Marcela Arimany is a financial advisor with LPL Financial in Alexandria, VA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Carr Workplaces and South Florida Educational Federal Credit Union. Outside of her advisory duties, she is involved in online sales through Mercari and serves as a public notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research from LPL and third-party providers.

Maureen Obrien is a financial advisor with LPL Financial in Alexandria, VA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory work, she operates an online retail business selling antiques and collectibles through platforms such as eBay and Amazon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, incorporating both discretionary and non-discretionary management along with research and model portfolio options.

John Davis is a financial advisor at Edelman Financial Engines with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Edelman Financial Engines and its predecessors since 1997. 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 and non-discretionary investment options across a broad range of portfolios and retirement solutions.

Deanna Lyons is a financial advisor with Ameriprise in Manassas, VA, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, Lyons works part-time as a hairstylist at Valon Salon. Ameriprise serves clients primarily through retirement-income planning services tailored for individuals with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, supported by a centralized consulting team and algorithmic tools.

Nicole Wright is a financial advisor at LPL Financial in Alexandria, VA, holding a Series 66 designation with nine years of industry experience. Her career includes roles at Merrill Lynch, Bank of America, Fidelity Investments, Raymond James & Associates, and CUSO Financial Services. Outside of advisory work, she has experience in the hospitality sector, having been involved with Parallel Wine Bistro. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.

Elena Lazo Perez is a financial advisor at Edelman Financial Engines with a Series 65 designation and four years of industry experience. She previously worked at Citibank and Truist, among other firms. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment management with a focus on diversified portfolios and long-term orientation.

Melissa Geracimos is a CFP® and ChFC® credentialed financial advisor at Cetera with 30 years of industry experience. Her work history includes roles at Aurelius Family Office, Charles Schwab, HUB International Investment Services, and Campbell Wealth Management. She is based in Alexandria, VA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Victoria Neeley is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2020. Prior to her advisory roles, she was involved with the Virginia Cooperative Extension from 2015 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across various topics including retirement and estate planning. The firm separates its planning services from managed-account programs and emphasizes periodic review and client engagement without discretionary trading authority.

Lauren Escribano is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Morgan Stanley, and Infinex Investments. Outside of advising, she provides operations and administration support as an independent contractor for Argentum Private Wealth. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non‑HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non‑discretionary investment consulting, emphasizing tailored plans developed through detailed client interviews and risk profiling, with a distinctive focus on non‑discretionary advisory services.

Juan Mendieta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Bank of America, PNC Financial Services, and Carmax. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions through a large network of financial advisors.

Eduardo Alzona is a Series 66-credentialed advisor with 16 years of industry experience, currently with Merrill since 2018. Prior to Merrill, he worked at Aviso Wealth Management and First Allied Securities, each for two years. Outside of his advisory role, he is the sole owner of Alzona and Associates LLC. Merrill provides managed account services primarily through the Select Portfolio Solutions program for Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies across individual, high-net-worth, pension, charitable, and corporate accounts.

Elyse Dawn Fragata is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. She has previously worked at Merrill and Bank of America, among other firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Joshua Blackman is a Series 66-licensed financial advisor with Morgan Stanley in Alexandria, VA, with three years of industry experience. Prior to joining Morgan Stanley, he held roles at Fuel Sales Academy, SV Academy, Talend, and Nath, Goldberg, & Meyer. He is also a partner in AJ Digital Marketing Group, a website design business. Morgan Stanley Wealth Management serves individual and institutional clients by providing financial planning and advisory services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs and planning strategies.

John Kidwell is a financial professional with Cetera and holds a Series 66 designation. He has nine years of industry experience and also maintains ownership of a law firm, John Kent Kidwell PC, where he practices as an attorney. In addition, he is an author of self-published books and owns a title services business. Cetera Investment Advisers LLC provides financial advisory services through a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Aaron Kniss is a financial advisor with Equitable Advisors in Pasadena, MD, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2011, including time when the firm operated as Axa Advisors LLC. Outside of his advisory role, he works directly with Lincoln Financial Insurance offering group universal life and disability products. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

Mary O’Reilly is a financial advisor at Merrill with 28 years of industry experience. She holds the Series 66 designation and has been with Merrill since 1994. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Hongmei Deng is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and nine years of industry experience. Prior to joining Equitable Advisors in 2021, she worked at LPL Financial from 2017 to 2021. She is also the president and owner of HMD Wealth Management Inc. and serves as a trustee for a revocable trust. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying heavily on LPL-sponsored programs and third-party managers to deliver its advisory and brokerage solutions.

Erich Hoffman is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Fairfax, VA. He has been with the firm since 2005, including prior roles at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. 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 a range of discretionary and non-discretionary management options with an emphasis on diversified model portfolios and long-term investment orientation.

Kenneth Murray III is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory work, he is a member of a musical group where he plays guitar. He is part of the DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services with a focus on manager-traded and model-traded strategies, tax management, and integrated fee arrangements.

Yue Yang is a Financial Advisor specializing in personalized wealth management strategies for clients. Based in Virginia, Yue focuses on helping families fund college education, plan for retirement, and build a legacy. Affiliated with Merrill Lynch Wealth Management, Yue leverages the resources of Merrill and Bank of America to support clients in navigating the complexities of today's financial markets. Yue employs a consistent approach to asset management aimed at growing wealth over time and assisting clients in coping with market uncertainties. Yue holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Syracuse University. Originally from Shenzhen, China, Yue has lived in several locations across the United States, including Delaware, New York City, Massachusetts, and Upstate New York. In addition to professional activities, Yue participates in community service as a high school volunteer math tutor. Personal interests include cooking, dancing, golfing, music, painting, spending time with family, swimming, tennis, traveling, and volleyball.