Morgana Herrera is a Series 66 licensed financial advisor at Edward Jones with six years at the firm and a total of nine years in the industry. Prior to joining Edward Jones in 2020, she worked for seven years at National Funding. 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, along with affiliated mutual funds and securities-based lending options.

Mohammad Abusbeitan is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. His career includes roles at Merrill since 2020 and Bank of America since 2024, as well as prior experience at Uber. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Theodora Gotard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at Wells Fargo Advisors from 2013 to 2022 before joining Wells Fargo Clearing. Outside of her advisory role, she serves on the hospitality committee for The Rotonda Condominiums in McLean, VA, where she helps plan community events. Wells Fargo Clearing provides retirement plan consulting to 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 modern portfolio theory, with a notable investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jeremy Kim is a financial advisor with Ameriprise in Vienna, VA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Ameriprise, he worked for the U.S. Department of Education’s Office of Federal Student Aid for five years. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jaden Jeong is a financial advisor at Edelman Financial Engines with four years of industry experience. He has held roles at several firms including Morgan Stanley Smith Barney LLC, Wells Fargo, and Mitre Corporation. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Michael Krowe is a CFP® professional with 20 years of industry experience, currently serving at Edelman Financial Engines since 2025. His prior experience includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory work, he is a sole proprietor providing musical entertainment. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and long-term investment orientation.

Patrick Day is a CFP® professional with 41 years of experience in the financial services industry. He has been with Edelman Financial Engines and its predecessors since 1992. Outside of his advisory role, he writes articles supporting a book on life planning and wealth, scheduled for publication in June 2024. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios and a mix of discretionary and non-discretionary investment management.

Daniel Lash is a CFP® professional with 28 years of industry experience, currently affiliated with Cetera since 2023. He has held roles at VLP Financial Advisors and Cetera Wealth Services, LLC, where he has been engaged since 2013. Lash is involved in several community and educational activities, including serving as chairman of the financial planning and wealth management advisory board at George Mason University and acting as a basketball referee and mentor for youth leagues in Northern Virginia. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors with assets exceeding $256 billion.

Christopher Mellone is a CFP® and CFA® with 14 years of industry experience. He is currently with Cetera and has prior experience at VLP Financial Advisors, where he is also an owner and works as an associate para planner. Mellone serves as Director of PR for the Financial Planning Association, National Capital Area chapter, and is a board member of the Virginia Tech Financial Planning Advisory Board. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Jonathan Thomas is a CFP® certified financial advisor with 13 years of industry experience. He currently works at RBC Capital Markets and has prior experience with Truist Advisory Services and BB&T in various advisory and investment roles. 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 provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services through diverse wrap fee advisory programs tailored to clients’ risk profiles.

Hanane Lemlih is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Mark Vago is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory work, he serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers.

David Litman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at UBS Financial Services Inc for 13 years before joining Wells Fargo in 2020. Outside of his advisory role, he is a recipient of a bequest unrelated to investments. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Syed Alam is a financial advisor at Wells Fargo Clearing with 8 years of industry experience and holds a Series 66 designation. His career includes roles at Wells Fargo Clearing, LPL Financial, M&T Bank, Morgan Stanley, and the International Monetary Fund/UN. 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 roughly $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Maryury Burbano Montano is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in goals-based financial planning, seeking to align clients' financial lives with their personal values to optimize outcomes. Her approach involves creating personalized, dynamic financial plans that are continuously monitored and adjusted as clients' priorities evolve. Her areas of expertise include education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. She utilizes comprehensive evaluation techniques across investment management, cash-flow management, debt management, risk management, estate planning, tax minimization strategies, and healthcare cost planning to support her clients' financial goals. Maryury holds a Bachelor's Degree from George Mason University and the Personal Investment Advisor (PIA) professional designation. She is fluent in English and Spanish. Outside of her professional role, she enjoys dancing, music, spending time with her family, traveling, and watching movies.

Edward Dahl is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 14 years. Outside of his advisory role, Dahl is the sole proprietor of Ocean Block Properties, LLC, a real estate property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including personalized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations.

Carmen Wu is a financial advisor at Cetera with 36 years of industry experience. She has previously worked at Voya Financial Advisors and Cetera Wealth Services, LLC. Outside of advising, she is a past president of the Rotary Club of McLean. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services across various program structures and custodial relationships.

David Greene is a financial advisor with Osaic Wealth, Inc. based in Potomac, MD, holding Series 63, Series 65, and Series 66 designations and more than 33 years of industry experience. His career includes roles at Woodbury Financial Services and Capital One Advisors and Investing. He also serves as an industry arbitrator on FINRA dispute resolution panels. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to construct portfolios comprising various investment types, and supports both discretionary and non-discretionary account management.

Ben Beriss is a financial advisor with Ameriprise in Alexandria, VA. He holds a Series 66 designation and has been with Ameriprise since 2019, with a brief interval working at Starbucks and prior experience in education. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Alex Li is a financial advisor with Charles Schwab, holding the Series 66 designation and beginning his industry experience in 2025. Prior to joining Schwab, his background includes roles outside the financial sector such as working at Big Blue Swim School and the Fund For The Public Interest. 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 non-discretionary advisory models with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.