Mark Llorens is a financial advisor at Edelman Financial Engines with a Series 65 designation and four years of industry experience. His professional background includes roles at Variant Private Wealth and Financial Engines Advisors L.L.C. before joining Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term orientation.

Jonathan Frantz is a financial advisor at Wells Fargo Clearing with a Series 66 designation. He has no prior industry experience but served 10 years in the United States Army before joining the firm. He also has a one-year work history at Georgetown University. 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 roughly $671 billion in assets with more than 14,000 financial advisors and provides both brokerage and advisory solutions.

Nelson Montes Torres is a financial advisor with Wells Fargo Clearing in Fairfax, VA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, CVS, Uber, and Target. 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, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and uses modern portfolio theory, acting as an ERISA fiduciary and providing both discretionary and non-discretionary services.

Jin Park is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has more than 20 years of experience in the financial services industry, beginning his wealth management career in 2000. Before joining Merrill Lynch in 2015, he gained knowledge as a CPA and worked on Wall Street in New York City. Jin earned a Bachelor's degree from Salisbury State University and holds an MBA in Finance from the University of Texas at Austin. He holds the Personal Investment Advisor (PIA) designation. Jin specializes in areas including equity compensation services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He works with a client base primarily located in Virginia, California, Nevada, Texas, and Tennessee, offering tailored, customized financial plans and portfolios for each client. Jin collaborates with clients' attorneys and accountants to help ensure alignment in financial and legacy plans. Outside of his professional work, Jin enjoys basketball, football, golfing, hiking, and reading. He values spending time with his daughter and is also an active participant in managing his own investments.

Leonard Warren is a CFP® professional with 33 years of industry experience. He is currently with RBC Capital Markets, where he has worked since 2023, following a 13-year tenure at Janney Montgomery Scott. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a mix of in-house and third-party managers, integrating portfolio management, financial planning, custody, and brokerage services.

Andrew Fincher is a CFP® professional with six years of experience in the financial advisory industry. He is currently with Cetera and has held roles at Cetera Wealth Services, VLP Financial Advisors, and Cassaday and Company. Fincher serves as a board member and committee chair for the Financial Planning Association, focusing on networking and collaboration with young planners in the Washington, DC area, and is also a board member of the Virginia Tech Financial Planning Advisory Board. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients with a variety of portfolio management, planning, and consulting services. The firm offers multiple program structures, including discretionary and non-discretionary authorities, and provides access to affiliated and third-party investment managers.

Julia Jarrett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and six years of industry experience. She has worked with Wells Fargo Clearing Services LLC since 2019 and Wells Fargo Bank NA since 2014. Outside of her advisory role, she serves as a power of attorney for her father. 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 incorporates modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Julio Villazon is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services, Wells Fargo Bank, Bank of America, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Thomas Russell Jr. is a financial advisor with LPL Financial in Fairfax, VA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill, Bank of America, and Infinex Investments Inc. He is involved with Virginia Asset Group and has experience in insurance agency operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and portfolio management services supported by proprietary research and technology tools.

Brett Chelf is a financial advisor at Charles Schwab with 33 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Charles Schwab since 1995, including 21 years at 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 offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Gregory Koenen is a financial advisor with Ameriprise in Vienna, VA, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Ameriprise Financial Services, LPL Financial, and Waddell & Reed, Inc. He is also involved in independent insurance brokering, specializing in long-term care with Mutual of Omaha. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Stephen Sopko is a financial advisor with Wells Fargo Clearing in Woodbridge, VA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a power of attorney and trustee for his parents’ trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Evan Rowland is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, U.S. Trust. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Gary Wong is a financial advisor with Edward Jones in Oakton, VA, holding CFP® and Series 66 credentials and bringing nine years of industry experience. He has worked at Edward Jones since 2017 and previously held a position at Rosendin Electric from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Craig Walker is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors serves individual, corporate, and institutional clients nationwide, providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets with over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Elzara Shukurova is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. Her prior work includes roles at Wells Fargo Bank, RNCB Bank, and a position at Sagar Hospitality LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical large institutional advisers.

Alex Buellesbach is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank from 2016 to 2023. 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 and third-party asset management, supported by a large network of investment adviser representatives.

Hamza Hamdi is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill Lynch, and Rockland Trust. Outside of his advisory role, he participates in rideshare transportation as a driver. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains distinct regulatory registrations and advisory roles uncommon among large institutional peers.

Christopher Ellis is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked at Virginia Asset Management since 2015 and joined Cetera in 2023. Outside of advisory work, Ellis owns a guest space rental business operating on Airbnb. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with both affiliated and third-party managers.

Timothy Keena is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Keena is involved in managing a portfolio of inherited rental properties in Virginia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by robust planning tools and a wide range of investment solutions.