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.

Mark Bronfman is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 credential and previously worked for Lincoln Financial Advisors Corporation for 22 years. Outside of his advisory role, he owns a consulting firm that provides business growth and strategy advice to clients. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by a range of investment tools, third-party managers, and various portfolio management options.

Marie Laurion is a financial advisor with Ameriprise in Washington, DC, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliate firms since 2001. Outside of her advisory role, Laurion serves as a trustee on the board of Temple Emanuel and participates as a volunteer speaker with the Financial Planning Association’s ComPsych program. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, delivering non-discretionary, research-driven recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Mohammed Iftaiha is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Osaic since 2024. Prior to this, he worked for 17 years at Woodbury Financial Services, Inc. He also provides incidental insurance services through a separate insurance agency. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment platforms and employs tools such as asset-allocation software and automated rebalancing to construct portfolios across multiple asset classes.

Kimberly Friedman is a financial advisor at LPL Financial with 17 years of industry experience. She holds a Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for 13 years. Kimberly is also a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining model portfolios, third-party research, and technology-driven strategies to meet diverse client needs.

Hadeer Ghanawi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. She has worked within various Wells Fargo entities since 2013, including Wells Fargo Bank, N.A., Wells Fargo Advisors, LLC, and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

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®-certified financial advisor with 13 years of industry experience, currently with Wells Fargo Clearing since 2020. He previously held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management, and has been associated with Northwestern Mutual Life Insurance Company since 2011. Pirollo is also affiliated with the University of Pittsburgh. 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 a range of brokerage and advisory solutions supported by research and analytics.

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 13 years of industry experience. He previously worked for Robert W. Baird & Co. for 10 years before joining Raymond James in 2022. Raymond James & Associates is a large 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 fiduciary solutions through various portfolio management styles and affiliated research.

Michael Shrauder is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 32 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 advisory process 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.

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.

Jamell Wright is an Investment Consultant at Fidelity Investments. In this role, Wright provides clients with a comprehensive range of financial strategies tailored to their individual needs and goals. Wright's professional experience includes roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2023, followed by Investment Solutions Representative from 2023 to 2025, and advancing to the current position of Investment Consultant in 2025. Prior to Fidelity, Wright worked as a Wealth Management Associate at UBS Financial Services Inc. in 2023. Outside of work, Wright's personal interests include comedy, fitness, social events with friends, military service, parenthood, and traveling.

Nicole Aguinaldo is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services and CAM Private Wealth Services. Outside of finance, she has part-time retail sales experience with LOCCITANE, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides investment advisory and brokerage services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm offers customizable portfolio management through in-house and third-party managers and integrates capital-markets capabilities and alternative investments into its strategies.

Maleknaz Razjouyan is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and 15 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.