Matthew Howard is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 65 and Series 66 designations and has worked at firms including Prudential Insurance Company of America, New York Life Insurance Company, and Signator Investors. Howard is based in Vienna, VA. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and other entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust custody and insurance services.

George Stone is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 structured planning tools and modeling techniques as part of its process.

Alfred Keyser is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., Ameriprise Advisor Services, Wells Fargo Clearing, and Morgan Stanley. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

William Councill is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His previous roles include positions at Cetera, Anchor Financial Group, OneAmerica Securities, and MML Investors Services. Councill also owns Councill Wealth Management and serves as a soccer coach in Franklin, VA. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple investment implementation platforms with tailored strategies ranging from discretionary to non-discretionary management, incorporating both proprietary and third-party models.

Samuel Gilbert is a financial advisor with LPL Financial in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Citigroup Global Markets from 2000 to 2007 before joining Linsco Private Ledger in 2007. Gilbert is also an author of books outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing diverse strategies and advanced tools, while maintaining a broad platform that includes insurance, credit, and banking partnerships.

Harry Benson is a financial advisor with UBS Financial Services in McLean, VA, holding a Series 66 designation and 13 years of industry experience. He worked at Mesitis PTE Ltd for one year before joining UBS in 2017. Outside of his advisory role, Benson serves as Treasurer for the Cottage School Parent Association in Richmond, Virginia. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and offers a range of custody, underwriting, and capital markets services.

Cole Trullender is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked with Cetera and its affiliate Cetera Wealth Services since 2022 and previously supported clients and financial planners as a Client Service Associate at Egan, Berger, & Weiner, LLC. 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 consulting services through a multi-manager platform that includes both affiliated and third-party managers across various program structures.

Konnor Rothrock is a financial advisor at LPL Enterprise LLC with a Series 66 designation and one year of experience. His previous work includes roles at Globowl Cafe, Walmart, Randolph College, Hardee's, and Parry McCluer High School. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Bikramjit Sidhu is a financial advisor at Edelman Financial Engines with seven years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo and its affiliates before joining Financial Engines Advisors L.L.C., now part of Edelman Financial Engines. 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 diversified model portfolios with a long-term orientation and managing approximately $326 billion for about 477,000 clients.

Grace Platz is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds the Series 66 designation and has held positions at City National Bank, UBS Financial Services, and RBC Capital Markets. Outside of her advisory work, she volunteers as an alumni interviewer for Georgetown University and is involved with the PEO philanthropic organization supporting educational opportunities for women. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide tailored portfolio management, financial planning, and brokerage services through a combination of in-house and third-party investment managers.

Jennifer Wappaus is a CFP® professional with 17 years of industry experience, currently with RBC Capital Markets. Her prior roles include positions at City National Bank, Pagnatokarp Partners, Metropolitan Capital Strategies, and XML Securities. Outside of advisory work, she is involved in lacrosse coaching through her ownership of Wolf Pack Lax, LLC, and serves as Treasurer on the board of the nonprofit Haystack Project. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored investment advisory programs that combine in-house and third-party managers, with options for discretionary portfolio management, financial planning, and tax-management strategies.

Benjamin Melton Jr. is a financial advisor at Osaic with 35 years of industry experience and holds Series 63 and Series 65 licenses. His prior experience includes Lincoln Financial Advisors and PNC. Outside of finance, he is an ordained minister and also owns two music publishing companies through which he writes music and receives royalties. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy account transitions.

Justin Gormley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Wells Fargo Clearing Services since 2017 and Wells Fargo Bank NA since 2013. Outside of his advisory role, he teaches guitar and piano in Arlington, VA. 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 combines brokerage and advisory solutions supported by extensive research and analytics.

Jason Ice is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1ST Global Advisors. He is also involved in managing his practice through Certainty of the Uncertainty, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Sergio Tello is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Abrahim Kassim is a financial advisor with Edward Jones in Woodbridge, VA, holding Series 63 and Series 66 credentials with 16 years of industry experience. His prior roles include positions at Western Southern Life, Merrill, Mutual of Omaha, Wells Fargo Bank, and HSBC Securities. Kassim also serves as a full-time agency manager for Western & Southern Life. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ngoc Huynh is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, providing advisory services without individual security recommendations as part of standalone plans.

Susheel Vishwa is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and two years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2024. Outside of advisory, he is involved with Hertek Business Solutions LLC. Primerica Advisors is a large firm serving primarily individual investors, as well as corporate and charitable clients, through a wrap-fee asset management program. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers a range of portfolio models, including strategic, tactical, tax-managed, and income-distribution approaches.

Ziyov Mukhitdinov is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience beginning in 2023. Prior to joining Wells Fargo, he held positions at Citibank and Coastal Flats. He is also affiliated with George Mason University. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment selection options tailored to plan objectives and demographics.

Hunter Borcherding is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Wells Fargo Advisors and Razor’s Edge Ventures, as well as a four-year tenure at James Madison University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.