Tiffany Snyder is a financial advisor with Raymond James Financial in Fairfax, VA, holding the Series 66 designation and 18 years of industry experience. Her career includes roles at Atlantic Union Bank, Middleburg Financial, and multiple positions within Raymond James Financial since 2008. She also serves as a Wealth Relationship Manager with Atlantic Union Bank Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored planning and consulting using risk profiling and analytical tools, supports institutional consulting and portfolio management, and has specialized municipal and SIMPLE IRA advisory programs.

Richard Hogan is a CFP® and PFS™ credentialed financial advisor with 18 years of industry experience. He is currently with Cetera Wealth Services, LLC and Cetera, having previously worked at Avantax Investment Services and 1st Global Advisors. Hogan has maintained a long-standing role as a shareholder at Hogan & Reed P.C. CPA's since 1992. Cetera Investment Advisers LLC is an SEC-registered firm that serves a range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutions. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with options spanning discretionary and non-discretionary authorities and various program structures.

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 with Cetera, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her prior work includes roles at Voya Financial Advisors and BB&T Investment Services. She has served as past president of the Rotary Club of McLean and is also an artist. Cetera Investment Advisers LLC operates as an SEC-registered adviser offering a multi-manager platform through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services.

Evan Felix is a financial advisor with Equitable Advisors, holding the Series 66 designation and two years of industry experience. His prior roles include work with Daurem LLC and Greek House, along with time at Virginia Commonwealth University. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

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.

Patrizia Adriazola is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. She previously worked at PSC Investments LLC and has a background that includes multiple roles in counseling and education. Outside of financial advising, she is the managing member of PFA Property Group LLC, a residential property management business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Alem Lakew is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2017 and previously worked at America's Kids LLC from 2016 to 2018. 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 investment strategies for individuals, high-net-worth clients, and institutional accounts.

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.

Sabrina Anderson is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously associated with Wachovia Bank, N.A. from 2009. 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 supported by research and analytics from Wells Fargo Investment Institute and third parties.

Jennifer James is a financial advisor with Edward Jones in Ashburn, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at REI Systems Inc, Dogtopia, and Shift 7 Digital. Outside of financial advising, she owns several Dogtopia dog daycare locations and is involved in business planning and oversight for these ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various advisory programs, investment strategies, and affiliated financial services. The firm is notable for its extensive retail advisor and branch network and its range of affiliated capabilities beyond advisory services.

Nainoksha Kaushal is a Series 66 licensed financial advisor with four years of industry experience. She has worked at several major firms including Morgan Stanley Private Bank, Fidelity Investments, Merrill, and currently Edward Jones since 2025. Her career also includes roles in education and tutoring. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors.

Jordan Bonanno is a financial advisor with Charles Schwab who holds a Series 66 designation and has two years of industry experience. Prior to joining Schwab, he worked at Ameriprise Financial Services and Fidelity Investments. His background also includes experience in the hospitality industry and periods of full-time education. 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 relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset investment approach supported by centralized operational infrastructure.

David Nitta is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he serves as an assistant football coach for Loudoun County Public Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, third-party asset management, and institutional platforms, utilizing model portfolios, subadvisors, and customized strategies across various asset classes.

Jessica Robles is a financial advisor at Edward Jones with 1 year of industry experience. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Nicholas Buck is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. His career includes roles at Wells Fargo Bank, NA, and a position at George Mason University. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors, offering both brokerage and advisory solutions.

Roger Diban Abou Jaoude is a financial advisor with Merrill in Vienna, VA, holding a Series 66 credential and possessing 11 years of industry experience. He has worked with Merrill since 2014 and concurrently with Bank of America, N.A. since 2015. Outside of advising, he is involved in managing multiple family-owned property ventures and serves as treasurer for a property management LLC. 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 provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Feeney is a CFP® professional with 21 years of experience in financial advising. He is currently with RBC Capital Markets and previously held roles at Morgan Stanley and PNC Investments. 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 offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to client risk profiles through a mix of in-house and third-party managers.

Mahendra Bist is a CFP® professional affiliated with Wells Fargo Clearing, bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has a long tenure at Wachovia Bank, N.A. dating back to 1991. 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 provides both brokerage and advisory solutions, utilizing research and analytics guided by diversification principles and modern portfolio theory.