Joanne Claypoole is a financial advisor at Ameriprise with 7 years of industry experience. She holds Series 66 and Series 63 designations and has been with Ameriprise since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Flor Wanda is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America, N.A. for 12 years. 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.

Mohammad Aboudi is a financial advisor with Charles Schwab in Reston, VA, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing, PNC Bank, and Capital One. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Maryann Keith is a CFP®-designated financial advisor with MassMutual Investors Services in McLean, VA, bringing 19 years of industry experience. She has been with MassMutual Financial Group and its affiliate MML Investors Services since 2007. Outside of her financial career, she has worked as a freelance flutist since 2004 and serves on the board of the Loudoun Symphony Association. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate arrangements.

Michael Fowler is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at Citigroup, Bank of America, Merrill, and Wells Fargo. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Kevin Okim is a CFP® professional with 21 years of experience in financial planning and wealth management. He has worked at Raymond James Financial Services Advisors, Inc. since 2023 and spent 18 years at Edward Jones prior to that. Okim is also the president of Okim Wealth Management LLC, where he focuses on financial planning and client wealth management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals, while supporting access to wrap-fee advisory programs and municipal and public finance work.

Yianni Skourtis is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads a team of financial professionals dedicated to collaborating with clients to develop plans aimed at achieving their financial goals. Yianni emphasizes the importance of partnering with clients to fully understand their needs and objectives as they work towards desired outcomes. Prior to his current role, Yianni held several positions at Fidelity Investments, including Head of Regional Center Boston from 2022 to 2024, Client Service Leader from 2021 to 2022, and Vice President of Workplace Investing Participant Services from 2018 to 2021. These roles have contributed to his experience in financial services and client relationship management.

Erin Schmidinger is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2020. She has been with Fidelity Investments since 2014, progressing through positions including Relationship Manager and Senior Relationship Manager. Prior to joining Fidelity, Erin worked at Bank of America, Merrill Lynch from 2011 to 2014 in various capacities such as Wealth Management Client Services, Financial Solutions Advisor, and Investment Associate. Throughout her career in financial services, Erin focuses on understanding her clients, their families, and their priorities. She works to align Fidelity's resources to meet her clients' financial planning needs and is dedicated to advocating for them by addressing their financial and life goals.

James Palumbo is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2010 and holds Series 63, 65, and 66 licenses. Outside of his advisory work, he has been involved in commercial loan brokerage and managing residual collections from prior investment transactions. Additionally, he has a role associated with the Virginia Defense Force, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor client solutions. The firm combines institutional trading capabilities with wealth management services, offering fiduciary financial planning, portfolio management, and access to capital markets.

Daniel Yeakel is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he provides CPA services including tax, accounting, and non-attest services through Yeakel & Associates and operates a marketing business focused on precision contest and sweepstakes participation. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through more than 10,000 advisors.

Steven Alvarez is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2024, he worked at Truist Advisory Services and Truist Investment Services from 2021 to 2024, and at BB&T Securities and BB&T Bank between 2017 and 2021. He also has experience working at George Mason University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jonathan Berry is a financial advisor with Wells Fargo Clearing in McLean, VA, holding a Series 66 credential and nine years of industry experience. He has worked with various Wells Fargo entities since 2016. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Anne Albertine is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1996. In addition to her advisory role, she is involved with life, health, and voluntary benefits through outside carriers. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements supported by firm-approved analytical tools.

William Bleau is a financial advisor with Charles Schwab in Tysons Corner, VA, holding Series 63 and Series 66 credentials and 20 years of industry experience. His career includes roles at Scottrade, Inc., TD Ameritrade Investment Management, LLC, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios guided by research from its Center for Financial Research.

Patrick Jacobeen is a financial advisor with Primerica Advisors in Catlett, VA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. Outside of financial advising, he is involved as a religious musician and speaker and owns businesses including Jacobeen Group LLC and Slantball, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while employing a tiered wrap-fee structure.

Michel Allen is a Financial Consultant at Fidelity Investments, a position he has held since 2022. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2021 to 2022. Michel has over a decade of experience in financial services, having worked in various roles including Senior Financial Consultant at TD Ameritrade, Investment Consultant at Scottrade, and Personal Banker at Citibank and First Niagara Bank. Throughout his career, Michel has focused on collaborating with individuals and families to create tailored financial plans that align with their unique goals and needs. He leverages resources, tools, and strategies supported by Fidelity to work toward clients' financial success. Outside of his professional work, Michel's personal interests include beach activities, cars, family activities, fitness, movies, and outdoor adventures.

Patricia Chapple is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 registrations and has 26 years of industry experience. Her prior work includes roles at Morgan Stanley and various Wells Fargo entities from 2009 to the present. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Jeffrey Hale is a financial advisor at Morgan Stanley in McLean, VA, with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and its affiliated entities since 2017. Prior to that, he spent 19 years at Merrill Lynch and 8 years at Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Tammy Pierce is a financial advisor at Edward Jones with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Edward Jones since 2019. Her prior experience includes four years at UBS Financial Services and one year in forensic drug and alcohol testing. Edward Jones is a full-service wealth management firm with over 23,000 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets under management.

Wyatt Hammond is a Financial Consultant I at Fidelity Investments based in Tysons Corner. He works alongside his clients to provide financial planning tailored to their individual needs, focusing on understanding what matters most to them and their families. His approach emphasizes direct communication and support in various financial situations, including wealth building, retirement preparation, and major financial decisions. Wyatt has been with Fidelity Investments since 2021, accruing experience across multiple roles including Investment Solutions Representative I through III, High Net Worth Representative, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Wyatt enjoys biking, concerts, hiking, outdoor adventures, swimming, and traveling.