Carla Britton Ramsey is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Edward Jones. Her prior positions include roles at Raymond James Financial Services Advisors, T Rowe Price Investment Services, and The Vanguard Marketing Corporation. She also operated Carla Ramsey Financial Coaching LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Mark Llorens is a financial advisor at Edelman Financial Engines with a Series 65 designation and four years of industry experience. His professional background includes roles at Variant Private Wealth and Financial Engines Advisors L.L.C. before joining Edelman Financial Engines. 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 both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term orientation.

Heidi Partida is a Series 66-licensed financial advisor with two years of industry experience. She has worked at Edward Jones since 2025 and previously held roles at Guidance Investments LLC, Guidance Securities LLC, and Guidance Residential. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory strategies and maintains a large nationwide network of advisors and branch offices.

Stephen Foki is a financial advisor with Morgan Stanley in Reston, VA, holding Series 63, 65, and 66 licenses and 14 years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Charles Schwab and Schwab Bank for eight years and had brief roles at Clarion Wealth Management Partners and Groff Landscape Design, LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning solutions.

Thomas Russell Jr. is a financial advisor with LPL Financial in Fairfax, VA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Primis Bank, Virginia Asset Group, Infinex Investments, Bank of America, and Merrill. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations with a range of advisory programs, financial planning, and brokerage services. The firm offers both discretionary and non-discretionary management, utilizing in-house and third-party research along with various portfolio management options.

Gary Wong is a financial advisor with Edward Jones in Oakton, VA, holding CFP® and Series 66 credentials and bringing nine years of industry experience. He has worked at Edward Jones since 2017 and previously held a position at Rosendin Electric from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Luc Sebrechts is a financial advisor with Morgan Stanley in Reston, VA, holding a Series 66 designation and nine years of industry experience. Prior to joining Morgan Stanley in 2017, he worked at Edward Jones for one year. Outside of his advisory role, Sebrechts coaches high school baseball players through the Bradley Baseball Academy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Christopher Ellis is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked at Virginia Asset Management since 2015 and joined Cetera in 2023. Outside of advisory work, Ellis owns a guest space rental business operating on Airbnb. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with both affiliated and third-party managers.

Donald Megliola is a financial advisor with Cambridge Investment Research Advisors in Reston, VA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, he serves on the executive committee of the Cornell Men’s Soccer program and operates as an independent insurance agent, specializing in life, long-term care, and disability products. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent Financial Professionals, with a range of portfolio management and model-based solutions tailored to client objectives.

Renata Deye is a financial advisor at Edelman Financial Engines with 17 years of industry experience and holds the Series 66 designation. Her prior roles include positions at Financial Engines Advisors L.L.C., El Legacy Securities, LLC, and Edelman Financial Services, LLC. She was also self-employed for five years. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online offerings, operating discretionary and non-discretionary programs overseen by an Investment Committee.

Robert Sargent is a CFP® credentialed financial advisor with 17 years of industry experience. He is currently with Robert W. Baird & Co., having joined in 2024. His prior experience includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Robert works within The DDK Group, part of Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. Baird offers a range of wealth management services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and the use of internal research and technology tools.

John Hester is a financial advisor at Cetera with 31 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Cetera, he spent over two decades with 1st Global Advisors, Inc. and Avantax Investment Services, Inc. In addition to his advisory work, Hester is the owner of a CPA firm and serves as finance chair for a local Methodist church. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with approximately $256 billion in assets under management.

Arlisa Whitby is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Peloton. Outside of her advisory work, she operates an online shop called Brazen Creations by Arlisa on Etsy. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Christopher Gurley is a CFP® and ChFC® with 30 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving as an advisor in Oakton, VA. He is a partial owner of OPM, Inc., which manages office expenses for a group of Ameriprise advisors, and serves on the board of directors for Sun Vista, Inc. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with its financial advisors.

Kevin Haynes is a financial advisor with Ameriprise in Leesburg, VA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its related entities since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering personalized recommendations through a centralized consulting team.

Michael Kost is a financial advisor with LPL Financial in Fairfax, VA, holding a Series 66 credential and five years of industry experience. His work history includes roles at Merrill, Bank of America, Morgan Stanley, and Truist Advisory Services. Outside of his advisory work, he has driven for Uber on weekends. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

David Smith is a financial advisor with Cambridge Investment Research Advisors in Reston, VA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2014. Outside of his advisory role, he serves as an assistant coach for Loudoun County Public Schools. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Danny Robles Fuentes is a CFP® professional affiliated with Ameriprise, with four years of industry experience. His prior roles include positions at Cambridge Investment Research, Freddie Mac, and the State Department Federal Credit Union. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and asset allocation, with recommendations supported by proprietary research and algorithmic tools.

Preetha Gopi Kumar is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Stearns Home Loans. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Krystyna King is a financial advisor at Ameriprise with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise since 2011. Outside of her advisory role, she serves as an Operations Manager for CFI Management Group LLC, supporting Ameriprise advisory practices. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendation reports. The firm delivers a wide range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.