Carley Desillier is currently the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2007, progressing through several positions including Assistant Branch Leader, Private Wealth Management Planning Consultant, Relationship Manager, and Financial Representative. With 19 years of experience at Fidelity, Carley has developed expertise in leading teams and supporting clients' financial well-being. She focuses on fostering a culture that inspires and empowers team members to pursue their personal and professional goals while delivering a high standard of service to clients. Carley's career reflects a commitment to maximizing the talents of her associates to partner effectively with clients. No information about her education, credentials, personal interests, or community involvement has been provided.

Warren Wright is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 28 years of industry experience. He has been with Raymond James since 2014. He serves as a trustee for a family marital trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations with financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Dawn Robinson is a financial advisor with Ameriprise in Davidsonville, MD, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to provide tailored, non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

David Atkinson is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. Outside of his advisory role, he is involved in providing soccer education and coaching to youth players through the Villarreal Virginia Academy. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm leverages proprietary research and institutional trading capabilities alongside wealth management services.

Heather Hanson Rivas is a CFP® professional with 15 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she serves as co-trustee of the John C. Hanson Revocable Living Trust and is a member of the finance committee for Glen Echo Park Partnership for Arts and Culture, a creative community hub. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Denise Adah is a financial advisor at LPL Financial with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Avantax, and NASA Federal Credit Union. Denise also operates investment services through NASA Federal Investment Services under LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various portfolio management technologies.

Benjamin Duhoski is a Series 66 registered advisor with seven years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Northwestern Mutual. Prior to his financial career, he was a full-time student for nine years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a broad range of brokerage and insurance products.

Michael Whatley is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to clients’ goals and risk tolerances.

Rod Faghani is a financial advisor with Ameriprise in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and operates a community martial arts class focused on Kendo, a form of Japanese fencing, which he manages without personal income. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that include detailed recommendation reports and a combination of research and modeling techniques. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive network.

Charles Phillips Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing and implementing advanced financial strategies tailored to families, businesses, and individuals, including those with long-term disabilities and special needs. Phillips works closely with clients to address key concerns such as preservation of capital, tax minimization, and lifetime cash flow needs, often collaborating with estate attorneys and CPAs to establish multi-generational wealth strategies incorporating philanthropic approaches. Since beginning his career with Merrill Lynch in 2008, Phillips has developed expertise in a range of areas including special needs planning, college education and retirement planning, philanthropic planning, and portfolio management. His practice includes specialized strategies for families with special needs loved ones, utilizing vehicles such as Special Needs Trusts and Charitable Trusts. He has been recognized by Forbes as one of America's Top Next-Generation Wealth Advisors. Phillips graduated from the University of Wisconsin-Madison with a Bachelor's degree in History. He serves on the board of Quality Trust for Individuals with Disabilities, a nonprofit organization dedicated to improving the lives of children and adults with disabilities and their families. He resides in Arlington, Virginia with his wife and children.

Nicola O'neil is a CFP® professional with 16 years of experience, currently affiliated with UBS Financial Services in Washington, DC. She has held roles at UBS since 2011, with a brief period of unemployment from 2018 to 2019. Outside of advising, she serves as a Ballot Clerk for the District of Columbia Board of Elections. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment strategies tailored to clients' goals and risk tolerances.

Rumana Tarin is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in helping affluent individuals and families with services including corporate executive support, education planning, equity compensation, family wealth management, legacy planning, liquidity management, personal retirement planning, small business strategies, special needs planning, and tax minimization. Rumana holds a Bachelor's Degree from Stony Brook University and an Associate's Degree from Briarcliffe College. She has also completed advanced financial planning coursework at the College for Financial Planning. Her professional credentials include the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Certified Plan Fiduciary Advisor® (CPFA®) designation, Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) certifications. She is a member of the Bank of America Long Island Regional Council. Rumana is actively involved in the special needs community through her work with Autism Speaks. She brings her fluency in English, Persian, and Spanish to her practice. Outside of work, Rumana enjoys music, fitness, traveling, reading, and spending time with her family.

Scott Lanham is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Redmond Manierre Jr. is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked with firms including UBS Financial Services and multiple investment boutiques before joining Morgan Stanley in 2019. Outside of his advisory role, he is the sole proprietor of Waycroft Farm, LLC, an agricultural real estate business in Virginia. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

John Calhoun is a financial advisor at LPL Financial with 31 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior roles include positions at SCF Investment Advisors, SCF Securities Inc., Variant Private Wealth LLC, and Ameriprise Financial Services. Outside of his advisory work, he is a business owner of Greek Unlimited Store. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Brian Haney is a financial advisor with Cambridge Investment Research Advisors in Silver Spring, MD, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Dempsey Lord Smith and Coastal Investment Advisors, as well as a decade at MML Investors Services and Mass Mutual Life Insurance. Outside of his advisory work, Haney owns and operates a consulting and coaching business and an insurance agency. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a variety of platform arrangements and proprietary as well as third-party strategies.

Edward Berry is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2006, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his professional work, he is a self-published author of a personal book and participates in Argentine tango dancing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs backed by extensive resources including sophisticated planning tools and a comprehensive approach to asset management.

Christopher Rodriguez is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering its services through a non-discretionary program supported by an in-house manager solutions team.

David Williams is a financial advisor at Morgan Stanley in Alexandria, VA, holding a Series 66 designation with seven years of industry experience. His work history includes roles at Morgan Stanley Private Bank and SAIC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through Corporate Financial Planning agreements.

Matthew Offen is a financial advisor with Morgan Stanley in Washington, DC, holding a Series 66 designation and 23 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning approach involves structured discovery conversations and firm-approved tools, offering tailored plans without individual security recommendations as part of standalone planning.