Patrick Reis is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its predecessor firms since 1997. Outside of his advisory role, Reis serves as Financial Director at The Reis Group LLC, where he tracks employee billable hours, expenses, and revenue for business growth decisions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, supported by investment research, third-party data, and algorithmic tools.

Anthony Badillo is a CFP® and ChFC® with 14 years of experience in the financial services industry. He is currently with Edelman Financial Engines and has previously worked at firms including Financial Engines Advisors L.L.C., Charles Schwab, and The Vanguard Group. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.

Hector Tello Gallardo is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, PNC Bank, Citi Bank, and Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

K Keith is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Wells Fargo, Keith worked at Fidelity Investments and has held various roles in education and nonprofit organizations. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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.

James Barton is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management (MSWM) offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and corporate financial planning agreements.

Farah Stewart is a Series 66 licensed financial advisor with Edward Jones in Fairfax, VA, and has 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Robert Maalouf Kassouf is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds the Series 66 designation and has worked previously at Svetness Corp and Spenga. Outside of his advisory role, he serves as a parish council member for Holy Apostles Greek Orthodox Church in Chantilly, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Deborah Watts is a financial advisor with Merrill in Vienna, VA, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. She has been with Merrill since 1987. Outside of her advisory role, she serves as a board member for Friends of the Sterling Library and is a part-time advisor for Creative Memories, a scrapbooking supplies company. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lauren Dyke is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amir Brenner is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill, George Mason University, and Nordstrom. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a range of retail and institutional investment services.

Kiernan Keller is a financial advisor with RBC Capital Markets holding a Series 66 designation and two years of industry experience. Prior to joining RBC Capital Markets, he worked at West Financial Services / Sandy Spring Bank from 2021 to 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers.

Mary Ellison is a financial advisor with OSAIC based in Vienna, VA, holding Series 63 and Series 65 licenses and has 27 years of industry experience. She previously worked at Lincoln Financial Advisors for 23 years before joining OSAIC in 2025. In addition to her advisory role, she offers a range of insurance products, including accident and health insurance, disability insurance, annuities, long-term care, and traditional life insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a broad network of advisers and multiple advisory platforms. The firm employs a variety of asset-allocation tools and investment strategies, providing integrated brokerage and advisory services with access to third-party managers and managed-account solutions.

Linda Paul is a financial advisor with UBS Financial Services who holds Series 63, 65, and 66 licenses and has 33 years of industry experience. She has been with UBS since 2012. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative investments. The firm integrates institutional trading capabilities with wealth management through a broad platform that includes principal trading, market-making, and affiliated banking services.

Brian Yee is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has worked at Charles Schwab Bank Ssb and Charles Schwab & Co., Inc. since 2017 and previously spent 12 years with Strategic Advisers, Inc. and FIDELITY Brokerage Services LLC. Outside of his advisory role, he is involved in managing maintenance coordination for a personal real estate property. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm utilizes a client relationship model that includes both non-discretionary recommendations and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and a centralized operational structure.

Eric Schumer is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has worked with City National Bank, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment resources.

Matthew Willson is a financial advisor at Charles Schwab in Tysons Corner, VA, holding a Series 66 designation with two years of industry experience. His prior work includes roles outside financial services, such as positions with DoorDash and Gaucho Brazilian Grill. Charles Schwab serves a large client base 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 offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Jason Adams is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 25 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Adams serves on the Board of Directors for the Vienna Little League as Safety Director and contributed to founding Friends of Tribe Baseball, supporting athletic and academic initiatives for William and Mary student athletes. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm leverages proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

Joshua Roberts is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds the Series 66 designation and has previously worked at OSAIC, Cassaday & Company, Inc., and Clark & Associates Inc. Financial Solutions. Prior to his financial career, he was employed at Ballast Point Brewing & Spirits and Roanoke College. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage/custody services. The team customizes strategies based on client goals and risk tolerances, utilizing a mix of in-house and third-party managers alongside both traditional and complex investment approaches.

Nicholas Trosko is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range 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 employs a structured planning process supported by firm-approved tools and methodologies.

Geoffrey Mchenry is a financial advisor with UBS Financial Services in McLean, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services since 2008. Outside of finance, he is a part owner of Vienna Racing, LLC, a partnership formed to race a J105 sailboat in Annapolis, MD. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering portfolio management, financial planning, and alternative product distribution. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor investment strategies.