Tong Wu is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Tong focuses on connecting all aspects of clients' financial lives to help prioritize and pursue the goals that matter most to them. Tong provides clients access to a full range of investment and wealth management strategies, supported by the resources of Merrill and the banking services of Bank of America. Tong's expertise includes areas such as college education planning, equity compensation services, family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. Tong approaches wealth management by gaining a deep understanding of each client's full financial picture and creating flexible strategies that adapt to changing market conditions. Tong holds a Bachelor's Degree from Fudan University and a Master's Degree from DePaul University. Professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Tong is fluent in Mandarin, English, Chinese, and Spanish and is involved with the Asian American Chamber of Commerce, Capital Area Food Bank, Susan G. Komen Breast Cancer Foundation, and The National Museum of Asian Pacific American History and Culture.

Mervyn Laihow is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Equitable Advisors LLC, and Bull Run Financial Group. He has also worked in the restaurant industry, including positions at Farewell Bistro and SER Restaurant. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Tanika Washington is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Equitable Advisors, she held roles at Oracle, Ayanna Financials, LLC, Centennial Technologies, Grant Thornton, and Morgan Franklin Consulting. She has a concurrent role at Ayanna Financials, LLC, an entrepreneurial venture she has been involved with since 2020. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charities, providing financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and third-party asset managers. The firm utilizes various investment programs and offers ERISA fiduciary services to qualified plans.

Diana Slopow is a financial advisor at Edward Jones with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets, Morgan Stanley, Wells Fargo, and Target Corporation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Michael Powers is a financial advisor at Ameriprise with six years of industry experience. He previously operated MP Financial Planning for four years before joining Ameriprise in 2021. Outside of his advisory role, he is an Associate Financial Advisor at CME Advancing Partners, LLC, where he assists in preparing financial planning documents and client meeting materials. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and asset allocation. The firm’s approach includes collaboration between a centralized service team and client advisors, employing proprietary research and third-party data within a defined investment framework.

Alexandra Paxton is a financial advisor with Merrill in Vienna, VA, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior work includes roles at Bank of America N.A., MML Investors Services, LLC, and McAdam Financial LLC. Outside of finance, she is involved as a consultant and independent contractor for an entertainment-related venture, participating in challenge-based competitions. 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 institutional accounts.

Mark Leonard is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and advanced planning tools to develop financial plans.

Timothy Goode is a CFP® professional with 21 years of experience in the financial advisory industry. He currently serves at Edelman Financial Engines, where he has worked since 2024, following prior roles within affiliated firms including Financial Engines Advisors L.L.C. and Edelman Financial Services. Edelman Financial Engines provides technology-driven 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 planner delivery and online tools, offering diversified portfolios with a long-term focus and managing approximately $326 billion in assets.

Jennifer Chomicki is a CFP® with 18 years of experience in the financial advisory industry. She is currently with Edelman Financial Engines and has previously worked at Towers Crescent Financial and LPL Financial. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Rose Price is a CFP®-credentialed financial advisor with 26 years of industry experience. She currently works at Cetera and is also the owner of VLP Financial Advisors, where she offers a variety of financial services. In addition, she serves as an executor and trustee for family estates and trusts. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management, financial planning, and retirement services using multi-manager platforms and various program structures.

Elizabeth Sullivan is a financial advisor at Cetera with 37 years of industry experience. She holds the CFP®, Series 63, and Series 65 designations. Her career includes over two decades running Elizabeth Sullivan Financial, alongside roles at Cetera Advisors LLC since 2013. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program options.

Eric Beck is a financial advisor at UBS Financial Services in McLean, VA, holding a Series 66 designation with 22 years of industry experience. He has been with UBS since 2004. Beck serves on the board of directors for the Kings Manor Homeowners Association, participating in decisions related to community management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and integrates proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Leanne Hanson is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she held roles in educational and musical organizations, including founding Leanne R. Hanson Music, LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Corey Coleman is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 credential. He has prior experience at Wells Fargo from 2019 to 2025 and has worked with Top Caliber Lacrosse and in education-related roles. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with tailored, written retirement-income planning advice based on in-depth analysis and ongoing annual reviews.

Edward Berenato is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Atlantic Coast Mortgage and Household Title & Escrow. He has also spent time in full-time education and at Virginia Polytechnic Institute & State University. Charles Schwab & Co., Inc. serves a large client base, 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 a mix of non-discretionary and discretionary investment advisory services supported by a multi-asset model portfolio approach and centralized operational resources.

Austin Fitzpatrick is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Integrated Wealth Concepts, LPL Financial, and several non-financial firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored advice focused on reliable income sources and tax-aware withdrawal strategies.

Alan Facey is a CFP® professional with 24 years of experience in the financial advisory industry. He is currently with Edelman Financial Engines and has held various roles there and its predecessors since 2007, with a brief tenure at Morgan Stanley in 2003. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual and institutional clients, offering a combination of committee-driven modeling, planner delivery, and online tools. The firm serves retirement-plan participants and wealth management clients through diversified portfolios, discretionary and non-discretionary advice, and operates as a fiduciary under ERISA and DOL guidelines.

Bradford Johnson is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds a Series 66 designation and has worked at several affiliated entities within the Edelman Financial Engines organization since 2013, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, discretionary and non-discretionary management, and serves approximately 477,000 clients with a focus on long-term investment strategies.

Samuel Eddins Jr. is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior work history including roles at The Virginia Tech Foundation and Virginia Tech. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, with additional services including financial planning, trustee services, and insurance product facilitation.

Albert Fusca is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as a power of attorney for a parent. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on clients’ risk profiles and utilizing both in-house and third-party investment managers.