Derilyn Freeman is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America and related entities from 2014 to 2024. Outside of her advisory role, she is the owner of Love the Ball LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and participation in wrap programs.

Henry Shields IV is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 license and 19 years of industry experience. He has been with Equitable Advisors since 2007, previously associated with Axa Advisors, LLC. Outside of his advisory work, he serves as executor or trustee for family estates and operates an outside insurance brokerage business. Equitable Advisors serves a diverse client base including individuals, institutions, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes various advisory models, often implemented through third-party managers and emphasizes fiduciary services for qualified plans.

Van Tran is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation. He has one year of industry experience and previously held various roles at Hobart and William Smith Colleges, as well as positions in education at Gia Dinh High School and Le Van Tam Secondary School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that integrates firm-approved tools and market outlooks.

Omar Chami is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develop strategies to help them pursue their short-, mid-, and long-term objectives. His services include general investing, retirement planning, saving for unforeseen events, and providing access to Bank of America specialists for various financial solutions. Omar's client focus areas include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds professional designations such as Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his High School Diploma/GED from George Mason University. Outside of his professional work, Omar enjoys activities such as adventure sports, boxing, cooking, football, hiking, music, pickleball, running, traveling, and watching movies.

Travis Fox is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has been with various Charles Schwab entities since 2016. Outside of his advisory role, he works as a Lyft driver and performs quality assurance for advertising contractors. 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 multi-asset model portfolios supported by centralized custody and order-routing systems.

Timothy Danehower is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1996. Outside of his advisory role, he serves as a board member for Keystone Ministries & Cedar Run Community Church and another nonprofit organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and offers specialized programs including divorce planning and employer-sponsored planning.

Dianna Rodgers is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers investment solutions alongside its financial planning capabilities.

Thomas Kenyon is a financial advisor with Ameriprise in Ashburn, VA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithmic automation in its advisory process.

Thomas Ryan III is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at various Cetera entities since 2016. In addition to his advisory role, he is the operations manager at Washington Equity, LLC, where he is involved in customer support and investment-related activities. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services and supports multiple investment strategies through a multi-manager platform.

Robert Taggart II is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his financial advisory role, he provides voiceover services for e-trainings, commercials, podcasts, and animations. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations through a centralized consulting team.

Kharisma Gooden is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in helping individuals and families manage their financial goals by developing personalized portfolio strategies and providing ongoing guidance to reflect evolving priorities. Her areas of expertise include college education planning, family wealth management, retirement income, legacy planning, tax minimization, and supporting small business strategies. Kharisma holds a Bachelor's Degree from Clark Atlanta University and holds professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is fluent in English and Spanish. Outside of her professional work, Kharisma is involved with organizations such as March of Dimes and NAWBO. Her personal interests include cooking, dancing, music, photography, reading, and yoga.

Peter Gooding is a financial advisor at Ameriprise with nine years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Ameriprise in 2025, he worked at First Command Advisory Services for eight years and had positions at AcuTech Consulting and a brief period of unemployment in 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Stacia Apostolos is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Triad Advisors, Resource Investment Advisors, Chepenik Financial, and Woodbury Financial Services. Apostolos has been with RBC Capital Markets since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Samer Skooti is a Financial Advisor at Merrill Lynch Wealth Management specializing in business and personal financial strategies with a focus on values-based investing. He works with business owners to help them clarify complex financial decisions by creating disciplined, tax-efficient plans that support growth and build lasting options for the future. With more than 15 years of experience working with companies and advisors, Sam integrates advanced planning frameworks with practical business understanding. He holds professional designations including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Sam’s educational background includes a Master of Business Administration from the University of Phoenix and a Bachelor's Degree from the University of Baghdad. Sam's approach involves providing holistic financial advisory services that combine cash management, customized credit solutions, tax-efficient strategies, estate planning, and trust services. He leverages resources from Merrill and Bank of America to help clients anticipate and prepare for financial opportunities and challenges. Outside of his professional work, Sam enjoys adventure sports such as bungee jumping, horseback riding, and playing pickleball and soccer, along with spending time with his family and traveling.

Nedra Agnew is a Wealth Management Advisor at Merrill Lynch Wealth Management and the founder of The Agnew Group. She provides personalized financial strategies tailored to clients such as physicians, attorneys, engineers, scientists, tech entrepreneurs, traditional and non-traditional families, as well as women and minority-owned businesses. Her approach involves connecting deeply with clients to understand their unique needs and goals, often coordinating family meetings and maintaining ongoing communication to address complex matters like trusts, business succession, and health situations. With a background that informs her perspective on geopolitical and social issues, health care, and public companies, Nedra has extensive experience assisting clients through major life events including employment changes, education funding, retirement, and health transitions. She holds certifications as a CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Nedra earned a Bachelor of General Studies and a Master of Health Services Administration from the University of Michigan. She is involved in various professional and community organizations, including the Girl Scouts Nation's Capital and the James Renwick Alliance. Her personal interests include biking, camping, cooking, dancing, gardening, hiking, interior decorating, music, and sewing.

Kiara Thompson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously held positions at Evios, Express, and TD Bank. 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 leverages research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering a range of brokerage and advisory solutions.

Amy Burchett is a Financial Advisor with Merrill Lynch Wealth Management, where she has built a practice focused on assisting individuals, families, and business owners with important financial decisions. She brings over a decade of experience in financial services and is part of a Merrill team recognized by Forbes. Amy provides clients with personalized advice supported by the resources of Merrill and Bank of America. Amy's expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. She approaches wealth management by understanding each client's unique circumstances and goals, aiming to develop tailored strategies and offer guidance throughout various life stages. A native of Virginia, Amy earned her Bachelor of Arts degree from James Madison University. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of her professional work, Amy enjoys cooking, gardening, hiking, music, photography, reading, spending time with her family, traveling, and yoga.

Hyun Song is a financial advisor with LPL Financial in Vienna, VA, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Wells Fargo Clearing, HSBC Securities (USA) Inc., Citigroup Global Markets, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, with a wide range of investment strategies supported by proprietary research and technology tools.

Matthew Jacobeen is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2020, also working with Primerica Financial Services since 2016. In addition to his advisory role, Jacobeen serves at the Stafford County Sheriff's Office. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selective separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Nathan Jandreau is a financial advisor with Ameriprise in Fairfax, VA. He holds Series 63 and Series 65 licenses and has prior experience at J.M. Arbour, LLC as well as academic roles at the University of Maine and Winslow High School. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.