Christopher Gurley is a CFP® and ChFC® with 30 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving as an advisor in Oakton, VA. He is a partial owner of OPM, Inc., which manages office expenses for a group of Ameriprise advisors, and serves on the board of directors for Sun Vista, Inc. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with its financial advisors.

Michael Kost is a financial advisor with LPL Financial in Fairfax, VA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A., as well as Truist Advisory Services and Morgan Stanley. Outside of his advisory work, he has driven for Uber on weekends. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various financial planning and asset management solutions through a large network of investment adviser representatives.

Richard Kessinger is a financial advisor with Primerica Advisors in Vienna, VA, holding Series 63 and Series 65 credentials and with 10 years of industry experience. He has been with Primerica Advisors since 2015 and Primerica Financial Services since 2014. He serves as Vice President of the Hunt County BNI Chapter, a networking organization, committing time outside of securities trading hours. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation while maintaining a tiered wrap-fee structure and oversight of its investment models.

Zachary Depont is a Senior Financial Advisor with Merrill Lynch Wealth Management based in the Tysons Corner office. Since beginning his career at Merrill Lynch upon graduating from Virginia Commonwealth University in 2014, he has also gained experience working in various bank branches across Northern Virginia. His areas of expertise include family wealth management strategies, personal retirement planning, and retirement income. Zachary emphasizes the importance of clear communication in financial planning within families and assists clients in navigating these conversations while offering tailored strategies to meet individual and family financial goals. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Zachary has interests in music, swimming, and spending time with his family. His personal philosophy is that it is never the wrong time to meet with an experienced financial advisor.

Mark Miller is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is an assistant soccer coach at Highland School in Warrenton, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Yonas Demeke is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations. He has experience working at Wells Fargo Bank, Amazon, Any Express PLC, Tata Consultancy Services, and Uber. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a range of financial products and services delivered through its wide network of advisors.

Taylor Edens is a financial advisor with Cambridge Investment Research Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Cambridge, he worked at Cetera, Anchor Financial Group, OneAmerica Securities, and Mass Mutual Investors Services. Edens is also an independent insurance agent affiliated with various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms and custodians.

Amanda Catalina is a CFP®-designated financial advisor with six years of industry experience, currently practicing at Ameriprise Financial Services LLC. She previously worked at RBC Capital Markets, LLC for eight years. Outside of her advisory work, she serves as an executive skincare consultant and occasionally coaches local volleyball teams with the Virginia Elite Volleyball Club. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that combines personalized recommendations and ongoing tax-aware withdrawal strategies.

Adit Ryan is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2013. He also serves as an Associate Financial Advisor supporting the practice of Cardinal Pointe Financial through Heick, Hester, Smith & Associates LLC. Ameriprise provides retirement-income planning services for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Anthony Sutton is a CFP® with seven years of industry experience, currently advising at LPL Enterprise. His prior roles include positions at The Prudential Insurance Co. of America, Water Street Financial LLC, and LPL Financial, LLC. He serves as Treasurer for the nonprofit Friends of Old Town, coordinating economic development efforts in Winchester, VA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach with access to third-party asset managers and offers affiliated insurance and trust services.

Karen Buckley is a financial advisor with LPL Enterprise in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, MetLife Securities Inc., and Prudential-related firms. She is also involved in insurance brokerage, focusing on health, dental, vision, disability, and long-term care insurance products. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by its Research Department and third-party strategists, and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Lyle Yablonsky is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 24 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory role, he conducts educational seminars through the National Institute of Transition Planning for federal employees and sells disability insurance through that organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client information and risk tolerance to tailor solutions using both proprietary programs and third-party asset managers.

Gordon Dale is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. Prior to joining RBC in 2023, he spent 15 years at UBS Financial Services Inc. He serves as a trustee for The Malcolm Gordon Charitable Trust and the Open Space Institute. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with tailored advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm offers a range of investment solutions through in-house and third-party managers, integrating features such as tax management and responsible investing.

Bryce Nicholson is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. He has worked in financial advisory roles at Cetera and Egan, Berger & Weiner, and has experience managing client inquiries and supporting day-to-day operations. Prior to his financial advisory career, Bryce was involved with Virginia Tech and the Commonwealth Swim Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party managers through multiple program structures.

Joseph Lazzari is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at UBS Financial Services and has experience in education, having been employed at The Catholic University of America Busch School of Finance and Atholton High School. Outside of advising, he is involved as a sales associate with Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves individual and institutional clients, including pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a broad network of representatives and third-party managers.

Michelle Fenaoui is a CFP® professional with 35 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Francis Maguire IV is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. He holds a Series 66 designation and has worked at MassMutual Life Insurance Company and Burke & Herbert Bank prior to his current role. Maguire also has experience as a broker in the sale of insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations tailored to client goals.

Daniel Leroy is a financial advisor with Equitable Advisors, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016, including its predecessor AXA Advisors LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm uses a range of advisory models, including third-party managed portfolios and discretionary advisory programs, and offers ERISA fiduciary services through credentialed Investment Adviser Representatives.

Courtney Dinning is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2011 to 2022 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, supported by a structured discovery process and advanced modeling tools.

Ashesh Shah is a financial advisor with Equitable Advisors in Chantilly, VA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2000. In addition to his advisory role, he is a self-employed CPA. Equitable Advisors serves individual clients—including high-net-worth and non-high-net-worth—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party advisory models.