Daniel Shannon is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. 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 emphasizes a structured planning process using firm‑approved tools and models.

Hyun Woo Hung is a financial advisor with Wells Fargo Clearing based in McLean, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Bank of America, Capital One, and Wells Fargo Bank, NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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.

James Mcnamara is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience in the financial services industry. He has a strong background in trust, estate, gifting, and charitable planning, providing clients with specialized skills often beyond standard financial advising. His expertise includes working with business owners planning exit strategies, young couples building wealth, and individuals preparing for retirement while focusing on legacy creation. Jim's career includes significant time at Merrill Lynch Trust Company and the Private Bank, where he served as an internal trust specialist assisting clients and their professional advisors with intergenerational wealth planning. He earned a Bachelor's degree in Political Science with an International Affairs concentration and a minor in Economics from Gettysburg College. Jim is a Personal Investment Advisor and holds the Sports & Entertainment Accredited Wealth Management Advisor designation. Originally from Buffalo and Rochester, New York, Jim has been involved in various community organizations such as the Mercer County American Legion League and youth sports leagues. He has served as a coach and athletic director for baseball teams and remains active in supporting youth baseball, softball, soccer, and basketball leagues. Outside of work, Jim spends time with his wife, two children, and enjoys following baseball and football.

Alexander Hardy is a financial advisor with Ameriprise in McLean, VA, holding the Series 66 designation and four years of industry experience. His prior work includes a variety of roles outside finance, including managing a liquor store and employment in retail and food service. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning advice through a centralized team working alongside advisors. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools to address income planning strategies, with enrollment criteria focused on clients with substantial investable assets.

Pamela Murphy is a CFP® and ChFC® with 35 years of experience in the financial services industry. She has worked at Morgan Stanley and its affiliated entities since 2017 and previously held roles at Bank of America and Merrill. She is affiliated with Morgan Stanley Wealth Management, a firm that provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Susan Estes is a Series 66-licensed financial advisor with Raymond James Financial in Fairfax, VA, having 14 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2001 and Raymond James Financial Services Advisors Inc. since 2014. In addition to her advisory role, she is involved in marketing, communications, and business strategy for Estes Wealth Strategies. 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, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance advisory services along with specialized employer advisory programs.

Joseph Waluk is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked at Wells Fargo Clearing for five years and operated an art studio business, Artworks By Roxan Dba Waluk Studios, for 20 years. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with individualized Recommendation Reports and ongoing advice. The firm’s approach integrates proprietary research and third-party data within a defined investment framework and includes client collaboration in implementation.

Jason Crawford is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 24 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 2002. He serves as a board member for The Spectrum condominium association, where he contributes to building security and local city issues. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers to offer tailored advisory solutions without sponsoring its own wrap fee program.

Mark Lester is a CFP® professional with 25 years of industry experience, currently serving clients at MassMutual Investors Services in McLean, VA. He has been with MML Investors and MassMutual since 2001. Outside of his advisory role, he is involved as a sales agent in life and health insurance and participates occasionally in paid surveys. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a collaborative planning process supported by technology and specializes in event-driven planning programs such as divorce and estate settlement.

Mary Stralka is a CFP® and PFS™-designated financial advisor with 29 years of industry experience. She is currently with Cetera and has held prior roles at Avantax Investment Services, Inc., 1st Global Advisors, Inc., and operates a sole proprietorship under her name. She also serves as administrator for her deceased sister’s estate, a role involving annual filings with Fairfax County Probate Court. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning through a multi-manager platform with access to third-party managers and a variety of program structures.

John Galleher is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 designations and 44 years of industry experience. He previously worked at UBS Financial Services for 22 years before joining RBC Capital Markets and City National Bank in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs and customized portfolio management solutions. The firm combines in-house and third-party investment managers and provides integrated services such as financial planning, custody, and brokerage.

Cillian Tyrrell is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Navy Federal Credit Union and ICS Financial, among other roles. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities through its regulatory registrations.

Sam Sayyad is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management with experience in the financial services industry since 1997. He earned a Bachelor of Arts from the University of Oklahoma and a Master of Business Administration from Johns Hopkins University. Sam holds the Certified Private Wealth Advisor® designation and is a qualified Portfolio Manager capable of creating and managing personalized investment strategies that may use individual stocks and bonds, Merrill model portfolios, or third-party investment strategies. He leads The Sayyad Group, focusing on serving high net worth families, senior-level executives, entrepreneurs, and business owners with services that include investment management, concentrated stock management, hedging and monetization, trust and estate planning, and custom lending. Prior to his financial career, Sam served four years in the US Army, stationed both domestically and overseas. He resides in Northern Virginia with his wife and two children. Outside of his professional commitments, Sam is an aviation enthusiast holding a Commercial Pilot's license and is a member of the Aircraft Owners and Pilots Association (AOPA). He is also involved in community service through the Boys and Girls Club. His personal interests include adventure sports, chess, football, reading, and traveling.

Andrea Arias Turriago is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has worked at UBS Financial Services and RBC Capital Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services such as underwriting, market-making, proprietary research, and securities-backed lending.

Richard Levy is a Series 66-licensed financial advisor with Equitable Advisors in Woodbridge, VA, with 27 years of industry experience. He has worked at Equitable Advisors since 2010 and previously at Axa Advisors and Medallion Advisory Services. In addition to his advisory work, he is an independent certified public accountant. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Kristen Herard is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Jill Spiegelberg is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66, Series 65, and Series 63 designations. Her previous positions include roles at Bank of America, Merrill, CitiGroup, Morgan Stanley, and Neuberger Berman. Outside of her advisory work, she serves as Vice President of a BNI networking chapter, where she mentors members and tracks group goals. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from the Wells Fargo Investment Institute alongside third-party data.

Ronald Moriarty is a financial advisor with LPL Financial in Tysons, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Fidelity, Wells Fargo, and PNC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools for operational and research assistance.

Jordan Johnson is a financial advisor at Edelman Financial Engines based in Fairfax, VA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Charles Schwab & Co., TIAA-CREF, Fisher Investments, and several other firms. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice, with a focus on diversified model portfolios and long-term investment orientation.

Peter Nguyen is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been developing financial strategies for individuals, their families, and their businesses since 2018. He focuses on areas such as executive compensation, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Before joining Merrill Lynch Wealth Management, Peter spent over two decades on the trading floors of global investment banks including Morgan Stanley, Merrill, and Credit Suisse. From 2004 to 2015, he served as a Managing Director leading teams that advised institutional investors in fixed income derivatives sales and trading. Peter holds a bachelor's degree in Systems Engineering from the University of Virginia and an MBA from Cornell University. He also holds the Personal Investment Advisor (PIA) designation. A native Virginian, Peter returned to the Washington D.C. metropolitan area to raise his family and pursue his work advising individual investors. He serves as a Board Member for the Northern Piedmont Community Foundation and the Thomas Jefferson Partnership Fund. His personal interests include billiards, fishing, golfing, painting, rock climbing, skiing, soccer, surfing, table tennis, and tennis.