Sharon Lafever is a financial advisor with UBS Financial Services in McLean, VA, holding Series 63 and Series 65 licenses and 32 years of industry experience. She previously worked at Morgan Stanley for eight years before joining UBS in 2022. Outside of her advisory role, she is involved in direct sales and business development for health and wellness products with Partner.Co, Inc. (formerly New Age Beverage) and DoTERRA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans for clients and offers integrated services including custody, underwriting, and securities-backed lending.

Thienkim Trinh is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been associated with PFS InvestmentS Inc and Primerica Financial Services since 1997. In addition to advisory work, she is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors is a large-scale firm serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program primarily based on model-delivery strategies managed by unaffiliated asset managers.

Samuel Strasser is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management, specializing in creating personalized financial strategies. He focuses on aligning his advice with each client's unique goals and simplifying complex financial concepts to provide clear, actionable guidance. His approach emphasizes understanding clients' financial situations and goals to deliver tailored advice that supports informed decision-making. With expertise in long-term wealth management and financial planning, Samuel serves individuals, families, and businesses. His client focus areas include Corporate Executive Services, Divorce Transition Planning, Education Planning, Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Tax Minimization. He holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Samuel earned a Bachelor's Degree in Economics from the University of Maryland and is a member of the Alpha Sigma Phi fraternity. In his personal time, he enjoys boating, golfing, and spending time with his family.

Thy Nguyen is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, Nguyen held positions at Bank of America, Wonder Rates, and has a background that includes roles outside of finance such as internal medicine and automotive technology. Merrill, alongside 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 with model-based and discretionary investment strategies.

Bernard Klein is a Financial Consultant at Fidelity Investments, where he currently assists clients in developing personalized financial plans to help them achieve their goals. He leverages Fidelity's resources and takes the time to understand each client's unique situation in order to provide tailored strategies and ongoing support. Bernard has been with Fidelity Investments since 2021, initially working as an Investment Consultant before transitioning to his current role. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2018 to 2020. He holds a California Insurance License.

John Swart is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans tailored to their unique goals and priorities. His approach involves helping clients plan for key life milestones such as funding education, preparing for retirement, and managing long-term family objectives. John holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Georgia. His work emphasizes clear communication and simplifying the complexities involved in wealth management.

Shihi Chu is a financial advisor with Ameriprise in McLean, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its affiliates since 2010. Chu also manages her practice operations through an external LLC where she serves as paraplanner. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a written Recommendation Report and ongoing annual advice.

Sarah Murphy is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2020. Her previous experience includes roles at Campion Asset Management and a position unrelated to finance at Carrabba's Italian Grill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a variety of advisory programs with customizable portfolio management strategies that include both in-house and third-party investment managers.

Kevin Englert is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has previously worked at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services, each for 13 years. Englert is also involved with Englert & Associates CPAs, an accounting and tax preparation business he has operated since 2011. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research and technology tools while overseeing more than $819 billion in discretionary assets.

Michael Robinson 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 been with Morgan Stanley and its predecessor firms since 2007. Robinson serves on the Pamplin Finance Advisory Board at Virginia Tech, participating in mentoring and educational initiatives. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by its Global Investment Committee and a broad range of investment and financial services.

Christopher Regan is a Series 66-licensed financial advisor at Equitable Advisors with 12 years of industry experience. He has worked at Equitable Advisors since 2014, including its predecessor Axa Advisors, LLC, from 2014 to 2020. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party and proprietary advisory models and provides ERISA fiduciary services through credentialed Investment Adviser Representatives.

Brandon Williamson is a financial advisor with Merrill in North Bethesda, MD, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2017 and concurrently with Bank of America since 2018. Outside of his advisory role, he is the sole owner of a rental property business in Laurel, Maryland. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations, with portfolio implementation tailored to various strategic approaches.

Robert Taylor Jr. is a CFP® with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2020. Prior to this, he spent a decade at UBS Financial Services Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jakob Arneson is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Monocacy Crossing. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Chad Sigmon is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has experience working with local government as a commissioner of revenue and has been involved in managing a private club. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Darschaun Snuffer is an Investment Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, serving in various roles including Planning Consultant, Fixed Income Specialist, Trading Execution III, High Net Worth Services, and High Opportunity Services. With over 13 years of experience as a CERTIFIED FINANCIAL PLANNER™ professional, Darschaun collaborates with clients to understand their unique financial goals and concerns. He develops financial plans designed to provide confidence and strategies to help clients work towards their objectives. He also focuses on educating clients to empower them in making informed financial decisions. Outside of his professional work, Darschaun's personal interests include spending time at the beach, cars, parenthood, tennis, and traveling.

Daniel Ward is a financial advisor at Osaic Wealth with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Lincoln Financial Advisors, TD Ameritrade, Fidelity, and Ameriprise. Outside of his advisory role, he is an insurance agent offering fixed and fixed-indexed annuities, long-term care, traditional life insurance, and group benefits through Mylestone Plans. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and access to third-party managers and proprietary investment strategies.

Nader Tamadon serves as a Resident Director and Wealth Management Advisor at Merrill Lynch. He leads a team comprising six advisors and three support associates, dedicated to providing comprehensive financial planning and wealth management services. His client base includes business owners, executives, retirees, entertainers, athletes, and their families. The advisory approach focuses on guiding clients through various financial stages with an emphasis on minimizing costs, taxes, and volatility. Mr. Tamadon holds a Bachelor's Degree from Towson University and a Master's Degree from Hofstra University. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designations. He and his family are active in their community, including involvement with the Tahirih Justice Center. Outside of his professional role, Mr. Tamadon speaks English and Persian and enjoys baseball, basketball, football, golfing, and spending time with his family.

Nicole Russo is a financial advisor at Charles Schwab with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 1997, including roles at Charles Schwab Bank, SSB. Outside of her advisory work, Russo is a half owner of an automotive repair business managed by her spouse. 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 non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational services.

Jonathan Godfrey is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. He holds the Series 66 designation and is based in Centreville, VA. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, primarily focusing on assets managed within Ameriprise.