Marcos Sagastizado is a financial advisor at Merrill with 19 years of experience at the firm and one year at Bank of America N.A. He holds a Series 66 designation. Outside of his advisory role, he owns a limited-liability company without active business operations. 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, offering model-based and discretionary investment strategies for a variety of individual and institutional clients.

Christopher Vi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a range of financial products that include insurance-related vehicles and bank deposit sweep options.

Mark Toia is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory role, he serves as an executor and trustee for family trusts. Equitable Advisors provides a range of financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Shane Keogh is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held positions at the University of Minnesota - Twin Cities, SATCOM Direct, The Swift Group, Perspecta, and Caci. Outside of his advisory role, Keogh is a member of NorthXLV LLC, which is purchasing franchise rights for the Tiger Sugar bubble tea shop in Minneapolis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Andrew Massaro is a CFP® professional with 36 years of industry experience, currently serving at Edelman Financial Engines in Fairfax, VA. He has been with affiliated firms since 1994, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines delivers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm utilizes a committee-based modeling process combined with planner support and online tools, offering a range of discretionary and non-discretionary investment solutions with an emphasis on diversified, long-term portfolios.

Charles Oconnell is a financial advisor with Mass Mutual Investors Services and has 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1997. Outside of advising, he serves as president of Charles J. O Connell LLC, which manages his tax filings and compensation arrangements related to his insurance and advisory roles. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering 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 software and offers specialized services including estate settlement and employer-sponsored planning.

Christopher Pramawat is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he is involved in business ownership through TC Partners LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income plans.

Heather Jan Tudor Evans is a Wealth Management Advisor and Senior Portfolio Manager affiliated with Merrill Lynch Wealth Management. With over thirty years of experience, she specializes in building and maintaining relationships with affluent multi-generational families, including military personnel and engineers. Heather’s approach emphasizes simplifying complex wealth management processes to help clients grow, preserve, and transfer their wealth, while maintaining confidentiality and clear communication. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, retirement income, and individual and corporate investment strategies. Heather holds several professional designations, including Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). She is a member of the Investment & Wealth Institute™ and serves as a Merrill media representative. Heather earned her high school diploma from James Wood High School. She is involved with professional organizations such as Women's Exchange and the National Association of Women Business Owners (NAWBO). Additionally, she contributes to the Marine Corps Scholarship Foundation. Outside of her professional work, Heather enjoys adventure sports, biking, cooking, golfing, reading, running marathons, skiing, swimming, and traveling.

Frank Thompson Jr. is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Pruco Securities, LLC, and Prudential Insurance Company of America. In addition to his advisory role, he provides financial planning and investment services through Integrated Wealth Advisos, a DBA for his LPL business. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it provides access to third-party asset managers and insurance products through affiliated entities.

Andrew Coats is a Series 66-licensed financial advisor with Edward Jones in Falls Church, VA, and has 19 years of industry experience. He worked at CitiGroup Global Markets INC for five years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Serene Cochran is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2026. She leads a team of financial professionals dedicated to helping clients co-create plans aimed at achieving their financial goals. Serene emphasizes building strong relationships and understanding client priorities to effectively partner with them in pursuit of their financial objectives. Serene's career at Fidelity Investments spans over a decade, during which she has held various roles including Branch Leader, Team Leader of Workplace Planning and Advice, Onboarding Team Leader, and Workplace Planning Consultant. Her extensive experience within different facets of Fidelity Investments reflects her deep expertise in financial planning and advice. Outside of her professional responsibilities, Serene enjoys fitness, social events with friends, kayaking, and traveling.

Chia Sheng Wang is a Series 66 licensed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining Equitable Advisors in 2024, Wang worked at Guggenheim Partners from 2015 to 2023. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Christopher McGrath is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of financial advising, he is involved in management consulting through Paquin Design/Build, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through various financial planning and investment strategies.

Robel Kassahun is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2018, with additional experience at Wells Fargo Bank, N.A. since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Amir Eyal is a financial advisor with OSAIC based in Vienna, VA, holding a Series 66 designation and 21 years of industry experience. He previously worked for Lincoln Financial Advisors Corp for 20 years before joining OSAIC in 2025. Outside of his advisory role, Eyal writes and publishes educational books and is involved in several business ventures including administrative support services and private investment entities. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of brokerage and advisory services supported by asset-allocation tools, risk assessment, and automated portfolio management across multiple investment types.

Brian Bloxom is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2014. Outside of advising, he serves as vice chairman of the Salvation Army in Prince William County, participates on the advisory board of Freedom Bank, and acts as a director consultant for the Business Networking Institute. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals utilizing a variety of portfolio management strategies and platform arrangements.

Khy Sweeney is a Series 66-credentialed financial advisor with seven years of industry experience. He has worked at LPL Enterprise since 2024 and previously held roles at Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life. Outside of his advisory work, he serves as Secretary for the Vienna Business Association, participating in monthly board meetings. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment implementation is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and also offers access to third-party asset managers and financial planning services.

Ronald Yoo is a Series 66 licensed financial advisor with Morgan Stanley in McLean, VA, where he has worked since 2009. He has 22 years of industry experience. Outside of his advisory role, he is the sole proprietor of a real estate investment business in New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

James Hubbard is a financial advisor at Merrill with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at both Bank of America, N.A. and Merrill since 2013. 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.

Nicholas O'gwin is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise. He previously worked at LPL Financial, LLC for 13 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily focusing on assets held within Ameriprise Managed Accounts.