Michael Pasco is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior work includes 13 years at Truist Investment Services and 11 years at M&T Securities. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mark Farney is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to provide information, solutions, and guidance aimed at helping them achieve financial peace. Mark's approach focuses on supporting families in their financial planning needs through a trusted advisory relationship. He holds a Bachelor's Degree from the University of Washington. His professional philosophy centers on helping families find peace through financial planning and a trusted advisor.

Janet Howard is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Cassaday and Company, The Burney Company, EF Legacy Securities, LLC, and Blisk Financial Group. Outside of her advisory role, she is a consultant for Rodan and Fields, focusing on skin care sales. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Will Aubry is a Financial Consultant at Fidelity Investments, where he has worked since 2021 in various roles progressing from High Net Worth Associate to Financial Consultant. He has been involved in developing tailored strategies for investment management, retirement planning, and risk management to support clients' long-term financial objectives. Before joining Fidelity Investments, Will held the position of Private Client Associate at Janney Montgomery Scott in 2020 and completed an internship at Equitable in 2018. Throughout his career, he has focused on helping individuals and businesses make informed financial decisions aligned with their goals, emphasizing clarity, transparency, and disciplined planning.

Eric Riddell is a financial advisor with Ameriprise in Annandale, VA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as vice chair on the board of directors for Pathway Homes and is involved in crop farming operations. Ameriprise offers comprehensive retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Zachary Dixon is a financial advisor with Charles Schwab in Tysons Corner, VA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab Bank, Henderson State, and Certified Car Care. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Tessa Barrett is a Wealth Management Advisor with Merrill Lynch, specializing in providing comprehensive wealth planning and advice to women and families in transition. She works with clients undergoing various life changes such as career changes, divorce, widowhood, childbirth, grandparenting, or starting new businesses, focusing on managing new wealth, retirement planning, education planning, and estate planning among other areas. Tessa holds a Bachelor's Degree from Pennsylvania State University's Smeal College of Business and carries professional designations including CERTIFIED FINANCIAL PLANNER®, Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her approach combines her competitive spirit and discipline developed as a six-time All-American athlete and captain of Penn State's track and field/cross country teams with a commitment to personalized client service. Outside of her professional role, Tessa enjoys golfing, reading, running marathons competitively, and spending time with her family. She is also involved in community activities such as DC Diamonds and the Special Olympics.

Katherine Hernandez Montesflores is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at J.P. Morgan Securities LLC and Wells Fargo Bank, N.A. 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 offers both brokerage and advisory solutions.

Robert Freddino is a financial advisor at Charles Schwab with 26 years of industry experience. He has held his current roles at Charles Schwab and Charles Schwab Bank since 2012. He holds Series 63 and Series 65 registrations. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment opportunities.

Paul Chrisman is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1985 and Bank of America, N.A. since 2011. 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 a broad range of clients including individuals, high-net-worth clients, and institutional organizations.

Darius Brown is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including T. Rowe Price, PNC Investments, and Bank of America. 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 offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Marco Fattorini is a financial advisor with Ameriprise in Oak Hill, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he manages his Ameriprise practice through FPP LLC. Ameriprise serves clients, primarily individuals approaching or in retirement with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and integrates algorithmic tools alongside tailored advice.

Christopher Johnston is a financial advisor at Merrill with 18 years of industry experience. He has been with Merrill since 2009 and also has a long tenure with Bank of America, N.A. outside of his advisory role, he serves as a power of attorney for his elderly godmother and as the personal representative for the estate of his godfather. Additionally, he is the managing member of Calm Ventures, LLC, a family investment vehicle. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates closely with Bank of America affiliates and focuses on managed account and manager-selection capabilities, with an emphasis on tax-efficient strategies and extensive program options.

Logan Ryan is an Investment Consultant at Fidelity Investments, a role he has held since 2025. In this position, he focuses on understanding each client's story, values, and goals to develop tailored strategies that support their financial objectives. Prior to his current role, Logan served as a Help Desk representative in Workplace Planning and Advice at Fidelity Investments from 2023 to 2025. Before that, he worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023. Outside of his professional responsibilities, Logan enjoys participating in board games, exploring culinary experiences, attending social events with friends, visiting museums, playing soccer, and traveling.

Rebecca Borton is a financial advisor with Cetera, holding the CFP® designation and Series 66 and 63 licenses, and has 11 years of industry experience. Her career includes roles at firms such as Raymond James Financial, Morgan Stanley, Commonwealth Financial Network, and Avantax. She is involved with Timothy Richardson LLC DBA Greenspace Financial, providing financial planning and client service support. Cetera Investment Advisers LLC is a large SEC-registered advisory firm with over 10,000 advisors and more than $256 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, and institutional clients, offering a multi-manager investment platform with discretionary and non-discretionary portfolio management and financial planning services.

John Piper Jr. is a financial advisor with LPL Financial in Vienna, VA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at RBC Capital Markets, Wells Fargo, and Plumtree Financial. He has also worked in diverse fields such as fitness and media, including at Onelife Fitness and Salem Radio Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Miguel Alvarez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and CARMAX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Timothy Bartz is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has previous work experience including roles at Abercrombie & Fitch and Altria. He is also the Successor Trustee of the Diane M. Bartz Revocable Trust. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm offers a range of advisory programs and affiliated investment options, supported by a large network of financial advisors and branch offices nationwide.

Sung Lee is a financial advisor with Ameriprise in Haymarket, VA, holding Series 63 and Series 66 designations and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to deliver tailored retirement income advice.

Richard Mclaughlin is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and market simulations.