Scott Morrello is a CFP® and ChFC® with 11 years of experience in financial advising. He has been with Edelman Financial Engines since 2025 and previously worked at Financial Engines Advisors L.L.C. and Edelman Financial Services. 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 modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice with a focus on diversified model portfolios and long-term investment orientation.

Robert Gaskins Jr. is a financial professional at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Bowman Gaskins Financial Group, Inc. since 1999, where he also operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Gaskins has been with Cetera and its affiliate Cetera Wealth Services since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, providing access to discretionary and non-discretionary investment strategies.

Man Huen Chow is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Smith Barney LLC and National Datacare Corporation. Merrill, along with its affiliate Managed Account Advisors LLC, offers 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 by providing model-based and discretionary investment strategies developed by internal teams and third-party managers.

Steven Killiany is a financial advisor with Cambridge Investment Research Advisors in McLean, VA. He holds Series 65 and Series 66 designations and has 24 years of industry experience, including five years at Mass Mutual Investors Services before joining Cambridge in 2010. Outside of his advisory role, he is also a notary and involved in insurance and benefits through Capitol Retirement Strategies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment solutions through various platform arrangements and maintains proprietary model strategies alongside third-party offerings.

Susan Singh is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds a Series 66 designation and has previously worked at UBS and City National Bank. Outside of her advisory role, she is a partner in the Professional Women's Roundtable of DC Metro, where she helps organize events and network with other executive women. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm utilizes both in-house and third-party investment managers and offers various portfolio structures and alternative investments.

Josephine Yeboah is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work includes roles at Bank of America, N.A., Old Dominion University, and lower.com. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jared Salvetti is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously spent two years with Citigroup Global Markets. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and corporate financial planning agreements.

Rodney Brandon is a Senior Financial Advisor with Merrill Lynch Wealth Management based in the Tysons Corner office. He brings over 19 years of experience in investment management and financial strategy, specializing in providing wealth management advice and services. Rodney has a history of working with high net worth individuals, including partners of professional service groups, focusing on estate, trust, and investment needs. Rodney graduated from Boston University and began his career as a founding partner in a boutique investment firm in New York City before joining Merrill Lynch in 2000. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Outside of his professional work, Rodney is involved with the Red Cross and Central Union Mission. He enjoys biking, golfing, hiking, spending time with his family, and traveling.

Donald Gillen is a financial advisor with UBS Financial Services in Fairfax, VA, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with UBS and its predecessor firms since 1985. Outside of his advisory role, he serves as a Member of the Board of Deacons at Jubilee Christian Center, where he advises the pastor on various church matters. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Karen Hammond is a financial advisor at LPL Financial with 42 years of industry experience. She holds the ChFC® and Series 63 designations and has previously worked with firms including Cetera and VOYA Financial Advisors. In addition to her advisory work, she is an author. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with an emphasis on a broad platform supported by technology and a large network of advisors.

Andrew Nemets is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He holds the Series 66 designation. His 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 uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary investment options.

Anthony Waddell is a CFP® professional with 38 years of industry experience, currently affiliated with Raymond James Financial in Vienna, VA. He has been with Raymond James Financial Services since 2007 and with Raymond James Financial since 2009. Outside of his advisory role, he serves as a trustee and guardian for his son and is president of Waddell Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal advising and SIMPLE IRA employer advisory services.

D Lawler is a financial advisor with Ameriprise in Washington, DC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Ameriprise and its affiliate since 2016. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Genevieve Coan is a CFP® professional with five years of experience, currently serving as a financial advisor at Wells Fargo Clearing. She previously worked at Wealthspire Advisors and held roles at Virginia Tech and other organizations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a wide range of investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to evaluate investment options.

Daniel Mcnulty is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Equitable Advisors and its predecessor firm, AXA Advisors, since 2001. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers. The firm focuses on client risk assessment and matching clients to investment models or discretionary managers, offering a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Norman Jones Jr. is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding the ChFC® designation and Series 63 and 65 licenses. He has 13 years of industry experience, including a decade at Park Avenue Securities and Guardian Life Insurance Company. Jones serves as a board member of the Reston Chamber of Commerce, where he contributes to educational programming for members, and he is also involved in motivational speaking at public events. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative planning engagements and educational seminars, with a focus on investment categories and strategies rather than specific product selections.

Jason Wedel is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he works with individuals and families to help them transition from their current financial position to enjoying their preferred retirement lifestyle. Jason co-leads the Dettra-Wedel Group, a team that focuses on delivering comprehensive wealth management services, emphasizing a team-based approach to meet client needs. He has been recognized in Forbes' lists including "Best-in-State Next-Generation Wealth Advisors" and "America's Top Next-Generation Wealth Advisors". Jason has been an advisor since 2006 and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) designation. He studied Finance and Economics at the College of William & Mary prior to beginning his financial advisory career. Jason specializes in retirement planning, income distribution strategies, generational wealth preservation, and works primarily with high net-worth individuals and families in the Washington D.C. metropolitan region and beyond. He currently resides in Falls Church with his wife and two daughters. Outside of work, he enjoys spending time with his family and engaging in activities such as boating and fishing.

Brendan Hughes is a financial advisor with Charles Schwab in Tysons Corner, VA, holding CFP® and multiple securities licenses with 37 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2009. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory 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 a range of integrated brokerage, custody, and advisory services.

Douglas Gerace is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jennifer An is a financial advisor at Ameriprise with 22 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and its affiliated entities since 2002. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.