Thomas Kenyon is a financial advisor with Ameriprise in Ashburn, VA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithmic automation in its advisory process.

James Skorupski is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at Woodbury Financial Services, Capital One Investment Services, and Chevy Chase Financial Services. He is also involved as a financial advisor and manager at Actaeon Wealth Management LLC. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a variety of asset-allocation tools and supports multiple advisory platforms to construct portfolios tailored to client needs.

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 at Cambridge Investment Research Advisors with 29 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Northwestern Mutual from 1996 to 2019. He is also the founder of Flowerstone Financial and owner of Stille Group LLC, both independent insurance-related businesses. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through a network of independent professionals using multiple custody platforms and proprietary model 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 works closely with clients one-on-one to understand their goals and develop portfolio strategies aligned with their needs. Kharisma provides ongoing guidance, adjusting strategies as clients' circumstances evolve to ensure continued alignment with their priorities. Her expertise encompasses college education planning, family wealth management strategies, services for defined benefit plans, legacy planning, managing new wealth, small business strategies, special needs planning strategies, women and wealth, tax minimization, and retirement income. Kharisma holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her Bachelor's Degree from Clark Atlanta University. Kharisma is involved with the March of Dimes and the National Association of Women Business Owners (NAWBO). She speaks English and Spanish, and enjoys cooking, dancing, music, photography, reading, and yoga.

Linda Whittington is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Whittington also owns Whittington Wealth Management and Whittington GP, LLC, both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

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 Woodbury Financial Services and Triad Advisors, before joining RBC in 2018. RBC Wealth Management serves a broad client base, including individual investors, institutions, and charitable organizations, offering various wrap fee advisory programs and tailored investment strategies implemented through a combination of in-house and third-party 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 two 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 Clearing provides retirement plan consulting for 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Amy Burchett is a Financial Advisor with Merrill Lynch Wealth Management. She holds a Bachelor's Degree from James Madison University. The biography does not include details about her areas of expertise, experience, personal interests, or community involvement.

Hyun Song is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

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® with 19 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at WELLS FARGO Advisors, LLC from 2013 to 2016. 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 grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

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.