Matthew Pignetti is a financial advisor with Ameriprise in McLean, VA, holding a Series 66 designation and two years of industry experience. His work history includes roles at Ameriprise since 2021, as well as previous positions at DoorDash, Penn State University, Fitwize, Lost Rhino, and Broad Run High School. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement planning, supported by algorithmic automation and a dedicated consulting team.

Anthony Lobalbo is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. He has worked with various divisions of Charles Schwab since 2015, including Charles Schwab Bank and Charles Schwab Premiere Bank. Outside of his advisory role, he serves as a board member and Director/Secretary for the nonprofit Animal Education and Rescue Organization (A.E.R.O). 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 large-scale, integrated structure with a client relationship model that offers primarily non-discretionary advisory services alongside access to discretionary separately managed accounts.

Heather Fischer is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 66 designation and has worked at several notable firms including Morgan Stanley, Wells Fargo Clearing, Ameriprise, UBS Financial Services, and Citigroup Global Markets prior to joining Merrill in 2018. 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, and institutional investors.

Mary Wallack is a financial advisor at Robert Baird & Co. with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley Dw Inc. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager oversight, and advanced investment strategies.

Brad Courtney is a financial advisor with Wells Fargo Clearing in McLean, VA, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Key Investment Services LLC and Edward Jones. 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 employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions.

Preeti Shakya is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, NA since 2018. Prior to that, she held a position at Bank of Kathmandu Ltd from 2014 to 2017. 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 options. 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.

Jocelyn Kim is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her career includes nine years at New York Life and seven years at NYLife Securities LLC prior to joining Mass Mutual. She is also an insurance broker with IOG Benefits Consulting, where she engages in outside insurance sales focused on Medicare and group employee plans. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide goal-based, collaborative planning without discretionary authority.

George Bernhard is a CFP® professional with 25 years of experience in the financial services industry. He has been with LPL Financial since 2008 and previously worked at BB&T Investment Services, Wells Fargo Clearing, and Prudential Equity Group. He is a member of the Westwood Country Club, where he receives referral fees. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

John Fox is a financial advisor with Osaic Wealth who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 12 years each before joining Osaic in 2024. Outside of his advisory role, he is involved in insurance sales through his own business, Fox Financial Services, Inc. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and operates with a complex affiliate network that supports a wide range of investment programs and alternative investments.

Phillip Kennedy is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He began his career at Fidelity in 2014 and has held various roles including Financial Consultant, Investment Consultant, Relationship Manager, and 401(k) High Net Worth Service specialist. His work focuses on partnering with clients to understand their retirement and legacy goals and addressing their wealth planning needs. Phillip is dedicated to educating his clients about the complexities of financial planning and collaborates with them to create strategies that address individual and family financial objectives. His approach involves gaining a comprehensive understanding of each client's needs to foster positive financial outcomes. Outside of his professional role, Phillip has interests in baseball, cars, outdoor adventures, pets, snowboarding, and traveling.

Shubhro Banerjee is a CFA® charterholder and financial advisor at Edward Jones with five years at the firm and a total of seven years in the industry. Prior to joining Edward Jones in 2021, he worked for M&T Bank N.A. (Wilmington Trust Investment Advisors) from 2015 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products.

Tai Al Tae is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill and Morgan Stanley, among other firms. Outside of finance, he is the sole proprietor of a car rental business. 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 diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jay Forshee II is a Series 66 licensed advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions at Georgetown University and multiple medical schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining an extensive nationwide network of financial advisors and branch offices.

Jason Murphy is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2010, with a brief tenure at Morgan Stanley and Bank of America in between. Outside of his advisory role, he has a joint ownership interest in rental property with his spouse. 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, and institutional investors.

Anna Thackston is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for 10 years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Conor Shears is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and three years of industry experience. His work history includes roles at Bank of America, Merrill Lynch, and Cvent Inc. He has also been involved with Jacksonville University and Veritas Financial, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and structure collaborative planning relationships.

Robert Howard is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 credentials. He has 30 years of industry experience, including prior roles at Prudential Insurance Company of America and BB&T. Howard is also a partner at Integrated Wealth Advisors, where he engages in financial planning, insurance sales, and account servicing. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach, offers financial planning and consulting, and facilitates insurance product sales through affiliated entities.

James Zajac is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, NA since 2009. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Masihullah Najibullah is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank, PNC Bank, Direct Furniture, and PCF. Outside of finance, he engages in ride-sharing activities in San Francisco. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Kenneth Grier Jr. is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines and related entities since 2013, as well as at The Mutual Fund Store and Northwestern Mutual Investment Management. Outside of advising, he is involved in managing timberland through G&G White Horse Mountain LLC and reviews investment opportunities for G2 Investments LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios, discretionary management, and online advice across a wide range of client accounts.