Steven Marshall is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in a business ownership entity related to office leasing. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Myles Stokes Suggs is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Navy Federal Credit Union. Outside of his advisory role, he is the sole proprietor of Vector Skyline, LLC, an AI digital content creation business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse portfolios and advisory mandates.

Michael Magruder is a CFP® with over 32 years of experience in financial advisory and tax preparation. He has served in various roles at Avantax and Cetera since 2002 and currently operates his own tax preparation and accounting business. He is affiliated with Cetera Investment Advisers LLC, a large SEC-registered advisory firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services.

Michael Moore is a financial advisor with Merrill in Vienna, VA, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Merrill since 2000, with additional experience at Quick & Reilly, Inc. and Banc Of America Investment Services, Inc. He has been with Bank of America, N.A. since 2011. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matias Rodlauer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. He previously worked at Baird and Harbour Capital Advisors before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

George Feys is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has been with Raymond James Financial since 2008 and was previously affiliated with Seneca Wealth Strategies, LLC. Outside of his advisory role, he owns and operates a sustainable family farm in Beallsville, MD. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting across a large advisor network, with unique capabilities including municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting program.

Scott Salerno is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. In addition to his advisory role, he serves as Managing Director and Portfolio Manager at Wealthbridge Capital Consulting, focusing on market research and portfolio management. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services across various programs. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by risk-tolerance analysis and multiple investment strategy options.

Joseph Esparolini is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017, following a year at Facebook and six years with the U.S. Army's Department of Defense. Outside of financial advising, he is involved with Hunting Hawk Farm, LLC, a horse boarding and apartment rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Thomas Rowan is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Morgan Stanley, and involvement with University of South Carolina Athletics. Outside of finance, he has been affiliated with Columbia Country Club and the Sutherland Christmas Tree Market. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christie Nix is a CFP® and holds a Series 66 license, currently advising at Ameriprise in Fairfax, VA with 19 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-assisted retirement income recommendations.

Spencer Herzog is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior roles include positions at George Mason University, Lion Street Financial, and Income & Estate Planning Partners. Outside of finance, he has worked in the restaurant industry, including at Chuys Tex Mex Restaurant and O'Neill's Irish Pub. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and a wrap program, while also providing affiliated trust custody, insurance services, and collateralized lending.

Sima Zahid is a financial advisor with Primerica Advisors in Chantilly, VA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has worked at Primerica Advisors since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of advising, she serves as an anchor woman for Arian Afghanistan TV, is treasurer of her local homeowners association, and leads the cultural committee of the nonprofit Afghan Academy. Primerica Advisors is a firm serving individual, corporate, and charitable clients through a wrap-fee asset management program that utilizes model-based investment strategies and discretionary management. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

Jordan Gault is a Financial Consultant at Fidelity Investments, where they collaborate with clients to develop personalized financial plans aligned with their unique goals. Drawing on Fidelity's extensive resources, Jordan works closely with clients to support their financial aspirations. Jordan's experience at Fidelity includes roles as a Planning Consultant, Relationship Manager, and Financial Representative, all contributing to a comprehensive understanding of financial services and client needs. This progression reflects a commitment to client partnership and financial planning. Outside of their professional role, Jordan has interests in art, music, parenthood, photography, soccer, and yoga.

Walter Mcmann is a CFP® and holds the Series 65 license, currently affiliated with OSAIC in Reston, VA. He has one year of industry experience, including prior roles at SC Advisors and American Bank. Before entering the financial industry, he worked for over a decade at the Ritz Carlton. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering both brokerage and advisory services across various programs such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment strategies through an extensive affiliate network and proprietary tools.

Erkan Hajric is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2020 after accumulating 11 years of experience in the financial services industry. Erkan focuses on developing tailored strategies to assist a select group of high-net-worth individuals, their families, and businesses in pursuing both short- and long-term financial goals. His approach involves leveraging Merrill's investment insights and the banking services of Bank of America, collaborating closely with clients' other trusted advisors. Erkan's expertise spans corporate executive services, divorce transition planning, legacy planning, managing new wealth, and personal retirement planning. He emphasizes a consultative and collaborative method, prioritizing understanding each client's financial situation, preferences, and objectives to design strategies aimed at income and growth. He holds a Bachelor's degree from George Mason University, where he majored in Integrative Studies, and maintains several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Born and raised in the Northern Virginia Metro Area, Erkan enjoys spending time with family and participating in various sports such as basketball, soccer, football, golfing, kickball, and dodgeball through adult leagues in Northern Virginia and the District of Columbia. He is married and has two pets.

Stephen Stewart is a financial advisor with OSAIC, holding a Series 66 credential and 25 years of industry experience. He has worked at Lincoln Financial Advisors for 25 years and Sagemark Consulting for 26 years before joining OSAIC in 2025. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by advanced analytical tools.

Matthew Wright is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill Lynch since 2011. Wright is involved in the Loudoun County Chamber of Commerce for business networking within the community. 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 investors.

Samantha Millick is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at Cetera and affiliated firms since 2023 and previously held roles at The Vanguard Group and Amazon. Millick also serves as a Client Service Associate with Egan, Berger and Weiner LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including both discretionary and non-discretionary services.

Richard Haye is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, except for a brief leave in 2017. Outside of finance, he has worked as a theatrical stagehand and has driven for rideshare services. 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 integrates research and analytics from its investment institute and external sources in its investment approach.

Anthony Westerfield is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including M&T Securities, BBVA Compass Investment Solutions, Cetera Investment Services, U.S. Bancorp Advisors, Fidelity, and Wells Fargo Investments. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.