Stephen Park is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following 14 years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and scenario modeling. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-based financial planning arrangements.

Uvan Stewart is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2024, he held positions at Bank of America, Merrill, and several other companies across various sectors. 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 using research and analytics grounded in diversification and modern portfolio theory.

Stephen Siegle is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Mee Teng Tan is a financial advisor at Merrill with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Merrill and Bank of America in 2026, Tan worked at Wells Fargo Bank and Wells Fargo Clearing from 2022 to 2026. Outside of financial advising, Tan co-owns a rental property in Singapore with a spouse. 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 serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cynthia Talley is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

David Beck is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Cetera Wealth Services, VOYA Financial Advisors, and Egan, Berger & Weiner, LLC, where he is a partner. Outside of his advisory work, he operates as an independent insurance agent and is involved in a family business focused on flipping houses. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with access to affiliated and third-party managers and a range of program structures.

Veronique Caumeil is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and three years of industry experience. She previously worked at Fidelity Investments from 2020 to 2024 and has experience with Morgan Stanley Private Bank, N.A. from 2024 onward. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning processes supported by approved tools and models, managing approximately $2.74 trillion in client assets.

Sarita Dhami is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior roles include positions at Wells Fargo Bank, Envitek Solutions LLC, Suntrust Bank, and FVC Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Michael Knowles is a financial advisor with Wells Fargo Advisors in McLean, VA, holding Series 63 and Series 65 credentials and with 15 years of industry experience. His prior roles include eight years at Wells Fargo Clearing and service as Loudoun County Commissioner of the Revenue. Outside of his advisory work, he owns and operates a rental property business. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, employing Wells Fargo research and planning tools to develop tailored recommendations.

Howard Pressman is a CFP® with 27 years of industry experience, currently affiliated with Cetera. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. He serves as a board member and director of sponsorship for the Financial Planning Association–National Capital Chapter and provides pro-bono financial planning advice to cancer patients through the nonprofit Family Reach. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm supports advisors with a range of program options and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Patrick Morton is a financial advisor with Ameriprise in Manassas, VA, holding a Series 66 credential and two years of industry experience. Prior to joining Ameriprise in 2023, he worked in various roles including managerial support at CFI Management Group LLC and positions at George Mason University Recreation and Enterprise Rent a Car. He provides managerial support to co-owners at CFI Management Group LLC as an outside business activity. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized retirement income recommendations in partnership with its financial advisors.

Paul Williams is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2011 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies that utilize both in-house and third-party investment managers, providing a range of portfolio management and financial planning services.

Ban Tran is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds multiple designations including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). Ban focuses on wealth management services for affluent clients, retirees, small businesses, and non-profit organizations. He is a qualified Portfolio Manager and manages personalized strategies for clients, utilizing individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He is a senior partner of the MacNamara, Tran, Mason, Burnette, Bjorklund & Krashin Group, which emphasizes managing investment portfolios with low-cost, tax-efficient Exchange Traded Fund (ETF) indexes. Ban graduated from the University of Pennsylvania with a B.A. in Economics and International Relations and earned his M.B.A. in International Finance from George Washington University. He joined Merrill Lynch Wealth Management in 1999 and has prior experience of fifteen years in trade finance, international banking, and foreign exchange. Apart from his professional role, Ban is involved in community organizations such as Asian American LEAD (AALEAD) and Devotion to Children. His personal interests include basketball, boating, gardening, golfing, running marathons, skiing, swimming, tennis, traveling, and spending time with his family.

Mi Hee Jung Christensen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Atlantic Union Bank, JP Morgan Chase Bank, J.P. Morgan Securities LLC, and Citibank, N.A. She is based in McLean, VA. 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 leveraging research from Wells Fargo Investment Institute and third-party databases.

Bradley Babilino is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. He has held roles at several firms and organizations, including Cetera Wealth Services LLC and Kurtz, Connor, Browning & Phillips, LLC, where he serves as an investment assistant. Babilino has also been involved with Christopher Newport University and James River Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services, leveraging a multi-manager platform with both affiliated and third-party investment options.

Ryan Banner is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Banner is also involved in fixed insurance sales and serves as a financial advisor for Kinnect Advisors. Cetera Investment Advisers LLC provides financial planning, portfolio management, and retirement services through a nationwide network of independent advisors, serving a broad client base from individual investors to institutional accounts. The firm offers a multi-manager platform with diverse program options, including model portfolios, third-party managers, and bespoke strategies.

Christopher Peden is a financial advisor with Ameriprise in Lake Ridge, VA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Ameriprise in 2019, he worked at Primerica Advisors and Primerica Financial Services, and spent 14 years at Verizon. He also owns and operates Peden Accounting Services LLC, providing tax preparation and advisory services. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering customized recommendation reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement strategies while providing a broad range of advisory, brokerage, and insurance solutions.

Souad Ajan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Wells Fargo Clearing, she worked at Bank of America and H and R Block. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Louis Kwentua is a Series 66–licensed financial advisor with LPL Enterprise LLC, based in Vienna, VA. He joined LPL Enterprise in 2026 and has prior work experience in logistics, automotive sales, and corporate roles. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through a platform that combines investment advice with insurance and lending products.

Anthony Raad is a financial advisor with LPL Financial in Tysons, VA, holding a Series 66 credential and 15 years of industry experience. He has worked at LPL Financial since 2021 and previously served at Cetera Advisors LLC from 2016 to 2021. Raad is also the owner of Tempo Productions LLC, a DJ services business he has operated since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.