Alan Golden is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fsc Securities Corporation for 17 years. Outside of advising, he owns a sole proprietorship involved in insurance marketing and sales, as well as a business overseeing payroll and internal tax preparation. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of asset classes on both discretionary and non-discretionary bases.

Jacob Shine is a Series 66-credentialed financial advisor with UBS Financial Services in McLean, VA, where he has worked since 2016. He has nine years of industry experience and previously attended Indiana University from 2013 to 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

John Keats is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at RBC Capital Markets since 2012 and has been with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and provides services such as portfolio management, financial planning, custody, and brokerage.

David Clark is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for 12 years, followed by four years at XML Securities, LLC and XML Financial Group. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

David Bejaneishvili is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and three years of industry experience. His career includes multiple roles at Wells Fargo Bank, nA, as well as prior positions at George Mason University and MaxiSoft Corporation. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of consulting and discretionary investment management services supported by research from Wells Fargo Investment Institute.

Brandon Poteet is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Fulton Bridges is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Navy Federal Investment Services and PNC Investments. Bridges is also the president of Nirvana Wealth Management, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment strategies through various platforms, combining proprietary and third-party models.

Jon Bost is a financial advisor with Wells Fargo Advisors in Leesburg, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2020. He owns and operates LII Wealth Management, LLC, an investment-related business based in Ashburn, VA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering comprehensive investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations and provides a broad range of specialized planning services for clients who meet certain net-worth criteria.

Michael Levesque is a financial advisor with Equitable Advisors in Baltimore, MD, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2015 and previously at Axa Advisors. Outside of financial advising, he was involved with Bike Doctor of Waldorf for ten years and currently works as a sales associate with Realty Benefit Services, focusing on group and individual benefits for real estate agents. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Amanda Brooks is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She has progressed through various roles within Fidelity, including Benefits & Planning Consultant and multiple levels of Workplace Planning Consultant since 2022, demonstrating her commitment to the firm and growth in financial planning expertise. Prior to joining Fidelity, Amanda worked as a Client Relationship Specialist at Charles Schwab from 2020 to 2021. Amanda focuses on helping clients build their financial future by understanding their unique stories, goals, and concerns. She collaborates with families to create and monitor financial plans that reflect their priorities and navigate the everyday challenges of life. Outside of her professional work, Amanda enjoys spending time at the beach, cooking and baking, attending social events with friends, playing instruments, parenting, and caring for pets.

Tucker Speak is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 licenses. He has one year of industry experience and previously worked in various roles including positions at Mary Baldwin University and Lowe's. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth investors, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals, while maintaining specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Jennifer Bottomley is a financial advisor with RBC Capital Markets and holds a Series 66 designation. She has 14 years of industry experience, including prior roles at Northwest Financial Advisors, LPL Financial, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and provides both discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Gabriel Owusu is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at SEI Investments, The Vanguard Group, and Chase Bank. Outside of finance, he holds a 33% ownership stake and serves as secretary and operations manager for a non-profit sports team, the Foreign Academy Football Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

David Edwards Jr. is a financial advisor with Wells Fargo Clearing, holding the CFP® designation and Series 63 and 65 licenses, and has 33 years of industry experience. His prior roles include positions at Morgan Stanley, Charles Schwab, NYLIFE Securities, and Eagle Strategies. Outside of his advisory work, he serves as a durable power of attorney for his mother’s financial affairs. 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 provides both brokerage and advisory solutions supported by extensive research and analytics.

Harry Horning is a financial advisor with Osaic Wealth, Inc. in Manassas, VA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. Prior to joining Osaic in 2023, he worked for Sagepoint Financial, Inc. from 2009 to 2023. Outside of his advisory role, Horning has entrepreneurial experience in life insurance sales and tax preparation, and he serves as treasurer for the Kena Shrine Band, a nonprofit organization. Osaic Wealth, Inc. serves a broad client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm uses asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct diversified portfolios, offering access to a variety of investment vehicles with discretionary and non-discretionary management options.

Kristine Chaze is a financial advisor with Edelman Financial Engines in Fairfax, VA. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. Her prior work includes roles at Edelman Financial Services LLC and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary management and non-discretionary advice, with a focus on diversified portfolios, periodic rebalancing, and long-term investment strategies.

Ryan Unthank is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Fairfax, VA, where he has worked since 2007. He has 20 years of industry experience. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The firm offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies alongside municipal advisory and public finance capabilities.

Todd Ihrig is a financial advisor with Cetera based in Arlington, VA, holding a Series 66 designation and 27 years of industry experience. He previously spent 23 years at Avantax Advisory Services and Avantax Investment Services before joining Cetera in 2025. He operates his practice under the DBA name Invest With a Plan Position. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Joseph Goldberg is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with MML Investors Services Inc and MassMutual Life Insurance Company since 2010. Outside of advisory work, he is also a life and health insurance agent. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Daniel Koester is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held multiple roles at James Madison University and Kestra Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.