Paul Martin is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Equitable Advisors since 2014, including time when the firm operated as AXA Advisors, LLC. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm offers a range of advisory models, including third-party programs and discretionary portfolio management, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Regina Bennett is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has previously worked at Merrill, Banc of America Investment Services, Quick & Reilly, and UBS Financial Services. 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 a combination of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Melanie Kelly is a Financial Advisor at Merrill Lynch Wealth Management, where she has been practicing since 2005. She works with individuals, families, and businesses to develop strategies and provide advice through a goals-based planning process. Her client focus areas include education planning, family wealth management strategies, personal retirement planning, women and wealth, and tax minimization. With over 20 years of experience in the financial services industry, Melanie applies a comprehensive approach to wealth management that begins with listening to her clients' needs and priorities. She specializes in creating personalized, goals-based strategies and collaborates with clients' tax and legal advisors to facilitate clear communication and understanding, especially concerning estate planning. Melanie holds a Bachelors Degree from the University of Delaware and the CERTIFIED FINANCIAL PLANNER® (CFP) certification. She is a member of the CFP Board. Residing in Clifton, Virginia, Melanie enjoys spending time with her husband and two daughters, participating in family activities such as hiking, soccer, swim team, and dance.

Joseph Gilbert is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019, following four years at Stifel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Michael Marrocco is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Raymond James in 2019, Marrocco worked for Ameriprize Financial Services for 11 years. He is also an insurance agent providing non-variable insurance solutions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized employer advisory programs.

Stanislav Sabinin is a CFP®-credentialed financial advisor with 11 years of industry experience, currently with Edelman Financial Engines in Fairfax, VA. He has been with the firm and its predecessor entities since 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with advisor guidance and online tools, offering a range of discretionary and non-discretionary investment options.

Anthony Walsh is a financial advisor with Ameriprise in Vienna, VA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing advice. The firm’s approach includes proprietary research and third-party data, with service features that require minimum investable assets and incorporate Ameriprise managed accounts.

Mark Hughes is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors, Oppenheimer & Co. Inc., UBS Financial Services, Truist Investment Services, and Wells Fargo Clearing. In addition to his advisory role, he offers fixed and indexed annuities, long-term care insurance, and traditional life insurance as a licensed insurance agent. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and third-party managers.

James Boltz II is a financial advisor at Edward Jones in Manassas, VA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Darby Huffines is a Financial Advisor with The Dettra, Wedel & Leygraaf Group, where she focuses on team growth and client relationship building. She joined the team in 2022 as a Wealth Management Specialist following her tenure as an Analyst at The Federal Reserve Bank of Richmond. Darby's client focus areas include education planning, family wealth management strategies, and personal retirement planning. She holds a Bachelor of Science degree in Business Administration with a concentration in Finance and a minor in Economics from Longwood University, graduating in 2020. During her time at university, she was a sister leader of the Kappa Delta sorority, Alpha Chapter. Darby has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). A native of Northern Virginia, Darby currently resides in Reston with her husband, Will. Outside of work, she enjoys following D.C.'s sports teams, traveling, spending time with family and friends, as well as participating in activities such as football, golfing, skiing, volleyball, watching movies, and yoga.

Matthew Huling is a financial advisor at Charles Schwab in Tysons Corner, VA, with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2018. Prior to that, he held positions at the University of Alabama and Bishop & Kent. 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 offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Alejandro Castellanos is a Financial Advisor at Merrill Lynch Wealth Management. He holds FINRA Series 7 and 66 registrations and has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation as well as the Personal Investment Advisor (PIA) credential. Alejandro's approach to wealth management focuses on education and personalization, ensuring clients understand the rationale behind their investment strategies and long-term financial plans. He has expertise in areas including family wealth management strategies, retirement planning, personal retirement income, education planning, and managing new wealth. Alejandro's professional experience involves helping clients develop strategies to pursue short-, mid-, and long-term financial goals, providing guidance across various areas such as wealth management, concentrated stock positions, cash management, retirement plans, and executive financial services. Alejandro holds a Masters of Business Administration (MBA) and an Accredited Certificate Program in Marketing from Pontifical Catholic University of Peru, a Master's Degree in Finance from EADA Business School, and an Accredited Certificate Program in Neuroscience from the University of Monterrey. He is bilingual in Spanish and English. Outside of work, Alejandro lives in Vienna, VA, is a father of two daughters, and enjoys playing tennis, pickleball, and soccer, as well as designing and building custom terrariums and aquariums.

Michael Wilber is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior work includes roles at ECS Federal, Akima, and a period as a self-employed professional. Outside of finance, he manages Gingerfunk Allstars, LLC, a music and entertainment business based in Middleburg, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Joseph Mc Clenny is a financial advisor at Edward Jones in Gainesville, VA, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Life Time Fitness from 2011 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mary Coats is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for ten years at the Department of Health and Human Services within the National Institutes of Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Sarah Cammiso is a Wealth Management Advisor and the senior partner of The Cammiso Group at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1993 and has gained over 35 years of experience in the financial services industry. Sarah has worked with hundreds of families, helping them pursue their financial goals by creating customized investment strategies aligned with their immediate priorities and long-term aspirations. She holds several professional designations, including Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Sarah earned her Bachelor of Business Administration from The College of William & Mary and studied internationally at the Rossall School in Lancashire, England. She has also served on the faculty of Merrill Lynch University in Princeton, New Jersey for fifteen years and has been a frequent lecturer on retirement planning, wealth management, professional money management, and portfolio diversification. Sarah lives in Vienna, Virginia, with her husband, Marty. She is involved with the Church of the Holy Comforter.

Kevin Underwood is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. His career includes roles at Avantax Advisory Services, Pension Benefit Guaranty Corporation, and Badger Sumrall, where he also provides tax preparation and planning services. In addition to his advisory work, he owns and operates a CPA firm and has experience as an independent health insurance agent. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to various third-party money managers through a multi-manager platform. The firm supports over 10,000 advisors and manages more than $256 billion in assets.

Michael Reyes is a Senior Financial Advisor at Merrill Lynch Wealth Management, focusing on delivering comprehensive financial strategies tailored to the unique needs of his clients. He works extensively with entrepreneurs, professionals including venture capitalists, private equity and technology executives, attorneys, and physicians, as well as government employees and contractors. Michael assists clients in areas such as family wealth management, retirement income planning, corporate benefits, managing new wealth, and small business strategies. Michael began his financial services career in 1999 and has held positions at Deutsche Bank Alex Brown, UBS, and Morgan Stanley before joining Merrill Lynch in 2015. He holds a Bachelor's degree from George Washington University and maintains several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also active in professional organizations such as the Association of Corporate Growth - National Capital Region and the Tower Club of Tysons. Outside of his professional work, Michael lives in the Washington Metropolitan area with his wife and two children. His personal interests include basketball, golfing, running, soccer, and spending time with his family. He is involved with community organizations such as AALEAD, Alexandria Chamber of Commerce, HBI-DC, The Women Center, and Warrior Ethos.

Armando Paruto is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Citibank, J.P. Morgan Securities, Liberty Mutual Insurance Group, TD Bank, and Intesa Sanpaolo Bank Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, employing research and analytics to support diversified investment strategies.

John Aras is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked for UBS Financial Services for 11 years before joining RBC in 2025. 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 various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a range of in-house and third-party investment managers and tailored portfolio strategies.