Kerem Turkel is a financial advisor at Morgan Stanley in McLean, VA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

John Faith Jr. is a financial advisor with Raymond James Financial who holds the Series 63, 65, and 66 designations and has 28 years of industry experience. His career includes roles at Atlantic Union Bank, Union Bank & Trust, and Union Investment Services. He also serves as a trustee for the Faith Family Trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm employs non-discretionary planning and consulting tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

James Brackin III is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has experience in the financial industry dating back to 2008, including prior roles at Bridgeborn and DevTech Systems, Inc. He began his tenure at LPL Enterprise in 2026. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and a wrap program through Model Wealth Portfolios.

Nicole Kaplan is a financial advisor with Edward Jones in Fairfax, VA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, she worked at Merrifield Garden Center and was involved with the Potomac Environmental Research and Education Center as well as the Prince William County School Board. 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, offering advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Ben Smith Jr. is a financial advisor with Ameriprise in Falls Church, VA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he volunteers as a financial educator for the Medical Society of Virginia through virtual presentations. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Nancy Rose is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephen Hodson is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63 and Series 65 credentials and 40 years of industry experience. His career includes tenure at Metropolitan Life Insurance Company and MetLife Securities since 1985, and at Massachusetts Mutual Life Insurance Company since 2016. He also works as an independent insurance agent specializing in disability income and long-term care products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various specialized programs including estate-settlement and employer-sponsored planning.

Lydia Rossi is a financial advisor with Osaic Wealth, Inc. in Vienna, VA, holding a Series 66 designation and 18 years of industry experience. She previously worked at Lincoln Financial Advisors/Sagemark for 18 years before joining Osaic in 2025. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various asset-allocation tools and third-party solutions to construct portfolios across a broad array of investment types.

Charles Morrison III is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Merrill, Bank of America, and SunTrust Investment Services. 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 advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings than typical large institutional advisers.

Dessie Nash is a financial advisor at Merrill with 20 years at the firm and 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he operates a sole proprietorship as an independent business owner with Amway. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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 using model-based and discretionary investment strategies.

Ryan Oh is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His career includes roles at Bank of America and ESLI Inc. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Eric Pol is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes roles at Apple Federal Credit Union, CUSO Financial Services, Edward Jones, Charles Schwab, and Truist Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Sarah Pollinger is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Truist Advisory Services, Bb&T Securities, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies using a combination of in-house and third-party managers, alongside features such as tax management and responsible investing options.

Imani Thomas is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Wells Fargo in 2023, Thomas worked at JPMorgan Chase Bank and J.P. Morgan Securities LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs more than 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Brandon Parr is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers, and provides both discretionary and non-discretionary portfolio management alongside financial planning and custody services.

Francesca Lefrancois is a Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill full-time in 2022 after completing an internship with the firm during college. In her role, she focuses on financial planning, client communication, and ongoing relationship management, working closely with her team to ensure that recommendations align with each client's evolving priorities. Francesca graduated from the University of Virginia with a degree in Economics and double minors in Data Analytics and Psychology. She holds FINRA Series 7 and 66 registrations, as well as the Certified Financial Planner® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation. Her expertise includes areas such as college education planning, legacy planning, liquidity management, and personal retirement planning. Born and raised in Vienna, Virginia, Francesca serves clients in her hometown community. She is involved with organizations including The Women's Center and Vienna Youth Volleyball. Outside of work, Francesca enjoys biking, cooking, playing pickleball, reading, traveling, and spending time with her family.

Bennett Whitlock III is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1993 and worked with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, Whitlock holds ownership interests in a co-working space and a commercial real estate partnership, and serves on the boards of the Manassas Ballet Theatre and the Prince William County Chamber of Commerce. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Alina Pinkard is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include twelve years at Merrill and four years at Financial Engines Advisors L.L.C. before joining her current firm in 2026. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios, periodic rebalancing, and long-term strategy.

Elizabeth Burnette is a Wealth Management Advisor at Merrill Lynch Wealth Management. She works with individuals and families to develop personalized financial strategies that align with their goals, values, and family dynamics. Her approach focuses on helping clients pursue both short-term and long-term objectives through comprehensive wealth management. Elizabeth's areas of expertise include college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, individual and corporate investment strategy, and retirement income. She holds professional designations as a Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Ohio State University. Outside of her professional role, Elizabeth enjoys cooking, scuba diving, spending time with her family, traveling, and practicing yoga.

Maurice Tawil is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to providing tailored investment advice. Maurice earned a bachelor's degree from George Mason University. His academic background supports his expertise in financial planning and wealth management.