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. He previously worked at Lincoln Investment Planning and Hendershot Financial Group. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party model portfolios and technology tools.

Neil Goetzman is a financial advisor at Raymond James Financial in Alexandria, VA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Quadrant Strategies and involvement with Georgetown University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

Donald Gillen is a financial advisor with UBS Financial Services in Fairfax, VA, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been 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, where he advises the pastor on various church matters. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lee Corey is a financial advisor with Morgan Stanley in Alexandria, VA, holding Series 63 and Series 65 credentials and with 45 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co., Incorporated, and IA Dean Witter Reynolds Inc. since 1981. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that integrate investment advisory and broker-dealer capabilities.

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 previously worked with firms including Cetera and VOYA Financial Advisors. In addition to her advisory work, she is an author. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with an emphasis on a broad platform supported by technology and a large network of advisors.

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.

Daniel Mcnulty is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Equitable Advisors and its predecessor firm, AXA Advisors, since 2001. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers. The firm focuses on client risk assessment and matching clients to investment models or discretionary managers, offering a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Timothy Martin is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and 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 utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Jason Woodall is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley. Outside of his advisory role, he works part-time for Pro Football Focus, where he collects detailed player and game data for college and NFL football. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary research, third-party data, and algorithmic tools, with recommendations implemented on a non-discretionary basis.

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 one year of industry experience. He holds a Series 65 designation and previously worked at W.C. Moore Financial Services and Kerecis. Outside of financial advising, he contracts as a data analyst helping music artists sell royalty rights. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions.

Mark Dolfis is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 20 years of industry experience. He has worked at Equitable Advisors since 2006 and previously at Axa Advisors, LLC through 2020. Outside of advising, 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 a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes personalized financial planning and uses a combination of firm-offered programs and third-party asset managers to implement investment strategies.