Michael Levitsky is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 12 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Wells Fargo Advisors in 2016. Outside of his advisory work, Levitsky is involved in several investment-related business ventures. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that include cash-flow, retirement, education, and niche services tailored for specific client needs.

Mohammad Abusbeitan is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. His career includes roles at Merrill since 2020 and Bank of America since 2024, as well as prior experience at Uber. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Kenyon Wagner is a financial advisor with Equitable Advisors in Falls Church, VA. He holds a Series 66 designation and has 10 years of industry experience. His career includes tenure with Axa Advisors and Axa Equitable prior to his current role. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Grant Thompson is a Series 65-licensed financial advisor at Edelman Financial Engines in Alexandria, VA, with two years of industry experience. His work history includes prior roles at Pure Performance and Financial Engines Advisors, L.L.C., as well as non-financial positions at Legum & Norman Realty Inc, Shenandoah University, and Brightview Landscapes. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of solutions including workplace retirement plans, planner-led wealth management, and online advice, combining proprietary modeling with planner oversight and emphasizing diversified portfolios and long-term investment strategies.

Theodora Gotard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at Wells Fargo Advisors from 2013 to 2022 before joining Wells Fargo Clearing. Outside of her advisory role, she serves on the hospitality committee for The Rotonda Condominiums in McLean, VA, where she helps plan community events. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jeremy Kim is a financial advisor with Ameriprise in Vienna, VA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Ameriprise, he worked for the U.S. Department of Education’s Office of Federal Student Aid for five years. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jaden Jeong is a financial advisor at Edelman Financial Engines with four years of industry experience. He has held roles at several firms including Morgan Stanley Smith Barney LLC, Wells Fargo, and Mitre Corporation. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Michael Krowe is a CFP® professional with 20 years of industry experience, currently serving at Edelman Financial Engines since 2025. His prior experience includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory work, he is a sole proprietor providing musical entertainment. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and long-term investment orientation.

Patrick Day is a CFP® professional with 41 years of experience in the financial services industry. He has been with Edelman Financial Engines and its predecessors since 1992. Outside of his advisory role, he writes articles supporting a book on life planning and wealth, scheduled for publication in June 2024. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios and a mix of discretionary and non-discretionary investment management.

Daniel Lash is a CFP® professional with 28 years of industry experience, currently affiliated with Cetera since 2023. He has held roles at VLP Financial Advisors and Cetera Wealth Services, LLC, where he has been engaged since 2013. Lash is involved in several community and educational activities, including serving as chairman of the financial planning and wealth management advisory board at George Mason University and acting as a basketball referee and mentor for youth leagues in Northern Virginia. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors with assets exceeding $256 billion.

Christopher Mellone is a CFP® and CFA® with 14 years of industry experience. He is currently with Cetera and has prior experience at VLP Financial Advisors, where he is also an owner and works as an associate para planner. Mellone serves as Director of PR for the Financial Planning Association, National Capital Area chapter, and is a board member of the Virginia Tech Financial Planning Advisory Board. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Alvaro Suarez Oviedo is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has held roles at Banco Popular Dominicano, AMSO Corporate Events, and Bank of America. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Jonathan Thomas is a CFP® certified financial advisor with 13 years of industry experience. He currently works at RBC Capital Markets and has prior experience with Truist Advisory Services and BB&T in various advisory and investment roles. 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 provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services through diverse wrap fee advisory programs tailored to clients’ risk profiles.

Hanane Lemlih is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 66 licenses 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 plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Mark Vago is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory work, he serves as a power of attorney for his mother. 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 IPS-driven investment approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers.

Richard Harrison is a Financial Consultant currently working with Fidelity Investments. In his role, he collaborates with clients to develop personalized financial strategies that align with their individual goals and priorities. He emphasizes building relationships based on trust and transparency to support clients in making informed financial decisions. Prior to his current position, Richard served as a Regional Director at Fidelity Investments from 2021 to 2023, and before that, he worked as a Regional Investment Consultant at the same firm from 2009 to 2021. His experience spans over a decade in various capacities within Fidelity Investments, focusing on investment consultation and regional leadership.

Nan Juan is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives. The firm emphasizes matching clients to advisory program models and third-party managers, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

David Litman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at UBS Financial Services Inc for 13 years before joining Wells Fargo in 2020. Outside of his advisory role, he is a recipient of a bequest unrelated to investments. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Tiffany Snyder is a financial advisor with Raymond James Financial in Fairfax, VA, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Atlantic Union Bank, Middleburg Financial, and Old Dominion Capital Management. She also serves as a Wealth Relationship Manager at Atlantic Union Bank Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through its affiliated municipal advisor.

Richard Hogan is a CFP® and PFS™ credentialed financial advisor with 18 years of industry experience. He is currently with Cetera Wealth Services, LLC and Cetera, having previously worked at Avantax Investment Services and 1st Global Advisors. Hogan has maintained a long-standing role as a shareholder at Hogan & Reed P.C. CPA's since 1992. Cetera Investment Advisers LLC is an SEC-registered firm that serves a range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutions. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with options spanning discretionary and non-discretionary authorities and various program structures.