Laura Hannon is a financial advisor with Merrill based in McLean, VA, holding Series 63, 65, and 66 registrations and bringing 20 years of industry experience. Her career includes positions at Bank of America, Wells Fargo, and Morgan Stanley. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Eric Rommell is a financial advisor with Wells Fargo Clearing in McLean, VA, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Securian Financial Services, Inc. from 2004 to 2005. Rommell is involved with the Girl Scouts Council of the Nations Capital, assisting with troop budget management and related financial tasks. 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 across a broad range of financial products.

Matthew Kelly is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade Inc. from 2010 to 2022. Outside of his advisory role, he serves as a committee member for the nonprofit Tuckahoe Recreation Club. Charles Schwab serves a large client base primarily composed of 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 solutions, combining centralized custody and order-routing with multi-asset model portfolios and access to alternative investments.

Zaina Bankwalla is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. She has been with MML Investors Services and MassMutual since 2016. In addition to her advisory role, she is the owner and CEO of Virid Financial LLC, a financial planning and wealth management firm. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning and offers specialized event-driven services such as divorce and estate-settlement planning.

Cory Cha is a CFP® professional with 14 years of industry experience, currently serving at Charles Schwab in Tysons Corner, VA. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and FIDELITY Brokerage Services LLC. Cory holds Series 63 and Series 66 registrations in addition to his CFP® designation. Charles Schwab & Co., Inc. serves a large client base, mainly 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 advice with access to discretionary separately managed accounts and delivers investment guidance through multi-asset model portfolios supported by research and due diligence on alternative investments.

Nathan Moore is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Equitable Advisors since 2003, including its predecessor entity, Axa Advisors. Outside of his advisory role, Moore serves as a board member for Ashland University’s College of Business and Economics and is president of the Greater Washington DC chapter of the National Association of Insurance and Financial Advisors. He also volunteers as a tournament director for a local baseball event. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and organizations. The firm’s approach includes matching clients to advisory program models and third-party managers, offering a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Adam Searle is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2013 after three years at Morgan Stanley, where he worked closely with Susan Shields and Jennifer Abate. Adam specializes in helping clients identify long-term goals and develop strategies that align with their priorities. His areas of responsibility include portfolio construction and analytics, risk management strategies, cash-flow analysis, budgeting, wealth analysis, and long-term planning. He collaborates with colleagues as well as clients' external tax and legal advisors to integrate multiple financial disciplines, aiming to enhance and simplify clients' financial lives. Adam's professional designations include the Certified Plan Fiduciary Advisor® (CPFA®) awarded by the National Association of Plan Advisors (NAPA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds an Honours Bachelor degree in Finance, with Accounting and Management, from the University of Nottingham in the United Kingdom. Adam’s client focus areas include college education planning, executive compensation, family wealth management strategies, socially responsible investing, and retirement income planning. Outside of his financial advisory role, Adam has been actively involved as a volunteer firefighter and EMT with the Vienna Volunteer Fire Department and Fairfax County Fire and Rescue since 2012, currently serving as a Lieutenant. His personal interests include fly-fishing, playing golf, hiking, and traveling to less-traveled destinations with his fiancé.

Delia Arhiri is a financial advisor at LPL Financial with 20 years of industry experience and holds the ChFC®, Series 63, and Series 65 designations. She previously worked at Navy Federal Financial Group and related entities for over a decade and is also the owner of Premier Life Design, LLC, a non-investment related business. 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, supported by a large network of advisors and advanced operational tools.

Brian Petersen is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 66 and Series 63 designations and has been with Charles Schwab & Co., Inc. and Charles Schwab Bank since 2016. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains an integrated structure that supports a high client coverage per advisor.

Matthew Carmichael is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial priorities and develop personalized strategies to pursue short-, mid-, and long-term goals. His approach integrates investment guidance, retirement planning, education funding, and wealth management, with access to Bank of America resources for banking, lending, and credit solutions. Matthew holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Virginia. He is involved with the Benevolent and Protective Order of Elks, reflecting his engagement in community activities. Outside of work, Matthew's interests include adventure sports, basketball, football, reading, and spending time with his family.

Doreen Trammell is a Series 66-licensed financial advisor with Thrivent Investment Management in Alexandria, VA, where she has worked since 2023. She has three years of industry experience and previously held roles at Rowene Kroesen and Calvary Church of the Nazarene. Outside of finance, she is involved in wellness coaching through Youngevity and serves as co-president of the Hayfield Garden Club, a civic association focused on gardening and community activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without portfolio management or discretionary trading authority. Their approach integrates planning with managed-account options under a consolidated billing service called WealthPlan.

Douglas Lara Castro is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and two years of industry experience. His prior roles include positions at Charles Schwab, Bank of America, Merrill, and JPMorgan Chase Bank, N.A. Outside of finance, his work history includes involvement with several businesses such as Parking Management Co LLC and Andrew Chekene Enterprises Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research, incorporating ESG eligibility frameworks and broader derivatives and commodities capabilities.

Sean Mcqueen is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Securian Capital of the Chesapeake and First Command Financial Services. Outside his advisory work, he is involved as a financial professional with Kinnect Advisors and acts as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and multiple program structures.

Adam Paffenroth is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 10 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Morgan Stanley Private Bank, and Edward Jones Investments. He is based in Vienna, VA. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and a multi-manager platform with diverse investment options.

Caiden Gourley is a financial advisor at Ameriprise in McLean, VA, holding Series 63 and Series 65 licenses with less than one year of industry experience. His prior work includes roles at ProPics, Poplar Grove Golf Club, Dicks Sporting Goods, RCM Capital Management, Liberty University, Flex Engineering Solutions, and Danville Community School. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Megan Palmer is a financial advisor at Edward Jones in Springfield, VA, holding the Series 66 designation. She has been with Edward Jones since 2026 and has no prior industry experience. Before joining the firm, her work history includes positions at Jimmy Johns and various roles during her education at The Pennsylvania State University and Trinity Christian School. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Zachary Intermill is a financial advisor at Ameriprise in Fairfax, VA, holding a Series 66 designation with five years of industry experience. He has been with Ameriprise and its affiliate since 2018. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, 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 in its approach and delivers recommendations through a centralized consulting team in partnership with financial advisors.

Benjamin Davis is a Series 66 licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Thrivent Financial, and Thrivent Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The advisory process includes centralized due diligence combining quantitative and qualitative research, with an emphasis on eligible strategies and ESG considerations.

Mason Gumm is a Series 66 licensed financial advisor with Edward Jones, bringing one year of industry experience. Prior to joining Edward Jones, he worked with MassMutual and Vineyard Vines. He has experience as an insurance broker of life and disability products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory strategies and affiliated financial products.

Aleksandr Roytman is a financial advisor with OSAIC based in Vienna, VA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior work includes 12 years at Lincoln Financial Advisors Corporation and one year at Merrill. He also operates a consulting business providing fixed annuities and term life insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach is model-based with an emphasis on asset allocation, portfolio optimization, and the use of discretionary or advisor-managed strategies supported by various tools and third-party managers.