capital brand.

Anaita Wali Zada is a financial advisor at Merrill with a Series 66 designation. She has been with Merrill since 2024 and previously worked at Bank of America, N.A., Chico's FAS, Inc., and has experience in media production ventures. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Rachel Nelliot is a CFP® and Series 66 licensed financial advisor with three years of industry experience. She has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2024, and previously held roles at Janney Montgomery Scott LLC. Prior to her financial services career, she worked at Emirates Airline from 2014 to 2020. Charles Schwab & Co., Inc. serves a large client base of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Jisook Anderson is a financial advisor with Merrill in Fairfax, VA, holding a Series 66 designation and one year of industry experience. She has previously worked at Sheklee and Bank of America, N.A. Anderson is also an independent contractor member of Melaleuca, a consumer goods company, and volunteers at Virginia Agape International Baptist Church, assisting with collection and deposit of weekly offerings. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual, institutional, and charitable clients.

Gabriel Hoernig is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He has held roles at Edward Jones, Kingsview Wealth Management, Catalyst CBC, and James Madison University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, managed solutions, and affiliated investment products through a large national network of financial advisors and branches.

Thomas Wood is a CFP® and ChFC® professional with 35 years of experience in the financial services industry. He has been with Edelman Financial Engines and its predecessor firms since 1999, including Financial Engines Advisors L.L.C. since 2018. Wood holds Series 63 and Series 65 licenses. He is a passive investor in ventures related to casino management. 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 diversified model portfolios and both discretionary and non-discretionary advisory options.

Matthew Kuhns is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2022. Outside of his advisory role, Kuhns is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies and offers various financial products and institutional platforms.

Peiliang Cui is a CFP® with 23 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax entities for over two decades and leads Cui's Financial Group Inc, a firm focused on tax preparation and accounting services. Additionally, he is the owner of a business consulting firm and serves as a director of the Bedrock Foundation, a charitable organization providing educational grants. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and consulting services delivered through a nationwide network of independent advisors and features multiple program structures and affiliations.

Samet Degismen is a financial advisor at Edward Jones in Gainesville, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for 15 years at Dulles Glass and Mirror. He is also the owner of Spark and Shine Cleaning Services, a residential and commercial cleaning business. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions and is notable for its extensive advisor network and affiliated financial services.

Song Park is a financial advisor with LPL Financial in Centreville, VA, holding a Series 66 credential and 22 years of industry experience. His career includes prior roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated before joining LPL Financial in 2009. Outside of advisory work, he provides notary public services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Theodore Davis is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise since 2020 and previously spent 18 years with American Express Financial Advisors Inc. Davis is co-owner of YGB Operations LLC, a business involved in managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James O Donnell is a Series 66-credentialed financial advisor with 18 years of industry experience. He has worked at firms including Merrill, Stifel Nicolaus & Co Inc, Principal Securities Inc, and currently serves at Cetera and Kinnect Advisors. Outside of his advisory roles, he consults on individual tax return data entry for a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of program structures and third-party managers.

John Davis is a financial advisor at Edelman Financial Engines with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Edelman Financial Engines and its predecessors since 1997. 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 and non-discretionary investment options across a broad range of portfolios and retirement solutions.

Edward Holton is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He worked at Robert W. Baird & Co. Inc. for 15 years before joining Raymond James & Associates in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Deanna Lyons is a financial advisor with Ameriprise in Manassas, VA, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, Lyons works part-time as a hairstylist at Valon Salon. Ameriprise serves clients primarily through retirement-income planning services tailored for individuals with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, supported by a centralized consulting team and algorithmic tools.

Nardaneh Bahraminejad is a financial advisor at Osaic with Series 63 and 65 licenses and one year of industry experience. Her work history includes entrepreneurial involvement with Miye Wire, LLC and Kokonut Grill. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services such as comprehensive financial planning and advisor-managed portfolios supported by model-based asset allocation and portfolio optimization tools.