Robert Silva is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates since 2009, following six years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Justin Valadez is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill and LPL Financial. Outside of his advisory role, he is CEO and partner at Momentum Capitol Wealth Advisors and is involved in non-investment business activities including ownership of a cost reduction franchise. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored planning and risk-profiling tools to support non-discretionary investment consulting and offers specialized programs such as municipal advising and SIMPLE IRA Employer Advisory services.

Taylor Smith is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2021. He previously worked with Northwestern Mutual Investment Management and has a long-standing affiliation with Flowerstone Financial. Outside of his advisory roles, he is president of the StonePoint HOA, where he leads community meetings and oversees property inspections. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms.

Justin Wilson, CFP®, serves as a Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management and is a financial advising partner of Cammiso, Wilson, and Associates in the Merrill Tysons Corner office. In this role, he works with hundreds of clients and their families to navigate complex financial decisions and help them achieve their financial planning goals. Justin's expertise spans a wide range of areas, including retirement planning, constructing goals-based investment portfolios, college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Prior to joining Merrill Lynch in 2016, he worked as a recruiter in the IT industry. He earned his Bachelor's degree in Entrepreneurship, Innovation and Technology Management from Virginia Tech's Pamplin College of Business in 2015. Justin holds the CERTIFIED FINANCIAL PLANNER® designation and is also a Personal Investment Advisor (PIA). He is a member of the Sigma Nu Fraternity. Justin lives in Sterling, Virginia, with his wife Jessica, daughter Reagan, and their Fox Red Labrador Retriever Stella.

Joshua Williford is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and seven years of industry experience. His prior roles include positions at Novavax, Inc., Triad Advisors, and Raymond James Financial Services Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm offers both brokerage and advisory solutions, leveraging research and analytics to support diversified investment approaches.

Royeen Sanie is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones, United Brokerage Services, and Navy Federal Credit Union. Outside of finance, he was involved with Quality Floor Kitchen & Bath LLC for four years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with systematic and qualitative research, and includes capabilities in derivatives and commodities.

Pauline Malmgren is a financial advisor at Raymond James Financial with 38 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Since 2017, she has served as co-trustee of The Swenson Living Trust, where she also acts as financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Dustin Witmer is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial in McLean, VA. His prior experience includes roles at M&T Securities and Edward Jones. He also serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment options including model portfolios and third-party asset management, supported by advanced operational and research tools.

Noah Zweig is a financial advisor at Edward Jones in Fairfax, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at The Law Firm of Shihab & Associates and Beacon Hill Staffing Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Daniel Kim is a financial advisor with Ameriprise in Ashburn, VA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, Kim is involved with the Open Door Presbyterian Church, where he supports the "Love Herndon" program assisting local residents in need. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets and $500,000 in Ameriprise-managed accounts. The firm delivers personalized, research-driven recommendations focused on income sources, Social Security, and tax-efficient withdrawal strategies.

Raymond Hewlett is a financial advisor with Primerica Advisors in Reston, VA, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Concept Plus, Planet Technologies, and as a Government CIO. He also engages in sales of loan products and home security referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-based strategies overseen by third-party asset managers. The firm supports approximately 3,698 advisors and $15.5 billion in assets under management.

Shaghayegh Tehranian is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America Merrill in various roles since 2016. 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, and institutions.

Konstantin Rusin is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Wells Fargo in 2024, he worked at HSBC Bank USA, N.A. for nine years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment searches, performance reporting, and participant education, with a notable inclusion of insurance-related products and bank deposit options in its investment menus.

Joey Veizaga Soto is a financial advisor with Morgan Stanley, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles including at Wholey Meal Prep and Amazon Warehouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by structured planning tools and investment modeling.

Parker Messick is a financial advisor with Wells Fargo Clearing in Ashburn, VA. He holds Series 63 and Series 65 designations and has two years of industry experience. His prior work includes roles at Wells Fargo Bank and involvement in local political campaigns. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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.

Michael Ludwitzke is a financial advisor at Primerica Advisors in Vienna, VA, with seven years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2019. In addition to his advisory role, he receives compensation for the sale of loan products and referrals related to home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, managing approximately $15.5 billion in assets.

Zachariah Ingalls is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 designation and bringing 17 years of industry experience. Prior to joining RBC in 2020, he worked for UBS Financial Services for 15 years. Outside of his advisory role, he is involved as a partner in two online retail businesses and serves as a director-treasurer for a community homeowners association, as well as supporting the Virginia Defense Force in civil security duties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, leveraging both in-house and third-party investment managers alongside integrated capital markets and lending capabilities.

Matthew Pignetti is a financial advisor with Ameriprise in McLean, VA, holding a Series 66 designation and two years of industry experience. His work history includes roles at Ameriprise since 2021, as well as previous positions at DoorDash, Penn State University, Fitwize, Lost Rhino, and Broad Run High School. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement planning, supported by algorithmic automation and a dedicated consulting team.

Gary Barnes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 19 years and was with LPL Financial from 1991 to 2005 before rejoining in 2025. Barnes is also president of The Barnes Group, a business he has owned since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management access.

Heather Fischer is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 66 designation and has worked at several notable firms including Morgan Stanley, Wells Fargo Clearing, Ameriprise, UBS Financial Services, and Citigroup Global Markets prior to joining Merrill in 2018. Merrill, along 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, and institutional investors.