Eric Rommell is a financial advisor with Wells Fargo Clearing in Great Falls, VA, holding a Series 66 designation and 21 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he assists the Girl Scouts Council of the Nations Capital by managing troop finances and budgeting. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Cory Cha is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Charles Schwab, where he has worked since 2018, including roles at Charles Schwab Bank, SSB. His prior experience includes positions at TD Ameritrade and Fidelity Brokerage Services LLC. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Urandari Naranbat is a Series 66 licensed financial advisor with 8 years of industry experience, currently with Wells Fargo Clearing Services, LLC, where she has worked since 2010. She is based in Washington, DC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Maria Clarke is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, and previously at Bank of America N.A. and Merrill Lynch from 2014 to 2021. Clarke serves on the Finance and Investment Subcommittee as a board member of Rosalind Franklin University of Medicine and Science, a nonprofit medical school. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and uses an ESG eligibility framework in its recommendations.

Fareena Cortez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2022, following prior roles at Chevy Chase Trust and First Command Financial Services. Cortez’s background also includes service in the U.S. Air Force from 2015 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities as a subsidiary of J.P. Morgan.

Nathan Moore is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Equitable Advisors since 2003, including its predecessor entity, Axa Advisors. Outside of his advisory role, Moore serves as a board member for Ashland University’s College of Business and Economics and is president of the Greater Washington DC chapter of the National Association of Insurance and Financial Advisors. He also volunteers as a tournament director for a local baseball event. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and organizations. The firm’s approach includes matching clients to advisory program models and third-party managers, offering a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Zach Spradlin is Vice President and Wealth Planner at Fidelity Investments, where he has worked since 2010 in various roles. In his current position since 2022, he focuses on protecting clients' wealth by understanding their priorities and assisting in effective decision-making. Over his career, Zach has held several positions including Financial Consultant and Investment Consultant, gaining experience in wealth planning and financial consulting. His approach emphasizes listening to clients to simplify complex financial matters and prioritize their needs. Outside of work, Zach has interests in football, golf, and pets.

Thomas Lamar is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, FD Stonewater, and the International Tennis Hall of Fame Incorporate. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Jacob Sandala is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity since 2013, progressing through roles including Financial Consultant, Investment Consultant, Central Relationship Manager, Investments Solution Representative, Premium Relationship Associate, and Broker. With 13 years of professional experience at Fidelity, Jacob focuses on providing financial planning and guidance tailored to businesses, families, charitable organizations, and high-net-worth individuals. He emphasizes planning for specific goals, development needs, growth objectives, and wealth protection, utilizing Fidelity's platform. Outside of his professional role, Jacob has personal interests including art, cooking and baking, fitness, playing instruments, snowboarding, and traveling.

William Hall is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in non-variable insurance and manages a real estate rental property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Brian Petersen is a financial advisor with Charles Schwab in Tysons Corner, VA. He holds Series 66 and Series 63 licenses and has 10 years of industry experience, all with Charles Schwab & Co., Inc. and Charles Schwab Bank. 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 options supported by multi-asset model portfolios and a centralized operational structure.

Matthew Carmichael is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial priorities and develop personalized strategies to pursue short-, mid-, and long-term goals. His approach integrates investment guidance, retirement planning, education funding, and wealth management, with access to Bank of America resources for banking, lending, and credit solutions. Matthew holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Virginia. He is involved with the Benevolent and Protective Order of Elks, reflecting his engagement in community activities. Outside of work, Matthew's interests include adventure sports, basketball, football, reading, and spending time with his family.

Doreen Trammell is a Series 66-licensed financial advisor with Thrivent Investment Management in Alexandria, VA, where she has worked since 2023. She has three years of industry experience and previously held roles at Rowene Kroesen and Calvary Church of the Nazarene. Outside of finance, she is involved in wellness coaching through Youngevity and serves as co-president of the Hayfield Garden Club, a civic association focused on gardening and community activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without portfolio management or discretionary trading authority. Their approach integrates planning with managed-account options under a consolidated billing service called WealthPlan.

Caiden Gourley is a financial advisor at Ameriprise in McLean, VA, holding Series 63 and Series 65 licenses with less than one year of industry experience. His prior work includes roles at ProPics, Poplar Grove Golf Club, Dicks Sporting Goods, RCM Capital Management, Liberty University, Flex Engineering Solutions, and Danville Community School. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Megan Palmer is a financial advisor at Edward Jones in Springfield, VA, holding the Series 66 designation. She has been with Edward Jones since 2026 and has no prior industry experience. Before joining the firm, her work history includes positions at Jimmy Johns and various roles during her education at The Pennsylvania State University and Trinity Christian School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mason Gumm is a Series 66 licensed financial advisor with Edward Jones, bringing one year of industry experience. Prior to joining Edward Jones, he worked with MassMutual and Vineyard Vines. He has experience as an insurance broker of life and disability products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory strategies and affiliated financial products.

Aleksandr Roytman is a financial advisor at Osaic with 15 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Advisors Corporation for 12 years. Roytman also operates a sole proprietorship focused on providing clients with fixed annuities and term life insurance. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services and uses various asset-allocation tools and third-party solutions to construct diversified portfolios for its clients.

Camille Meeks Stevens is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services LLC since 2016, as well as Wells Fargo Bank NA since 2014. Wells Fargo Clearing provides retirement plan consulting to 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 investment options, including insurance-related vehicles and bank deposit sweep programs.

Karen Rudolph is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. Since 2022, she has been affiliated with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and Corporate Financial Planning agreements.

Mark Taylor is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018 and 2020, respectively. Prior to joining Morgan Stanley, he had brief roles including two separate one-year positions at Roanoke College and a year at Frost Gear. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.