Karen Hammond is a financial advisor at LPL Financial with 42 years of industry experience. She holds the ChFC® and Series 63 designations and has previously worked with firms including Cetera and VOYA Financial Advisors. In addition to her advisory work, she is an author. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, with an emphasis on a broad platform supported by technology and a large network of advisors.

Andrew Nemets is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He holds the Series 66 designation. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. 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, periodic rebalancing, and both discretionary and non-discretionary investment options.

Anthony Waddell is a CFP® professional with 38 years of industry experience, currently affiliated with Raymond James Financial in Vienna, VA. He has been with Raymond James Financial Services since 2007 and with Raymond James Financial since 2009. Outside of his advisory role, he serves as a trustee and guardian for his son and is president of Waddell Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal advising and SIMPLE IRA employer advisory services.

D Lawler is a financial advisor with Ameriprise in Washington, DC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Ameriprise and its affiliate since 2016. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Genevieve Coan is a CFP® professional with five years of experience, currently serving as a financial advisor at Wells Fargo Clearing. She previously worked at Wealthspire Advisors and held roles at Virginia Tech and other organizations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a wide range of investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to evaluate investment options.

Daniel Mcnulty is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Equitable Advisors and its predecessor firm, AXA Advisors, since 2001. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers. The firm focuses on client risk assessment and matching clients to investment models or discretionary managers, offering a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Norman Jones Jr. is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding the ChFC® designation and Series 63 and 65 licenses. He has 13 years of industry experience, including a decade at Park Avenue Securities and Guardian Life Insurance Company. Jones serves as a board member of the Reston Chamber of Commerce, where he contributes to educational programming for members, and he is also involved in motivational speaking at public events. 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 collaborative planning engagements and educational seminars, with a focus on investment categories and strategies rather than specific product selections.

Jason Wedel is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he works with individuals and families to help them transition from their current financial position to enjoying their preferred retirement lifestyle. Jason co-leads the Dettra-Wedel Group, a team that focuses on delivering comprehensive wealth management services, emphasizing a team-based approach to meet client needs. He has been recognized in Forbes' lists including "Best-in-State Next-Generation Wealth Advisors" and "America's Top Next-Generation Wealth Advisors". Jason has been an advisor since 2006 and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) designation. He studied Finance and Economics at the College of William & Mary prior to beginning his financial advisory career. Jason specializes in retirement planning, income distribution strategies, generational wealth preservation, and works primarily with high net-worth individuals and families in the Washington D.C. metropolitan region and beyond. He currently resides in Falls Church with his wife and two daughters. Outside of work, he enjoys spending time with his family and engaging in activities such as boating and fishing.

Brendan Hughes is a financial advisor with Charles Schwab in Tysons Corner, VA, holding CFP® and multiple securities licenses with 37 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2009. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and advisory services.

Douglas Gerace is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Jennifer An is a financial advisor at Ameriprise with 22 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and its affiliated entities since 2002. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Christopher Marcoux is a financial advisor with Ameriprise in Gainesville, VA, holding Series 63, 65, and 66 licenses and having eight years of industry experience. He previously worked at Edward Jones for six years, FVCbank for one year, and Sandy Spring Bank for two years. Marcoux also owns Mullinax LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice based on dependable income sources and tax-aware withdrawal strategies.

Adrian Ortega is a financial advisor with Wells Fargo Clearing in Leesburg, VA, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Wells Fargo Bank, N.A. and Wells Fargo Clearing since 2023, with prior roles at Paychex and Insight Merchant Solutions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach 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 offerings.

Jason Woodall is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley. Outside of his advisory role, he works part-time for Pro Football Focus, where he collects detailed player and game data for college and NFL football. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary research, third-party data, and algorithmic tools, with recommendations implemented on a non-discretionary basis.

Travis Clarke is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial and Burke and Herbert Bank since 2013 and previously at UBS Financial Services from 2009 to 2012. Clarke is also involved with Burke & Herbert Wealth Management, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies, and provides advisory services supported by advanced operational and research tools.

Keith Cohen is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Janney Montgomery Scott. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and 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 offerings.

Cameron Kundis is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He began his career at Fidelity Investments in 2023 as a Financial Representative, progressed to Relationship Manager in 2023-2024, and transitioned to his current position in 2025. Prior to joining Fidelity, Cameron worked as an Admin at Enterprise Financial Network in 2022. Cameron's approach to financial planning is rooted in a commitment to financial literacy and personalized client education. He focuses on building trusting relationships and aims to make financial concepts accessible to his clients. His professional experience spans various roles within financial services, emphasizing client guidance and financial planning. Outside of his professional life, Cameron enjoys camping, cooking and baking, participating in family activities, maintaining fitness, socializing with friends, and playing tennis.

Dylan Peterson is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 65 designation and previously worked at W.C. Moore Financial Services and Kerecis. Outside of financial advising, he contracts as a data analyst helping music artists sell royalty rights. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions.

Mark Dolfis is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 20 years of industry experience. He has worked at Equitable Advisors since 2006 and previously at Axa Advisors, LLC through 2020. Outside of advising, he is involved in an outside insurance brokerage business, serves as an executor of his sister’s estate, and operates Ascend Planning & Consulting LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes personalized financial planning and uses a combination of firm-offered programs and third-party asset managers to implement investment strategies.

Robert Kriegshauser is a Planning Consultant at Fidelity Investments, where he began his role in 2023. He focuses on developing meaningful relationships with clients by understanding their unique situations and working together to achieve their financial goals. Robert has dedicated his career to assisting others and values building strong connections as a foundation for effective financial planning. His approach emphasizes meeting clients where they are and progressing forward in partnership to help them pursue their objectives and enhance their quality of life. Outside of his professional work, Robert is interested in activities such as beach outings, exploring diverse foods, football, military service, music, and traveling.