David Mount is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Robert W. Baird for 15 years before joining Raymond James in 2022. 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 services through a range of portfolio management styles and affiliated research resources.

Thomas Harsanyi is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63, Series 65, and Series 66 designations and bringing 26 years of industry experience. He previously worked at UBS Financial Services Inc for 10 years before joining Wells Fargo Clearing in 2020. 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, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Rios is a financial advisor with Ameriprise in Fredericksburg, VA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Edward Jones and SunTrust Bank. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team in partnership with the client’s advisor.

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 Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served as a financial advisor since 2000. He is a CERTIFIED FINANCIAL PLANNER® certificant, a credential awarded by the Certified Financial Planner Board of Standards. In his role, Michael assists individuals and families in developing and implementing financial strategies tailored to their unique financial and life goals. He employs a defined process to address clients’ short- and long-term objectives in areas such as investment portfolio development, education funding, retirement income planning, and life and long-term care insurance. Michael collaborates closely with clients’ other trusted advisors, including attorneys and accountants, to manage tax, trust, charitable, and estate matters. He conducts periodic reviews to ensure that clients’ strategies remain aligned with their evolving goals and circumstances. His areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. Michael holds a bachelor's degree from Virginia Tech, where he studied international affairs, political science, and economics. He has also completed the Financial Planning Certificate program through Virginia Commonwealth University’s School of Business. He resides in Loudoun County with his wife and son.

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 previously worked at Woodbury Financial Services Inc. and Morgan Stanley in various capacities. In addition to his advisory role, he serves as Managing Director and Portfolio Manager at WealthBridge Capital Consulting, focusing on investment-related market research and portfolio management. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple investment types, managed on both discretionary and non-discretionary bases.

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 experience includes roles at George Mason University, Lion Street Financial, and Income & Estate Planning Partners. Outside of finance, he has worked in the restaurant industry at Chuys Tex Mex and O'Neill's Irish Pub. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform that combines advisory programs with brokerage and insurance products.

Sima Zahid is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA before joining Primerica in 2019. Outside of her advisory work, she serves as an anchorwoman for Arian Afghanistan TV, is the treasurer of the Carterwood Community Association, and leads the cultural committee of the Afghan Academy nonprofit. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, managing potential conflicts through disclosure and oversight.

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 Series 65-credentialed financial advisor at OSAIC with one year of industry experience. His prior work includes roles at SC Advisors, American Bank, Park Fowler & Co., Walter Calvin LTD, and Ritz Carlton. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes and supports both discretionary and non-discretionary management options.

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 Wealth, Inc. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors for 25 years and has been affiliated with Sagemark Consulting since 2000. Osaic serves a diverse range of retail and institutional clients through a large network of advisers and multiple platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, options, and alternative investments.

Matthew Wright is a financial advisor with Merrill in Leesburg, VA, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill Lynch and Bank of America since 2011. Outside of his advisory role, he participates in the Loudoun County Chamber of Commerce, engaging in general business networking. 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 model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.