Monisha Tripathy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at Wells Fargo Bank and Wells Fargo Clearing since 2022 and previously spent seven years at Truist Bank. Wells Fargo Advisors is a national securities firm that provides 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third‑party data.

Bryan Holoman is a financial advisor with LPL Financial in Herndon, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at LPL Financial since 2012, with prior roles at WFG Advisors, Equitable Advisors, and Valic Financial Advisors. Outside of his advisory work, Mr. Holoman is involved in tax preparation services and operates a rideshare business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management services, utilizing a combination of proprietary research, third-party subadvisors, and technology tools.

Sarah Orlando is a Series 66-licensed financial advisor with Wells Fargo Clearing in McLean, VA. She has eight years of industry experience, including one year at Adam’s Inn prior to joining Wells Fargo in 2016. 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 across more than 14,000 advisors and offers both brokerage and advisory solutions.

Andrew Rodney is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Wells Fargo Bank NA since 2011 and joined Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as treasurer for the Rolling Ridge PTA, managing school event budgets. 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 offers both brokerage and advisory solutions supported by proprietary research and analytics.

Kenneth Fahmy is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Equitable Advisors since 1999 and also leads an outside employee benefits and insurance brokerage business, Fahmy & Associates Inc., where he serves as president and owner. Additionally, he acts as a solicitor for Capital Management Group, a registered investment advisor. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and diverse asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Kevin Oconnor is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, combining in-house research with third-party analytics to support its diverse client base.

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.

Glen Cesari is a CFP® with 16 years of industry experience, currently serving as an advisor at Raymond James Financial. His prior experience includes roles at Northwest Financial Advisors LLC, Northwest Financial Group LLC, and LPL Financial, as well as eight years of service in the US Navy. He is also the managing partner of Momentum Capitol Wealth Advisors, where he sets strategy and direction. 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 charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting, utilizing analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

James Palmer Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses, and has 26 years of industry experience. He worked at Prudential Equity Group from 2000 to 2003 before joining Wells Fargo in 2016. Outside of his advisory role, he is involved in general management for J Reilly Associates, a supply business based in Springfield, VA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to guide investment decisions within a broad range of brokerage and advisory solutions.

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.

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 based in Reston, VA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. Her prior work includes positions at Navy Federal Brokerage Services, Navy Federal Financial Group, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment tools and operating at significant scale.

Vanessa Amaral Velasco is a Series 66 licensed financial advisor at Merrill with six years of experience in the industry. She has held roles at Merrill and Bank of America and has been involved in education, including positions at Strayer University and Northern Virginia Community College. Outside of her advisory work, she operates Brasileirei LLC, a Brazilian beachwear ecommerce business. Merrill, together 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.

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.

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 focuses on providing a comprehensive approach to managing wealth that starts with understanding each client's individual needs and goals. Houry assists clients in managing family wealth, legacy planning, personal retirement planning, philanthropic planning, socially responsible investing, women and wealth, tax minimization, and retirement income strategies. Before joining Merrill Lynch Wealth Management, Houry served clients at Bank of America for over ten years. She holds a Bachelor's Degree from Ramapo College of New Jersey and has earned professional designations including Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Houry is fluent in English and Armenian. Her personal interests include interior decorating, music, reading, running, and spending time with family. She resides in Gainesville, Virginia with her husband and children. Houry emphasizes adapting investment strategies to reflect changes in clients' lives and aims to provide thoughtful guidance that meets their evolving financial goals.

Casey Muhtadi is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Truist Investment Services and Wells Fargo Bank NA. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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.

Kevin Buckley is a CFP® professional affiliated with Morgan Stanley in McLean, VA, with five years of industry experience. His prior work includes five years at Wells Fargo Clearing Services and 14 years at Georgetown Preparatory School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenarios to support client financial goals.

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.