David Bejaneishvili is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. His work history includes multiple roles at Wells Fargo Bank, nA, and a period at MaxiSoft Corporation. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and modern portfolio theory in its investment approach.

Brandon Poteet is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal and third-party teams.

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.

Michael Levesque is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a sales associate with Realty Benefit Services, offering group and individual benefits to real estate agents. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models and third-party program sponsors to deliver customized investment solutions.

Tucker Speak is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Raymond James, he has held various roles in education and retail sectors, including positions at Mary Baldwin University and Lowe's. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through unique affiliations.

Jennifer Bottomley is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds the Series 66 designation and has worked at several firms including Northwest Financial Advisors LLC, LPL Financial, and Financial Engines Advisors. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

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.

David Edwards Jr. is a CFP®-designated financial advisor with 33 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at firms including Morgan Stanley, Charles Schwab, Raymond James Financial, and Ameriprise. Outside of his advisory role, he manages the financial affairs of his mother as her durable power of attorney. 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 utilizes research and analytics to guide its investment approach and offers a range of brokerage and advisory solutions.

Harry Horning is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 49 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., American General Securities Incorporated, and OSAIC Services, Inc. Outside of his advisory work, he serves as treasurer for the Kena Shrine Band, a 501(c)(3) organization, and owns a tax preparation business. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

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.

Ryan Unthank is a financial advisor with Robert W. Baird & Co. in Fairfax, VA, holding a Series 66 designation and 21 years of industry experience. He has worked at Robert W. Baird since 2007 and was previously with Ferris, Baker Watts, LLC from 2005 to 2007. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Joseph Goldberg is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with MML Investors Services Inc and MassMutual Life Insurance Company since 2010. Goldberg also works as a life and health insurance agent in Olney, MD. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering strategies and collaborative planning without direct investment discretion.

Daniel Koester is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held multiple roles at James Madison University and Kestra Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Kevin Mccall is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 65 and Series 63 licenses and with 11 years of industry experience. His work history includes roles at American Color and Virginia Canopy Tours. He is also involved in the sale of non-investment related products, including home security and automation services through affiliated companies. Primerica Advisors is a large institutional firm that serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program relying mainly on model-delivery strategies from unaffiliated asset managers, supported by custodial and trade execution services.

David Kidd is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in serving individuals and families by providing customized wealth management planning and financial services. His approach emphasizes trust, strength, and communication, ensuring a thorough understanding of clients’ financial needs and goals, offering access to resources from a leading financial services firm, and delivering coordinated strategies aligned with clients' lifestyles and financial visions. David's expertise covers a broad range of services including investment advisory programs, asset allocation analysis, retirement and education planning, concentrated stock services, insurance coordination, trust and estate planning, wealth transfer strategies, and credit and lending services in partnership with Bank of America, N.A. His client focus areas include college education planning, corporate executive services, divorce transition planning, family wealth management strategies, and retirement income planning. He holds a Bachelor's Degree from The University at Albany and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David is also involved in community volunteering, notably with the organization Touching Heart. Outside of his professional work, he enjoys baseball, boating, cooking, football, reading, and spending time with his family.

Autumn Ngov is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2026. In this capacity, she collaborates closely with Wealth Management Advisors to serve clients across multiple generations, focusing on their wealth management needs and goals. Autumn has extensive experience within Fidelity Investments, having progressed through several positions including Planning Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. She holds a California Insurance License, supporting her expertise in financial and insurance services. Outside of her professional responsibilities, Autumn enjoys board games, cooking and baking, parenthood, and traveling.

Gavin Fung is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, he was self-employed for one year and worked at PBMares, LLP and Andersen Tax in accounting roles. He also operates Ascend Planning & Consulting, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Joseph Roslovic is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and previously worked at Blackstone Securities Partners and BlackRock Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics from Wells Fargo Investment Institute along with third-party data in its investment approach.

Carl Matysek is a financial advisor with Charles Schwab in Tysons Corner, VA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at TD Ameritrade, Charles Schwab Bank, Cygnus Technologies, New Hanover Regional Medical Center, and Oceanic. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers a combination of non-discretionary and discretionary investment guidance, multi-asset model portfolios, and due diligence on alternative investments within a large-scale, integrated operational structure.

Ryan Rushe is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and over 12 years of industry experience. His work history includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Company. He also hosts a weekly networking meeting focused on business promotion and marketing. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation alongside broker-dealer and insurance services.