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.

Justin Nesheiwat is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and ten years of industry experience. He has worked at Equitable Advisors since 2016 and was affiliated with Axa Advisors from 2016 to 2020. Outside of his advisory role, he serves as an assistant men's rowing coach at Woodrow Wilson High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves matching clients to investment models or discretionary managers, utilizing a combination of proprietary and third-party programs without sponsoring its own wrap fee program.

John Demoors is a financial advisor with Wells Fargo Clearing in Great Falls, VA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process 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.

Ryan Kalucki is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. He has also been involved in managing a DBA for LPL business activities in Vienna, VA. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Rita Chehoeva Head is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various entities affiliated with Edelman Financial Engines since 2016. Outside of her financial advisory role, she serves as the pianist and accompanist for Round Hill United Methodist Church. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a broad range of discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term strategies.

Jonathan Winston is a CFP® and holds a Series 66 license with Edward Jones, where he has worked for 10 years. His tenure at Edward Jones spans his entire industry experience since 2016. Outside of his advisory role, he serves as a co-trustee for a trust in Gainesville, VA, and participates on the finance committee of Lake Ridge Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide array of investment advisory programs. The firm manages over $1 trillion in assets through a large network of financial advisors and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Stacey Stein is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. for a combined 27 years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Noah Gick is a Series 66-licensed financial advisor with LPL Enterprise, based in Vienna, VA. He has one year of industry experience, with prior roles at Pruco Securities LLC, Capital One, and Financial Designs. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Bruce Vaughn is a CFP® professional affiliated with Cetera, with 42 years of industry experience. He has been with Cetera and its related entities since 2013 and serves as a regional director, recruiting new representatives for the Cetera Advisor Networks. Vaughn is also a part-owner and financial planner at VLP Financial Advisors and maintains licensed activities in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment advisory services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning solutions across multiple program structures.

Julian Flores is a financial advisor with Ameriprise Financial Services LLC in McLean, VA, holding Series 63 and Series 66 credentials and 35 years of industry experience. His prior experience includes roles at Morgan Stanley and Merrill Lynch, where he worked for over two decades combined. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing support focused on dependable income and tax-aware withdrawal strategies.

Jordan Albert is a financial advisor at Ameriprise with four years of industry experience. Prior to joining Ameriprise in 2021, he worked at CIM Group LP and KPMG LLP. He holds a Series 66 designation. Outside of his advisory role, he serves as an IT Committee Board Member for the Potomac Appalachian Trail Club. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines centralized consulting with algorithmic tools and emphasizes managed accounts and affiliated investment products.

Joel Maeda is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has previous experience with Wells Fargo Bank NA and Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with both discretionary and non-discretionary options, including insurance-related vehicles and bank deposit sweep options.

Olaoluwakitan Shonibare is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has four years of industry experience, including prior roles at Morgan Stanley, Merrill, and Bank of America. His background also includes non-financial roles at the University of Maryland and UMBC Police Department. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional and charitable organizations, offering tailored investment strategies and a variety of advisory programs that combine in-house and third-party portfolio management with options for tax management and responsible investing.

Michael Johns is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served as a Financial Advisor since 2004. He specializes in developing personalized financial strategies tailored to each client's unique goals, leveraging insights from Merrill and banking solutions from Bank of America to address a broad range of financial needs. Michael’s expertise encompasses family wealth management, legacy planning, retirement income, portfolio management, and strategies for both individual and corporate investments. Prior to his advisory role, he spent 22 years in financial and accounting positions at Lockheed Martin. He holds a bachelor's degree from Shepherd University and the Personal Investment Advisor (PIA) professional designation. Outside of his professional responsibilities, Michael enjoys sports such as baseball, football, golf, and ice hockey, as well as scuba diving, traveling, and spending time with his family. He is married with two adult children.

William Korby is a financial advisor with Ameriprise in Leesburg, VA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily through a centralized consulting team.

Michael Germano is a financial advisor with Ameriprise in Fairfax, VA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Alif Brahim is a Financial Consultant at Fidelity Investments, a position held since 2020. In this role, he focuses on understanding clients' unique financial situations and leveraging Fidelity's resources to create and execute tailored financial plans. Alif has over a decade of experience in the financial services industry. Prior to joining Fidelity, he worked as a Financial Consultant at HSBC Securities from 2016 to 2020. His previous roles include Citigold Relationship Manager at Citi (2014-2016), Regional Bank Private Banker at Wells Fargo (2012-2014), Financial Advisor at Capital One (2008-2012), and Sales and Service Associate at Chevy Chase Bank (2007-2008). Outside of his professional work, Alif enjoys food, social events with friends, music, pets, tennis, and volunteering.

Ian Lobo is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Clarke County Education Foundation. 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 retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Andrew Hardin is a financial advisor at Fidelity with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Fidelity, he worked at McAdam LLC and held positions at George Mason University and Northern Virginia Community College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, often delegating management to sub-advisers while maintaining oversight and conflict-of-interest controls.

Anthony Marrelli is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 designation and 18 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of advising, he serves on the board of MicroScale Devices, a genetic testing services company. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and multiple advisory programs. The firm integrates in-house and third-party managers and offers services including portfolio management, financial planning, and custody.