Daniel Mcnulty is a financial advisor with Equitable Advisors in Gainesville, VA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Equitable Advisors since 2001 and previously operated under AXA Advisors, LLC for 19 years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals, risk tolerance, and time horizon.

Timothy Martin is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. 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 employs proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research to tailor investment plans aligned with clients’ goals and risk tolerances.

Jason Woodall is a financial advisor at Ameriprise with five years of industry experience. He previously worked at Morgan Stanley and has held various roles outside the financial sector, including part-time employment with Pro Football Focus, where he collects football player and play-level data. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides detailed recommendations and ongoing tax-aware withdrawal strategies.

Mike Raith is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. Prior to this role, he held positions as an Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative within Fidelity Investments, gaining comprehensive experience in financial services from 2021 onward. Mike works closely with clients to develop and implement financial plans tailored to their unique goals and needs. His approach begins with understanding clients on a personal level, including their objectives, desires, and challenges, and continues with monitoring the plan to adapt to life events. Outside of his professional role, Mike enjoys activities such as baseball, beach outings, concerts, football, and spending time with family.

Dylan Peterson is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. Prior to joining Edelman Financial Engines, he worked at W.C. Moore Financial Services and held various roles in data analysis and client support. Outside of his advisory work, he contracts as a data analyst helping music artists sell royalty rights. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Mark Dolfis is a financial advisor with Equitable Advisors in Bradenton, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Outside of his advisory work, he is involved in an outside insurance brokerage business, serves as an executor of his sister’s estate, and operates Ascend Planning & Consulting LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

William Corso is a CFP® with 29 years of experience in the financial services industry. He is currently an advisor at Robert W. Baird & Co., having joined the firm in 2024. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, Inc. Corso is also an investor in Northern Neck LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and separately managed account programs, utilizing a combination of manager-traded and model-traded strategies alongside tax management and direct-indexing capabilities.

James Hempstead Jr. is a financial advisor with Raymond James Financial in Alexandria, VA, holding a Series 66 credential and three years of industry experience. Prior to joining Raymond James, he worked briefly at Cambridge Investment Research, Inc. and Capital Asset Management Group. Outside of advisory work, he is employed as a Client Services Associate at Goetzman Nau Financial Partners LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and municipal entities. The firm offers tailored, often non-discretionary advisory solutions and maintains a connection to municipal and public finance activities through its affiliate network.

George Bauer is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Outside of his advisory role, he serves as Corporate Secretary for NPE Holdings LLC, a technology company based in St. Louis. Morgan Stanley Wealth Management offers a broad range of advisory programs and financial planning services to individuals and institutional clients, managing trillions in client assets and employing firm-approved tools and models as part of its structured planning process.

Charalambos Ferssizidis is a financial advisor with Raymond James Financial in Alexandria, VA, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He also serves as Director of Operations and Branch Manager for Goetzman Nau Financial Partners, LLC. 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, utilizing asset-allocation analysis and firm research to support tailored investment recommendations.

Yan Zhi Huang is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with institutions including Bank of America, HSBC, and Wells Fargo. 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 client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Anthony Black is a financial advisor at Edward Jones with a Series 66 designation. He has been with the firm since 2026 and has prior experience working at Tria Federal and Georgetown University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages a broad range of investment strategies and offers advisory services under a fiduciary standard, supported by a large nationwide network of financial advisors and offices.

Jaymie Chmil is a Series 66 licensed financial advisor with eight years of industry experience. Jaymie has worked at Edward Jones since 2025 and previously held roles at Wells Fargo Clearing, First Clearing, Walmart, and operated a self-employed business. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Abigail Ganssle is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, she worked for eight years at OUTFRONT Media. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Alyssa Romanac is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and has worked in various roles within Wells Fargo entities since 2014, including Wells Fargo Clearing and Wells Fargo Bank. Prior to her career in finance, she was employed at FedEx Ground. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research and planning tools to develop customized recommendations.

Jeanette Ruchelman is a financial advisor at Morgan Stanley with two years of industry experience. Her previous roles include positions at Wells Fargo Advisors and Wells Fargo Bank, as well as earlier experience outside the financial sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process with firm-approved tools and modeling techniques.

Patricia Bergman is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Cambridge Investment Research Advisors since 2022. In addition to her current role, she has been associated with Parkwood Associates, Inc. since 2013. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides a range of investment solutions, including proprietary models and access to third-party managers, with options for discretionary and non-discretionary management tailored to client objectives.

William Caudron is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at firms including EMP Management LLC, Capitolis, Citigroup, and Rotunda Capital Partners. Caudron also owns Riverfront Wealth WC, LLC, a wealth management business based in Alexandria, VA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and integrates advisory services with various financial product sales and referral channels.

Natnael Alem is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His work history includes roles at Fidelity Investments, Northwestern Mutual Investment Services LLC, and Uber EATS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Arthur Ellis is a Financial Consultant at Fidelity Investments, where he has been working since 2022. His approach focuses on partnering with clients to understand their unique goals, values, and circumstances, aiming to assist them with holistic financial planning. He prioritizes helping clients improve their financial situations and educating them by simplifying complex financial concepts into easily understandable language. Arthur's experience at Fidelity Investments spans several roles since 2018, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Through these positions, he has developed expertise in financial planning and client relationship management. Outside of his professional work, Arthur has personal interests in cars, family activities, food, football, soccer, and traveling.