Kelly Kreis is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at Thrivent Financial and Wells Fargo in various capacities since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without managing discretionary portfolios for institutional clients.

Jwala Shivakoti is a financial advisor with Merrill in Reston, VA, holding a Series 66 designation and bringing nine years of industry experience. He has been associated with both Merrill and Bank of America, N.A. since 2008. 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. The firm serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Ann Durham is a financial advisor with Ameriprise in Reston, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She previously worked at PNC Investments and PNC Bank before joining Ameriprise in 2019. Durham serves on the Board of Directors for the Vienna Arts Society and acts as its secretary. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering tailored recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

William Brinkley is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. He serves as a volunteer board trustee for the Museum of Biblical Art. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and planning services, utilizing both in-house and third-party investment managers.

Mary Martin Falanga is a financial advisor with Edelman Financial Engines, holding a Series 66 credential and over 21 years of industry experience. She has been with the firm and its predecessors since 2009, including Financial Engines Advisors L.L.C. since 2018. She serves as a board member for the Northern Virginia Therapeutic Riding Program, a nonprofit providing equine-assisted activities for people with disabilities and other at-risk groups. Edelman Financial Engines offers 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, managing diversified portfolios with a long-term focus and serving approximately 477,000 clients.

Spenser Thompson is a CFP®-certified financial advisor with 10 years of industry experience. He is currently affiliated with Morgan Stanley and has previous experience at UBS Financial Services. Thompson works in the McLean, VA office. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Larry Heuple is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Citigroup Global Markets, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. 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 that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Babak Binesh is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with Primerica Advisors since 2013 and has prior experience at Washington Mortgage Group and United Real Estate. Outside of his advisory work, he is involved in real estate as a licensed realtor and owner of a non-investment-related real estate business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies and discretionary separately managed accounts supported by third-party managers and custodians.

David Brown is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America N.A., Merrill Lynch, and Northwestern Mutual, among others. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cheng Zhao is a financial advisor at Ameriprise in Alexandria, VA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Ameriprise in 2025, Zhao worked for Capital One N.A. for 16 years. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christel Djossinou is a financial advisor at Raymond James Financial with 16 years of industry experience and holds a Series 66 designation. Prior to joining Raymond James, Djossinou worked at Bank of America, Merrill Lynch, and SunTrust Bank. She serves as Vice President of Peoples Investment Services, a support company based in Vienna, VA. 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, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals across a large advisor network.

Lauren Conkright is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has six years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to her financial services career, she worked at Bowie Produce Company for 16 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Keith Brockman is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. His other business activities include managing an insurance brokerage and serving as a financial advisor with Signature Financial Partners, LLC. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of advisory and brokerage services with a focus on model-based asset allocation and portfolio optimization through a multi-advisor platform.

David Dlugacz is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has 16 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, and New York Life. Dlugacz is also involved in non-variable insurance activities through The Guardian Life Insurance Company and Prudential. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Antonio Mackey is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, Merrill, and other firms. Outside of finance, he has experience in the fitness industry with roles at LA Fitness and Washington Sports Club. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering tailored services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and acts as an ERISA fiduciary when providing investment advice.

Helio Shin is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes roles at New York Academy LLC and Joy Academy. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools and emphasizes collaborative, annual planning relationships.

Justin Euller is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2013. He has been with Fidelity Investments since 2005, advancing through various positions including Investment Consultant, Retirement and Investment High Net Worth Associate, Retirement and Investment Services Associate, and 401k Service Associate. He has over 20 years of experience in financial advising, focusing on client relationships centered on dependability, integrity, and simplicity. His work involves creating financial plans aimed at managing, protecting, and growing clients' wealth. Justin holds an Arkansas Insurance License.

Wendy Inge is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. She has worked at Truist Investment Services and SunTrust Bank for a decade and is currently associated with Pinnacle Asset Management in a client-facing role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning using risk profiling and advanced modeling tools and supports a broad advisor network and institutional consulting.

John Ferguson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His career includes prior roles at Equitable Advisors, Private Wealth Advisers, LLC, and Mony Securities Corporation. Outside of advising, he serves as treasurer of GW Community School, a private high school, and participates on its scholarship foundation committee. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Sean Connolly is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2026. Prior to this role, he worked at Financial Engines Advisors L.L.C. for seven years and has held positions at Raymond James Financial Services, TIAA, and several firms focused on federal employee benefits. 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 alongside planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.