Amanda Connelly is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Latham & Watkins LLP from 2021 to 2025. Her background also includes roles outside finance, such as work with the Danbury Farmers' Market Community Collaborative and the UConn Foundation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Patrick Morton is a financial advisor with Ameriprise in Manassas, VA, holding a Series 66 credential and two years of industry experience. Prior to joining Ameriprise in 2023, he worked in various roles including managerial support at CFI Management Group LLC and positions at George Mason University Recreation and Enterprise Rent a Car. He provides managerial support to co-owners at CFI Management Group LLC as an outside business activity. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized retirement income recommendations in partnership with its financial advisors.

Wenxia Shen is a financial advisor at Fidelity with a Series 66 credential and six years of industry experience. Her prior roles include three years at Wells Fargo Clearing and one year at Stars Wealth Co. Ltd. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Marilyn Hoosen is a financial advisor with Equitable Advisors in Alexandria, VA, holding Series 63 and Series 65 credentials and 20 years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, and Stifel Independent Advisors. She serves on the planning committee for the Innovation in Agriculture and Energy Opportunity Zone Summit in Puerto Rico. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs through a dual SEC-registered investment adviser and broker-dealer platform.

Ryan Banner is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Banner is also involved in fixed insurance sales and serves as a financial advisor for Kinnect Advisors. Cetera Investment Advisers LLC provides financial planning, portfolio management, and retirement services through a nationwide network of independent advisors, serving a broad client base from individual investors to institutional accounts. The firm offers a multi-manager platform with diverse program options, including model portfolios, third-party managers, and bespoke strategies.

Christopher Peden is a financial advisor with Ameriprise in Lake Ridge, VA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Ameriprise in 2019, he worked at Primerica Advisors and Primerica Financial Services, and spent 14 years at Verizon. He also owns and operates Peden Accounting Services LLC, providing tax preparation and advisory services. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering customized recommendation reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement strategies while providing a broad range of advisory, brokerage, and insurance solutions.

Diana Rumbaugh is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America since 2016. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated into Bank of America’s platform, providing access to a wide range of products and services beyond traditional investment management.

Paul Horrocks is a financial advisor with LPL Financial in Arlington, VA, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked for Rocksurance Solutions, Inc. for seven years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

John Fitchett is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, CUSO Financial Services, Merrill, Bank of America, and SunTrust Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Christopher Weins is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors from 2013 to 2020. In addition to his advisory role, he provides part-time administrative support to another advisor at Equitable Advisors and serves as an administrator or trustee for estates or trusts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, utilizing a range of asset managers and advisory structures to tailor services to client goals and risk tolerances.

Maxwell Frishkorn is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His background includes roles at Burke & Herbert Bank and academic positions at The College of William & Mary and James Madison University. LPL Financial serves individual and institutional clients nationwide, offering a range of advisory programs, retirement plan consulting, and brokerage services. The firm provides discretionary and non-discretionary management supported by research and model portfolios from LPL and third-party subadvisors.

Heidi Hammond is a financial advisor with LPL Financial in Falls Church, VA, holding a Series 66 designation and eight years of industry experience. She has previously worked with Cetera, Voya Financial Advisors, and operated her own firms, Heidi Hammond LLC and Hammond Finance LLC. Outside of her advisory role, she is employed part-time with Fairfax County Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management, supported by research and model portfolios.

Mary Davis is a CFP® with 41 years of industry experience and is currently an advisor at Edelman Financial Engines in Fairfax, VA. She has worked with affiliated firms since 1994, including Edelman Financial Services LLC and Financial Engines Advisors L.L.C. Davis serves as a board member of the McLean Project for the Arts, a nonprofit supporting contemporary artists. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Douglas Keegan is a CFP®-certified financial advisor with 26 years of industry experience. He has been with Edelman Financial Engines and its predecessor entities since 2010, including roles at Financial Engines Advisors L.L.C. Prior to his advisory work, he launched and manages Firebird Rising LLC, an entertainment business. 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 both discretionary and non-discretionary investment options focused on diversified portfolios and long-term strategies.

Alex Chisholm is a financial advisor with Equitable Advisors in Alexandria, VA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2011, including its predecessor Axa Advisors LLC. Outside of his advisory role, he works as a sales associate with Realty Benefit Services, providing benefits and financial services to real estate agents under the DBA Dergalis Associates. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering 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 and risk tolerance.

Allison Taylor is a Series 66 licensed financial advisor with Ameriprise in Alexandria, VA, and has 19 years of industry experience. She previously worked at Oppenheimer from 2016 to 2020 before joining Ameriprise in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Kelley Hubbell is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She partners with clients to develop personalized financial plans and investment strategies that align with their goals, values, and priorities. Her approach involves leveraging Fidelity's resources to create strategies that adapt as clients' life circumstances change. Prior to her current position, Kelley served as an Investment Consultant (2021-2022), Relationship Manager (2021), and Financial Representative (2020-2021) at Fidelity Investments. She holds a California Insurance License. Outside of her professional work, Kelley enjoys biking, hiking, outdoor adventures, traveling, and practicing yoga.

Olivia Inglett is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. She holds the CFP® and ChFC® designations as well as a Series 66 license. Prior to joining Cambridge, she spent a decade at First Command in various advisory and insurance roles. Inglett is also the sole owner of Inglett Advising LLC. 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 a network of independent advisors who utilize a range of portfolio strategies and platform arrangements.

James Reed is a CFP® with 18 years of experience currently serving as a financial advisor at Cetera. He has a background that includes roles at Avantax and 1st Global Advisors, alongside longstanding experience as a CPA and vice president of Hogan & Reed, PC CPAs. Reed is a director of the Jack & Lovell Olender Foundation, a private charitable foundation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of model portfolios and third-party 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.