Adit Ryan is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2013. He also serves as an Associate Financial Advisor supporting the practice of Cardinal Pointe Financial through Heick, Hester, Smith & Associates LLC. Ameriprise provides retirement-income planning services for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brian Sander is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His previous roles include positions at Fidelity Investments, LPL Financial, and Hudson Valley Credit Union. Outside of financial services, he owns Shea Soleil, a business that produces and sells hand-made body butter products. Charles Schwab & Co., Inc. serves a large client base consisting mainly of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services integrated with custody and brokerage functions.

Joseph Robinson is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 after over 20 years at Smith Barney, where he served as a Senior Vice President and Director of Wealth Management. In his current role, he advises clients on financial strategies, wealth management, retirement planning, credit and securities lending, and provides advisory services to institutions, corporations, private businesses, and foundations. With more than 35 years of experience in wealth management, Joseph focuses on helping high-net-worth clients achieve their financial goals, primarily through stock and bond portfolios and investing in alternative investments. His areas of expertise include college education planning, corporate retirement plan services, divorce transition planning, employee benefits planning, family wealth management strategies, portfolio management, and specialized services for women and clients in sports and entertainment. Joseph earned a Bachelor of Science degree in Finance from George Mason University and holds the Personal Investment Advisor (PIA) designation. He resides in Great Falls with his wife and three children. Outside of work, he enjoys golfing, fishing, and coaching youth sports, and he participates in various charity golf events.

Christopher Thompson is a Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 1997 and currently holds a leadership role where he works closely with clients to address their financial concerns and help them understand their options. Over his more than 25 years at Fidelity Investments, Christopher has gained extensive experience in financial markets and client relationship management. His career progression at Fidelity includes roles as Financial Representative from 1997 to 2004, Financial Planning Consultant from 2004 to 2010, and Vice President Financial Consultant from 2010 to the present. Christopher emphasizes listening and careful planning in his approach to financial consulting. No additional information on education, credentials, personal interests, or community involvement has been provided.

Ashesh Shah is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Equitable Advisors since 2000, following a concurrent tenure at Axa Advisors, LLC. In addition to his advisory role, Shah operates as a self-employed CPA, providing accounting services outside of audit work. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor financial solutions to clients’ goals and risk tolerance.

Brandon Price is a Financial Consultant who works with families and individuals to help them pursue their financial goals. He focuses on understanding clients' unique financial aspirations and collaborates with them to develop tailored investment plans that align with their specific goals and risk tolerance. His approach aims to assist clients in navigating the complexities of the financial industry. Brandon has held multiple roles at Fidelity Investments, including Financial Representative in 2022, Planning Consultant in 2023, and Relationship Manager in 2023. These positions have contributed to his experience in financial planning, investment strategies, and client relationship management. Outside of his professional work, Brandon engages in family activities, fitness, football, social events with friends, parenthood, and softball.

Syed Ahmed is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo, HSBC Securities, and Citizens Securities. Outside of his advisory role, he assists with a family business selling handmade artwork through Etsy and is a Notary Public. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individual, corporate, and institutional clients. The firm offers a range of portfolio management and retirement services with access to multiple investment platforms and third-party managers.

Eric Ahn is a financial advisor at Fidelity with 12 years of industry experience. He has worked at Fidelity Investments since 2023 and was previously employed at T. Rowe Price from 2013 to 2019. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies.

Mary Marshall is a financial advisor with Thrivent Investment Management in Reston, VA, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Outside of her advisory role, she works part-time as a visitation greeter at Adams-Green Funeral Home. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based analyses and planning on a range of topics without discretionary trading authority. The firm offers integrated planning and managed-account services while maintaining them as separate engagements.

Michael Powers is a financial advisor at Ameriprise with six years of industry experience. He previously operated MP Financial Planning for four years before joining Ameriprise in 2021. Outside of his advisory role, he is an Associate Financial Advisor at CME Advancing Partners, LLC, where he assists in preparing financial planning documents and client meeting materials. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and asset allocation. The firm’s approach includes collaboration between a centralized service team and client advisors, employing proprietary research and third-party data within a defined investment framework.

