Elena Kochman is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 credential and 18 years of industry experience. She has been with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she serves as secretary/treasurer on the board of a condominium owners association, where she also manages investment accounts and financial operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and diverse investment strategies.

Zain Khokhar is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. His prior work includes positions at Bank of America and Merrill, as well as roles at Digital Intelligence Systems, LLC and the University of Virginia. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute alongside diversification and modern portfolio theory principles.

Anthony Tremonte is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill since 2003 and holds Series 63 and Series 66 credentials. 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 and profit-sharing plans, corporations, and charitable organizations.

Shawn VanOLinda is an Investment Consultant at Fidelity Investments, a role he has held since 2024. With over 15 years of experience in financial services, he has held positions including Regional Vice President at ProFunds Distributors, Inc., Retirement Plan Analyst at Benetrends Inc., and Financial Advisor Sales at Vanguard. His professional background encompasses a range of roles focused on investment consulting and financial advising. Shawn's approach centers on understanding clients' goals and values to create financial plans that adapt to their evolving priorities. He emphasizes collaboration and flexibility to support clients through various stages of their financial journeys. Outside of his professional work, Shawn enjoys biking, family activities, fitness, football, golf, and outdoor adventures.

Elizabeth Boswell is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Morgan Stanley DW Inc. Outside of her advisory work, she serves on the finance committee of Epiphany United Methodist Church and is active in community and recreational organizations, including leadership roles at Westwood Country Club. RBC Wealth Management serves a diverse client base that includes individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

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.

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 with Morgan Stanley in McLean, VA, holding Series 63 and Series 66 licenses and 21 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Wells Fargo Clearing from 2016 to 2022. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, with a focus on structured financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes approved tools and modeling techniques but generally does not provide individual security recommendations within its standalone planning services.

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 at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a prior role at Banc of America Investment Services, Inc. from 2005 to 2008. 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 and third-party sources.

Theresa White is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior work includes over a decade with MML Investors Services and Mass Mutual Life Insurance Company. She is also involved with Ensemble Financial Strategies as an investment adviser representative. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Farshad Hosseinie is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and one year of industry experience. He has worked at Wells Fargo Bank, nA since 2023 and manages a restaurant business called Teema and Tommy. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, operating with over 14,000 financial advisors and approximately $671 billion in assets under management.

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.

Conor Mullee is a CFP®-certified financial advisor with Edward Jones, based in Leesburg, VA, and has eight years of industry experience. Before joining Edward Jones in 2018, he was involved with Diamond Sports Training for over a decade and spent a year with the Chicago Cubs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services and maintains a large network of financial advisors and branch offices across the country.

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.