Andrew Cook is a CFP® professional with 19 years of experience in the financial advisory industry. He has worked with Wells Fargo Clearing since 2016, following prior roles at Morgan Stanley and Citigroup Global Markets. 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.

Natalie Miller is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 designation and 19 years of industry experience. She has worked at RBC Capital Markets since 2013 and was previously with City National Bank from 2019 to 2025. Outside of her advisory role, she serves on a committee at All Saints Church in Chevy Chase, MD, where she educates parishioners on charitable giving. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Kyle Bell is a financial advisor with Primerica Advisors in Springfield, VA, holding a Series 66 license and 16 years of industry experience. His background includes roles at PFS Investments Inc. and Primerica Financial Services, alongside service in the Army National Guard and Kansas Army National Guard. Outside of advisory work, he is involved with St. Barbara LLC in Arlington, Virginia. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors who utilize model-delivery strategies managed by third-party asset managers, supported by Pershing for custody and trade execution.

Karen Reisinger is a Series 66 licensed financial advisor with Merrill in Vienna, VA, where she has worked since 2009. She has 18 years of industry experience. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal and third-party managers.

Brett Carter is a financial advisor at Charles Schwab with five years of industry experience and holds a Series 66 designation. His prior roles include positions at TD Ameritrade and Charles Schwab Bank. He serves on the board of the Florida State Alumni Association of the Greater DC Area, where he participates in organizing social and community service events. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts, offering multi-asset model portfolios, periodic reviews, and alternative investment options.

Kevin Hamel is a CFP® professional with 12 years of industry experience, currently with Edelman Financial Engines in Fairfax, VA. His prior roles include positions at Edelman Financial Services, EF Legacy Securities, and Northwestern Mutual Investment Management. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, using a committee-driven modeling process combined with planner delivery and online tools. The firm offers diversified model portfolios with both discretionary and non-discretionary management options, serving a large client base across multiple investment platforms.

Thomas Phillips is a financial advisor with Cetera, holding the CFP® and ChFC® designations and possessing 34 years of industry experience. He has worked with Cetera and its affiliates since 2021 and was previously with VOYA Financial Advisors for seven years. Outside of his advisory role, he serves on the board of directors for the Chantilly Little League, where he helps recruit coaches and build rosters. Cetera Investment Advisers LLC is a nationwide advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Matthew Lanham is a financial advisor with Ameriprise Financial Services LLC, holding CFP® and ChFC® designations with 25 years of industry experience. He previously worked at RBC Capital Markets for 17 years and City National Bank for five years. Outside of his advisory work, he serves as treasurer and operator of a rental property business. Ameriprise Financial Services is a large institutional firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Michael Ottomanelli is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads a specialized wealth management practice focused on Exit and Succession Planning for Technology and Government Contracting business owners. Leveraging over 15 years of executive experience in the tech industry, he works closely with clients and their professional advisors, including CPAs, Trust & Estate attorneys, and M&A advisors, to provide comprehensive strategies for business owners preparing for the sale of their businesses. Michael has developed a 12-point Exit Planning Framework designed to increase enterprise value and mitigate taxes throughout all phases of a transaction: pre-transaction, transaction, and post-transaction. He is regularly invited to speak at Exit Planning events in the Washington DC region. His expertise includes family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, small business strategies, and tax minimization. He holds a Bachelor's Degree from Binghamton University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Michael is a Certified Mentor with SCORE Washington DC Chapter and has been named to the Forbes "Best-in-State Wealth Advisors" list consecutively from 2022 through 2025.

Rui Gao is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing, Gao held positions at Wells Fargo Bank, New York Life, and H&R Block. Gao also served on the George Mason Student Government and Funding Board during university. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Rick Baray is a financial advisor at Morgan Stanley in McLean, VA, holding the CFP® and CFA® designations with 14 years of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance, Campbell Wealth Management, Madison Avenue Securities, and Charles Schwab. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured process. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Christopher Shiring is a financial advisor with Ameriprise in Vienna, VA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Ameriprise and its related entities since 2005. Shiring also manages his advisory practice through an LLC, Lung, Shiring & Associates. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-based, non-discretionary recommendations that incorporate tax-smart strategies and adaptive withdrawal techniques, supported by an automated platform overseen by dedicated specialists.

Christopher Berry Jr. is a financial advisor with Ameriprise in Chantilly, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked in educational roles at Virginia Commonwealth University and Collegiate School. He also serves as Operations Manager for YGB Operations LLC, overseeing day-to-day practice operations. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement planning advice through a centralized consulting team.

Matthew Johns is a Financial Advisor at Merrill Lynch Wealth Management and a member of The Johns Group. He has a background in consulting and has joined Merrill after gaining experience over five years in the consulting field. Matthew works closely with individuals and families to navigate various financial decisions including retirement planning, tax planning, education funding, estate strategies, and family legacy planning. He holds a Bachelor's Degree from the University of South Carolina System with majors in Finance and Insurance and Risk Management. Matthew has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He focuses on helping clients create strategies aligned with their financial goals and providing clarity amid changing markets and economic headlines. Outside of his professional role, Matthew enjoys activities such as football, golfing, pickleball, running—including running marathons—skiing, traveling, and reading.

Robb Mitchell is a financial advisor with Ameriprise in Centreville, VA, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for five years and served 25 years in the US Army. Outside of his advisory role, he owns a real estate business, R&T Mitchell LLC. Ameriprise Financial Services is a large, diversified firm that serves individual and institutional clients and offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. Its retirement income planning involves collaboration between a centralized service team and advisors, using proprietary research and third-party data within a defined investment framework.

Benjamin Leung is a financial advisor with Cetera who holds Series 63 and Series 65 registrations and has 23 years of industry experience. He has been with Cetera and its affiliated entities since 2002 and also serves as president of Benjamin and Associates, a tax and accounting practice he founded in 1993. Outside of his advisory work, he is owner and attorney at Platinum Law PLLC, where he provides legal services including volunteer work to assist victims of domestic violence in obtaining protective orders. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform allowing advisors to implement various portfolio management strategies, including model portfolios, third-party managers, and customized approaches, with a broad range of program options and custodial relationships.

Clarence Taylor Jr. is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Outside of his advisory work, he is a partner and officer at Scandic Health LLC, a company involved in licensing music and video content to healthcare facilities, and serves on the board of the Wolf Trap Foundation, a nonprofit supporting the performing arts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets resources and affiliated asset management capabilities.

Tanzima Ashrafi is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo and BB&T in various capacities since 2016. Outside of her advisory role, she is a notary public and is involved as a marketing manager and customer relations representative for an events company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through 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 from Wells Fargo Investment Institute and third-party sources.

Fahima Shaw is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. Her prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary advice focused on diversified portfolios and long-term investment strategies.

Curtis Frazee is a financial advisor with Ameriprise in McLean, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations delivered in partnership with financial advisors.