D Lawler is a financial advisor with Ameriprise in Washington, DC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Ameriprise and its affiliate since 2016. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Garrett Boyd is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 10 years of industry experience. Prior to his current role, he worked at LPL Financial, Northwest Federal Credit Union, Amundi Pioneer Asset Management, Inc., and Pioneer Investments. He is also a managing partner and vice president of Momentum Capitol Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supports municipal and public-finance work, and delivers a range of advisory and consulting services across a large network of advisors.

Daphne Wright is a CFP® professional with over 33 years of experience in financial advising, currently affiliated with LPL Financial since 2002. She previously worked at Independent Financial Partners from 2017 to 2019. Outside of advisory work, Wright is involved in financial education through seminar presentations and blogging for a nonprofit focused on financial literacy, and she teaches biblically-based financial management and empowerment classes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad suite of financial services.

Christopher Marcoux is a financial advisor with Ameriprise in Gainesville, VA, holding Series 63, 65, and 66 licenses and having eight years of industry experience. He previously worked at Edward Jones for six years, FVCbank for one year, and Sandy Spring Bank for two years. Marcoux also owns Mullinax LLC, through which he manages his Ameriprise business. 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 retirement income planning advice based on dependable income sources and tax-aware withdrawal strategies.

Harold Vorndran III is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing long-term relationships with companies and executives in the technology and government services sectors, assisting them with liquidity events, exit planning strategies, and wealth growth. Harold designs customized strategies for entrepreneurs, venture capitalists, and private equity partners. His approach emphasizes comprehensive wealth planning strategies, including asset and risk management, cash management and lending solutions, alternative investments, tax management planning, and navigation of concentrated equity holdings. Harold facilitates connections to Merrill's resources such as the Bank of America Securities team for emerging growth company planning, and provides expertise in treasury management, corporate retirement plans, and lending solutions. He leverages investment research and capital markets expertise to address complex financial challenges through personalized strategies. Harold holds a Personal Investment Advisor (PIA) designation and earned a degree in Business Management from the Pamplin School of Business at Virginia Tech. He communicates professionally in English, French, and Polish.

Travis Clarke is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial and Burke and Herbert Bank since 2013 and previously at UBS Financial Services from 2009 to 2012. Clarke is also involved with Burke & Herbert Wealth Management, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies, and provides advisory services supported by advanced operational and research tools.

Dylan Peterson is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 65 designation and previously worked at W.C. Moore Financial Services and Kerecis. Outside of financial advising, he contracts as a data analyst helping music artists sell royalty rights. 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 with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions.

Esther Searles is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant and Planning Consultant at Fidelity Investments from 2020 to 2023. Her experience also includes working as a Financial Consultant at TD Ameritrade from 2019 to 2020 and as a Licensed Insurance Agent at New York Life from 2018 to 2019. Esther focuses on collaborating with clients to develop financial plans tailored to their individual needs and goals. She resides in Northern Virginia with her husband and three children. Outside of her professional work, Esther enjoys interests such as food, skiing, and yoga.

William Corso is a CFP® professional at Robert W. Baird & Co. with 29 years of industry experience. He joined Baird in 2024 after roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of his advisory work, Corso is an investor in Northern Neck LLC. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning and portfolio management services. The firm utilizes a blend of manager-traded and model-traded SMA strategies, tax-management techniques, and internal research tools, supporting approximately $394 billion in regulatory assets under management as of December 2025.

Gregory Amos is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. His background includes work at Found & Sons Funeral Chapels and PFS Investments Inc., as well as roles in educational institutions and retail. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors and offering model-based investment strategies managed by unaffiliated asset managers.

Yan Zhi Huang is a financial advisor with Merrill in Fairfax, VA, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes positions at Bank of America, HSBC, and Wells Fargo. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Bonk is a CFP®-designated financial advisor with Edward Jones in Reston, VA, where he has worked since 2017. He has eight years of industry experience, including three years at Americans for Prosperity Foundation prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

George Khalsa is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 40 years of industry experience. His prior positions include roles at Ameriprise Financial Services Inc, IC Advisory Services, Inc., The Investment Center, Inc., and Mass Mutual Investors Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mee Teng Tan is a financial advisor at Merrill with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Merrill and Bank of America in 2026, Tan worked at Wells Fargo Bank and Wells Fargo Clearing from 2022 to 2026. Outside of financial advising, Tan co-owns a rental property in Singapore with a spouse. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Morton is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has previously worked in managerial support roles outside the financial industry, including positions at George Mason University Recreation and Enterprise Rent a Car. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning, including written recommendation reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Jennifer Damme is a financial advisor with Edward Jones in Ashburn, VA, holding the CFP®, ChFC®, and Series 66 designations. She has nine years of industry experience, including prior roles at Bankers Life Securities Inc and Bankers Life and Casualty. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices.

Faisal Syed Haq is a CFP® and Series 66 licensed financial advisor with 26 years of industry experience. He is currently with OSAIC Wealth, Inc, having previously worked at Royal Alliance Associates, Inc. and Signator Investment Inc. Haq also holds a role as Financial Advisor at Signature Financial Partners, LLC, where he provides investment management and financial planning services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization using various tools and strategies.

Muhammad Khan is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at HSBC Bank USA, N.A. In addition to his advisory role, he owns Elijah Pret LLC, an online business selling commodity and household products. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Cherkauskas is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Prior to joining Morgan Stanley, he worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. He serves as a board member of the National Guard Association of the United States, representing Area II Army and contributing his financial expertise to the organization's Finance Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools.

Mounir Benbatoul is a financial advisor at Morgan Stanley with 24 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.