Chris Palmer is a financial advisor at Edward Jones in Springfield, VA, holding CFP®, ChFC®, and Series 63 designations with 31 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Timothy Kirby is a financial advisor with Edward Jones in Woodbridge, VA, holding the ChFC® designation and Series 66 license. He has 12 years of industry experience and has been with Edward Jones since 2013. Outside of his advisory role, he performs occasional sacerdotal duties as a minister, including wedding and funeral services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

Danny Jabbour is a Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he partners closely with clients to build personalized financial plans that align with their goals and challenges. He emphasizes understanding what matters most to clients and implements strategies that are continually refined as their lives evolve. Prior to joining Fidelity Investments, Danny served as Head of Wealth Advisory at Sarwa Digital Wealth from 2018 to 2020. He also gained experience as a Financial Advisor at UBS AG between 2016 and 2018, and at Merrill Lynch from 2015 to 2016.

Faith Goodwin is a financial advisor at J.P. Morgan Securities with five years of industry experience and holds a Series 66 designation. She previously worked at Merrill and Bank of America before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Faith serves as a volunteer board member at McLean Presbyterian Church, advising on governance and participating in various committees. 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 an ESG eligibility framework in its recommendations.

Beatriz Salvat is a financial advisor with J.P. Morgan Securities in Arlington, VA, holding Series 63 and Series 66 credentials and having 21 years of industry experience. Her prior roles include positions at Franklin Templeton Financial Services, Bank of America, and Merrill. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Teigen Mahoney is a Planning Consultant at Fidelity, a role held since 2023. In this position, Teigen focuses on understanding clients' goals and priorities to collaborate on building tailored financial plans. Prior to this, Teigen served as a Relationship Manager at Fidelity from 2022 to 2023 and as a Financial Representative from 2021 to 2022, gaining experience in client relationship management and financial representation. Teigen's professional experience at Fidelity spans multiple roles over several years, reflecting a progression in responsibilities related to financial planning and client services. This background provides a foundation for consulting clients on their financial objectives and planning needs.

Bezawit Dessyalew is a financial advisor with LPL Financial in Fort Washington, MD, holding Series 63 and Series 66 licenses and with six years of industry experience. Prior to joining LPL Financial, Dessyalew worked at HSBC Securities and Wells Fargo Bank. Outside of advisory services, Dessyalew is involved with Teo LLC, a business entity for tax and investment purposes. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Douglas Menorca is a financial advisor with Equitable Advisors in Washington, DC, holding a Series 66 designation and 10 years of industry experience. Prior to joining Equitable Advisors in 2019, he worked at AXA Advisors and served six years in the U.S. House of Representatives. He is a committee member on the investment and finance committees at Capitol Hill Presbyterian Church and provides voluntary political consulting for a congressional campaign. 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 operates a hybrid referral and implementation model, providing advisory and brokerage services tailored through a client intake process that documents goals, risk tolerance, and time horizon.

Nancy Stickel is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Her outside business activities include ownership in several rental properties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with comprehensive investment advisory services, financial planning, and retirement plan consulting, operating with over 14,000 advisors and approximately $671 billion in assets under management.

David Basinger is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns a business selling blank journals and is a co-owner of K&D Partners. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.

Robert Schneider is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Outside of his advisory role, he is involved with Certainty of Uncertainty, LLC, an advisor-owned entity focused on managing his practice. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic automation.

Jonathan Ustun is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Wells Fargo entities since 2009. Outside of his advisory role, he coaches basketball and soccer at Burgundy Farm Country Day School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using research and planning tools to develop tailored recommendations.

Muhammad Shaukat is a Financial Advisor with Merrill Lynch Wealth Management who assists clients in making confident financial decisions through personalized advice and meaningful relationships. He focuses on understanding clients' goals, family, and values as the foundation for successful financial strategies. His expertise includes personal retirement planning, portfolio management services, and individual and corporate investment strategy. Muhammad works one-on-one with clients to define their goals and design portfolio strategies aimed at achieving them. He provides ongoing advice and adjusts portfolios as clients' situations change. Muhammad holds a Personal Investment Advisor (PIA) designation. He earned a High School Diploma from Mount Vernon High School, attended George Mason University without earning a degree, and obtained an Associate's Degree from Northern Virginia Community College. He speaks Urdu, Hindi, Punjabi, and English. He has lived in Alexandria, Virginia, for 25 years and volunteers in the DMV area, especially in Alexandria. Outside of work, he enjoys traveling, trying new cuisines with his wife and children, playing pickleball, and spending time with his daughter.

Cuaduana Terry is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, NA. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Joseph Mjelde is a financial advisor at Edward Jones in Burke, VA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, he serves as Chapter Vice President for the Fairfax Business Connection, where he helps run meetings and tracks attendance and referrals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Tracy Randle is a financial advisor at LPL Financial with 35 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and technology solutions.

Danny Riley is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Ameriprise Financial Services, Inc. and has caddied independently at Burning Tree Golf Club. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on structured financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Jaron Reynolds is a financial advisor at Fisher Investments with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and E*TRADE Capital Management LLC. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and utilizes tax-aware strategies and risk management tools.

Anna Pavluk is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory work, she is involved with Young Living, where she educates on the uses and benefits of essential oils. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market simulations.

Jeremy Milo is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His career includes roles at Fidelity Investments since 2020, prior experience at Bloomberg Industry Group, and running his own law office from 2011 to 2020. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.