Katherine Hernandez Montesflores is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at J.P. Morgan Securities LLC and Wells Fargo Bank, N.A. 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.

Paul Chrisman is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1985 and Bank of America, N.A. since 2011. 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 a broad range of clients including individuals, high-net-worth clients, and institutional organizations.

Darius Brown is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including T. Rowe Price, PNC Investments, and Bank of America. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Marco Fattorini is a financial advisor with Ameriprise in Oak Hill, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he manages his Ameriprise practice through FPP LLC. Ameriprise serves clients, primarily individuals approaching or in retirement with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and integrates algorithmic tools alongside tailored advice.

Erik Knobl is a CFA® charterholder with 29 years of experience in financial services. He currently works at RBC Capital Markets and City National Bank, having previously held positions at Morgan Stanley Private Bank and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Christopher Johnston is a financial advisor at Merrill with 18 years of industry experience. He has been with Merrill since 2009 and also has a long tenure with Bank of America, N.A. outside of his advisory role, he serves as a power of attorney for his elderly godmother and as the personal representative for the estate of his godfather. Additionally, he is the managing member of Calm Ventures, LLC, a family investment vehicle. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates closely with Bank of America affiliates and focuses on managed account and manager-selection capabilities, with an emphasis on tax-efficient strategies and extensive program options.

John Piper Jr. is a financial advisor with LPL Financial in Vienna, VA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at RBC Capital Markets, Wells Fargo, and Plumtree Financial. He has also worked in diverse fields such as fitness and media, including at Onelife Fitness and Salem Radio Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Miguel Alvarez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and CARMAX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Chung Wei Wang is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked with Wells Fargo Clearing and its affiliate Wells Fargo Advisors LLC since 2009. Outside of his advisory role, he is a landlord with rental property interests in Maryland. Wells Fargo Clearing provides retirement plan consulting services to ERISA-qualified and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Timothy Bartz is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has previous work experience including roles at Abercrombie & Fitch and Altria. He is also the Successor Trustee of the Diane M. Bartz Revocable Trust. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm offers a range of advisory programs and affiliated investment options, supported by a large network of financial advisors and branch offices nationwide.

Sung Lee is a financial advisor with Ameriprise in Haymarket, VA, holding Series 63 and Series 66 designations and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to deliver tailored retirement income advice.

Richard Mclaughlin is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and market simulations.

Mary Williams is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 licenses and 13 years of industry experience. Her prior roles include positions at MML Investors Services, MassMutual, Seia, LLC, and Royal Alliance Associates Inc. She is currently also affiliated with VLP Financial Advisors, where she provides client services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers across various program structures.

Matthew Long is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2015. In his current role since 2020, he assists clients with their financial planning needs by understanding their goals, stress-testing financial plans, and implementing strategies utilizing Fidelity's resources. Matthew's experience at Fidelity spans multiple roles, including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Representative at Raymond James Financial Services from 2013 to 2015.

Alan Olson is a financial advisor at Cetera with 38 years of industry experience and holds Series 63 and Series 65 credentials. His prior experience includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC, in addition to managing his own firms since 2003. Outside of financial services, Olson is involved in automotive activities as the owner and instructor of Weekend Warrior Racing LLC and serves as a board member and class administrator for the DC Region of the Sports Car Club of America. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning options, supporting both discretionary and non-discretionary accounts through a large network of over 10,000 advisors.

Nina Saunders is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning through a centralized consulting team.

Anthony Tenorio is a CFP®-designated financial advisor with Edward Jones, based in Fairfax, VA. He has 22 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, he serves as trustee of a family living trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William Brinkley is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. He serves as a volunteer board trustee for the Museum of Biblical Art. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and planning services, utilizing both in-house and third-party investment managers.

Patrick Langdon is a financial advisor with Ameriprise in Bristow, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Langdon serves as Vice President on the Board of Directors for the Braemar Blasters Swim Team. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mary Martin Falanga is a financial advisor with Edelman Financial Engines, holding a Series 66 credential and over 21 years of industry experience. She has been with the firm and its predecessors since 2009, including Financial Engines Advisors L.L.C. since 2018. She serves as a board member for the Northern Virginia Therapeutic Riding Program, a nonprofit providing equine-assisted activities for people with disabilities and other at-risk groups. Edelman Financial Engines offers 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, managing diversified portfolios with a long-term focus and serving approximately 477,000 clients.