Susan Brown is a financial advisor at Cetera with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Investors Capital Corporation and Washington Equity, LLC, where she serves as owner and president. Brown is also an insurance agent involved in life, disability, annuities, and long-term care insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

David Holloway is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America, Northwestern Mutual, and TIAA-CREF. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, third-party asset management, and access to various brokerage and insurance products via its integrated platform.

Matthew Peterson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2009. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Bryan Beatty is a CFP® with 34 years of industry experience, currently advising at Cetera. He has held roles at Cetera Wealth Services, VOYA Financial Advisors, and Egan Berger & Weiner, LLC, where he has also been a part owner since 2004. Outside of his advisory work, he organizes a charity golf tournament benefiting the local Alzheimer's Association and serves as secretary of the Financial Planning Association–National Capital and as a board member of the Institute for Fiduciary Studies. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a large network of independent advisors, operating a multi-manager platform with discretionary and non-discretionary authority across diverse program structures.

Christopher Weins is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors from 2013 to 2020. In addition to his advisory role, he provides part-time administrative support to another advisor at Equitable Advisors and serves as an administrator or trustee for estates or trusts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, utilizing a range of asset managers and advisory structures to tailor services to client goals and risk tolerances.

Rachel Tran is a CFP® with seven years of industry experience, currently affiliated with Cetera. She has held roles at Cetera Wealth Services, LLC, Kurtz, Connor, Browning & Phillips, LLC, and Voya Financial Advisors, Inc. Additionally, Rachel is a licensed notary public. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Kalman Finger is a financial advisor at Cetera with 15 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Cetera, Cetera Wealth Services, Voya Financial Advisors, and Kurtz, Connor, Browning & Phillips, LLC. Outside of advisory roles, he holds a power of attorney for a family member. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Rodrigo Cuellar Serrano is an advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses, and has three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2010. Wells Fargo Advisors is a national securities firm providing 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Heidi Hammond is a financial advisor with LPL Financial in Falls Church, VA, holding a Series 66 designation and eight years of industry experience. She has previously worked with Cetera, Voya Financial Advisors, and operated her own firms, Heidi Hammond LLC and Hammond Finance LLC. Outside of her advisory role, she is employed part-time with Fairfax County Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management, supported by research and model portfolios.

William Lemnitzer is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory work, he teaches various classes and leads general discussion groups in Fairfax County. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Mary Davis is a CFP® with 41 years of industry experience and is currently an advisor at Edelman Financial Engines in Fairfax, VA. She has worked with affiliated firms since 1994, including Edelman Financial Services LLC and Financial Engines Advisors L.L.C. Davis serves as a board member of the McLean Project for the Arts, a nonprofit supporting contemporary artists. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Douglas Keegan is a CFP®-certified financial advisor with 26 years of industry experience. He has been with Edelman Financial Engines and its predecessor entities since 2010, including roles at Financial Engines Advisors L.L.C. Prior to his advisory work, he launched and manages Firebird Rising LLC, an entertainment business. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term strategies.

Theresa Waddell is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. She has worked at Raymond James since 2007 and concurrently owns an accounting business focused on tax preparation and filing. Additionally, she provides development and operations support for the Waddell Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm utilizes analytical tools and risk profiling to tailor non-discretionary planning and consulting aligned with client goals.

Alex Chisholm is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Equitable Advisors since 2011, following a prior role at Axa Advisors LLC. In addition to his advisory work, he operates as a sales associate with Realty Benefit Services, offering group and individual benefits to real estate agents. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Noah Scott is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 66 licenses and possessing four years of industry experience. His work history includes multiple roles at RBC Capital Markets and Wittenberg University. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base that includes individual investors, institutions, pension plans, corporations, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management. The firm integrates in-house and third-party investment managers and provides customized portfolio strategies based on clients’ Advisory Risk Profiles.

Robert Reich Jr. is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016, previously spending seven years at Wells Fargo Advisors LLC. 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 from Wells Fargo Investment Institute and third-party sources.

Edwin Salazar is a Series 66-credentialed financial advisor with one year of industry experience, currently with Merrill in Vienna, VA. Prior to joining Merrill, he held several roles at Bank of America from 2019 to 2025. Outside of financial advising, he operates a part-time photography business specializing in portraits, landscapes, and event photography. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Aidan Whitehouse is a financial advisor with Wells Fargo Clearing in Great Falls, VA, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and a long tenure at Wachovia Bank, N.A. beginning in 2001. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for discretionary management and a broader investment menu that includes insurance-related vehicles and bank deposit sweep programs.

Micheal Wasson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings a disciplined, process-driven approach to financial planning, drawing on 12 years of military experience in Special Operations logistics, including two overseas tours. Since joining Merrill in 2016, Micheal has focused on helping a diverse clientele—including tech professionals, veterans, young physicians, and families—navigate wealth building, retirement planning, and legacy strategies with clarity and minimal risk. Micheal’s expertise spans family wealth management, retirement income planning, tax minimization, and socially responsible investing. He works closely with clients to develop comprehensive, multi-faceted financial strategies that integrate investment management with liability management, estate planning, and collaboration with CPAs and attorneys. Micheal holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation and is a Personal Investment Advisor (PIA). He earned his bachelor's degree from Columbia College. Outside of his professional role, Micheal is involved in his community as a youth football coach with the Manassas Mutiny and Severn Seminoles and is affiliated with Kappa Alpha Psi. He enjoys biking, football, golfing, and spending time with his family. Micheal emphasizes clear, jargon-free communication and ongoing engagement with clients to maintain situational awareness and support their financial success over time.

Arthur Chase is a financial advisor with UBS Financial Services in Chantilly, VA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS and its predecessor Painewebber Incorporated since 1994. He also serves on the board of directors for the Marian Woods Home Owners Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a range of capital markets services.