Stephen Hodson is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63 and Series 65 credentials and 40 years of industry experience. His career includes tenure at Metropolitan Life Insurance Company and MetLife Securities since 1985, and at Massachusetts Mutual Life Insurance Company since 2016. He also works as an independent insurance agent specializing in disability income and long-term care products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing 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 programs including estate-settlement and employer-sponsored planning.

Lydia Rossi is a financial advisor at OSAIC with 18 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors/Sagemark for 18 years before joining OSAIC in 2025. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and efficient frontier analysis.

Charles Morrison III is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Merrill, Bank of America, and SunTrust Investment Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings than typical large institutional advisers.

Dessie Nash is a financial advisor at Merrill with 20 years at the firm and 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he operates a sole proprietorship as an independent business owner with Amway. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Rashad Hames is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having two years of industry experience. He has worked at Charles Schwab Bank, Charles Schwab & Co., Inc., Fidelity Investments, and Northwestern Mutual in various capacities. Prior to his financial services career, he was involved with the Hudson Valley Sports Complex and spent several years in full-time education. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Julie Gleason is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. She has previously worked at Ameriprise for seven years and held roles at LPL Financial and Northwest Federal Credit Union. Gleason is also an associate at Momentum Capitol Wealth Advisors, where she serves as a registered CSA and relationship manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports its clients through a network of affiliated advisory firms.

Rebecca Morello is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' unique financial goals. She joined the Steelman Aguirre Wealth Management Group in 2020 and draws on her prior experience at Surveyor Capital, a division of Citadel. Rebecca's expertise includes managing new wealth, executive and equity compensation, retirement planning, tax minimization, and college education planning, with a focus on serving women and supporting retirement income needs. Rebecca earned a dual degree from SUNY Oneonta and the Fashion Institute of Technology in Merchandising Management. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Born and raised in upstate New York, Rebecca now resides in Encinitas, California, where she is active in the community. Her involvement includes volunteer work with Big Brothers Big Sisters of New York City and the Coronado Junior Woman's Club. Outside of her professional work, Rebecca enjoys a variety of personal interests such as reading, dancing, drawing, music, photography, running, skiing, swimming, traveling, and spending time with her family. She is committed to building strong client relationships and helping individuals navigate their financial lives with clarity and confidence.

Simon Hamilton is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Robert W. Baird & Co., Ferris, Baker Watts, LLC, and Citigroup Global Markets. Outside of advising, he is a director of a London-based property entity that is used solely for personal residence purposes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm provides financial planning and consulting through a non-discretionary model and offers access to various portfolio management styles, firm research, and municipal advisory services.

Sarah Pollinger is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds a Series 66 designation and has worked previously at Truist Advisory Services, BB&T Securities, and Wells Fargo Clearing. Based in Vienna, VA, she has been with RBC Capital Markets since 2023. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients with tailored investment strategies and multiple advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Imani Thomas is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Wells Fargo, Thomas worked at JPMorgan Chase Bank and J.P. Morgan Securities for three years. 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 emphasizes research and analytics to support its brokerage and advisory solutions across a broad range of financial products.

Brandon Parr is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers, and provides both discretionary and non-discretionary portfolio management alongside financial planning and custody services.

Matthew Poteete is a financial advisor with Ameriprise in Herndon, VA, holding a Series 66 designation and bringing 16 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, Principal Financial Services, Invest Financial Corporation, New England Securities, and Waddell & Reed. He is also employed by a related entity, Certainty of the Uncertainty, LLC, which manages his advisory practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored, tax-aware retirement income planning through a written Recommendation Report and ongoing advice.

Francesca Lefrancois is a Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill full-time in 2022 after completing an internship with the firm during college. In her role, she focuses on financial planning, client communication, and ongoing relationship management, working closely with her team to ensure that recommendations align with each client's evolving priorities. Francesca graduated from the University of Virginia with a degree in Economics and double minors in Data Analytics and Psychology. She holds FINRA Series 7 and 66 registrations, as well as the Certified Financial Planner® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation. Her expertise includes areas such as college education planning, legacy planning, liquidity management, and personal retirement planning. Born and raised in Vienna, Virginia, Francesca serves clients in her hometown community. She is involved with organizations including The Women's Center and Vienna Youth Volleyball. Outside of work, Francesca enjoys biking, cooking, playing pickleball, reading, traveling, and spending time with her family.

Alina Pinkard is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include twelve years at Merrill and four years at Financial Engines Advisors L.L.C. before joining her current firm in 2026. 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 and non-discretionary investment solutions with an emphasis on diversified portfolios, periodic rebalancing, and long-term strategy.

Elizabeth Burnette is a Wealth Management Advisor at Merrill Lynch Wealth Management. She works with individuals and families to develop personalized financial strategies that align with their goals, values, and family dynamics. Her approach focuses on helping clients pursue both short-term and long-term objectives through comprehensive wealth management. Elizabeth's areas of expertise include college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, individual and corporate investment strategy, and retirement income. She holds professional designations as a Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Ohio State University. Outside of her professional role, Elizabeth enjoys cooking, scuba diving, spending time with her family, traveling, and practicing yoga.

Maurice Tawil is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to providing tailored investment advice. Maurice earned a bachelor's degree from George Mason University. His academic background supports his expertise in financial planning and wealth management.

George Swygert Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Capital One for six years before joining Merrill in 2018. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Saleha Azimi Ghomi is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that serves both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Marc Broderick is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2013. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Richard Gentry is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63, 65, and 66 licenses and possessing 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, with approximately $2.74 trillion in client assets under management. The firm’s financial planning emphasizes structured discovery conversations and firm-approved planning tools, serving clients through tailored financial and estate planning strategies.