Abrahim Kassim is a financial advisor with Edward Jones in Woodbridge, VA, holding Series 63 and Series 66 credentials with 16 years of industry experience. His prior roles include positions at Western Southern Life, Merrill, Mutual of Omaha, Wells Fargo Bank, and HSBC Securities. Kassim also serves as a full-time agency manager for Western & Southern Life. 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, operating under a fiduciary standard.

Marcos Sagastizado is a financial advisor at Merrill with 19 years of experience at the firm and one year at Bank of America N.A. He holds a Series 66 designation. Outside of his advisory role, he owns a limited-liability company without active business operations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a variety of individual and institutional clients.

Brande Coleman is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Morgan Stanley in 2022, Coleman worked at Charles Schwab, TD Ameritrade, Merrill, Bank of America, and Edward Jones. Outside of advisory work, Coleman owns Nicco LLC, a retail and online store business, and is involved with Elite Formation Studio of Dance, a recreation business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers financial planning services that emphasize advisory capacity without providing individual security recommendations as part of standalone plans.

Mark Toia is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory role, he serves as an executor and trustee for family trusts. Equitable Advisors provides a range of financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Shane Keogh is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held positions at the University of Minnesota - Twin Cities, SATCOM Direct, The Swift Group, Perspecta, and Caci. Outside of his advisory role, Keogh is a member of NorthXLV LLC, which is purchasing franchise rights for the Tiger Sugar bubble tea shop in Minneapolis. 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 offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Andrew Massaro is a CFP® professional with 36 years of industry experience, currently serving at Edelman Financial Engines in Fairfax, VA. He has been with affiliated firms since 1994, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines delivers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm utilizes a committee-based modeling process combined with planner support and online tools, offering a range of discretionary and non-discretionary investment solutions with an emphasis on diversified, long-term portfolios.

John Fleming is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Cetera in 2025, he was associated with Schlosser Fleming & Associates, Ltd. since 2004 and Avantax Advisory Services since 2011. Fleming serves as a trustee for the Attilus and Associates Retirement Plan. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services across various program structures and custodial relationships.

Andrew Coats is a Series 66-licensed financial advisor with Edward Jones in Falls Church, VA, and has 19 years of industry experience. He worked at CitiGroup Global Markets INC for five years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Chia Sheng Wang is a Series 66 licensed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining Equitable Advisors in 2024, Wang worked at Guggenheim Partners from 2015 to 2023. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Christopher Allen is a financial advisor with Ameriprise in Arlington, VA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, using a centralized consulting team to deliver annual, non-discretionary 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.

Matthew Wiest is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2009 and a one-year tenure at Morgan Stanley. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis. The firm employs proprietary research and planning tools to develop tailored recommendations, with services delivered through both meetings and written summaries, and clients retain discretion over implementation.

Alec Hurley is a financial advisor with Edward Jones in Falls Church, VA, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and has prior experience with Frank Recruitment Group, Kung Fu Tea USA, and Syracuse University. Outside of advising, he is involved in managing a family real estate partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a broad range of investment advisory programs, combining a large retail advisor network with affiliated trust and mutual fund services.

Brian Bloxom is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2014. Outside of advising, he serves as vice chairman of the Salvation Army in Prince William County, participates on the advisory board of Freedom Bank, and acts as a director consultant for the Business Networking Institute. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals utilizing a variety of portfolio management strategies and platform arrangements.

Nicholas O'gwin is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise. He previously worked at LPL Financial, LLC for 13 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily focusing on assets held within Ameriprise Managed Accounts.

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 credentials and bringing 39 years of industry experience. He previously spent 33 years at Merrill Lynch, Pierce, Fenner & Smith Inc. Mr. Goetzman is a managing partner of Goetzman Nau Financial Partners LLC and the owner of Goetzman Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools, supports municipal and public-finance work, and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

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.