Delaszo Smith is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Ameriprise, T Rowe Price, and AXA Advisors. Outside the financial industry, he works as a delivery driver. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, annual financial planning engagements using firm-approved tools and delivers written recommendations, with optional implementation through separate brokerage or insurance arrangements.

John Giles is a financial advisor at Morgan Stanley with 15 years of industry experience and holds a Series 66 designation. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses tools such as Monte Carlo simulations and Secular Return Estimates to model outcomes.

Nathan George is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. His prior work includes roles at Evergreen Country Club and PepsiCo CVA, along with varied experience in education and logistics. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and affiliated non-securities products and services.

Alan Golden is a financial advisor with OSAIC in Rockville, MD, holding Series 63 and Series 65 designations and having 37 years of industry experience. He previously worked at FSC Securities Corporation and PRUCO Securities, LLC. Outside of advisory services, he owns an insurance marketing and sales business and oversees payroll and tax preparation for his sole proprietorship, The Pensure Group. OSAIC serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a variety of investment programs supported by affiliated broker-dealer and RIA relationships.

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 with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network LLC and XML Securities, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

David Bejaneishvili is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. His work history includes multiple roles at Wells Fargo Bank, nA, and a period at MaxiSoft Corporation. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and modern portfolio theory in its investment approach.

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 with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has previously worked at Navy Federal Investment Services and PNC Investments. In addition to his advisory role, Bridges is president of Nirvana Wealth Management, LLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

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 Falls Church, VA, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a sales associate with Realty Benefit Services, offering group and individual benefits to real estate agents. 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 utilizes a variety of advisory models and third-party program sponsors to deliver customized investment solutions.

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 at Raymond James Financial with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Raymond James, he has held various roles in education and retail sectors, including positions at Mary Baldwin University and Lowe's. 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, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through unique affiliations.

Jennifer Bottomley is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds the Series 66 designation and has worked at several firms including Northwest Financial Advisors LLC, LPL Financial, and Financial Engines Advisors. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

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 CFP®-designated financial advisor with 33 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at firms including Morgan Stanley, Charles Schwab, Raymond James Financial, and Ameriprise. Outside of his advisory role, he manages the financial affairs of his mother as her durable power of attorney. 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 utilizes research and analytics to guide its investment approach and offers a range of brokerage and advisory solutions.

Harry Horning is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 49 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., American General Securities Incorporated, and OSAIC Services, Inc. Outside of his advisory work, he serves as treasurer for the Kena Shrine Band, a 501(c)(3) organization, and owns a tax preparation business. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

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 financial advisor with Robert W. Baird & Co. in Fairfax, VA, holding a Series 66 designation and 21 years of industry experience. He has worked at Robert W. Baird since 2007 and was previously with Ferris, Baker Watts, LLC from 2005 to 2007. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.