Daniel Lash is a CFP® professional with 28 years of industry experience, currently affiliated with Cetera since 2023. He has held roles at VLP Financial Advisors and Cetera Wealth Services, LLC, where he has been engaged since 2013. Lash is involved in several community and educational activities, including serving as chairman of the financial planning and wealth management advisory board at George Mason University and acting as a basketball referee and mentor for youth leagues in Northern Virginia. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors with assets exceeding $256 billion.

Christopher Mellone is a CFP® and CFA® with 14 years of industry experience. He is currently with Cetera and has prior experience at VLP Financial Advisors, where he is also an owner and works as an associate para planner. Mellone serves as Director of PR for the Financial Planning Association, National Capital Area chapter, and is a board member of the Virginia Tech Financial Planning Advisory Board. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Alvaro Suarez Oviedo is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has held roles at Banco Popular Dominicano, AMSO Corporate Events, and 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Jonathan Thomas is a CFP® certified financial advisor with 13 years of industry experience. He currently works at RBC Capital Markets and has prior experience with Truist Advisory Services and BB&T in various advisory and investment roles. 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 provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services through diverse wrap fee advisory programs tailored to clients’ risk profiles.

Hanane Lemlih is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Mark Vago is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory work, he serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers.

Nan Juan is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives. The firm emphasizes matching clients to advisory program models and third-party managers, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

David Litman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at UBS Financial Services Inc for 13 years before joining Wells Fargo in 2020. Outside of his advisory role, he is a recipient of a bequest unrelated to investments. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Tiffany Snyder is a financial advisor with Raymond James Financial in Fairfax, VA, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Atlantic Union Bank, Middleburg Financial, and Old Dominion Capital Management. She also serves as a Wealth Relationship Manager at Atlantic Union Bank Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through its affiliated municipal advisor.

Maryury Burbano Montano is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in goals-based financial planning, seeking to align clients' financial lives with their personal values to optimize outcomes. Her approach involves creating personalized, dynamic financial plans that are continuously monitored and adjusted as clients' priorities evolve. Her areas of expertise include education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. She utilizes comprehensive evaluation techniques across investment management, cash-flow management, debt management, risk management, estate planning, tax minimization strategies, and healthcare cost planning to support her clients' financial goals. Maryury holds a Bachelor's Degree from George Mason University and the Personal Investment Advisor (PIA) professional designation. She is fluent in English and Spanish. Outside of her professional role, she enjoys dancing, music, spending time with her family, traveling, and watching movies.

Thad Bisselle is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Chalice Capital Partners, Chalice Wealth Advisors, and Morgan Stanley Private Bank. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Edward Dahl is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 14 years. Outside of his advisory role, Dahl is the sole proprietor of Ocean Block Properties, LLC, a real estate property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including personalized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations.

Roni Murshed is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory role, he owns AML Capital Advisors, LLC, a separate investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad array of planning options including retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with various financial product offerings and referral channels.

Carmen Wu is a financial advisor at Cetera with 36 years of industry experience. She has previously worked at Voya Financial Advisors and Cetera Wealth Services, LLC. Outside of advising, she is a past president of the Rotary Club of McLean. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services across various program structures and custodial relationships.

Evan Felix is a financial advisor with Equitable Advisors, holding the Series 66 designation and two years of industry experience. His prior roles include work with Daurem LLC and Greek House, along with time at Virginia Commonwealth University. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

David Greene is a financial advisor with Osaic Wealth, Inc. based in Potomac, MD, holding Series 63, Series 65, and Series 66 designations and more than 33 years of industry experience. His career includes roles at Woodbury Financial Services and Capital One Advisors and Investing. He also serves as an industry arbitrator on FINRA dispute resolution panels. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to construct portfolios comprising various investment types, and supports both discretionary and non-discretionary account management.

Ben Beriss is a financial advisor with Ameriprise in Alexandria, VA. He holds a Series 66 designation and has been with Ameriprise since 2019, with a brief interval working at Starbucks and prior experience in education. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Patrizia Adriazola is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. She previously worked at PSC Investments LLC and has a background that includes multiple roles in counseling and education. Outside of financial advising, she is the managing member of PFA Property Group LLC, a residential property management business. 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 institutions.

Alex Li is a financial advisor with Charles Schwab, holding the Series 66 designation and beginning his industry experience in 2025. Prior to joining Schwab, his background includes roles outside the financial sector such as working at Big Blue Swim School and the Fund For The Public Interest. 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 models with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

Sabrina Anderson is a financial advisor with Wells Fargo Clearing in Herndon, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has prior experience with Wachovia Bank and Wells Fargo Advisors. Her spouse owns a separate business, ANDERSON GT, LLC, for which she serves as a check signer. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable breadth of investment options that include insurance-related vehicles and bank deposit sweep programs.