Jennifer Ford is a financial advisor at Edward Jones in Ashburn, VA, holding a Series 66 designation with one year of industry experience. Her prior career includes over two decades at the Department of Veterans Affairs and ongoing work at George Washington University since 2014. She is also the owner of Whole Health Coaching, LLC, a consulting and coaching business based in Arlington, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of more than 23,700 advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard, with approximately $1.01 trillion in assets under management.

Kelly Kreis is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. She has worked with 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 analyses and planning without discretionary trading authority. The firm integrates planning with managed-account programs through its WealthPlan option while maintaining separate services.

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 at Primerica Advisors with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Primerica Advisors since 2013. His prior roles include positions at Washington Mortgage Group and United Real Estate. Outside of financial advising, he is involved in real estate as a licensed realtor and owns a real estate business in Jackson, Wyoming. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed-fee billing.

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 at LPL Enterprise with six years of industry experience. She holds the Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to her financial services career, she was employed at Bowie Produce Company for sixteen years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Keith Brockman is a financial advisor with OSAIC in Vienna, VA, holding Series 63 and Series 65 credentials and having 29 years of industry experience. His career includes roles at Royal Alliance Associates, Inc. since 2018 and Signator Investors, Inc. dating back to 1996. Outside of his advisory work, he is involved in an insurance brokerage LLC and acts as power of attorney for his parents' investment accounts. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools, risk-tolerance assessments, and access to multiple third-party investment platforms.

David Dlugacz is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, Blueprint Financial Strategies, Eagle Strategies (NY Life), and New York Life insurance. He is also involved with The Guardian Life Insurance Company in a non-variable insurance capacity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage services through an integrated platform that includes insurance products and third-party asset management arrangements.

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 with Mass Mutual Investors Services in Fairfax, VA, holding Series 65 and Series 63 licenses and four years of industry experience. His career includes roles at MML Investors Services, LLC and MassMutual Life Insurance Co since 2023, as well as former positions at New York Academy LLC and Joy Academy. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

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 in Ashburn, VA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015 and serves as treasurer and scholarship committee member for GW Community School, a private high school in Springfield, VA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of discretionary and non-discretionary strategies across multiple custody platforms.

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.