Rodrigo Cuellar Serrano is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 designations and three years of industry experience. He has been with Wells Fargo Bank, NA since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and supports a broad range of financial products through its bank and insurance affiliates.

Heidi Hammond is a financial advisor with LPL Financial, holding a Series 66 designation and bringing eight years of industry experience. Her career includes roles at Cetera, Voya Financial Advisors, and her own entities, Heidi Hammond LLC and Hammond Finance LLC. Additionally, she is employed outside the financial industry with Fairfax County Public Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing various strategies and advisor-facing tools across a broad network of over 22,800 advisors.

William Lemnitzer is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Citigroup Global Markets from 1998 to 2002 before joining Wells Fargo in 2016. Outside of his advisory role, he teaches various classes and leads general discussion groups in Fairfax County. 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 the Wells Fargo Investment Institute and third-party sources.

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 bringing 26 years of industry experience. Her background includes roles at Waddell & Reed and the Defense Contract Audit Agency. In addition to her advisory work, she owns an accounting practice specializing in tax preparation and filing. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support investment decisions.

Alex Chisholm is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and 65 licenses and has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 2011. Outside of his advisory role, he works as a sales associate marketing group and individual benefits to real estate agents under the DBA Dergalis Associates. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party program sponsors.

Noah Scott is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 66 and Series 63 designations and four years of industry experience. His work history includes roles at RBC Capital Markets and Wittenberg University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

Robert Reich Jr. is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following six years at Banc Of America Investment Services, Inc. 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 combines 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 at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016 and at Wachovia Bank, N.A. since 2001. 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 both brokerage and advisory solutions.

Micheal Wasson II is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2016 after a 12-year military career in Special Operations logistics, including two overseas tours, during which his planning and analysis contributed to mission success and lives saved. Micheal's financial services career followed his earlier work at First Union/Wachovia and his active investing during military service, motivating him to support fellow veterans in managing their finances. Micheal serves a diverse clientele that includes tech professionals, veterans, young physicians, and families, with many clients from Black and South Asian communities. His practice focuses on comprehensive financial planning, encompassing family wealth management strategies, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. He emphasizes clear communication and client education, aiming to help clients understand market volatility, tax consequences, and saving strategies without jargon. Micheal integrates insights from Merrill's research and external portfolio managers to build portfolios with various asset classes and offers access to lending services through Bank of America. He holds a Bachelor's degree from Columbia College and is designated as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Micheal is involved in community activities including serving as a youth football coach for Manassas Mutiny and Severn Seminoles and participating in Habitat for Humanity. In his personal time, he enjoys biking, football, golfing, and spending time with his family.

Arthur Chase is a financial advisor with UBS Financial Services in Chantilly, VA, holding Series 63 and Series 65 registrations and 44 years of industry experience. He has been with UBS and its predecessor Painewebber Incorporated since 1994. Outside of his advisory role, he serves on the board of directors for the Marian Woods Home Owners Association. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services through a network of financial advisors, utilizing proprietary research and model-based asset allocations.

Blake Scherr is a Senior Financial Advisor at Merrill Lynch Wealth Management. He employs a planning-first, relationship-driven approach to wealth management, assisting individuals, families, and business owners with thoughtful planning, disciplined execution, and clear, actionable strategies aligned with their goals. With over a decade of experience in investment banking, private equity, and corporate finance, Blake combines Merrill’s resources with an educational approach to help clients understand not only what they own but how each financial decision integrates into their broader plan. He focuses on supporting business owners with strategies for financial independence, transition planning, liquidity management, and wealth protection, emphasizing the integration of personal and business financial planning. Blake holds dual Bachelor of Science degrees in Finance and Economics from the Robert H. Smith School of Business at the University of Maryland. He carries FINRA Series 7, 9, 10, and 66 registrations and holds the Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. He participates in the University of Maryland Alumni Network in Northern Virginia.

Ronald Graft is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2016. Outside of advising, he holds a minority ownership in a Washington, DC restaurant. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering both brokerage and advisory solutions with a focus on research-driven investment strategies and retirement plan consulting.

Kenneth Rubio is a CFP® professional with 24 years of experience, currently serving as a financial advisor at UBS Financial Services since 2002. He holds a Series 66 designation and is based in McLean, VA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a variety of capital markets services.

Pedro Guerrero is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank affiliate since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Breonni Gantlin is a financial advisor at Morgan Stanley in McLean, VA, holding a Series 66 designation with eight years of industry experience. Her career includes roles at Wells Fargo Clearing Services, JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley Private Bank. Prior to entering financial services, she worked at PepsiCo’s Frito-Lay division for three years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Matthew Grieb is a CFP® with 12 years of industry experience, currently advising at Raymond James & Associates since 2018. He previously worked at Janney Montgomery Scott, LLC and RBC Wealth Management. Grieb also speaks on financial planning for federal employees through the National Institute of Transition Planning. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Daniel Stein is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the CFP® and CFA® designations and has worked at Charles Schwab since 2006, including roles at Charles Schwab Bank and TD Ameritrade. 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 employs a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.