Benjamin Harbaugh is a financial advisor at Charles Schwab in Tysons Corner, VA, holding Series 65 and Series 63 licenses with five years of industry experience. His prior work includes roles at Berkshire Hathaway Carolinas Realty and American Logistics Company. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with a multi-asset portfolio approach and centralized operational support.

Natalie Davis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2019. Outside of her advisory role, she serves as a trustee for her mother's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is based on modern portfolio theory and includes a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Gregory Nerantzis Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Merrill since 2009 and also has a 15-year tenure at Bank of America. Outside of his advisory work, he serves as Chairperson for stewardship and the church renovation fund at Saints Peter & Paul Greek Orthodox Church in Frederick, MD. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, delivering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.

Christopher Arduini is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 65 and Series 63 licenses. He has two years of industry experience, all with Wells Fargo Bank and Wells Fargo Clearing. 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 databases.

Bryan Carter is a CFP® professional with 17 years of industry experience. He is currently affiliated with Charles Schwab, where he has worked since 2022. Prior to this, he spent over a decade at Fidelity, including four years with Fidelity Personal and Workplace Advisors. 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 combines a non-discretionary advisory model with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Sean Romero is a financial advisor with Charles Schwab in Reston, VA, holding a Series 66 designation and 10 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2021, and previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2016 to 2021. 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 mix of non-discretionary and discretionary investment options, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Feby Mekhael is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Wells Fargo, Feby worked at J.P. Morgan Securities and John Marshall Bank, among other financial institutions. 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.

William Cory is a financial advisor at Ameriprise Financial Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Wells Fargo, and Suntrust Advisory Services prior to joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice on retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Cortney Heykoop is a financial advisor at Osaic with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, NYLIFE Securities, New York Life Insurance, and Chevy Chase Financial Services. Heykoop is a member of the board of directors at The Arc of Loudoun, a nonprofit organization. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

William Lang Jr. is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 1997 and 2005, respectively. Located in Tysons Corner, VA, he provides advisory services within a large institutional firm. 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and brokerage services.

Jesse Campion is a financial advisor with Charles Schwab in Reston, VA, holding Series 63 and Series 66 credentials and 16 years of industry experience. His career includes ten years at TD Ameritrade Investment Management and TD Ameritrade, followed by his current role at Charles Schwab since 2022. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed-account, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and emphasizes a multi-asset model portfolio approach supported by research and due diligence.

Paul Jordan is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2025. His prior roles include over a decade with related entities within the Edelman Financial Engines organization, including Financial Engines Advisors and Edelman Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling and planner delivery with online tools, offering diversified portfolios and both discretionary and non-discretionary management across a broad range of accounts.

John Demoors is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors. The firm offers both brokerage and advisory solutions, using research and analytics to evaluate investment options while supporting a range of financial products through affiliated bank and insurance entities.

Ryan Kalucki is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. He has also been involved in managing a DBA for LPL business activities in Vienna, VA. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Rita Chehoeva Head is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various entities affiliated with Edelman Financial Engines since 2016. Outside of her financial advisory role, she serves as the pianist and accompanist for Round Hill United Methodist Church. 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 modeling process combined with planner delivery and online tools, offering a broad range of discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term strategies.

Stacey Stein is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Wells Fargo Clearing since 2016, following a tenure at Wachovia Bank, N.A. beginning in 2006. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Noah Gick is a Series 66-licensed financial advisor with LPL Enterprise, based in Vienna, VA. He has one year of industry experience, with prior roles at Pruco Securities LLC, Capital One, and Financial Designs. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Satnam Khalsa is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His previous roles include positions at Ameriprise and the Federal Judicial Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Bruce Vaughn is a CFP® professional affiliated with Cetera, with 42 years of industry experience. He has been with Cetera and its related entities since 2013 and serves as a regional director, recruiting new representatives for the Cetera Advisor Networks. Vaughn is also a part-owner and financial planner at VLP Financial Advisors and maintains licensed activities in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment advisory services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning solutions across multiple program structures.

Julian Flores is a financial advisor with Ameriprise Financial Services LLC in McLean, VA, holding Series 63 and Series 66 credentials and 35 years of industry experience. His prior experience includes roles at Morgan Stanley and Merrill Lynch, where he worked for over two decades combined. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing support focused on dependable income and tax-aware withdrawal strategies.