Thomas Ryan III is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at various Cetera entities since 2016. In addition to his advisory role, he is the operations manager at Washington Equity, LLC, where he is involved in customer support and investment-related activities. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services and supports multiple investment strategies through a multi-manager platform.

Ryan Stille is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and ChFC® designations and possessing 29 years of industry experience. He has worked at Cambridge since 2019 and previously spent over two decades at Northwestern Mutual in various wealth management and investment management roles. Outside of his advisory work, he is the founder of Flowerstone Financial and is involved in independent insurance activities through his firm Stille Group LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base across multiple platforms and supports both discretionary and non-discretionary management strategies.

Robert Taggart II is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his financial advisory role, he provides voiceover services for e-trainings, commercials, podcasts, and animations. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations through a centralized consulting team.

Kharisma Gooden is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in helping individuals and families manage their financial goals by developing personalized portfolio strategies and providing ongoing guidance to reflect evolving priorities. Her areas of expertise include college education planning, family wealth management, retirement income, legacy planning, tax minimization, and supporting small business strategies. Kharisma holds a Bachelor's Degree from Clark Atlanta University and holds professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is fluent in English and Spanish. Outside of her professional work, Kharisma is involved with organizations such as March of Dimes and NAWBO. Her personal interests include cooking, dancing, music, photography, reading, and yoga.

Linda Whittington is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has previous experience at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of her advisory role, she owns Whittington Wealth Management and Whittington GP, LLC, which she formed to facilitate a partial sale to an investment partner. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including niche areas such as business-owner transition and sports & entertainment planning. The firm supports advisors with proprietary research and planning tools, offering clients customized recommendations delivered through discrete planning engagements.

Peter Gooding is a financial advisor at Ameriprise with nine years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Ameriprise in 2025, he worked at First Command Advisory Services for eight years and had positions at AcuTech Consulting and a brief period of unemployment in 2017. 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 written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Stacia Apostolos is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Triad Advisors, Resource Investment Advisors, Chepenik Financial, and Woodbury Financial Services. Apostolos has been with RBC Capital Markets since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Samer Skooti is a Financial Advisor at Merrill Lynch Wealth Management specializing in business and personal financial strategies with a focus on values-based investing. He works with business owners to help them clarify complex financial decisions by creating disciplined, tax-efficient plans that support growth and build lasting options for the future. With more than 15 years of experience working with companies and advisors, Sam integrates advanced planning frameworks with practical business understanding. He holds professional designations including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Sam’s educational background includes a Master of Business Administration from the University of Phoenix and a Bachelor's Degree from the University of Baghdad. Sam's approach involves providing holistic financial advisory services that combine cash management, customized credit solutions, tax-efficient strategies, estate planning, and trust services. He leverages resources from Merrill and Bank of America to help clients anticipate and prepare for financial opportunities and challenges. Outside of his professional work, Sam enjoys adventure sports such as bungee jumping, horseback riding, and playing pickleball and soccer, along with spending time with his family and traveling.

Nedra Agnew is a Wealth Management Advisor at Merrill Lynch Wealth Management and the founder of The Agnew Group. She provides personalized financial strategies tailored to clients such as physicians, attorneys, engineers, scientists, tech entrepreneurs, traditional and non-traditional families, as well as women and minority-owned businesses. Her approach involves connecting deeply with clients to understand their unique needs and goals, often coordinating family meetings and maintaining ongoing communication to address complex matters like trusts, business succession, and health situations. With a background that informs her perspective on geopolitical and social issues, health care, and public companies, Nedra has extensive experience assisting clients through major life events including employment changes, education funding, retirement, and health transitions. She holds certifications as a CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Nedra earned a Bachelor of General Studies and a Master of Health Services Administration from the University of Michigan. She is involved in various professional and community organizations, including the Girl Scouts Nation's Capital and the James Renwick Alliance. Her personal interests include biking, camping, cooking, dancing, gardening, hiking, interior decorating, music, and sewing.

Chad Mc Michael is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2014, totaling 12 years of industry experience. He is based in South Riding, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mark Brooke is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014, based in Purcellville, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary strategies along with affiliated mutual funds and a proprietary money market fund.

Kiara Thompson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously held positions at Evios, Express, and TD Bank. 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 leverages research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering a range of brokerage and advisory solutions.

Lauren Brownell is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and two years of industry experience. Her prior experience includes roles at Aegis Consulting, Commonwealth Financial Network, and several other financial and educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of advisory services and platforms with options including model portfolios, third-party asset management, and institutional programs.

Amy Burchett is a Financial Advisor with Merrill Lynch Wealth Management, where she has built a practice focused on assisting individuals, families, and business owners with important financial decisions. She brings over a decade of experience in financial services and is part of a Merrill team recognized by Forbes. Amy provides clients with personalized advice supported by the resources of Merrill and Bank of America. Amy's expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. She approaches wealth management by understanding each client's unique circumstances and goals, aiming to develop tailored strategies and offer guidance throughout various life stages. A native of Virginia, Amy earned her Bachelor of Arts degree from James Madison University. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of her professional work, Amy enjoys cooking, gardening, hiking, music, photography, reading, spending time with her family, traveling, and yoga.

Hyun Song is a financial advisor with LPL Financial in Vienna, VA, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Wells Fargo Clearing, HSBC Securities (USA) Inc., Citigroup Global Markets, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, with a wide range of investment strategies supported by proprietary research and technology tools.

John Pinkley is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James since 2002, following a three-year tenure at VOYA Financial Advisors. 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 diverse client base including individuals, institutional clients, and municipal entities, offering customized financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Nathan Jandreau is a financial advisor with Ameriprise in Fairfax, VA. He holds Series 63 and Series 65 licenses and has prior experience at J.M. Arbour, LLC as well as academic roles at the University of Maine and Winslow High School. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Andrew Cook is a CFP® professional with 19 years of experience in the financial advisory industry. He has worked with Wells Fargo Clearing since 2016, following prior roles at Morgan Stanley and Citigroup Global Markets. 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Natalie Miller is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 designation and 19 years of industry experience. She has worked at RBC Capital Markets since 2013 and was previously with City National Bank from 2019 to 2025. Outside of her advisory role, she serves on a committee at All Saints Church in Chevy Chase, MD, where she educates parishioners on charitable giving. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Karen Reisinger is a Series 66 licensed financial advisor with Merrill in Vienna, VA, where she has worked since 2009. She has 18 years of industry experience. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal and third-party managers.