Casey Plank is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo Clearing, Plank held positions at Lockton Companies, Wells Fargo Advisors, and Cardinal Wealth Management. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

David Mitchell is a financial advisor at UBS Financial Services in McLean, VA, holding a Series 66 designation with 15 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor its advice.

Simon Pardo is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. In this role, he partners with clients and their families to help them understand their current financial situations and develop plans to work toward their financial goals. Prior to his current position, Simon held several roles at Fidelity Investments, including Investment Consultant (2022-2023), Relationship Manager (2021-2022), and Financial Representative (2020-2021). Before joining Fidelity, he worked as a Personal Banker at Citi Bank from 2019 to 2020. Outside of his professional work, Simon has interests in cooking and baking, is a foodie, and enjoys scuba diving, traveling, and volunteering.

Cameron Ledbetter is a financial advisor with J.P. Morgan Securities in Fairfax, VA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual, Equitable Advisors, and Jpmorgan Chase Bank, N.A. He also has entrepreneurial experience with Prime Car Wash. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Brian Murray is a financial advisor at Merrill with 26 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1997. 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Luis Mantilla is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017, with prior experience at Bank of America. 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, and various institutional investors.

Shane Mclaughlin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wachovia Bank, N.A. beginning in 2004. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Ali Ganjian is a CFP® professional with 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Chase Investment Services Corp. and Morgan Stanley Dw Inc. He is also involved with DC College Counseling, a venture he has been part of since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Kenneth Peretin is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market-return modeling.

Mark Sweeney is a financial advisor with LPL Enterprise in Vienna, VA, holding Series 63 and Series 65 licenses and with 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, NYLife Securities LLC, and New York Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of financial planning, asset management, and insurance-related services.

Benjamin Adams is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has six years of industry experience, including roles at Guardian Life Insurance Company, Mass Mutual Investors Services, Bank of America, and Merrill. Outside of finance, he is involved in youth and adult hockey as an officer of a nonprofit providing low-cost inline hockey programs and as a hockey coach and league coordinator. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth clients, as well as institutional investors such as retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various insurance and trust services through affiliated entities.

Michael Westwick is a financial advisor with Cetera Wealth Services, LLC, holding Series 66 and Series 63 licenses and nine years of industry experience. He is also the owner of Potomac Wealth & Tax LLC, where he provides tax return preparation, tax planning, bookkeeping, and wealth management services. His prior experience includes roles at Avantax and several wealth management firms. Cetera Investment Advisers LLC is a nationwide platform serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that allows advisors to implement various model portfolios and customized strategies.

Sharon Meyer is a financial advisor at Ameriprise with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Ameriprise and its affiliated entities since 2005. Based in Fairfax, VA, Meyer has spent over 15 years at Ameriprise Financial Services, Inc. and six years at Ameriprise. 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 ongoing annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Paul Martin is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Equitable Advisors since 2014, including time when the firm operated as AXA Advisors, LLC. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm offers a range of advisory models, including third-party programs and discretionary portfolio management, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Regina Bennett is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has previously worked at Merrill, Banc of America Investment Services, Quick & Reilly, and UBS Financial Services. 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 manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Melanie Kelly is a Financial Advisor at Merrill Lynch Wealth Management, where she has been practicing since 2005. She works with individuals, families, and businesses to develop strategies and provide advice through a goals-based planning process. Her client focus areas include education planning, family wealth management strategies, personal retirement planning, women and wealth, and tax minimization. With over 20 years of experience in the financial services industry, Melanie applies a comprehensive approach to wealth management that begins with listening to her clients' needs and priorities. She specializes in creating personalized, goals-based strategies and collaborates with clients' tax and legal advisors to facilitate clear communication and understanding, especially concerning estate planning. Melanie holds a Bachelors Degree from the University of Delaware and the CERTIFIED FINANCIAL PLANNER® (CFP) certification. She is a member of the CFP Board. Residing in Clifton, Virginia, Melanie enjoys spending time with her husband and two daughters, participating in family activities such as hiking, soccer, swim team, and dance.

Michael Marrocco is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Raymond James in 2019, Marrocco worked for Ameriprize Financial Services for 11 years. He is also an insurance agent providing non-variable insurance solutions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized employer advisory programs.

Stanislav Sabinin is a CFP®-credentialed financial advisor with 11 years of industry experience, currently with Edelman Financial Engines in Fairfax, VA. He has been with the firm and its predecessor entities since 2016. 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 advisor guidance and online tools, offering a range of discretionary and non-discretionary investment options.

Anthony Walsh is a financial advisor with Ameriprise in Vienna, VA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing advice. The firm’s approach includes proprietary research and third-party data, with service features that require minimum investable assets and incorporate Ameriprise managed accounts.

Mark Hughes is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors, Oppenheimer & Co. Inc., UBS Financial Services, Truist Investment Services, and Wells Fargo Clearing. In addition to his advisory role, he offers fixed and indexed annuities, long-term care insurance, and traditional life insurance as a licensed insurance agent. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and third-party managers.