Austin Longacre V is a financial advisor at Edward Jones with Series 65 and Series 63 credentials. He began his career at Edward Jones in 2025 and previously worked at DARPA, the Air Force, Axiologic Solutions, and the NSA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Monisha Tripathy is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and three years of industry experience. She previously worked at Truist Bank for seven years before joining Wells Fargo Bank in 2022. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Bryan Holoman is a financial advisor with LPL Financial in Herndon, VA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with LPL Financial since 2012. Outside of advisory services, he is involved in tax preparation for individuals and operates a ride-sharing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources along with technology-driven strategies.

Joseph Myer is a financial advisor with LPL Financial in Ashburn, VA, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is involved with Courser Capital Management, LLC, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Andrew Rodney is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as treasurer for the Rolling Ridge PTA in Sterling, VA, managing the school's event budget. 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 supported by research and analytics.

Kevin Oconnor is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting for 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

Timothy Neary is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies that align with his clients' priorities and adapt to changing market conditions. Timothy helps clients pursue goals related to college education planning, family wealth management, personal retirement planning, and retirement income. Timothy holds a Bachelor's Degree from Marymount University and has earned professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He follows the Merrill tradition of community involvement and spends time volunteering with local organizations. Outside of work, Timothy enjoys golfing, playing pickleball, and spending time with his family.

Tom Gerstenschlager is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024, and has held positions including Associate Financial Representative at Northwestern Mutual in 2023, Financial Advisor at LPL Financial from 2020 to 2022, and Licensed Agent at NYLife Securities LLC in 2020. Throughout his career, Tom has focused on building personalized financial plans tailored to clients' goals, objectives, and concerns. His approach emphasizes understanding clients' current and future financial situations to co-create effective strategies. Outside of his professional work, Tom enjoys baseball and spending time with family.

Nathan Myers is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2008. Outside his advisory role, he is a board member of the Wholehearted Foundation and serves as a board trustee for Providence Academy, where he participates in governance and financial oversight. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Glen Cesari is a CFP® with 15 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Northwest Financial Advisors LLC, Northwest Financial Group LLC, and LPL Financial. Cesari served in the U.S. Navy for eight years. He is also the managing partner of Momentum Capitol Wealth Advisors, where he sets strategy and direction for employees and clients. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis, modeling tools, and firm research to develop tailored financial plans and investment recommendations.

James Palmer Jr. is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in general management of a supply business, J Reilly Associates, based in Springfield, VA. 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 grounded in modern portfolio theory, serving plan objectives with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Kevin Davidson is a financial advisor with Cambridge Investment Research Advisors in Gaithersburg, MD. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including 17 years with Allstate Insurance Co. He is also involved as an agent with Tomasetti Wealth, operating under Montgomery Financial Partners. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Dan Raube is a Financial Consultant at Fidelity Investments, where he has been working since 2021 in various consulting roles. He currently holds the position of Financial Consultant since 2024, having progressed through roles including Financial Consultant I, Investment Consultant, and Planning Consultant within the firm. Dan's professional experience spans financial planning and investment consulting, with previous roles in insurance as an Agent, Account Manager, and Agency Field Specialist at State Farm Insurance. His career reflects a focus on providing personalized, goal-based financial planning to clients. Outside of his professional work, Dan has interests in beach activities, football, hiking, parenthood, pets, and running.

Samuel Kim is a financial advisor with LPL Financial in Ashburn, VA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior experience includes roles at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Parker Willis is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop and implement comprehensive financial plans tailored to their individual needs. He focuses on simplifying investing to ensure clients are comfortable with their financial strategies. Willis has been with Fidelity Investments since 2015, progressing through roles including Financial Services Representative, Financial Representative, Relationship Manager, and Investments Consultant before becoming a Financial Consultant in 2022. Prior to joining Fidelity, he worked as a Mortgage Loan Officer at EverBank from 2013 to 2014.

Linda French is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She previously worked at Navy Federal Brokerage Services and Navy Federal Financial Group from 2010 to 2022. Outside of her advisory role, she is involved in real estate rental ownership in DelRay Beach, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Adam Sahak is a financial advisor at Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2023 and previously held positions at PNC Bank, Domino’s, SunTrust Bank, and BB&T Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

Gregory Souchack is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked for International Business Machines for 20 years. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Alexander Jordan is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. His prior work includes six years at Allstate Insurance Company and a brief employment at George Mason University. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified portfolios and long-term strategies.

Houry Kachadorian is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2008 and has over a decade of experience serving clients, including more than 10 years at Bank of America prior to joining Merrill Lynch. Houry focuses on a comprehensive approach to wealth management that prioritizes understanding each client's unique goals and needs. Her expertise includes family wealth management strategies, legacy planning, retirement planning, philanthropic and socially responsible investing, tax minimization, and retirement income. Houry holds a Bachelor's Degree in Social Work from Ramapo College of New Jersey. She is a Certified Divorce Financial Analyst (CDFA) and a Personal Investment Advisor (PIA). Fluent in Armenian as well as English, Houry brings diverse cultural and linguistic skills to her practice. She lives in Gainesville, Virginia, with her husband, son, and daughter. Outside of work, her interests include interior decorating, music, reading, running, and spending time with her family.