Myles Stokes Suggs is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Navy Federal Credit Union. Outside of his advisory role, he is the sole proprietor of Vector Skyline, LLC, an AI digital content creation business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse portfolios and advisory mandates.

Michael Moore is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served as a financial advisor since 2000. He is a CERTIFIED FINANCIAL PLANNER® certificant, a credential awarded by the Certified Financial Planner Board of Standards. In his role, Michael assists individuals and families in developing and implementing financial strategies tailored to their unique financial and life goals. He employs a defined process to address clients’ short- and long-term objectives in areas such as investment portfolio development, education funding, retirement income planning, and life and long-term care insurance. Michael collaborates closely with clients’ other trusted advisors, including attorneys and accountants, to manage tax, trust, charitable, and estate matters. He conducts periodic reviews to ensure that clients’ strategies remain aligned with their evolving goals and circumstances. His areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. Michael holds a bachelor's degree from Virginia Tech, where he studied international affairs, political science, and economics. He has also completed the Financial Planning Certificate program through Virginia Commonwealth University’s School of Business. He resides in Loudoun County with his wife and son.

Matias Rodlauer is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and has previously worked at Baird and Harbour Capital Advisors. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and sponsors wrap fee advisory programs.

Scott Salerno is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services Inc. and Morgan Stanley in various capacities. In addition to his advisory role, he serves as Managing Director and Portfolio Manager at WealthBridge Capital Consulting, focusing on investment-related market research and portfolio management. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple investment types, managed on both discretionary and non-discretionary bases.

Christie Nix is a CFP® and holds a Series 66 license, currently advising at Ameriprise in Fairfax, VA with 19 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-assisted retirement income recommendations.

Spencer Herzog is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior experience includes roles at George Mason University, Lion Street Financial, and Income & Estate Planning Partners. Outside of finance, he has worked in the restaurant industry at Chuys Tex Mex and O'Neill's Irish Pub. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform that combines advisory programs with brokerage and insurance products.

Sima Zahid is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA before joining Primerica in 2019. Outside of her advisory work, she serves as an anchorwoman for Arian Afghanistan TV, is the treasurer of the Carterwood Community Association, and leads the cultural committee of the Afghan Academy nonprofit. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, managing potential conflicts through disclosure and oversight.

Adam Entin is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has also worked at Wells Fargo Bank, NA since 2016. 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 services. The firm’s approach 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.

Jordan Gault is a Financial Consultant at Fidelity Investments, where they collaborate with clients to develop personalized financial plans aligned with their unique goals. Drawing on Fidelity's extensive resources, Jordan works closely with clients to support their financial aspirations. Jordan's experience at Fidelity includes roles as a Planning Consultant, Relationship Manager, and Financial Representative, all contributing to a comprehensive understanding of financial services and client needs. This progression reflects a commitment to client partnership and financial planning. Outside of their professional role, Jordan has interests in art, music, parenthood, photography, soccer, and yoga.

Timothy Vessell is a CFP® with 29 years of industry experience, currently serving at LPL Financial since 2009. He holds Series 63 and Series 65 licenses and operates out of Woodbridge, VA. In addition to his advisory role, he is involved in insurance brokerage, including sales of term life, universal life, LTC insurance, disability insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with a variety of model portfolios and research resources.

Walter Mcmann is a Series 65-credentialed financial advisor at OSAIC with one year of industry experience. His prior work includes roles at SC Advisors, American Bank, Park Fowler & Co., Walter Calvin LTD, and Ritz Carlton. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes and supports both discretionary and non-discretionary management options.

Erkan Hajric is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2020 after accumulating 11 years of experience in the financial services industry. Erkan focuses on developing tailored strategies to assist a select group of high-net-worth individuals, their families, and businesses in pursuing both short- and long-term financial goals. His approach involves leveraging Merrill's investment insights and the banking services of Bank of America, collaborating closely with clients' other trusted advisors. Erkan's expertise spans corporate executive services, divorce transition planning, legacy planning, managing new wealth, and personal retirement planning. He emphasizes a consultative and collaborative method, prioritizing understanding each client's financial situation, preferences, and objectives to design strategies aimed at income and growth. He holds a Bachelor's degree from George Mason University, where he majored in Integrative Studies, and maintains several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Born and raised in the Northern Virginia Metro Area, Erkan enjoys spending time with family and participating in various sports such as basketball, soccer, football, golfing, kickball, and dodgeball through adult leagues in Northern Virginia and the District of Columbia. He is married and has two pets.

Chelsi Dildine is a financial advisor at Edward Jones with nine years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2017, she worked for the Department of State for seven years. She serves as Community Service Chair for the Arlington Rotary Club, organizing events and service projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Stephen Stewart is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors for 25 years and has been affiliated with Sagemark Consulting since 2000. Osaic serves a diverse range of retail and institutional clients through a large network of advisers and multiple platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, options, and alternative investments.

Samantha Millick is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at Cetera and affiliated firms since 2023 and previously held roles at The Vanguard Group and Amazon. Millick also serves as a Client Service Associate with Egan, Berger and Weiner LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including both discretionary and non-discretionary services.

Richard Haye is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in McLean, VA. He has 19 years of industry experience, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory work, he has worked as a theatrical stagehand and as a rideshare driver for Uber and Lyft. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Kaitlyn Powell is a financial advisor with Robert Baird & Co. She holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Baird in 2024, she worked for Financial Engines Advisors L.L.C. from 2020 to 2024 and Wegmans Food Markets from 2015 to 2020. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, and advisory strategies supported by internal research and tools, managing approximately $394 billion in regulatory assets as of December 2025.

Anthony Westerfield is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among investment choices.

Jhon Colque is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 65 designations and three years of industry experience. He previously worked at Truist Financial Co for seven years before joining Wells Fargo Bank and Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Partha Shastri is a financial advisor with Wells Fargo Clearing in Woodbridge, VA, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank NA. 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 advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.