Joseph Waluk is a financial advisor with Ameriprise in Delaplane, VA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, and he operated an art business, Artworks By Roxan Dba Waluk Studios, for 20 years. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, 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 offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jason Crawford is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 24 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 2002. He serves as a board member for The Spectrum condominium association, where he contributes to building security and local city issues. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers to offer tailored advisory solutions without sponsoring its own wrap fee program.

Mark Lester is a CFP® professional with 25 years of industry experience, currently serving clients at MassMutual Investors Services in McLean, VA. He has been with MML Investors and MassMutual since 2001. Outside of his advisory role, he is involved as a sales agent in life and health insurance and participates occasionally in paid surveys. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a collaborative planning process supported by technology and specializes in event-driven planning programs such as divorce and estate settlement.

Mary Stralka is a CFP® and PFS™-designated financial advisor with 29 years of industry experience. She is currently with Cetera and has held prior roles at Avantax Investment Services, Inc., 1st Global Advisors, Inc., and operates a sole proprietorship under her name. She also serves as administrator for her deceased sister’s estate, a role involving annual filings with Fairfax County Probate Court. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning through a multi-manager platform with access to third-party managers and a variety of program structures.

Harris Adams is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc. since 2018 and at Jhfn Sii from 2013 to 2018. In addition to his advisory role, Adams is involved in insurance brokerage, specializing in life, annuities, long-term care, disability, health, and group benefits. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party investment managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

John Galleher is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 designations and 44 years of industry experience. He previously worked at UBS Financial Services for 22 years before joining RBC Capital Markets and City National Bank in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs and customized portfolio management solutions. The firm combines in-house and third-party investment managers and provides integrated services such as financial planning, custody, and brokerage.

Cillian Tyrrell is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Navy Federal Credit Union and ICS Financial. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Sam Sayyad is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management with experience in the financial services industry since 1997. He earned a Bachelor of Arts from the University of Oklahoma and a Master of Business Administration from Johns Hopkins University. Sam holds the Certified Private Wealth Advisor® designation and is a qualified Portfolio Manager capable of creating and managing personalized investment strategies that may use individual stocks and bonds, Merrill model portfolios, or third-party investment strategies. He leads The Sayyad Group, focusing on serving high net worth families, senior-level executives, entrepreneurs, and business owners with services that include investment management, concentrated stock management, hedging and monetization, trust and estate planning, and custom lending. Prior to his financial career, Sam served four years in the US Army, stationed both domestically and overseas. He resides in Northern Virginia with his wife and two children. Outside of his professional commitments, Sam is an aviation enthusiast holding a Commercial Pilot's license and is a member of the Aircraft Owners and Pilots Association (AOPA). He is also involved in community service through the Boys and Girls Club. His personal interests include adventure sports, chess, football, reading, and traveling.

Andrea Arias Turriago is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has worked at UBS Financial Services and RBC Capital Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services such as underwriting, market-making, proprietary research, and securities-backed lending.

Richard Levy is a Series 66-licensed financial advisor with Equitable Advisors in Woodbridge, VA, with 27 years of industry experience. He has worked at Equitable Advisors since 2010 and previously at Axa Advisors and Medallion Advisory Services. In addition to his advisory work, he is an independent certified public accountant. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Kristen Herard is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Jill Spiegelberg is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has previously worked at Bank of America, Merrill, CitiGroup, Morgan Stanley, and Neuberger Berman. Outside her advisory role, she serves as Vice President of a BNI networking chapter, where she mentors members and manages chapter goals. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions, using research-driven, diversification-based investment approaches.

Ronald Moriarty is a financial advisor with LPL Financial in Tysons, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Fidelity, Wells Fargo, and PNC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools for operational and research assistance.

Jordan Johnson is a financial advisor at Edelman Financial Engines based in Fairfax, VA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Charles Schwab & Co., TIAA-CREF, Fisher Investments, and several other firms. 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 management and non-discretionary online advice, with a focus on diversified model portfolios and long-term investment orientation.

Peter Nguyen is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been developing financial strategies for individuals, their families, and their businesses since 2018. He focuses on areas such as executive compensation, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Before joining Merrill Lynch Wealth Management, Peter spent over two decades on the trading floors of global investment banks including Morgan Stanley, Merrill, and Credit Suisse. From 2004 to 2015, he served as a Managing Director leading teams that advised institutional investors in fixed income derivatives sales and trading. Peter holds a bachelor's degree in Systems Engineering from the University of Virginia and an MBA from Cornell University. He also holds the Personal Investment Advisor (PIA) designation. A native Virginian, Peter returned to the Washington D.C. metropolitan area to raise his family and pursue his work advising individual investors. He serves as a Board Member for the Northern Piedmont Community Foundation and the Thomas Jefferson Partnership Fund. His personal interests include billiards, fishing, golfing, painting, rock climbing, skiing, soccer, surfing, table tennis, and tennis.

Robert Sampson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as treasurer and finance committee member at Springfield Golf and Country Club, where he participates in financial oversight and budgeting. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and both discretionary and non-discretionary services. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when advising clients.

Kaitlin Day is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and bringing 12 years of industry experience. She has worked with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she coaches middle school girls in lacrosse and serves as a contracted youth lacrosse coach with Next Level Lacrosse in Bethesda, MD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Fatima Masroor is a financial advisor at Merrill with a Series 66 designation and four years of experience at the firm. Her prior work history includes roles at Bank of America, N.A., PNC Bank, Giant Foods, and George Mason University. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Stein is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at UBS Financial Services Inc. for eight years before joining RBC Capital Markets in 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients, including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers and providing discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Aurora Mcnear is a financial advisor with Primerica Advisors in Alexandria, VA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of her advisory role, Mcnear is President and CEO of Global Recruitment LLC, a business that recruits international teachers. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.