Christopher Shiring is a financial advisor with Ameriprise in Vienna, VA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Ameriprise and its related entities since 2005. Shiring also manages his advisory practice through an LLC, Lung, Shiring & Associates. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-based, non-discretionary recommendations that incorporate tax-smart strategies and adaptive withdrawal techniques, supported by an automated platform overseen by dedicated specialists.

Christopher Berry Jr. is a financial advisor with Ameriprise in Chantilly, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked in educational roles at Virginia Commonwealth University and Collegiate School. He also serves as Operations Manager for YGB Operations LLC, overseeing day-to-day practice operations. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement planning advice through a centralized consulting team.

Matthew Johns is a Financial Advisor at Merrill Lynch Wealth Management and a member of The Johns Group. He has a background in consulting and has joined Merrill after gaining experience over five years in the consulting field. Matthew works closely with individuals and families to navigate various financial decisions including retirement planning, tax planning, education funding, estate strategies, and family legacy planning. He holds a Bachelor's Degree from the University of South Carolina System with majors in Finance and Insurance and Risk Management. Matthew has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He focuses on helping clients create strategies aligned with their financial goals and providing clarity amid changing markets and economic headlines. Outside of his professional role, Matthew enjoys activities such as football, golfing, pickleball, running—including running marathons—skiing, traveling, and reading.

Robb Mitchell is a financial advisor with Ameriprise in Centreville, VA, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for five years and served 25 years in the US Army. Outside of his advisory role, he owns a real estate business, R&T Mitchell LLC. Ameriprise Financial Services is a large, diversified firm that serves individual and institutional clients and offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. Its retirement income planning involves collaboration between a centralized service team and advisors, using proprietary research and third-party data within a defined investment framework.

Tanzima Ashrafi is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo and BB&T in various capacities since 2016. Outside of her advisory role, she is a notary public and is involved as a marketing manager and customer relations representative for an events company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Fahima Shaw is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. Her prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary advice focused on diversified portfolios and long-term investment strategies.

Curtis Frazee is a financial advisor with Ameriprise in McLean, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations delivered in partnership with financial advisors.

Mary Parsons is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses, and has three years of industry experience. Prior to joining Wells Fargo in 2022, she worked for Signet Jewelers at Zales Jewelers for eight years. 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 from Wells Fargo Investment Institute and third-party sources.

John Estes Jr. is a CFP® credentialed financial advisor with 35 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services, Inc. since 1998. He operates his financial planning practice under the name Estes Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools to illustrate potential outcomes and maintains a broad advisor network with specialized municipal and employer advisory services.

Paul Luebbe Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is also a freelance musician based in Chantilly, Virginia. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside market modeling techniques in its financial planning process.

Kevin Cortina is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

James Tringali is a financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019, following four years at Purshe Kaplan Sterling Investments. He also has a longstanding role with McAdam LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Karen Tsang is a CFP® with 19 years of industry experience currently with Wells Fargo Clearing. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of her advisory work, she holds limited power of attorney for a friend involving investment activities. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sean Sinclair is a financial advisor with Edward Jones in Vienna, VA, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm supports a large network of financial advisors and branch offices and provides affiliated capabilities including a trust company and proprietary mutual funds.

Brendan Morahan is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior work experience at Eagle Strategies (NY Life), New York Life Securities LLC, New York Life Insurance Company, Prosperity Home Mortgage, and Boylan & Morahan PLC. 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 both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, centralized operations, and a formal alternative-investment onboarding process.

Christine Papadopoulos is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 65 and Series 63 licenses and has worked at Merrill since 2017, following brief roles at JP Morgan Securities LLC and JPMorgan Chase Bank. 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.

Patrick Phimmasone is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Woodbury Financial Services, and PIM Capital. 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 process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Maritza Hernandez is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley for nine years, as well as at PNC Wealth Management for one year. 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 wide range of clients including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Saima Khan is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Bank of America and Merrill since 2023, following a 24-year tenure at Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies across various client types, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Llorens is a financial advisor at Edelman Financial Engines with a Series 65 designation and four years of industry experience. His professional background includes roles at Variant Private Wealth and Financial Engines Advisors L.L.C. before joining Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term orientation.