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.

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 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.

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.

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.

Jeffrey Perry is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 16 years of industry experience. Prior to his current role, he worked at Covenant Capital, Wealthcare Advisory Partners LLC, and LPL Financial. Outside of his advisory work, he serves as Treasurer at Trinity Church of Loudoun, where he collaborates on the church’s financial matters. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Leda Bonilla is a financial advisor with Raymond James Financial Services, Inc. She holds a Series 66 designation and has 25 years of industry experience. Prior to joining Raymond James in 2019, she worked at Ameriprise Financial Services, Inc. for 10 years. Outside of her advisory role, she is involved with Princess Yazz Home Services, a business she has been part of since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, alongside institutional consulting and portfolio management capabilities.

Mary Sterbutzel is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. 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, incorporating a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Anthony Marx is a financial advisor with Ameriprise in Sterling, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ameriprise and its predecessor entity since 2009. Outside of his advisory role, he is a co-owner of Unity Squared, a pass-through entity associated with a team practice structure. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools with advisor input to deliver these plans and also provides a broad range of advisory, brokerage, and insurance solutions.

Parker Rist is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Medallion Financial Group. His background also includes roles associated with the University of Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that use structured discovery and modeling tools, supporting clients in tailored financial planning and asset management.

James Flannery is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working as a Financial Advisor since 1993, primarily serving clients in Northern Virginia. Over his more than 25-year career, he has developed a full-service advisory practice assisting individual clients and institutions in designing financial strategies to meet their short-term and long-term objectives. In addition to his client-focused work, James has held leadership roles including Producing Sales Manager for the Northern Virginia Complex and managed the training and development program for new Financial Advisors in the area. He holds a Bachelor's Degree in Economics from the University of Pennsylvania and has earned multiple professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). James is involved in community activities such as serving on the Investment Committee for Catholic Cemeteries of the Archdiocese of Washington and coordinating youth sports and church programs. He resides in Maryland with his wife, Kathy, and their four children.

Samir Abhyankar is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has two years of industry experience and previously worked at PNC Bank and Capital Bank NA. He is based in Vienna, VA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies using in-house and third-party managers, with integrated capital-markets capabilities and alternative investment options.