Carrie Hughes is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She has worked with Avantax Investment Services and Englert Financial prior to joining LPL. Hughes also serves as a notary in Springfield, VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Charles Nardiello is a financial advisor at Edelman Financial Engines with 22 years of industry experience. He holds a Series 66 designation and has been with the firm and its predecessors since 2012. 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 proprietary modeling with planner delivery and online tools, offering diversified portfolios and a long-term investment approach across multiple account types.

Kenneth Liu is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked previously at Avantax Investment Services and 1st Global Advisors, among other firms. Liu is also a CPA and owns a tax and accounting services business, and serves as treasurer for the Ashburn Crossroads Condominium Unit Owner Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Dahri Jahn is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with business owners to help secure their wealth and maximize the value of their exit strategies. Dahri and his team utilize Merrill's Proprietary Financial Modeling Tool, the Personal Wealth Analysis, to assist clients in planning for business transitions, advanced tax mitigation, philanthropic planning, and protecting their family wealth. Dahri's areas of expertise include corporate executive services, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and tax minimization. He holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He graduated from the University System of Maryland with a Bachelor's Degree and resides in Bethesda, MD. Dahri's personal interests include hiking, reading, running, and traveling.

John Gurley is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and one year of industry experience. His background includes multiple roles with the Wolf Trap Foundation for the Performing Arts and the University of Virginia. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated companies.

Yonatan Ruffin is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America N.A., Kenmos Structural Engineering, Asham Trade & Industry PLC, and Unity University. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Reynold Roy Jr. is a CFP® professional with 39 years of industry experience, currently with Edelman Financial Engines in Fairfax, VA. His career includes over 20 years at Edelman Financial Services LLC and prior roles within affiliated firms of Edelman Financial Engines. 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 modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term focus and operating as a fiduciary under ERISA and DOL guidance.

Patrick Kamfolt is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. 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 employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Johnny Yun is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at UBS Financial Services and City National Bank. Yun serves on the boards of several nonprofit organizations, including the Central Union Mission, Bridges Global Mission, and Trinity Christian School. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and wealth management services to a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, integrating both in-house and third-party managers along with tax management and responsible investing options.

Trinity Hammerschmidt is a financial advisor at LPL Enterprise with a Series 66 license and two years of industry experience. Prior to joining LPL Enterprise, she held roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory work, she is involved in horse braiding in Montpelier, VA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a range of financial planning, consulting, and asset management services.

Patrick Robertson is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with AXA Advisors. Outside of advising, he is involved in presenting retirement planning seminars and provides group benefits through general agency appointments. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs. The firm employs a network of Investment Adviser Representatives and utilizes both firm-offered and third-party advisory models to tailor investment solutions to client needs.

Lipika Swarup is a financial advisor at Edelman Financial Engines with 12 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Edelman Financial Engines in 2025, she worked at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Outside of her advisory role, she owns a cake decorating business called My Cake Pals. 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 diversified portfolio management and retirement income services across a broad client base.

Edward Peabody is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. Prior to his current role, he held various positions including educational roles at The Potomac School and McLean High School, as well as involvement with youth soccer organizations. 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 offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and provides centralized custody, brokerage, and advisory services at scale.

Dywane Hall is a financial advisor with LPL Financial in Springfield, VA, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with LPL Financial since 1985. Hall volunteers as a financial literacy presenter for the Society for Financial Development, focusing on programs for college students at historically Black universities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing a combination of proprietary research, third-party subadvisors, and customized strategies.

Theophilus Baidoo Jr. is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial sector, he worked at Waffle House, Inc. for four years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers financial planning, access to external asset managers, and insurance product facilitation through affiliated entities.

Patrick Long is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the CFA® designation as well as Series 65 and Series 66 licenses. Prior to joining Mass Mutual in 2026, he worked at Amazon for eleven years and at Emerson Investment Management LLC for five years. Mass Mutual 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, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various specialized planning programs.

Mark Gillen is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. Outside of his advisory work, he pursues oil painting and sells his artwork. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, relying on proprietary research, model-based asset allocations, and a broad platform of capital markets functions.

Douglas Rabil is a CFP® professional with 42 years of experience in the financial advisory industry. He currently works at Edelman Financial Engines and has been with affiliated firms since 1996, 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 individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process alongside planner delivery and online tools, offering a range of discretionary and non-discretionary management options with a focus on diversified, long-term portfolios.

Thomas Natoli is a CFP® and ChFC® with 32 years of industry experience, currently serving with Equitable Advisors since 1999. Prior to Equitable Advisors, he was affiliated with AXA Advisors, LLC, where he worked for 21 years. He is also involved in an outside insurance brokerage business. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Matthew Gregory is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2001 and has concurrent roles with SBC of VA, Fauquier County Schools, and Soul Purpose Church. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading to BNY Mellon Advisors.