Stephanie Zebrowski is a Wealth Management Advisor at Merrill Lynch Wealth Management. She 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 Accredited Financial Advisor (RAFA). Stephanie's expertise centers on helping clients navigate life transitions and achieve both short-term and long-term financial goals through a detailed, collaborative planning approach. She has assisted clients with planning for events such as marriage or divorce, funding children's education, employment changes, and retirement. Additionally, she has completed ongoing training through Merrill's Insurance Accreditation Program, enabling her to provide services involving Life Insurance, Annuities, and Long Term Care Insurance. She graduated from the University of Mary Washington and joined Merrill Lynch Wealth Management in 2000. Outside of work, Stephanie enjoys antiquing, gardening, scrapbooking, spending time with her family, and watching movies.

Sonja Faison is a Series 66-credentialed financial advisor at J.P. Morgan Securities with 10 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023, following eight years at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research and may include ESG considerations.

Cassandra Lipp is a financial advisor with Edward Jones in Haymarket, VA, holding a Series 66 designation and one year of industry experience. She previously worked at Wells Fargo Bank for 12 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Timothy Mccleerey is a financial advisor with Ameriprise in Woodbridge, VA, holding a Series 66 designation and 15 years of industry experience. He has worked with Ameriprise and its affiliate since 2012. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers 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 provide tailored, written recommendation reports delivered in partnership with its financial advisors.

Eric Candelori is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He focuses on portfolio management and is responsible for developing investment strategies and disciplines for the Evans-Candelori Group. His client expertise includes education planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Before joining Merrill Lynch Wealth Management, Eric served as an officer in the United States Marine Corps. He holds a Bachelor’s degree from American University and an MBA from National University, which he earned while on active duty. He holds professional designations as a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA). Eric has been involved with nonprofit organizations and currently serves as Vice Chairman of the Marine Corps Scholarship Foundation as well as a director with Navy Mutual Aid Association. He resides in Vienna, Virginia with his wife and two children. His personal interests include biking, golfing, reading, running, swimming, and traveling.

Kyra Irani is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. Before joining Equitable Advisors, she worked in various roles including positions at Trader Joe's, BrewBike, and Commonwealth One Federal Credit Union. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm offers a range of investment programs through a network of advisers and third-party managers, focusing on tailored advice based on client risk tolerance and personal plan information.

Patrick Gaffney is a financial advisor at Morgan Stanley with 21 years of industry experience. He has held roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He serves on the board of Community Ventures of Vienna, Inc., a civic organization in Virginia. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets.

Douglas Randolph is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing comprehensive wealth management services tailored to individual client needs. His approach begins with understanding the client's family and financial situation to develop flexible strategies aligned with their long-term goals. Douglas offers access to Merrill's investment insights and the banking services of Bank of America to address various aspects of his clients' financial lives. His expertise includes college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, sports and entertainment, and tax minimization. Douglas holds a Bachelor's Degree from the University of Notre Dame and is a Personal Investment Advisor (PIA). Douglas is actively involved in his community, participating in organizations such as Herb and Temple, Old City Cemetery, ND Club of Richmond, Grass Roots Soccer South Africa, Resume Support for College Students, and Trash Clean Up in Virginia. He follows Merrill's tradition of community participation through volunteering. Outside of his professional work, he enjoys adventure sports, basketball, camping, chess, cooking, fishing, gardening, hiking, and woodworking.

Terrance Blount is a financial advisor with Equitable Advisors in Dumfries, VA, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs to implement investment strategies across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Dante Moncrieffe is a financial advisor at Charles Schwab with the Series 66 designation and two years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and several organizations outside finance such as Chesapeake Lighthouse Foundation and MOM's Organic. Charles Schwab & Co., Inc. serves primarily 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’s investment approach features a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Simon Moon is a financial advisor with J.P. Morgan Securities in Manassas, VA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining J.P. Morgan, he worked at Wells Fargo Clearing and Wells Fargo Bank from 2020 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines systematic quantitative screens with qualitative research and incorporates a forward-looking capital market framework.

Lauren Seim is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 designation and 19 years of industry experience. She has worked at RBC Capital Markets since 2017 and previously held roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, incorporating options for tax management and responsible investing.

Benjamin Harbaugh is a financial advisor at Charles Schwab in Tysons Corner, VA, holding Series 65 and Series 63 licenses with five years of industry experience. His prior work includes roles at Berkshire Hathaway Carolinas Realty and American Logistics Company. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with a multi-asset portfolio approach and centralized operational support.

Natalie Davis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2019. Outside of her advisory role, she serves as a trustee for her mother's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is based on modern portfolio theory and includes a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Christopher Arduini is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 65 and Series 63 licenses. He has two years of industry experience, all with Wells Fargo Bank and Wells Fargo Clearing. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Bryan Carter is a CFP® professional with 17 years of industry experience. He is currently affiliated with Charles Schwab, where he has worked since 2022. Prior to this, he spent over a decade at Fidelity, including four years with Fidelity Personal and Workplace Advisors. Charles Schwab & Co., Inc. serves primarily 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 a non-discretionary advisory model with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Feby Mekhael is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Wells Fargo, Feby worked at J.P. Morgan Securities and John Marshall Bank, among other financial institutions. 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.

William Cory is a financial advisor at Ameriprise Financial Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Wells Fargo, and Suntrust Advisory Services prior to joining Ameriprise. 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 advice on retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

William Lang Jr. is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 1997 and 2005, respectively. Located in Tysons Corner, VA, he provides advisory services within a large institutional firm. Charles Schwab & Co., Inc. serves primarily 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and brokerage services.

Paul Jordan is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2025. His prior roles include over a decade with related entities within the Edelman Financial Engines organization, including Financial Engines Advisors and Edelman Financial Services. 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 and planner delivery with online tools, offering diversified portfolios and both discretionary and non-discretionary management across a broad range of accounts.