John Roberts Jr. is a financial advisor with Ameriprise in Ashburn, VA, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with specific asset eligibility, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Dwight Cates is a financial advisor with Wells Fargo Clearing in McLean, VA, holding a Series 66 designation and two years of industry experience. Before joining Wells Fargo in 2026, he worked at Edward Jones for two years and spent 15 years at Fluor Corporation. He serves as a board member of the Falls Church Chamber of Commerce. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mark Bronfman is a financial advisor with Osaic Wealth in Vienna, VA, holding a Series 66 license and 23 years of industry experience. He spent 22 years at Lincoln Financial Advisors Corporation before joining Osaic in 2025. Outside of his advisory role, he owns an independent consulting firm that provides business growth and strategy services. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across multiple programs such as comprehensive financial planning and managed portfolios. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization tools, supported by a broad platform including third-party managers and proprietary strategies.

Marie Laurion is a financial advisor with Ameriprise in Vienna, VA, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2001. Outside of her advisory role, Laurion serves as a trustee on the board of Temple Emanuel and participates as a volunteer speaker for the Financial Planning Association. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Mohammed Iftaiha is a financial advisor at OSAIC with 23 years of industry experience. He holds the CFP® certification and Series 66 designation. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, Inc. for 17 years and PRUCO Securities, LLC for 3 years. He is also involved in incidental insurance services through Strategic Capital Advisors. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across multiple programs. The firm emphasizes model-based asset allocation and portfolio optimization, integrating discretionary and third-party management strategies within a large multi-advisor platform.

Kimberly Friedman is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for 14 years. Kimberly is also a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services.

Hadeer Ghanawi is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 designations and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank, N.A. since 2013. 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 roughly $671 billion in assets with more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Dante Lavender currently serves as a Financial Advisor with Merrill Lynch Wealth Management, focusing on providing personalized financial experiences to a diverse client base that includes individuals, families, and corporations. His professional approach emphasizes building futures beyond portfolios by understanding the unique aspirations and challenges of each client. He is committed to empowering clients, particularly those from underrepresented communities, fostering inclusive financial success through compassion, diligent service, and diverse perspectives. Mr. Lavender began his career in financial services in 2015 and has since held roles at Wells Fargo & Co., SunTrust (now Truist), and Bank of America/Merrill, gaining experience in banking, lending, and wealth management. He holds the designation of Personal Investment Advisor (PIA) and an academic background that includes a Bachelor of Science in Psychology from Radford University, an MBA from Southern New Hampshire University, and an Associate of Applied Science in General Studies from New River Community College. Outside of his professional work, Mr. Lavender contributes to community organizations such as Future Business Leaders of America and Ultimate International Miss. He enjoys activities including billiards, cooking, dancing, interior decorating, music, reading, spending time with family, traveling, and watching movies.

Zachary Hopeck is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Bank of America, Southworth Development, and Pearson Smith Realty. He has also been involved with the R & D Baseball Academy for two years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kyung Eun Kim is a financial advisor with Mass Mutual Investors Services, holding CFP®, Series 63, Series 65, and Series 66 designations and 18 years of industry experience. Prior to joining Mass Mutual Investors Services and Mass Mutual Life Insurance Company in 2023, Kim worked at Eagle Strategies and New York Life Insurance Company. She serves as president of the Ewha Womans University Alumni Association and chairs the strategy and planning committee for the Greater Dallas Korean American Chamber of Commerce. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning process involves detailed client data analysis and written recommendations, with implementation handled separately through brokerage or insurance arrangements.

Matthew Pirollo is a CFP® professional with 14 years of industry experience, currently serving at Wells Fargo Clearing since 2020. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Pirollo has maintained an affiliation with Northwestern Mutual Life Insurance Company since 2011. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Soo Kim is a CFP® with 25 years of experience in the financial services industry. He has been with Ameriprise since 2005, including its predecessor Ameriprise Financial Services, Inc. In addition to his advisory work, Kim holds co-ownership interests in several retail and real estate ventures, including a restaurant in Seoul, South Korea, and multiple commercial and residential properties in Virginia. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary retirement income recommendations.

Eugene Mc Guire is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been providing financial and wealth management advice since 1993. He specializes in wealth planning, money management, retirement plan distribution strategies, management of concentrated stock positions, and estate-planning services. Eugene collaborates with estate planning attorneys to develop comprehensive estate plans for his clients. With over 30 years of experience, Eugene works primarily with affluent families, corporate executives, and successful business owners, helping them develop customized financial plans that serve as road maps to achieve long-term financial success. He periodically reviews these plans with clients to ensure alignment with their evolving financial needs and goals. Eugene holds a bachelor's degree in finance and economics from The Catholic University of America. He is a CERTIFIED FINANCIAL PLANNER® certificant and holds additional professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Eugene is involved in his community through activities with his church, Cub Scouts, and Little League Baseball. He enjoys fishing, golfing, reading, skiing, and spending time with his family.

Douglas Danosos is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at firms including Voya Financial Advisors and has been associated with Egan, Berger & Weiner, LLC since 2012. Danosos serves as a director of allied professionals for the Financial Planning Association National Capital Area chapter, where he connects with other professional organizations and helps plan co-sponsored events. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a wide range of account types and investment strategies.

David Bjorklund is a Wealth Management Advisor and Senior Portfolio Advisor with the MacNamara Group at Merrill Lynch Wealth Management in Tysons Corner, VA. He began his career with Merrill Lynch as an intern in 2017 and joined the team full-time in June 2018. David is involved in managing client trades, onboarding new clients, and providing personalized financial advice during client meetings. As a CERTIFIED FINANCIAL PLANNER® professional, he focuses on delivering tailored financial strategies to help clients achieve their long-term goals. David holds a Bachelor's Degree in Business Administration with a concentration in Finance and a minor in Information Systems from Loyola University Maryland. During his time at Loyola, he was a varsity rower, participated in the first-year orientation program, studied abroad in Copenhagen, and contributed to managing the university's endowment fund. He also holds the designation of Personal Investment Advisor (PIA). He grew up in Potomac, Maryland, and currently lives in Silver Spring, Maryland with his fiancé. David is an Assistant Scoutmaster with the Boy Scouts of America and enjoys camping, hiking, scuba diving, skiing, traveling, and practicing yoga in his free time.

Nicholas Sorden is a financial advisor with Raymond James & Associates in Reston, VA, holding a Series 66 designation and 14 years of industry experience. He worked at Robert W. Baird & Co. for 10 years before joining Raymond James & Associates, where he has been since 2022. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Michael Shrauder is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Sara Sharra is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Wells Fargo Bank, N.A. She also has experience working in early childhood education and small business operations outside the financial industry. 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.

Nicole Aguinaldo is a financial advisor with Ameriprise in Vienna, VA, holding a Series 66 designation and eight years of industry experience. Her prior work includes seven years at RBC Capital Markets and three years at Wells Fargo Clearing Services. Outside of advising, she has part-time retail sales experience with L’OCCITANE, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice focused on reliable income and tax-aware withdrawal strategies.

Maleknaz Razjouyan is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 designations and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2008, with a brief gap between 2010 and 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party data to support its investment approach.