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 with Edelman Financial Engines in Tysons, VA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at TMFS Advisors, LLC. Outside of his advisory role, he is involved in managing timberland and reviewing investment opportunities through private LLCs. Edelman Financial Engines offers technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Michael Muehr is a Series 66 licensed financial advisor at UBS Financial Services in McLean, VA, with 18 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, Muehr serves on the board of Golf Pros Beating Cancer, a foundation that raises funds for melanoma research, and is an advisory board member for Wings of Hope, a charitable organization supporting melanoma awareness and research; he is also a Stage IV melanoma survivor. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining model-based asset allocation and proprietary research to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services and operates as both a broker-dealer and an investment adviser.

Elena Kochman is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 credential and 18 years of industry experience. She has been with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she serves as secretary/treasurer on the board of a condominium owners association, where she also manages investment accounts and financial operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and diverse investment strategies.

Bryce King is a financial advisor at Ameriprise in Lake Ridge, VA, holding a Series 66 designation. He began his advisory career in 2025 with Whitlock Wealth of Ameriprise Financial, LLC. Prior to this, King has experience in real estate and promotional businesses, as well as roles at Christopher Newport University and Chesapeake College. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, written recommendation reports delivered through a centralized consulting team.

Zain Khokhar is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. His prior work includes positions at Bank of America and Merrill, as well as roles at Digital Intelligence Systems, LLC and the University of Virginia. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute alongside diversification and modern portfolio theory principles.

Shawn VanOLinda is an Investment Consultant at Fidelity Investments, a role he has held since 2024. With over 15 years of experience in financial services, he has held positions including Regional Vice President at ProFunds Distributors, Inc., Retirement Plan Analyst at Benetrends Inc., and Financial Advisor Sales at Vanguard. His professional background encompasses a range of roles focused on investment consulting and financial advising. Shawn's approach centers on understanding clients' goals and values to create financial plans that adapt to their evolving priorities. He emphasizes collaboration and flexibility to support clients through various stages of their financial journeys. Outside of his professional work, Shawn enjoys biking, family activities, fitness, football, golf, and outdoor adventures.

Elizabeth Boswell is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves on the finance committee of Epiphany United Methodist Church and holds leadership roles at Westwood Country Club, including the Ladies 9 Hole Golfers board of directors and the Westwood Cares community outreach committee. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to each client’s risk profile and utilizing both in-house and third-party investment resources.

Bryan Rodia is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and previously worked at Folio Investments, Inc. and Brown's Car Stores. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Zahra Khan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and two years of industry experience. She has been with Wells Fargo Bank, N.A. since 2011. 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 advice. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Leticia Stallworth is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliates since 1999. Outside of her advisory work, she is involved in consulting through her ownership of Connected Affinity Networks, which includes a trademark that can be licensed. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Demartino is a financial advisor with LPL Enterprise who holds the ChFC® designation and Series 63 and 65 licenses, with 17 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with Integrated Wealth Advisors, providing financial planning and investment strategy services to individuals, families, and small businesses. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation primarily through third-party managers and offers financial planning, consulting, and access to various asset management programs.

Sasa Rakas is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning arrangements.

Leah Bae is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has been affiliated with Merrill and Bank of America 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Fitzpatrick is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and bringing 24 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 plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.