Paul Brick Jr. is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2026. His prior roles include positions at Edelman Financial Engines and Financial Engines Advisors L.L.C. He holds the Series 63, Series 65, and Series 66 licenses. Paul is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and advanced portfolio management tools.

Farshad Hosseinie is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing in 2025, he worked at Wells Fargo Bank, N.A. and has also managed a restaurant business since 2023. 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 a range of brokerage and advisory solutions supported by research and analytics.

Robert Mc Namara is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with LPL Enterprise and has held prior positions at Prudential Insurance Company of America, Pruco Securities, LLC, Allstate Insurance Company, Mass Mutual Investors Services, and METLIFE SECURITIES Inc. Mc Namara is based in Vienna, VA. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various insurance and trust services through affiliated entities.

Kimberly Van Pelt is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill and Truist Advisory Services, among other firms. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, acting as an ERISA fiduciary when providing investment advice.

Connor Gray is a financial advisor at Merrill in Vienna, VA, holding a Series 66 designation with two years of industry experience. Prior to joining Merrill in 2022, he worked at New Day USA from 2020 to 2022 and CBRE from 2016 to 2019. Merrill, alongside 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, pension plans, corporations, and charitable organizations.

Corinne Newberry is a financial advisor at Edward Jones in Haymarket, VA, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Edward Jones, she worked at Starbucks Coffee Company from 2021 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

Ryan Dillard is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he worked for Science Applications International Corporation from 2004 to 2016. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, under a fiduciary standard.

Constantine Tsantes is a CFP® professional with 12 years of experience in financial advising. He is currently with Cetera and also holds an administrative role at VLP Financial Advisors. His prior experience includes positions at Financial Engines Advisors L.L.C. and Edelman Financial Services. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large nationwide network of advisors and provides access to multiple investment program options and third-party managers.

Lisa Eitzel is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within the firm and its predecessors since 2007. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options.

Devon Varcoe is a financial advisor at Ameriprise with a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2020, he worked in the hospitality sector at Gaspar's Grotto and Foxboro Sports Tavern. He also serves as a para-planner for DSKG, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Sean Dooley is a CFP®-credentialed financial advisor with 26 years of industry experience, currently with Wells Fargo Advisors since 2015. He also owns SDJS and Associates LLC, a financial practice based in McLean, VA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet specific net-worth thresholds.

Syed Islam is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Wells Fargo Bank N.A. and J.P. Morgan Securities. 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’s process is guided by investment policy statements and modern portfolio theory, and it includes a broader range of financial products than typical institutional advisers.

Jordan Ciulla is a financial advisor with Charles Schwab holding CFP®, Series 63, and Series 66 designations, and has seven years of industry experience. His background includes roles at Fidelity Brokerage Services, E*Trade Securities, and Altura Financial Advisors before joining Charles Schwab in 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, providing a combination of advisory, brokerage, custody, and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Savita Uttamsingh is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Matthew Duran is a financial advisor at Cetera with 21 years of industry experience. He has held positions at Cetera since 2019 and previously worked at First Investors Corporation from 2005 to 2019. He holds Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies, supporting over 10,000 advisors and more than $256 billion in assets under management.

John Smith is a financial advisor at Ameriprise with 38 years of industry experience. He has been with Ameriprise since 2005 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he is the managing partner of Heick Hester Smith & Associates, LLC, a consulting firm, and the president of John Weldon Smith, Inc., which provides practice management and administrative services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning through a collaborative, non-discretionary process. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools within a defined investment universe influenced by affiliated product relationships.

Alexander Bowman is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He is the president and owner of Bowman Gaskins Financial Group, Inc., a financial services firm he has been involved with since 1999. Outside of his advisory role, he manages multiple real estate entities and serves as president of a condominium association. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm employs a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies across various program structures and custodial relationships.

Millicent Eubanks is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. She serves on the advisory board of the Insured Retirement Institute, a trade association for financial service and insurance companies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and serves clients through various advisory and institutional platforms.

Yvonne Wyer is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. 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.

Amante Decastro is a Series 66-licensed financial advisor with Ameriprise in Woodbridge, VA, and has 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.