Sharon Lafever is a financial advisor with UBS Financial Services in McLean, VA, holding Series 63 and Series 65 licenses and 32 years of industry experience. She previously worked at Morgan Stanley for eight years before joining UBS in 2022. Outside of her advisory role, she is involved in direct sales and business development for health and wellness products with Partner.Co, Inc. (formerly New Age Beverage) and DoTERRA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans for clients and offers integrated services including custody, underwriting, and securities-backed lending.

Thy Nguyen is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, Nguyen held positions at Bank of America, Wonder Rates, and has a background that includes roles outside of finance such as internal medicine and automotive technology. Merrill, alongside its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Bernard Klein is a Financial Consultant at Fidelity Investments, where he currently assists clients in developing personalized financial plans to help them achieve their goals. He leverages Fidelity's resources and takes the time to understand each client's unique situation in order to provide tailored strategies and ongoing support. Bernard has been with Fidelity Investments since 2021, initially working as an Investment Consultant before transitioning to his current role. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2018 to 2020. He holds a California Insurance License.

John Swart is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans tailored to their unique goals and priorities. His approach involves helping clients plan for key life milestones such as funding education, preparing for retirement, and managing long-term family objectives. John holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Georgia. His work emphasizes clear communication and simplifying the complexities involved in wealth management.

Shihi Chu is a financial advisor with Ameriprise in McLean, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its affiliates since 2010. Chu also manages her practice operations through an external LLC where she serves as paraplanner. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a written Recommendation Report and ongoing annual advice.

Sarah Murphy is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2020. Her previous experience includes roles at Campion Asset Management and a position unrelated to finance at Carrabba's Italian Grill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a variety of advisory programs with customizable portfolio management strategies that include both in-house and third-party investment managers.

Michael Robinson is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley and its predecessor firms since 2007. Robinson serves on the Pamplin Finance Advisory Board at Virginia Tech, participating in mentoring and educational initiatives. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by its Global Investment Committee and a broad range of investment and financial services.

Albert Wu is a CFP® and Series 66-registered advisor with Raymond James Financial Services Advisors, Inc., bringing 13 years of industry experience. His prior experience includes roles at Edward Jones and Freedom Street Partners. Outside of advising, Wu is the owner of NeXco Inc and serves as Treasurer for The ServiceSource Foundation, a nonprofit supporting people with disabilities and their families. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work uncommon among large institutional advisors.

Robert Taylor Jr. is a CFP® with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2020. Prior to this, he spent a decade at UBS Financial Services Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gregory Frese is a financial advisor at Ameriprise with two years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Ameriprise in 2023, he worked at Capital One Financial for 20 years. Outside of his advisory role, he is a manager of F&M Ventures, LLC, a real estate-related business. Ameriprise offers a retirement-income planning service aimed at individuals with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver tailored retirement income recommendations.

Chad Sigmon is a financial advisor with LPL Enterprise and holds the Series 66 designation, bringing six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, and he also served as Loudoun County Commissioner of Revenue. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model wealth portfolios through an integrated platform that combines advisory programs with brokerage and insurance products.

Darschaun Snuffer is an Investment Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, serving in various roles including Planning Consultant, Fixed Income Specialist, Trading Execution III, High Net Worth Services, and High Opportunity Services. With over 13 years of experience as a CERTIFIED FINANCIAL PLANNER™ professional, Darschaun collaborates with clients to understand their unique financial goals and concerns. He develops financial plans designed to provide confidence and strategies to help clients work towards their objectives. He also focuses on educating clients to empower them in making informed financial decisions. Outside of his professional work, Darschaun's personal interests include spending time at the beach, cars, parenthood, tennis, and traveling.

Daniel Ward is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Osaic and has prior experience at Lincoln Financial Advisors Corporation, TD Ameritrade, and as a self-employed advisor. Outside his advisory work, Ward is an agent with Mylestone Plans, offering fixed and fixed-indexed annuities, life insurance, and group benefits. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios tailored to client risk tolerances.

Jeffrey Lowery is a financial advisor with Cambridge Investment Research Advisors in Ashburn, VA, holding a Series 66 designation and five years of industry experience. His career includes service in the United States Air Force from 2011 to 2019 and roles at Cyber BDA, Inc., and Cambridge Investment Research entities since 2021. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple investment platforms and features proprietary and third-party model strategies, with various implementation options tailored to client objectives.

Nicole Russo is a financial advisor at Charles Schwab with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 1997, including roles at Charles Schwab Bank, SSB. Outside of her advisory work, Russo is a half owner of an automotive repair business managed by her spouse. 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 non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational services.

Kobby Okum is a financial advisor with Edward Jones in Leesburg, VA, holding the CFP® and Series 66 designations and possessing 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as president of the Ghana Impact Project, a 501(c)(3) charity based in Stone Ridge, VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of roughly 23,701 financial advisors.

Jacob Langer is a financial advisor at Morgan Stanley in McLean, VA, with three years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Bessemer Trust, Fannie Mae, and served in the United States Senate. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, providing tailored financial planning with various tools and strategies while managing approximately $2.74 trillion in client assets.

Eric Horne is a financial advisor with Wells Fargo Advisors in Vienna, VA, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo Advisors in 2019, he worked for the Catholic Diocese of Richmond for three years. Outside of his advisory role, he is a poetry writer with several published works. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet net-worth criteria. The firm offers a broad range of planning services, leveraging proprietary research and tools, with discretionary implementation options through its brokerage or advisory programs.

Peter Kien Sr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He serves as a board member on the City of Falls Church Board of Zoning Appeals and as an alternate board member for the West Falls Community Development Authority. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Craig Beden is a financial advisor at Mass Mutual Investors Services with over 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. He has been with MassMutual Life Insurance Company and its subsidiary since 1984. Beden serves as a board member of the THANC Foundation. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, and its planning process involves collaborative, annual engagements using firm-approved analytical tools.