Sara Sharra is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Wells Fargo Bank, N.A. She also has experience working in early childhood education and small business operations outside the financial industry. 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.

Nicole Aguinaldo is a financial advisor with Ameriprise in Vienna, VA, holding a Series 66 designation and having eight years of industry experience. Her prior roles include positions at RBC Capital Markets, Wells Fargo Clearing Services, and CAM Private Wealth Services. Outside of financial advising, she is employed part-time in retail sales with LOCCITANE, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Vree is a financial advisor with Edward Jones in Manassas, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he held positions at the Texas Sunset Advisory Commission, Reynolds & Reynolds, and The Bush School of Government and Public Service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Robert Silva is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning using structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Justin Valadez is a financial advisor at Raymond James Financial Services Advisors, Inc. with 14 years of industry experience. He has previously worked at LPL Financial and Northwest Financial Advisors and served in roles at George Mason University. Valadez is also the CEO of Momentum Capitol Wealth Advisors, a separate wealth advisory firm. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network with specialized programs including municipal and SIMPLE IRA employer advisory services.

Taylor Smith is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63 and 65 licenses. Smith has 13 years of industry experience and has previously worked with Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Outside the financial industry, Smith serves as president of the StonePoint HOA, where responsibilities include approving expenses, conducting property inspections, and leading community meetings. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing various custody and platform options along with proprietary and third-party model strategies.

Justin Wilson, CFP®, serves as a Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management and is a financial advising partner of Cammiso, Wilson, and Associates in the Merrill Tysons Corner office. In this role, he works with hundreds of clients and their families to navigate complex financial decisions and help them achieve their financial planning goals. Justin's expertise spans a wide range of areas, including retirement planning, constructing goals-based investment portfolios, college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Prior to joining Merrill Lynch in 2016, he worked as a recruiter in the IT industry. He earned his Bachelor's degree in Entrepreneurship, Innovation and Technology Management from Virginia Tech's Pamplin College of Business in 2015. Justin holds the CERTIFIED FINANCIAL PLANNER® designation and is also a Personal Investment Advisor (PIA). He is a member of the Sigma Nu Fraternity. Justin lives in Sterling, Virginia, with his wife Jessica, daughter Reagan, and their Fox Red Labrador Retriever Stella.

Joshua Williford is a financial advisor with Wells Fargo Clearing, holding Series 65, Series 63, and Series 66 licenses and seven years of industry experience. His career includes roles at Novavax, Inc., Triad Advisors, Amj Financial Wealth Management, Raymond James Financial Services, Fusco Financial, and Strategic Wealth Management Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Royeen Sanie is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. His work history includes positions at JPMorgan Chase Bank, Etrade Financial Corp, United Brokerage Services, Edward Jones, and Navy Federal Credit Union. Outside of finance, he was involved with Quality Floor Kitchen & Bath LLC from 2019 to 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis through a select group of Wealth Advisors.

Pauline Malmgren is a financial advisor at Raymond James Financial with 38 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Since 2017, she has served as co-trustee of The Swenson Living Trust, where she also acts as financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Dustin Witmer is a CFP® with 15 years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at M&T Securities and Edward Jones. He also serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives.

Noah Zweig is a financial advisor at Edward Jones in Fairfax, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at The Law Firm of Shihab & Associates and Beacon Hill Staffing Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Raymond Hewlett is a financial advisor with Primerica Advisors in Reston, VA, holding Series 63 and Series 65 licenses and 13 years of industry experience. His work history includes roles at Concept Plus, LLC, Planet Technologies, and government CIO positions. Outside of advising, he is involved in sales of home security, automation, and loan products through affiliates of Primerica. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-driven strategies and discretionary management options.

Shaghayegh Tehranian is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America Merrill in various roles since 2016. 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 institutions.

Konstantin Rusin is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Wells Fargo in 2024, he worked at HSBC Bank USA, N.A. for nine years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment searches, performance reporting, and participant education, with a notable inclusion of insurance-related products and bank deposit options in its investment menus.

Joey Veizaga Soto is a financial advisor with Morgan Stanley, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles including at Wholey Meal Prep and Amazon Warehouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by structured planning tools and investment modeling.

Saro Gahima is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Morgan Stanley and Bogart Wealth, LLC. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining internal research and technology with ongoing manager selection to support client advisory needs.

Parker Messick is a financial advisor with Wells Fargo Clearing in Ashburn, VA. He holds Series 63 and Series 65 designations and has two years of industry experience. His prior work includes roles at Wells Fargo Bank and involvement in local political campaigns. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Pignetti is a financial advisor with Ameriprise in McLean, VA, holding a Series 66 designation and two years of industry experience. His work history includes roles at Ameriprise since 2021, as well as previous positions at DoorDash, Penn State University, Fitwize, Lost Rhino, and Broad Run High School. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement planning, supported by algorithmic automation and a dedicated consulting team.

Anthony Lobalbo is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. He has worked with various divisions of Charles Schwab since 2015, including Charles Schwab Bank and Charles Schwab Premiere Bank. Outside of his advisory role, he serves as a board member and Director/Secretary for the nonprofit Animal Education and Rescue Organization (A.E.R.O). Charles Schwab & Co., Inc. serves 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 combines a large-scale, integrated structure with a client relationship model that offers primarily non-discretionary advisory services alongside access to discretionary separately managed accounts.