Chad Sigmon is a financial advisor with LPL Enterprise and holds the Series 66 designation, bringing six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, and he also served as Loudoun County Commissioner of Revenue. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model wealth portfolios through an integrated platform that combines advisory programs with brokerage and insurance products.

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 Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Osaic and has prior experience at Lincoln Financial Advisors Corporation, TD Ameritrade, and as a self-employed advisor. Outside his advisory work, Ward is an agent with Mylestone Plans, offering fixed and fixed-indexed annuities, life insurance, and group benefits. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios tailored to client risk tolerances.

Lawrence Berberian Jr. is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2013 and served at Morgan Stanley Private Bank, National Association since 2015. He has 12 years of industry experience based in Alexandria, VA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals and through corporate financial planning agreements.

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.

Matthew Felber is a financial advisor with Ameriprise in Williamsburg, VA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, generally with at least $1 million in net investable assets. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team that employs research, modeling, and algorithmic automation to generate tailored advice.

Jacob Langer is a financial advisor at Morgan Stanley in McLean, VA, with three years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Bessemer Trust, Fannie Mae, and served in the United States Senate. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, providing tailored financial planning with various tools and strategies while managing approximately $2.74 trillion in client assets.

Eric Horne is a financial advisor with Wells Fargo Advisors in Vienna, VA, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo Advisors in 2019, he worked for the Catholic Diocese of Richmond for three years. Outside of his advisory role, he is a poetry writer with several published works. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet net-worth criteria. The firm offers a broad range of planning services, leveraging proprietary research and tools, with discretionary implementation options through its brokerage or advisory programs.

David Harrell is a financial advisor at Ameriprise in Falls Church, VA, holding Series 63 and Series 65 designations with 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Peter Kien Sr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He serves as a board member on the City of Falls Church Board of Zoning Appeals and as an alternate board member for the West Falls Community Development Authority. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Craig Beden is a financial advisor at Mass Mutual Investors Services with over 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. He has been with MassMutual Life Insurance Company and its subsidiary since 1984. Beden serves as a board member of the THANC Foundation. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, and its planning process involves collaborative, annual engagements using firm-approved analytical tools.

Shajhan Sabir is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Accredited Asset Management Specialist™ (AAMS™), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA) designations, all earned through the College for Financial Planning Institutes Corp. These credentials indicate his commitment to providing informed, personalized advice in all aspects of wealth planning. Shajhan has over two decades of experience in the financial services industry. Prior to joining Merrill, he served as a Senior Financial Advisor at Wells Fargo Advisors. His expertise covers financial strategies, retirement income planning, education savings, and estate considerations. Shajhan works to deliver comprehensive, tailored strategies that align with clients’ unique priorities, supporting their long-term financial goals. He earned both his Bachelor’s and Master’s degrees from the University of the Punjab. Shajhan communicates fluently in English, Hindi, Urdu, and Punjabi.

Francis Surette is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has been with Mass Mututal Investors Services and MassMutual Life Insurance since 2013. His prior activities include sales in life, health, and group life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning relationships and offers various specialized planning programs and educational seminars.

Patrick Brown is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. He previously worked at Bank of New York Mellon for two years and has a background that includes roles at West Virginia University, Caci, and Kilroys. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers a range of tailored services, including Executive Wealth and Private Family Office support, with access to both discretionary and non-discretionary managers.

Peter Market is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Cambridge and its affiliate firms since 2015 and operates Market Wealth Management LLC as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm provides various portfolio management solutions through a network of independent professionals, employing both proprietary and third-party strategies under multiple custody arrangements.

James Ritter is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2007. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

Keith Lee is a financial advisor with Equitable Advisors holding a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Nike and has been involved with the Racial Equity Institute since 2023. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

George Cabalu is a financial advisor with Wells Fargo Advisors in McLean, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current role. Outside of his advisory work, he owns and operates an income-related LLC based in Arlington, VA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche areas like business-owner transition and special-needs analysis, and combines advisory services with other financial products and referral channels.