Steven Alvarez is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2024, he worked at Truist Advisory Services and Truist Investment Services from 2021 to 2024, and at BB&T Securities and BB&T Bank between 2017 and 2021. He also has experience working at George Mason University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jonathan Berry is a financial advisor with Wells Fargo Clearing in McLean, VA, holding a Series 66 credential and nine years of industry experience. He has worked with various Wells Fargo entities since 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 and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Anne Albertine is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1996. In addition to her advisory role, she is involved with life, health, and voluntary benefits through outside carriers. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements supported by firm-approved analytical tools.

William Bleau is a financial advisor with Charles Schwab in Tysons Corner, VA, holding Series 63 and Series 66 credentials and 20 years of industry experience. His career includes roles at Scottrade, Inc., TD Ameritrade Investment Management, LLC, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios guided by research from its Center for Financial Research.

Patrick Jacobeen is a financial advisor with Primerica Advisors in Catlett, VA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. Outside of financial advising, he is involved as a religious musician and speaker and owns businesses including Jacobeen Group LLC and Slantball, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while employing a tiered wrap-fee structure.

Michel Allen is a Financial Consultant at Fidelity Investments, a position he has held since 2022. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2021 to 2022. Michel has over a decade of experience in financial services, having worked in various roles including Senior Financial Consultant at TD Ameritrade, Investment Consultant at Scottrade, and Personal Banker at Citibank and First Niagara Bank. Throughout his career, Michel has focused on collaborating with individuals and families to create tailored financial plans that align with their unique goals and needs. He leverages resources, tools, and strategies supported by Fidelity to work toward clients' financial success. Outside of his professional work, Michel's personal interests include beach activities, cars, family activities, fitness, movies, and outdoor adventures.

Patricia Chapple is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 registrations and has 26 years of industry experience. Her prior work includes roles at Morgan Stanley and various Wells Fargo entities from 2009 to the present. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Jeffrey Hale is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2017. Prior to that, he was employed at Bank of America and Merrill Lynch for a combined 27 years. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers services directly and through employer-based financial planning agreements.

Tammy Pierce is a financial advisor at Edward Jones with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Edward Jones since 2019. Her prior experience includes four years at UBS Financial Services and one year in forensic drug and alcohol testing. Edward Jones is a full-service wealth management firm with over 23,000 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets under management.

Wyatt Hammond is a Financial Consultant I at Fidelity Investments based in Tysons Corner. He works alongside his clients to provide financial planning tailored to their individual needs, focusing on understanding what matters most to them and their families. His approach emphasizes direct communication and support in various financial situations, including wealth building, retirement preparation, and major financial decisions. Wyatt has been with Fidelity Investments since 2021, accruing experience across multiple roles including Investment Solutions Representative I through III, High Net Worth Representative, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Wyatt enjoys biking, concerts, hiking, outdoor adventures, swimming, and traveling.

Jennifer Malone is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Merrill in 2017, she worked for nine years at Nextek Dental Studios. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Peter Chipouras is a financial advisor with OSAIC in Leesburg, VA, holding CFP®, Series 63, and Series 65 designations and bringing 32 years of industry experience. He has worked with OSAIC since 1996 and The Washington Insurance Group since 2005. Outside of his advisory role, he also provides life and disability insurance services for existing policies. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a wide network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios tailored to client preferences.

Karnail Kooner is a financial advisor at LPL Financial with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2023, he worked at Cuna Brokerage Services, Inc. for 23 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and access to research from LPL Research and third-party subadvisors.

Laura Hannon is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her work history includes positions at Bank of America, Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Eric Rommell is a financial advisor with Wells Fargo Clearing in Great Falls, VA, holding a Series 66 designation and 21 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he assists the Girl Scouts Council of the Nations Capital by managing troop finances and budgeting. 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. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Matthew Kelly is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade Inc. from 2010 to 2022. Outside of his advisory role, he serves as a committee member for the nonprofit Tuckahoe Recreation Club. Charles Schwab serves a large client base primarily composed of 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 both non-discretionary and discretionary investment solutions, combining centralized custody and order-routing with multi-asset model portfolios and access to alternative investments.

Zaina Bankwalla is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. She has been with MML Investors Services and MassMutual since 2016. In addition to her advisory role, she is the owner and CEO of Virid Financial LLC, a financial planning and wealth management firm. Mass Mutual Investors Services operates as 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 with a focus on collaborative, goal-based planning and offers specialized event-driven services such as divorce and estate-settlement planning.

Cory Cha is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Charles Schwab, where he has worked since 2018, including roles at Charles Schwab Bank, SSB. His prior experience includes positions at TD Ameritrade and Fidelity Brokerage Services LLC. 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 non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Adam Searle is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2013 after three years at Morgan Stanley, where he worked closely with Susan Shields and Jennifer Abate. Adam specializes in helping clients identify long-term goals and develop strategies that align with their priorities. His areas of responsibility include portfolio construction and analytics, risk management strategies, cash-flow analysis, budgeting, wealth analysis, and long-term planning. He collaborates with colleagues as well as clients' external tax and legal advisors to integrate multiple financial disciplines, aiming to enhance and simplify clients' financial lives. Adam's professional designations include the Certified Plan Fiduciary Advisor® (CPFA®) awarded by the National Association of Plan Advisors (NAPA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds an Honours Bachelor degree in Finance, with Accounting and Management, from the University of Nottingham in the United Kingdom. Adam’s client focus areas include college education planning, executive compensation, family wealth management strategies, socially responsible investing, and retirement income planning. Outside of his financial advisory role, Adam has been actively involved as a volunteer firefighter and EMT with the Vienna Volunteer Fire Department and Fairfax County Fire and Rescue since 2012, currently serving as a Lieutenant. His personal interests include fly-fishing, playing golf, hiking, and traveling to less-traveled destinations with his fiancé.

William Beasley is a financial advisor with Charles Schwab, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., Scottrade, and ViBe, LLC. Outside of the financial industry, he works as a sales associate at Lowe's Home Improvement. 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 non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by comprehensive research and due diligence.