Michael Long serves as the Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 after six years at Smith Barney. In his role, he works closely with individuals and businesses to define and achieve their financial goals, providing personalized recommendations in areas such as retirement income planning, trust and estate planning, business transition planning, and wealth preservation strategies. Michael emphasizes a hands-on approach to ensure clients' financial strategies are effectively implemented and their needs are consistently addressed. Michael holds a Bachelor's Degree from Shippensburg University and maintains several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His career focuses on developing and implementing comprehensive wealth management strategies that support clients through every stage of their financial life cycle. Outside of his professional responsibilities, Michael is involved with the Big Fish Foundation and engages in personal interests such as adventure sports, football, hiking, running, and spending time with his family.

Zohra Ghafoor is a Planning Consultant who works closely with clients to understand their financial goals and needs, helping to tailor financial plans accordingly. She has experience in managing client relationships and providing financial services through her previous roles at Fidelity Investments. From 2023 to 2024, she served as a Financial Representative, followed by her position as a Relationship Manager from 2024 to 2026. Zohra holds a California Insurance License, supporting her expertise in financial planning and insurance-related matters.

Timothy Goode is a CFP® professional with 21 years of experience in the financial advisory industry. He currently serves at Edelman Financial Engines, where he has worked since 2024, following prior roles within affiliated firms including Financial Engines Advisors L.L.C. and Edelman Financial Services. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term focus and managing approximately $326 billion in assets.

Jennifer Chomicki is a CFP® with 18 years of experience in the financial advisory industry. She is currently with Edelman Financial Engines and has previously worked at Towers Crescent Financial and LPL Financial. Edelman Financial Engines provides technology-enabled investment advisory services for 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.

Elizabeth Sullivan is a financial advisor at Cetera with 37 years of industry experience. She holds the CFP®, Series 63, and Series 65 designations. Her career includes over two decades running Elizabeth Sullivan Financial, alongside roles at Cetera Advisors LLC since 2013. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program options.

Tony Nerantzis is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. He operates Tony Nerantzis & Associates and Nerantzis Investment Advisory Group, both structured as S-corporations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, institutions, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by extensive research and a broad affiliate network.

Stefan Lambert is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Lincoln Financial Securities. He has been with Equitable Advisors since 2025. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers, utilizing a hybrid referral and implementation model.

Corey Coleman is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 credential. He has prior experience at Wells Fargo from 2019 to 2025 and has worked with Top Caliber Lacrosse and in education-related roles. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with tailored, written retirement-income planning advice based on in-depth analysis and ongoing annual reviews.

Tommy Fay is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He began his tenure at Fidelity in 2023, serving as an Investment Consultant and Planning Consultant before his current role. Prior to joining Fidelity, Tommy worked as a Financial Advisor at Ameriprise from 2018 to 2022 and gained earlier experience at Edelman Financial Services and Prudential Insurance Company. Throughout his career, Tommy has collaborated with clients and their families to develop personalized financial plans and assist them in pursuing their financial goals. His professional experience spans various roles focused on financial advising, investment consulting, and client services. Outside of his professional work, Tommy enjoys cooking and baking, hiking, photography, running, playing soccer, and traveling.

Jeffrey Eveland is a Wealth Management Advisor and Managing Director at Merrill, where he leads The Eveland Group, a wealth management team based in Loudoun County, Virginia. He has over two decades of experience advising affluent individuals, families, corporate executives, business owners, and professionals on comprehensive financial strategies. His practice is focused on client-centered service, helping clients navigate significant life events and financial decisions through personalized planning. Jeff earned a Bachelor's degree from the University of Virginia, where he studied Engineering and Economics. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized nationally, including listings in Barron's "Top 1,500 Financial Advisors" and Forbes' "Best-in-State Wealth Advisors." Residing in Leesburg, Virginia with his wife, Alyssa, Jeffrey is active in the community, including involvement with the Loudoun County United Way. Outside of work, he enjoys traveling with his family, golfing, hiking, attending concerts, and sporting events.