Bryan Rodia is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and previously worked at Folio Investments, Inc. and Brown's Car Stores. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Zahra Khan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and two years of industry experience. She has been with Wells Fargo Bank, N.A. since 2011. 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 advice. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brian Law is a financial advisor with UBS Financial Services in Herndon, VA, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with UBS since 1994. From 2016 to 2019, he was involved in a business activity related to Uber Technologies. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad array of capital markets services.

Leticia Stallworth is a Series 66 credentialed financial advisor with Ameriprise, based in Centreville, VA, and has 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 1999. Outside of her advisory role, Stallworth is involved in independent insurance brokering and owns a consulting business related to licensing a trademark. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendations tailored to clients with significant investable assets. The firm delivers these services through a centralized consulting team in partnership with financial advisors and emphasizes managed accounts and algorithmic automation in its planning process.

Matthew Demartino is a financial advisor with LPL Enterprise who holds the ChFC® designation and Series 63 and 65 licenses, with 17 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with Integrated Wealth Advisors, providing financial planning and investment strategy services to individuals, families, and small businesses. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation primarily through third-party managers and offers financial planning, consulting, and access to various asset management programs.

Sasa Rakas is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning arrangements.

Leah Bae is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has been affiliated with Merrill and Bank of America since 2011. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Fitzpatrick is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and bringing 24 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 Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paul Brick Jr. is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2026. His prior roles include positions at Edelman Financial Engines and Financial Engines Advisors L.L.C. He holds the Series 63, Series 65, and Series 66 licenses. Paul is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and advanced portfolio management tools.

Theresa White is a financial advisor with Cambridge Investment Research Advisors in Reston, VA, holding Series 63 and Series 65 licenses and totaling 13 years of industry experience. Her prior roles include positions at MML Investors Services and Mass Mutual Life Insurance Company. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm offers various portfolio management options and model-based strategies, with notable features such as affiliated-strategy disclosures and support for advisors with legal or accounting expertise.

Farshad Hosseinie is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. He has also worked at Wells Fargo Bank, nA since 2023 and is the owner and manager of a restaurant business, Teem and Tommy. 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 combines in-house research and third-party analytics with diversified investment principles and serves a broad range of clients through both brokerage and advisory solutions.

Robert Mc Namara is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with LPL Enterprise and has held prior positions at Prudential Insurance Company of America, Pruco Securities, LLC, Allstate Insurance Company, Mass Mutual Investors Services, and METLIFE SECURITIES Inc. Mc Namara is based in Vienna, VA. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various insurance and trust services through affiliated entities.

Kimberly Van Pelt is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill and Truist Advisory Services, among other firms. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, acting as an ERISA fiduciary when providing investment advice.

Ryan Seward is the Market Leader responsible for overseeing five Fidelity branch locations in Northern Virginia, including Ashburn, Reston, Tysons Corner, Arlington, and Alexandria. In this role, he coaches branch leaders and associates to maximize their potential and ensure Fidelity's clients in the region receive an exceptional experience. Ryan has been with Fidelity Investments since 2011, holding various positions such as VP and Branch Leader, Assistant Branch Manager, Team Leader for Workplace Planning and Advice, Senior Workplace Guidance Manager, Workplace Guidance Manager, and WPS Service Delivery Manager. His extensive experience within Fidelity reflects a progressive leadership career focused on branch operations and client service. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Channing Blevins is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. Prior to joining Fidelity, Blevins held various positions including roles at several golf clubs and Radford University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies and AI-driven research.

Connor Gray is a financial advisor at Merrill in Vienna, VA, holding a Series 66 designation with two years of industry experience. Prior to joining Merrill in 2022, he worked at New Day USA from 2020 to 2022 and CBRE from 2016 to 2019. Merrill, alongside 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 plans, corporations, and charitable organizations.

Corinne Newberry is a financial advisor at Edward Jones in Haymarket, VA, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Edward Jones, she worked at Starbucks Coffee Company from 2021 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

Anne Byerly is a Planning Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as a Financial Advisor at Edward Jones from 2018 to 2025. She holds a California Insurance License. Anne focuses on building personal relationships with clients by understanding their unique financial needs. She collaborates closely with clients to develop plans aimed at protecting, managing, and growing their wealth. Outside of her professional work, Anne enjoys spending time at the beach, engaging in family activities, social events with friends, reading, traveling, and volunteering.

Constantine Tsantes is a CFP® with 12 years of industry experience, currently serving at Cetera. He has worked at several firms, including Financial Engines Advisors L.L.C. and Edelman Financial Services. Tsantes is also involved in administrative duties at VLP Financial Advisors. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, accommodating both discretionary and non-discretionary authority structures.

Lisa Eitzel is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within the firm and its predecessors since 2007. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options.