John Feeney is a CFP® professional with 21 years of experience in financial advising. He is currently with RBC Capital Markets and previously held roles at Morgan Stanley and PNC Investments. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to client risk profiles through a mix of in-house and third-party managers.

Mahendra Bist is a CFP® with over 31 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. His career spans more than three decades in financial services. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Delaszo Smith is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Ameriprise, T Rowe Price, and AXA Advisors. Outside the financial industry, he works as a delivery driver. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, annual financial planning engagements using firm-approved tools and delivers written recommendations, with optional implementation through separate brokerage or insurance arrangements.

John Giles is a financial advisor at Morgan Stanley with 15 years of industry experience and holds a Series 66 designation. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses tools such as Monte Carlo simulations and Secular Return Estimates to model outcomes.

Nathan George is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he worked in various roles including at PepsiCo CVA and Evergreen Country Club. Outside of his advisory role, he has experience spanning education and logistics sectors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm provides access to model wealth portfolios, third-party asset management, financial planning, and a range of brokerage and insurance products via an integrated platform.

Jacob Shine is a Series 66-credentialed financial advisor with UBS Financial Services in McLean, VA, where he has worked since 2016. He has nine years of industry experience and previously attended Indiana University from 2013 to 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

John Keats is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at RBC Capital Markets since 2012 and has been with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and provides services such as portfolio management, financial planning, custody, and brokerage.

Joshua Wolinski is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at Hamdan Resources and Arcfiled, as well as academic positions at George Washington University, Roanoke College, and Randolph College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Angela Antonelli is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 35 years of industry experience. She has been with Raymond James since 2020 and also serves as an adjunct assistant professor of finance at Northern Virginia Community College. Additionally, she works as an election officer in her community. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing client collaboration and tailored investment recommendations supported by extensive research and multiple implementation options.

David Bejaneishvili is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and three years of industry experience. His career includes multiple roles at Wells Fargo Bank, nA, as well as prior positions at George Mason University and MaxiSoft Corporation. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of consulting and discretionary investment management services supported by research from Wells Fargo Investment Institute.

Brandon Poteet is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jon Bost is a financial advisor with Wells Fargo Advisors in Leesburg, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2020. He owns and operates LII Wealth Management, LLC, an investment-related business based in Ashburn, VA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering comprehensive investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations and provides a broad range of specialized planning services for clients who meet certain net-worth criteria.

Emaida Avenilla is a financial advisor at Edward Jones in Germantown, MD, holding the CFP® and Series 63 designations with five years of industry experience. Prior to joining Edward Jones in 2021, she worked at EMA Insight LLC and Kaiser Permanente. She has also engaged in audit testing and potential tax preparation through Integrity Audit & Tax, LLC. 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 with a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Amanda Brooks is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She has progressed through various roles within Fidelity, including Benefits & Planning Consultant and multiple levels of Workplace Planning Consultant since 2022, demonstrating her commitment to the firm and growth in financial planning expertise. Prior to joining Fidelity, Amanda worked as a Client Relationship Specialist at Charles Schwab from 2020 to 2021. Amanda focuses on helping clients build their financial future by understanding their unique stories, goals, and concerns. She collaborates with families to create and monitor financial plans that reflect their priorities and navigate the everyday challenges of life. Outside of her professional work, Amanda enjoys spending time at the beach, cooking and baking, attending social events with friends, playing instruments, parenting, and caring for pets.

Tucker Speak is a financial advisor at Raymond James Financial with Series 65 and Series 63 licenses and less than one year of industry experience. Prior to his current role, he held various positions including roles in education at Mary Baldwin University and Herndon High School. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and supports small businesses through a dedicated SIMPLE IRA Employer Advisory program.

Jennifer Bottomley is a financial advisor with RBC Capital Markets and holds a Series 66 designation. She has 14 years of industry experience, including prior roles at Northwest Financial Advisors, LPL Financial, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and provides both discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Gabriel Owusu is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at SEI Investments, The Vanguard Group, and Chase Bank. Outside of finance, he holds a 33% ownership stake and serves as secretary and operations manager for a non-profit sports team, the Foreign Academy Football Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Kristine Chaze is a financial advisor with Edelman Financial Engines in Fairfax, VA. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. Her prior work includes roles at Edelman Financial Services LLC and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary management and non-discretionary advice, with a focus on diversified portfolios, periodic rebalancing, and long-term investment strategies.

Mark Corbett is a CFA® charterholder with the Series 66 designation and has 10 years of industry experience. He has been with Edward Jones in Gaithersburg, MD since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Joseph Goldberg is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with MML Investors Services Inc and MassMutual Life Insurance Company since 2010. Outside of advisory work, he is also a life and health insurance agent. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.