David Greene is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, Capital One advisors, and M&T Securities. Greene also serves as an industry arbitrator for FINRA dispute resolution panels and places fixed annuity business with Aspida Life Insurance. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services along with comprehensive financial planning and various managed portfolio programs. The firm focuses on model-based asset allocation, portfolio optimization, and provides access to multiple custodial and third-party investment platforms.

Ben Beriss is a financial advisor with Ameriprise in Alexandria, VA. He holds a Series 66 designation and has been with Ameriprise since 2019, with a brief interval working at Starbucks and prior experience in education. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Patrizia Adriazola is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. She previously worked at PSC Investments LLC and has a background that includes multiple roles in counseling and education. Outside of financial advising, she is the managing member of PFA Property Group LLC, a residential property management business. 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, and institutions.

Alem Lakew is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2017 and previously worked at America's Kids LLC from 2016 to 2018. Merrill, along 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, and institutional accounts.

Ken Furuya is a financial advisor with LPL Enterprise holding the ChFC® and Series 66 designations and has 22 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Alex Li is a financial advisor with Charles Schwab, holding the Series 66 designation and beginning his industry experience in 2025. Prior to joining Schwab, his background includes roles outside the financial sector such as working at Big Blue Swim School and the Fund For The Public Interest. 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 models with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

Sabrina Anderson is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously associated with Wachovia Bank, N.A. from 2009. 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 offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third parties.

Jennifer James is a financial advisor with Edward Jones in Ashburn, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at REI Systems Inc, Dogtopia, and Shift 7 Digital. Outside of financial advising, she owns several Dogtopia dog daycare locations and is involved in business planning and oversight for these ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various advisory programs, investment strategies, and affiliated financial services. The firm is notable for its extensive retail advisor and branch network and its range of affiliated capabilities beyond advisory services.

Danni Shen is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Shen worked at The Prudential Insurance Company of America, Pruco Securities LLC, BOC International (China) Co., Ltd., and Bank of China. Shen serves as treasurer and board member of the Tsinghua Alumni Association in Greater Washington DC and Hua Sports, both nonprofit organizations. 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 employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Nainoksha Kaushal is a Series 66 licensed financial advisor with four years of industry experience. She has worked at several major firms including Morgan Stanley Private Bank, Fidelity Investments, Merrill, and currently Edward Jones since 2025. Her career also includes roles in education and tutoring. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors.

Jordan Bonanno is a financial advisor with Charles Schwab who holds a Series 66 designation and has two years of industry experience. Prior to joining Schwab, he worked at Ameriprise Financial Services and Fidelity Investments. His background also includes experience in the hospitality industry and periods of full-time education. 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 and employs a multi-asset investment approach supported by centralized operational infrastructure.

David Nitta is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he serves as an assistant football coach for Loudoun County Public Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, third-party asset management, and institutional platforms, utilizing model portfolios, subadvisors, and customized strategies across various asset classes.

Jessica Robles is a financial advisor at Edward Jones with 1 year of industry experience. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Michael Zisko is a financial advisor with Thrivent Investment Management in Ashburn, VA. He holds Series 63 and Series 66 designations and has two years of industry experience. Prior to joining Thrivent, he worked at Wells Fargo Bank for 17 years. Outside of his advisory role, he owns a sole proprietorship that conducts home occupancy inspections. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of topics and can be combined with managed-account services under a consolidated billing option.

Brian Thoms is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns BWT Operations LLC, a business entity that employs staff supporting his practice. Ameriprise is an institutional firm serving clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, tailored recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Nicholas Buck is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. His career includes roles at Wells Fargo Bank, NA, and a position at George Mason University. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors, offering both brokerage and advisory solutions.

Roger Diban Abou Jaoude is a financial advisor with Merrill in Vienna, VA, holding a Series 66 credential and possessing 11 years of industry experience. He has worked with Merrill since 2014 and concurrently with Bank of America, N.A. since 2015. Outside of advising, he is involved in managing multiple family-owned property ventures and serves as treasurer for a property management LLC. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Feeney is a CFP® professional with 21 years of experience in financial advising. He is currently with RBC Capital Markets and previously held roles at Morgan Stanley and PNC Investments. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to client risk profiles through a mix of in-house and third-party managers.

Mahendra Bist is a CFP® professional affiliated with Wells Fargo Clearing, bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has a long tenure at Wachovia Bank, N.A. dating back to 1991. 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 provides both brokerage and advisory solutions, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Timothy Bishoff Jr. is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. He has been with Merrill since 2008 and has also worked at Bank of America, N.A. since 2023. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.