Mahendra Bist is a CFP® with over 31 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. His career spans more than three decades in financial services. Wells Fargo Clearing provides retirement plan consulting for 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sheri Swackhamer is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of her advisory role, she rents a basement bedroom in her home on a month-to-month basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial and estate planning without discretionary portfolio management. The firm offers integrated planning and managed-account services through its WealthPlan option while maintaining separate billing and review processes.

Delaszo Smith is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Ameriprise, T Rowe Price, and AXA Advisors. Outside the financial industry, he works as a delivery driver. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, annual financial planning engagements using firm-approved tools and delivers written recommendations, with optional implementation through separate brokerage or insurance arrangements.

John Giles is a financial advisor at Morgan Stanley with 15 years of industry experience and holds a Series 66 designation. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses tools such as Monte Carlo simulations and Secular Return Estimates to model outcomes.

Nathan George is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he worked in various roles including at PepsiCo CVA and Evergreen Country Club. Outside of his advisory role, he has experience spanning education and logistics sectors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm provides access to model wealth portfolios, third-party asset management, financial planning, and a range of brokerage and insurance products via an integrated platform.

Jacob Shine is a Series 66-credentialed financial advisor with UBS Financial Services in McLean, VA, where he has worked since 2016. He has nine years of industry experience and previously attended Indiana University from 2013 to 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

John Keats is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at RBC Capital Markets since 2012 and has been with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and provides services such as portfolio management, financial planning, custody, and brokerage.

Caitlin Jolley is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has previous work experience at Honeywell and Brigham Young University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is known for its extensive retail advisor and branch network.

David Bejaneishvili is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and three years of industry experience. His career includes multiple roles at Wells Fargo Bank, nA, as well as prior positions at George Mason University and MaxiSoft Corporation. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of consulting and discretionary investment management services supported by research from Wells Fargo Investment Institute.

Brandon Poteet is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Christine Pisano is a financial advisor at RBC Capital Markets with four years of industry experience. She holds a Series 66 designation and has previously worked at CEP Consulting LLC and The Carlyle Group. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Fulton Bridges is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Navy Federal Investment Services and PNC Investments. Bridges is also the president of Nirvana Wealth Management, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment strategies through various platforms, combining proprietary and third-party models.

Jon Bost is a financial advisor with Wells Fargo Advisors in Leesburg, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2020. He owns and operates LII Wealth Management, LLC, an investment-related business based in Ashburn, VA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering comprehensive investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations and provides a broad range of specialized planning services for clients who meet certain net-worth criteria.

Michael Fazio is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he assists clients in creating financial goals for themselves and their families by developing tailored financial plans. He emphasizes trust, reliability, and communication in his client relationships. Prior to his current position, Michael held several roles at Fidelity Investments, including Relationship Manager from 2025 to 2026, Financial Representative from 2024 to 2025, and Financial Service Representative from 2023 to 2024. This progression reflects his experience within the financial services industry. Outside of his professional responsibilities, Michael has interests in cars, fitness, food, military service, motorcycles, and swimming.

Michael Levesque is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a sales associate with Realty Benefit Services, offering group and individual benefits to real estate agents. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models and third-party program sponsors to deliver customized investment solutions.

Tucker Speak is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 licenses. He has one year of industry experience and previously worked in various roles including positions at Mary Baldwin University and Lowe's. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth investors, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals, while maintaining specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Jennifer Bottomley is a financial advisor with RBC Capital Markets and holds a Series 66 designation. She has 14 years of industry experience, including prior roles at Northwest Financial Advisors, LPL Financial, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and provides both discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Gabriel Owusu is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at SEI Investments, The Vanguard Group, and Chase Bank. Outside of finance, he holds a 33% ownership stake and serves as secretary and operations manager for a non-profit sports team, the Foreign Academy Football Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

David Edwards Jr. is a financial advisor with Wells Fargo Clearing, holding the CFP® designation and Series 63 and 65 licenses, and has 33 years of industry experience. His prior roles include positions at Morgan Stanley, Charles Schwab, NYLIFE Securities, and Eagle Strategies. Outside of his advisory work, he serves as a durable power of attorney for his mother’s financial affairs. 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 provides both brokerage and advisory solutions supported by extensive research and analytics.

Harry Horning is a financial advisor with Osaic Wealth, Inc. in Manassas, VA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. Prior to joining Osaic in 2023, he worked for Sagepoint Financial, Inc. from 2009 to 2023. Outside of his advisory role, Horning has entrepreneurial experience in life insurance sales and tax preparation, and he serves as treasurer for the Kena Shrine Band, a nonprofit organization. Osaic Wealth, Inc. serves a broad client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm uses asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct diversified portfolios, offering access to a variety of investment vehicles with discretionary and non-discretionary management options.