Natalie Davis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2019. Outside of her advisory role, she serves as a trustee for her mother's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is based on modern portfolio theory and includes a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Gregory Nerantzis Jr. is a financial advisor with Merrill based in Reston, VA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Outside of his advisory role, he serves as Chairperson for parish stewardship and the church renovation fund at Saints Peter & Paul Greek Orthodox Church in Frederick, MD. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Christopher Arduini is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 65 and Series 63 licenses with two years of industry experience. His work history is primarily with Wells Fargo Bank and Wells Fargo Clearing since 2015, with a one-year gap in 2023-2024. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, using research and analytics from Wells Fargo Investment Institute alongside third-party data.

Bryan Carter is a CFP® professional with 17 years of industry experience. He is currently affiliated with Charles Schwab, where he has worked since 2022. Prior to this, he spent over a decade at Fidelity, including four years with Fidelity Personal and Workplace Advisors. 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 a non-discretionary advisory model with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Sean Romero is a financial advisor with Charles Schwab, holding a Series 66 designation and nine years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Charles Schwab and Charles Schwab Bank in 2021. 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 client relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios supported by centralized custody and a formal alternative-investment process.

Feby Mekhael is a financial advisor with Wells Fargo Clearing in McLean, VA. She holds Series 65 and Series 63 licenses and has one year of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and John Marshall Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Cory is a financial advisor with Ameriprise in Washington, DC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Suntrust Advisory Services, Wells Fargo Clearing, and Wells Fargo Advisors. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Cortney Heykoop is a financial advisor at Osaic with 12 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Woodbury Financial Services and New York Life. Outside of her advisory role, she serves on the board of directors for The Arc of Loudoun and owns Clover Leaf Wealth Strategies, which provides community and home-based services for Medicaid patients. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that include various investment types and supports both discretionary and non-discretionary account management.

William Lang Jr. is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 1997 and 2005, respectively. Located in Tysons Corner, VA, he provides advisory services within a large institutional firm. 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and brokerage services.

Jesse Campion is a financial advisor with Charles Schwab in Reston, VA, holding Series 63 and Series 66 credentials and 16 years of industry experience. His career includes ten years at TD Ameritrade Investment Management and TD Ameritrade, followed by his current role at Charles Schwab since 2022. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed-account, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and emphasizes a multi-asset model portfolio approach supported by research and due diligence.

Paul Jordan is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2025. His prior roles include over a decade with related entities within the Edelman Financial Engines organization, including Financial Engines Advisors and Edelman Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling and planner delivery with online tools, offering diversified portfolios and both discretionary and non-discretionary management across a broad range of accounts.

John Demoors is a financial advisor with Wells Fargo Clearing in Great Falls, VA, holding Series 63 and Series 65 credentials and 29 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 and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Kalucki is a Series 66 licensed financial advisor with LPL Enterprise in Vienna, VA, bringing two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has worked in the food service industry while attending Virginia Tech. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by an integrated platform that combines investment advice, financial planning, and access to third-party asset management programs.

Rita Chehoeva Head is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various entities affiliated with Edelman Financial Engines since 2016. Outside of her financial advisory role, she serves as the pianist and accompanist for Round Hill United Methodist Church. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a broad range of discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term strategies.

Stacey Stein is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and an ongoing tenure at Wachovia Bank, N.A. since 2006. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. 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.

Noah Gick is a financial advisor at LPL Enterprise with Series 66 credentials and one year of industry experience. His prior roles include positions at Pruco Securities LLC, Capital One, and Financial Designs. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services that utilize model portfolios, third-party management, and a range of financial products through its integrated platform.

Satnam Khalsa is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services and the Federal Judicial Center prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Bruce Vaughn is a CFP® professional affiliated with Cetera, with 42 years of industry experience. He has been with Cetera and its related entities since 2013 and serves as a regional director, recruiting new representatives for the Cetera Advisor Networks. Vaughn is also a part-owner and financial planner at VLP Financial Advisors and maintains licensed activities in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment advisory services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning solutions across multiple program structures.

Julian Flores is a financial advisor with Ameriprise Financial Services LLC in McLean, VA, holding Series 63 and Series 66 credentials and 35 years of industry experience. His prior experience includes roles at Morgan Stanley and Merrill Lynch, where he worked for over two decades combined. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing support focused on dependable income and tax-aware withdrawal strategies.

Joel Maeda is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has previous experience with Wells Fargo Bank NA and Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with both discretionary and non-discretionary options, including insurance-related vehicles and bank deposit sweep options.