Spenser Thompson is a CFP®-certified financial advisor with 10 years of industry experience. He is currently affiliated with Morgan Stanley and has previous experience at UBS Financial Services. Thompson works in the McLean, VA office. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Larry Heuple is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Citigroup Global Markets, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Babak Binesh is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with Primerica Advisors since 2013 and has prior experience at Washington Mortgage Group and United Real Estate. Outside of his advisory work, he is involved in real estate as a licensed realtor and owner of a non-investment-related real estate business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies and discretionary separately managed accounts supported by third-party managers and custodians.

David Brown is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America N.A., Merrill Lynch, and Northwestern Mutual, among others. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Turman is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Publix and Mercantile (Foode). Turman studied at The College of William and Mary and also spent a decade at Fredericksburg Academy. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management programs. The firm uses a range of advisory models and third-party managers to deliver tailored investment solutions.

Christel Djossinou is a financial advisor at Raymond James Financial with 16 years of industry experience and holds a Series 66 designation. Prior to joining Raymond James, Djossinou worked at Bank of America, Merrill Lynch, and SunTrust Bank. She serves as Vice President of Peoples Investment Services, a support company based in Vienna, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals across a large advisor network.

Keith Brockman is a financial advisor with OSAIC in Vienna, VA, holding Series 63 and Series 65 credentials and having 29 years of industry experience. His career includes roles at Royal Alliance Associates, Inc. since 2018 and Signator Investors, Inc. dating back to 1996. Outside of his advisory work, he is involved in an insurance brokerage LLC and acts as power of attorney for his parents' investment accounts. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools, risk-tolerance assessments, and access to multiple third-party investment platforms.

David Dlugacz is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has 16 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, and New York Life. Dlugacz is also involved in non-variable insurance activities through The Guardian Life Insurance Company and Prudential. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Antonio Mackey is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, Merrill, and other firms. Outside of finance, he has experience in the fitness industry with roles at LA Fitness and Washington Sports Club. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering tailored services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and acts as an ERISA fiduciary when providing investment advice.

Helio Shin is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding Series 63 and Series 65 credentials and four years of industry experience. His career includes roles at MML Investors Services, LLC and MassMutual Life Insurance Co since 2023, as well as previous positions at New York Academy LLC and Joy Academy. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring advisory engagements as annual collaborations that focus on goal analysis and strategic recommendations without investment discretion.

Wendy Inge is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. She has worked at Truist Investment Services and SunTrust Bank for a decade and is currently associated with Pinnacle Asset Management in a client-facing role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning using risk profiling and advanced modeling tools and supports a broad advisor network and institutional consulting.

Darrell Reynard Jr. is a financial advisor with Robert Baird & Co. holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of financial planning and portfolio management services combining internal research, model-traded strategies, and manager-traded separately managed accounts.

John Roberts Jr. is a financial advisor with Ameriprise in Ashburn, VA, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with specific asset eligibility, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Dwight Cates is a financial advisor with Wells Fargo Clearing in McLean, VA, holding a Series 66 designation and two years of industry experience. Before joining Wells Fargo in 2026, he worked at Edward Jones for two years and spent 15 years at Fluor Corporation. He serves as a board member of the Falls Church Chamber of Commerce. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Mark Bronfman is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 credential and previously worked for Lincoln Financial Advisors Corporation for 22 years. Outside of his advisory role, he owns a consulting firm that provides business growth and strategy advice to clients. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by a range of investment tools, third-party managers, and various portfolio management options.

Marie Laurion is a financial advisor with Ameriprise in Vienna, VA, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2001. Outside of her advisory role, Laurion serves as a trustee on the board of Temple Emanuel and participates as a volunteer speaker for the Financial Planning Association. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Hadeer Ghanawi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. She has worked within various Wells Fargo entities since 2013, including Wells Fargo Bank, N.A., Wells Fargo Advisors, LLC, and Wells Fargo Clearing. 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 solutions. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Zachary Hopeck is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Bank of America, Southworth Development, and Pearson Smith Realty. He has also been involved with the R & D Baseball Academy for two years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kyung Eun Kim is a financial advisor with Mass Mutual Investors Services, holding CFP®, Series 63, Series 65, and Series 66 designations and 18 years of industry experience. Prior to joining Mass Mutual Investors Services and Mass Mutual Life Insurance Company in 2023, Kim worked at Eagle Strategies and New York Life Insurance Company. She serves as president of the Ewha Womans University Alumni Association and chairs the strategy and planning committee for the Greater Dallas Korean American Chamber of Commerce. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning process involves detailed client data analysis and written recommendations, with implementation handled separately through brokerage or insurance arrangements.

George Englert is a financial advisor with LPL Financial in Springfield, VA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes over two decades at Avantax Advisory Services and related firms, alongside ongoing work with Englert & Associates CPAs, a tax preparation and accounting practice he has operated since 1976. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.