Richard Haye is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, except for a brief leave in 2017. Outside of finance, he has worked as a theatrical stagehand and has driven for rideshare services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and integrates research and analytics from its investment institute and external sources in its investment approach.

Kaitlyn Powell is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Baird in 2024, she worked for Financial Engines Advisors L.L.C. and Wegmans Food Markets. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals—including high net worth clients—as well as corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

Anthony Westerfield is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including M&T Securities, BBVA Compass Investment Solutions, Cetera Investment Services, U.S. Bancorp Advisors, Fidelity, and Wells Fargo Investments. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

Patrick Huge is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 31 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Jhon Colque is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 65 designations and three years of industry experience. He previously worked at Truist Financial Co for seven years before joining Wells Fargo Bank and Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Partha Shastri is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Justin Gaudet is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2019 and previously held roles at AXA Advisors and New Canaan Group. His other business activities include operating BL Financial Group as a DBA. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and a range of asset-management programs, often utilizing third-party asset managers and advisory programs.

Natalie Berry is a financial advisor at Ameriprise with six years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2019. Outside of advising, she is a co-owner of YGB Operations LLC, which manages her Ameriprise business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning.

Luther Ensminger Jr. is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and totaling 31 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Ensminger serves on the board and investment committee of PST Advisors, LLC, an Equitable-approved RIA. Equitable Advisors provides financial planning, retirement plan consulting, and asset management to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, often implemented through third-party programs and sponsors, and offers services including ERISA fiduciary support for qualified plans.

Jonathan Kurtz is a CFP® and ChFC® financial advisor with 33 years of industry experience, currently with Cetera since 2021. His prior experience includes seven years at VOYA Financial Advisors and over two decades as an independent insurance agent. He serves as a board member and finance committee member for Innisfree Village, a nonprofit organization supporting adults with intellectual disabilities. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment strategies.

Zachary Buster is a CFP® professional with four years of experience, currently serving as a financial advisor at Mass Mutual Investors Services. He has previously worked at MassMutual Life Insurance Company and spent time teaching at George Mason University. Outside of his advisory role, he manages Crystalis Treasures, a retail sales business, and serves on the George Mason Financial Planning and Wealth Management Advisory Board. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Anthony Acampora is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Altaira Wealth Management and Straci Pizza, as well as having experience in the beverage industry. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Yufang Juan is a financial advisor at Equitable Advisors with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2004, including its predecessor Axa Advisors. Her outside business activities include operating an insurance brokerage. 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 through a network of investment adviser representatives and third-party asset managers.

Aeda Chung is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill and Bank of America since 2020, with prior experience at Wells Fargo Advisors and UBS Financial Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Keshia Keene is a financial advisor with Charles Schwab in Tysons Corner, VA, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior roles include work at Florida Financial Advisors and a variety of positions outside finance, including work with the US Embassy in Nairobi and in the food service industry. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated custody and brokerage services.

Justin Scott is a Series 66-licensed financial advisor with Morgan Stanley in McLean, VA, bringing four years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and SBSB Financial Advisors, as well as a background in full-time education and work at the University of Maryland. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment programs without offering individual security recommendations in standalone planning.

Julie Bradsher is a CFP® certificant with 19 years of experience in the financial services industry. She is currently with Cetera and has prior experience with Avantax and 1st Global Advisors. Outside of her primary advisory role, she serves as Vice President of Sales and Marketing at Bay Business Group, a financial services firm she has been involved with since 2004. Cetera Investment Advisers LLC is an SEC-registered advisor supporting a large network of independent advisors and serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment program options, including discretionary and non-discretionary portfolio management and access to third-party money managers.

Samuel Taylor is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, progressing through various roles including Financial Consultant, Investment Consultant, and positions in Retirement and Investment Solutions. Prior to joining Fidelity, he worked as a Gold Representative at E*trade. As a Certified Financial Planner®, Samuel focuses on financial planning with an emphasis on educating clients to help them understand the big picture before making decisions. He holds a California Insurance License, which supports his work in financial consulting. Outside of his professional duties, Samuel's personal interests include attending concerts, riding motorcycles, and playing tennis.

Margarita Reyes is a Series 66 licensed financial advisor with four years of industry experience. She has worked at Ameriprise Financial Services LLC since 2022 and previously held roles at LPL Financial LLC and State Farm Bank. Reyes’s background also includes experience in insurance and retail sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Rebecca Parker is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has been with RBC Capital Markets since 2009. Outside of her advisory role, she is a passive owner of a beach house in Nagshead, NC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients, including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.