Ali Ganjian is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is involved with DC College Counseling, a business he has been part of since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Kenneth Peretin is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market-return modeling.

Mark Sweeney is a financial advisor with LPL Enterprise in Vienna, VA, holding Series 63 and Series 65 licenses and with 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, NYLife Securities LLC, and New York Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of financial planning, asset management, and insurance-related services.

Benjamin Adams is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has six years of industry experience, including roles at Guardian Life Insurance Company, Mass Mutual Investors Services, Bank of America, and Merrill. Outside of finance, he is involved in youth and adult hockey as an officer of a nonprofit providing low-cost inline hockey programs and as a hockey coach and league coordinator. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth clients, as well as institutional investors such as retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various insurance and trust services through affiliated entities.

Michael Westwick is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with multiple firms, including Avantax and Capitol View Financial Group, and is the owner of Potomac Wealth & Tax LLC, which provides tax preparation, tax planning, and bookkeeping services alongside wealth management. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual and institutional clients with portfolio management, financial planning, and retirement services. The firm operates as a multi-manager platform offering a variety of investment programs and manages over $256 billion in assets across more than 10,000 advisors.

Sharon Meyer is a financial advisor at Ameriprise with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Ameriprise and its affiliated entities since 2005. Based in Fairfax, VA, Meyer has spent over 15 years at Ameriprise Financial Services, Inc. and six years at 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 annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Paul Martin is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Equitable Advisors since 2014, including time when the firm operated as AXA Advisors, LLC. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm offers a range of advisory models, including third-party programs and discretionary portfolio management, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Regina Bennett is a Series 66 licensed financial advisor with Wells Fargo Clearing Services, LLC, where she has worked since 2017. She has 21 years of industry experience, including nine years with Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions.

Michael Marrocco is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Raymond James in 2019, Marrocco worked for Ameriprize Financial Services for 11 years. He is also an insurance agent providing non-variable insurance solutions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized employer advisory programs.

Stanislav Sabinin is a CFP®-credentialed financial advisor with 11 years of industry experience, currently with Edelman Financial Engines in Fairfax, VA. He has been with the firm and its predecessor entities since 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with advisor guidance and online tools, offering a range of discretionary and non-discretionary investment options.

Anthony Walsh is a financial advisor with Ameriprise in Vienna, VA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing advice. The firm’s approach includes proprietary research and third-party data, with service features that require minimum investable assets and incorporate Ameriprise managed accounts.

Mark Hughes is a financial advisor at Osaic with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors and Oppenheimer & Co. Inc. He also acts as an insurance agent offering fixed and indexed annuities, long-term care insurance, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of investment strategies and third-party platforms.

James Boltz II is a financial advisor at Edward Jones in Manassas, VA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Darby Huffines is a Financial Advisor with The Dettra, Wedel & Leygraaf Group, where she focuses on team growth and client relationship building. She joined the team in 2022 as a Wealth Management Specialist following her tenure as an Analyst at The Federal Reserve Bank of Richmond. Darby's client focus areas include education planning, family wealth management strategies, and personal retirement planning. She holds a Bachelor of Science degree in Business Administration with a concentration in Finance and a minor in Economics from Longwood University, graduating in 2020. During her time at university, she was a sister leader of the Kappa Delta sorority, Alpha Chapter. Darby has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). A native of Northern Virginia, Darby currently resides in Reston with her husband, Will. Outside of work, she enjoys following D.C.'s sports teams, traveling, spending time with family and friends, as well as participating in activities such as football, golfing, skiing, volleyball, watching movies, and yoga.

Matthew Huling is a financial advisor at Charles Schwab in Tysons Corner, VA, with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2018. Prior to that, he held positions at the University of Alabama and Bishop & Kent. 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 advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Alejandro Castellanos is a Financial Advisor at Merrill Lynch Wealth Management. He holds FINRA Series 7 and 66 registrations and has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation as well as the Personal Investment Advisor (PIA) credential. Alejandro's approach to wealth management focuses on education and personalization, ensuring clients understand the rationale behind their investment strategies and long-term financial plans. He has expertise in areas including family wealth management strategies, retirement planning, personal retirement income, education planning, and managing new wealth. Alejandro's professional experience involves helping clients develop strategies to pursue short-, mid-, and long-term financial goals, providing guidance across various areas such as wealth management, concentrated stock positions, cash management, retirement plans, and executive financial services. Alejandro holds a Masters of Business Administration (MBA) and an Accredited Certificate Program in Marketing from Pontifical Catholic University of Peru, a Master's Degree in Finance from EADA Business School, and an Accredited Certificate Program in Neuroscience from the University of Monterrey. He is bilingual in Spanish and English. Outside of work, Alejandro lives in Vienna, VA, is a father of two daughters, and enjoys playing tennis, pickleball, and soccer, as well as designing and building custom terrariums and aquariums.

Michael Wilber is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior work includes roles at ECS Federal, Akima, and a period as a self-employed professional. Outside of finance, he manages Gingerfunk Allstars, LLC, a music and entertainment business based in Middleburg, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Joseph Mc Clenny is a financial advisor at Edward Jones in Gainesville, VA, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Life Time Fitness from 2011 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mary Coats is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for ten years at the Department of Health and Human Services within the National Institutes of Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Sarah Cammiso is a Wealth Management Advisor and the senior partner of The Cammiso Group at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1993 and has gained over 35 years of experience in the financial services industry. Sarah has worked with hundreds of families, helping them pursue their financial goals by creating customized investment strategies aligned with their immediate priorities and long-term aspirations. She holds several professional designations, including Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Sarah earned her Bachelor of Business Administration from The College of William & Mary and studied internationally at the Rossall School in Lancashire, England. She has also served on the faculty of Merrill Lynch University in Princeton, New Jersey for fifteen years and has been a frequent lecturer on retirement planning, wealth management, professional money management, and portfolio diversification. Sarah lives in Vienna, Virginia, with her husband, Marty. She is involved with the Church of the Holy Comforter.