Heather Fischer is a financial advisor with Merrill in Vienna, VA, holding a Series 66 designation and 24 years of industry experience. She has worked at Merrill since 2018 and previously spent four years at Morgan Stanley. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Mary Wallack is a financial advisor with Robert Baird & Co. in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her career includes nine years at Wells Fargo Clearing and seven years with Wells Fargo Advisors LLC before joining Baird in 2025. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored advice and a range of portfolio services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers across traditional and non-traditional strategies.

Brad Courtney is a financial advisor with Wells Fargo Clearing in Springfield, VA, holding a Series 66 designation and 15 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 2016. 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 based on modern portfolio theory, serving plan sponsors with tailored investment solutions and a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Preeti Shakya is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, NA since 2018. Prior to that, she held a position at Bank of Kathmandu Ltd from 2014 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jocelyn Kim is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. She previously worked with NYLife Securities LLC and New York Life Insurance Co before joining her current firm. Outside of her advisory role, she operates IOG Benefits Consulting, focusing on insurance brokerage, including Medicare and group employee plans. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver collaborative, goal-focused recommendations.

George Bernhard is a CFP® professional with 25 years of experience in the financial services industry. He has been with LPL Financial since 2008 and previously worked at BB&T Investment Services, Wells Fargo Clearing, and Prudential Equity Group. He is a member of the Westwood Country Club, where he receives referral fees. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

John Fox is a financial advisor with Osaic Wealth, Inc. based in Haymarket, VA. He holds Series 63 and Series 65 licenses and has 38 years of industry experience, including prior roles at Securities America Advisors, Inc. and Securities America, Inc. since 2012. Fox also owns Fox Financial Services, through which he is engaged in insurance sales. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Phillip Kennedy is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He began his career at Fidelity in 2014 and has held various roles including Financial Consultant, Investment Consultant, Relationship Manager, and 401(k) High Net Worth Service specialist. His work focuses on partnering with clients to understand their retirement and legacy goals and addressing their wealth planning needs. Phillip is dedicated to educating his clients about the complexities of financial planning and collaborates with them to create strategies that address individual and family financial objectives. His approach involves gaining a comprehensive understanding of each client's needs to foster positive financial outcomes. Outside of his professional role, Phillip has interests in baseball, cars, outdoor adventures, pets, snowboarding, and traveling.

Shubhro Banerjee is a CFA® charterholder and financial advisor at Edward Jones with five years at the firm and a total of seven years in the industry. Prior to joining Edward Jones in 2021, he worked for M&T Bank N.A. (Wilmington Trust Investment Advisors) from 2015 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products.

Tai Al Tae is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill and Morgan Stanley, among other firms. Outside of finance, he is the sole proprietor of a car rental 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 a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jay Forshee II is a Series 66 licensed advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions at Georgetown University and multiple medical schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining an extensive nationwide network of financial advisors and branch offices.

Jason Murphy is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2010, with a brief tenure at Morgan Stanley and Bank of America in between. Outside of his advisory role, he has a joint ownership interest in rental property with his spouse. Merrill, along 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.

Conor Shears is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and three years of industry experience. His work history includes roles at Bank of America, Merrill Lynch, and Cvent Inc. He has also been involved with Jacksonville University and Veritas Financial, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and structure collaborative planning relationships.

Kamalpreet Sidhu is a financial advisor at Edward Jones in Ashburn, VA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2025, Sidhu worked at Bank of America and Merrill from 2018 to 2025 and at PNC Financial Services Group from 2017 to 2018. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and affiliated investment products while operating under a fiduciary standard.

Robert Howard is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 credentials. He has 30 years of industry experience, including prior roles at Prudential Insurance Company of America and BB&T. Howard is also a partner at Integrated Wealth Advisors, where he engages in financial planning, insurance sales, and account servicing. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach, offers financial planning and consulting, and facilitates insurance product sales through affiliated entities.

James Zajac is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, NA since 2009. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Masihullah Najibullah is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank, PNC Bank, Direct Furniture, and PCF. Outside of finance, he engages in ride-sharing activities in San Francisco. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

William Burton is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior roles include positions at Morgan Stanley and involvement with the North American Association for Environmental Education. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Elena Kochman is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and 17 years of industry experience. She has been with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she serves as Secretary and Treasurer on the Kenwood Apartments Condominium Owners Association board, overseeing investment accounts and financial responsibilities. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers a broad range of investment programs and institutional services.

Shawn VanOLinda is an Investment Consultant at Fidelity Investments, a role he has held since 2024. With over 15 years of experience in financial services, he has held positions including Regional Vice President at ProFunds Distributors, Inc., Retirement Plan Analyst at Benetrends Inc., and Financial Advisor Sales at Vanguard. His professional background encompasses a range of roles focused on investment consulting and financial advising. Shawn's approach centers on understanding clients' goals and values to create financial plans that adapt to their evolving priorities. He emphasizes collaboration and flexibility to support clients through various stages of their financial journeys. Outside of his professional work, Shawn enjoys biking, family activities, fitness, football, golf, and outdoor adventures.