Kevin Mccall is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His prior work includes roles at American Color and Virginia Canopy Tours. He is involved in non-investment related referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based recommendations supported by third-party asset managers and custodians.

David Kidd is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in serving individuals and families by providing customized wealth management planning and financial services. His approach emphasizes trust, strength, and communication, ensuring a thorough understanding of clients’ financial needs and goals, offering access to resources from a leading financial services firm, and delivering coordinated strategies aligned with clients' lifestyles and financial visions. David's expertise covers a broad range of services including investment advisory programs, asset allocation analysis, retirement and education planning, concentrated stock services, insurance coordination, trust and estate planning, wealth transfer strategies, and credit and lending services in partnership with Bank of America, N.A. His client focus areas include college education planning, corporate executive services, divorce transition planning, family wealth management strategies, and retirement income planning. He holds a Bachelor's Degree from The University at Albany and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David is also involved in community volunteering, notably with the organization Touching Heart. Outside of his professional work, he enjoys baseball, boating, cooking, football, reading, and spending time with his family.

Autumn Ngov is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2026. In this capacity, she collaborates closely with Wealth Management Advisors to serve clients across multiple generations, focusing on their wealth management needs and goals. Autumn has extensive experience within Fidelity Investments, having progressed through several positions including Planning Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. She holds a California Insurance License, supporting her expertise in financial and insurance services. Outside of her professional responsibilities, Autumn enjoys board games, cooking and baking, parenthood, and traveling.

Gavin Fung is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at PBMares, LLP and Andersen Tax, as well as a period of self-employment. He is also involved with Ascend Planning & Consulting, LLC. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.

Joseph Roslovic is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has previously worked at Blackstone Securities Partners L.P., Blackstone Inc., and BlackRock Investments LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Jeffrey Perry is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 16 years of industry experience. Prior to his current role, he worked at Covenant Capital, Wealthcare Advisory Partners LLC, and LPL Financial. Outside of his advisory work, he serves as Treasurer at Trinity Church of Loudoun, where he collaborates on the church’s financial matters. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Carl Matysek is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade Inc., Cygnus Technologies, New Hanover Regional Medical Center, and Oceanic. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Ryan Rushe is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 12 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life. Outside of his advisory work, he hosts a weekly networking meeting focused on marketing and business promotion. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products, and it supports discretionary and non-discretionary investment management through various channels.

Leda Bonilla is a financial advisor with Raymond James Financial Services, Inc. She holds a Series 66 designation and has 25 years of industry experience. Prior to joining Raymond James in 2019, she worked at Ameriprise Financial Services, Inc. for 10 years. Outside of her advisory role, she is involved with Princess Yazz Home Services, a business she has been part of since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, alongside institutional consulting and portfolio management capabilities.

Mary Sterbutzel is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. 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, incorporating a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Anthony Marx is a financial advisor with Ameriprise in Sterling, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ameriprise and its predecessor entity since 2009. Outside of his advisory role, he is a co-owner of Unity Squared, a pass-through entity associated with a team practice structure. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools with advisor input to deliver these plans and also provides a broad range of advisory, brokerage, and insurance solutions.

Parker Rist is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Medallion Financial Group. His background also includes roles associated with the University of Maryland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that use structured discovery and modeling tools, supporting clients in tailored financial planning and asset management.

James Flannery is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in financial advisory services. Since beginning his career in 1993 in Northern Virginia, James has developed a full-service advisory practice focused on designing financial strategies tailored to meet both near-term and long-term goals for individual clients and institutions. He has also held leadership roles, including Producing Sales Manager and manager of training and development programs for new Financial Advisors within the Northern Virginia Complex. James holds a Bachelor's Degree in Economics from the University of Pennsylvania and has earned multiple professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Spanish, he applies his expertise to help clients develop personalized financial strategies. Outside of his advisory role, James has contributed to community organizations, serving on the Investment Committee for the Catholic Cemeteries of the Archdiocese of Washington Board from 2006 to 2011, acting as Holy Cross Church CYO Coordinator from 2014 to 2017, and coaching youth sports between 2005 and 2019. He resides in Maryland with his wife, Kathy, and their four children.

Matthew Ondeck is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 13 years of industry experience. His career includes roles at Merrill, Edelman Financial Services, and EF Legacy Securities. Outside of his advisory work, he coaches little league soccer and softball in Loudoun County. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Samir Abhyankar is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has two years of industry experience and previously worked at PNC Bank and Capital Bank NA. He is based in Vienna, VA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies using in-house and third-party managers, with integrated capital-markets capabilities and alternative investment options.

Macaughlan Byrne Houser is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining LPL Enterprise, they held roles at Stonemor Inc, USP of Pittsburgh LLC, and Byrne-Houser L.L.C., among others. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Vidhi Sharma is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. 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 advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Nate Cambridge is a Financial Consultant at Fidelity Investments. He works with clients to develop customized financial plans and investment strategies tailored to individual financial priorities. Nate has held several roles at Fidelity Investments since 2022, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Teller at Tower Federal Credit Union from 2021 to 2022.

Michael Ballard is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and previously worked at Cresset Asset Management, LLC and Wells Fargo Private Bank. Outside of his advisory role, he maintains a CPA license and has a minority ownership interest in a commercial real estate advisory business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes unique investment options such as insurance-related vehicles and bank deposit sweep programs.

Mahan Hosseini is a Senior Financial Advisor at Merrill Lynch Wealth Management in the Tysons Corner, VA office. He has been working in the financial industry since 2001 and previously served as a head equity trader at Madison Trading LLC and Chimera Securities in New York. Leveraging his extensive experience and Merrill's resources, Mahan develops customized strategies and provides recommendations tailored to the unique financial needs of individuals and businesses. He assists clients in areas including wealth accumulation and preservation, retirement income growth and preservation, customized strategies, and asset allocation. His expertise also covers executive compensation, legacy planning, liquidity management, managing new wealth, personal retirement planning, and individual and corporate investment strategies. Mahan holds a Bachelor of Business Administration degree in Information Systems and Marketing from George Washington University. He holds the Chartered Retirement Planning Counselor (CRPC) designation as well as the Personal Investment Advisor (PIA) designation. Mahan resides in Northern Virginia with his family. Outside of his professional work, he enjoys boating, football, skiing, tennis, traveling, and spending time with his family.