Tessa Barrett is a Wealth Management Advisor with Merrill Lynch, specializing in providing comprehensive wealth planning and advice to women and families in transition. She works with clients undergoing various life changes such as career changes, divorce, widowhood, childbirth, grandparenting, or starting new businesses, focusing on managing new wealth, retirement planning, education planning, and estate planning among other areas. Tessa holds a Bachelor's Degree from Pennsylvania State University's Smeal College of Business and carries professional designations including CERTIFIED FINANCIAL PLANNER®, Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her approach combines her competitive spirit and discipline developed as a six-time All-American athlete and captain of Penn State's track and field/cross country teams with a commitment to personalized client service. Outside of her professional role, Tessa enjoys golfing, reading, running marathons competitively, and spending time with her family. She is also involved in community activities such as DC Diamonds and the Special Olympics.

Katherine Hernandez Montesflores is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at J.P. Morgan Securities LLC and Wells Fargo Bank, N.A. 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.

Robert Freddino is a financial advisor at Charles Schwab with 26 years of industry experience. He has held his current roles at Charles Schwab and Charles Schwab Bank since 2012. He holds Series 63 and Series 65 registrations. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment opportunities.

Paul Chrisman is a financial advisor with Merrill in Vienna, VA, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has worked at Merrill since 1985 and Bank of America since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Darius Brown is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including T. Rowe Price, PNC Investments, and Bank of America. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Marco Fattorini is a financial advisor with Ameriprise in Oak Hill, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he manages his Ameriprise practice through FPP LLC. Ameriprise serves clients, primarily individuals approaching or in retirement with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and integrates algorithmic tools alongside tailored advice.

Erik Knobl is a CFA® charterholder with 29 years of experience in financial services. He currently works at RBC Capital Markets and City National Bank, having previously held positions at Morgan Stanley Private Bank and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Christopher Johnston is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), underscoring his commitment to providing personalized financial guidance and investment strategies. Christopher earned his Bachelor's Degree from St John's University. His role focuses on delivering wealth management solutions tailored to meet the needs of his clients.

Logan Ryan is an Investment Consultant at Fidelity Investments, a role he has held since 2025. In this position, he focuses on understanding each client's story, values, and goals to develop tailored strategies that support their financial objectives. Prior to his current role, Logan served as a Help Desk representative in Workplace Planning and Advice at Fidelity Investments from 2023 to 2025. Before that, he worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023. Outside of his professional responsibilities, Logan enjoys participating in board games, exploring culinary experiences, attending social events with friends, visiting museums, playing soccer, and traveling.

Rebecca Borton is a financial advisor with Cetera, holding the CFP® designation and Series 66 and 63 licenses, and has 11 years of industry experience. Her career includes roles at firms such as Raymond James Financial, Morgan Stanley, Commonwealth Financial Network, and Avantax. She is involved with Timothy Richardson LLC DBA Greenspace Financial, providing financial planning and client service support. Cetera Investment Advisers LLC is a large SEC-registered advisory firm with over 10,000 advisors and more than $256 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, and institutional clients, offering a multi-manager investment platform with discretionary and non-discretionary portfolio management and financial planning services.

John Piper Jr. is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. His work history includes roles at Wells Fargo and several other organizations prior to joining RBC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Miguel Alvarez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and CARMAX. 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 advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Chung Wei Wang is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked with Wells Fargo Clearing and its affiliate Wells Fargo Advisors LLC since 2009. Outside of his advisory role, he is a landlord with rental property interests in Maryland. Wells Fargo Clearing provides retirement plan consulting services to ERISA-qualified and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Richard Mclaughlin is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and market simulations.

Mary Williams is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several firms including MML Investors Services, MassMutual, and Royal Alliance Associates Inc. She is also a financial advisor at VLP Financial Advisors, where she services client accounts. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Matthew Long is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2015. In his current role since 2020, he assists clients with their financial planning needs by understanding their goals, stress-testing financial plans, and implementing strategies utilizing Fidelity's resources. Matthew's experience at Fidelity spans multiple roles, including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Representative at Raymond James Financial Services from 2013 to 2015.

Nina Saunders is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning through a centralized consulting team.

Jennifer Ford is a financial advisor at Edward Jones in Ashburn, VA, holding a Series 66 designation with one year of industry experience. Her prior career includes over two decades at the Department of Veterans Affairs and ongoing work at George Washington University since 2014. She is also the owner of Whole Health Coaching, LLC, a consulting and coaching business based in Arlington, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of more than 23,700 advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard, with approximately $1.01 trillion in assets under management.

Kelly Kreis is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. She has worked with Thrivent Financial and Wells Fargo in various capacities since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial analyses and planning without discretionary trading authority. The firm integrates planning with managed-account programs through its WealthPlan option while maintaining separate services.

Jwala Shivakoti is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. Prior to his current role, he has worked at Bank of America, N.A. since 2008. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other organizations. The firm is integrated with Bank of America’s broader corporate platform, enabling access to a wide set of investment products and services.