Casey Muhtadi is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo and Truist Investment Services in various capacities since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options in its investment menus and acts as an ERISA fiduciary.

David Sheehan is a CFP® with 23 years of industry experience, currently serving at Edelman Financial Engines. He has worked with the firm and its predecessors since 2009, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. 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 proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios with a long-term orientation.

Michael Gainor is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Bank of America, Merrill, Charles Schwab, and T. Rowe Price. 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 a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Justin Willis is a CFP® professional with 11 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at JP Morgan Chase Bank, N.A. and Bank of America Private Wealth Management. Willis holds roles at Pinnacle Asset Management and Pinnacle Financial Partners, where he manages client portfolios and develops new business relationships. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and government entities. The firm offers tailored, non-discretionary advisory services and has a notable presence in municipal and public finance through its affiliated networks.

Scott Aune is a CFP® credentialed financial advisor with 26 years of industry experience. He is currently with Raymond James Financial Services Advisors, where he has worked since 2026. Prior to that, he spent a decade at LPL Financial and Northwest Financial Group. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Trent Smith is the Vice President and Branch Leader at Fidelity Investments' Reston, Virginia Investor Center. In this role, he leads a team of Financial Consultants focused on delivering client-centric experiences through holistic planning and guidance. He aims to foster an empowering and motivating environment to support associates in achieving their long-term personal and professional objectives. Smith has held various positions at Fidelity Investments since 2013, including Assistant Branch Leader, Workplace Guidance Manager, Guidance Support Specialist, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. This progression reflects his experience across multiple facets of financial services and leadership within the organization.

Michael Zoskey is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and seven years of industry experience. He previously worked at Cambridge Associates for three years before joining Morgan Stanley and its Private Bank division, where he has been since 2018 and 2019, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and models, though clients are responsible for plan implementation and updates.

Jahaad Martin is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities, JP Morgan Chase Bank, and Merrill. Outside of his advisory role, he owns a rental property in Houston, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the expertise of its Financial Advisors and Estate Planning Strategies Group.

Thomas Westmoreland is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He has held roles at Mass Mutual Investors Services since 2017 and previously worked at MetLife Resources from 2006 to 2017. His credentials include Series 63 and Series 65 licenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements using firm-approved analytical tools and offers specialized programs such as Divorce Planning and estate-settlement services.

Paul Barbieri is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and BBTIS. He is also involved in a Prudential-sponsored non-variable insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services along with access to model portfolios, third-party asset management, and a range of financial products through its integrated platform.

Evelina Delyakova Plummer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. She previously worked at PNC Bank from 2015 to 2023 before joining Wells Fargo in 2023. 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 advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eric Sengstack is a Series 66-registered advisor with Merrill, based in Leesburg, VA, and has 1 year of industry experience. He has worked at Merrill since 2008 and is currently associated with Bank of America, N.A. since 2024. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide array of products and services beyond traditional investment management.

Jason Crabb is a financial advisor with Ameriprise in Aldie, VA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm’s approach combines research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and recent algorithmic automation to generate tailored retirement income recommendations.

Lauren Tuite is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of her advisory role, she serves as a power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Young Kim is a financial advisor at OSAIC with a Series 66 designation and eight years of industry experience. Prior to joining OSAIC in 2025, Kim worked at Lincoln Financial Advisors for seven years and MCB Consulting LLC for seven years, where he currently provides consulting services to business owners on operations and business strategies. He is also employed part-time as a home caregiver. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs various tools such as asset-allocation models and automated rebalancing to construct portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Allen Clark is a financial advisor with Primerica Advisors in Vienna, VA, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes several roles in the construction industry alongside his financial services work. Clark is also the owner of Clark Equestrian Center, where he manages horse training and boarding activities. Primerica Advisors primarily serves individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program featuring model-driven investment strategies supported by third-party asset managers and custodial services.

Robert Post is a Wealth Management Advisor currently with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2015 after 11 years at Morgan Stanley Smith Barney. Robert works with businesses, families, and individuals to develop and implement financial strategies that encompass asset accumulation and the coordinated transfer of wealth. He offers personalized recommendations in areas such as retirement income planning, trust and estate planning services, company-sponsored 401(k) and retirement plan designs, business transition planning, as well as individual wealth preservation and insurance planning strategies. Robert's professional designations include CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Financial Consultant® (ChFC) and Chartered Life Underwriter® (CLU) from The American College. Robert graduated from the University of Maryland. He participates in community volunteering and has personal interests that include golfing, running, and soccer.

Matt Wellens is a Financial Consultant at Fidelity Investments, where he currently partners with clients to build comprehensive financial planning strategies aimed at helping them pursue their goals. He has held several roles at Fidelity Investments since 2021, including Planning Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Throughout his tenure at Fidelity Investments, Matt has gained experience across various aspects of financial consulting and client relationship management. His background includes supporting clients in investment strategies, financial planning, and managing client relationships. Outside of his professional work, Matt has interests in boating, hiking, movies, parenthood, snowboarding, and writing.

Hannah Heidrich is a financial advisor at RBC Capital Markets with three years of industry experience. She holds the Series 66 designation and has previously worked at the Securities Industry and Financial Markets Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Lily Mohre is a financial advisor with Charles Schwab in Tysons Corner, VA, holding a Series 66 designation and bringing nine years of industry experience. She has been with Charles Schwab Bank since 2017 and with Charles Schwab & Co., Inc. since 2016. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.