Alfred Keyser is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., Ameriprise Advisor Services, Wells Fargo Clearing, and Morgan Stanley. 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 investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

William Councill is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with several firms including MML Investors Services, MassMutual Life Insurance, and Cetera before joining Cambridge. Outside of his advisory role, Councill is involved in coaching soccer. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through multiple platforms, including proprietary model strategies and access to third-party advisers.

Samuel Gilbert is a financial advisor with LPL Financial in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Citigroup Global Markets from 2000 to 2007 before joining Linsco Private Ledger in 2007. Gilbert is also an author of books outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing diverse strategies and advanced tools, while maintaining a broad platform that includes insurance, credit, and banking partnerships.

Harry Benson is a financial advisor with UBS Financial Services in McLean, VA, holding a Series 66 designation and 13 years of industry experience. He worked at Mesitis PTE Ltd for one year before joining UBS in 2017. Outside of his advisory role, Benson serves as Treasurer for the Cottage School Parent Association in Richmond, Virginia. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and offers a range of custody, underwriting, and capital markets services.

Cole Trullender is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked with Cetera and its affiliate Cetera Wealth Services since 2022 and previously supported clients and financial planners as a Client Service Associate at Egan, Berger, & Weiner, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes both affiliated and third-party managers across various program structures.

Konnor Rothrock is a financial advisor at LPL Enterprise LLC with a Series 66 designation and one year of experience. His previous work includes roles at Globowl Cafe, Walmart, Randolph College, Hardee's, and Parry McCluer High School. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Bikramjit Sidhu is a financial advisor with Edelman Financial Engines in Tysons Corner, VA, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior experience includes roles at Wells Fargo and its affiliates before joining Financial Engines Advisors L.L.C., which later became part of Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Aaron Paolozzi is a financial advisor at Edward Jones based in South Riding, VA. He holds the Series 66 designation and has been with Edward Jones since 2026. Prior to joining Edward Jones, he worked at Alaska Airlines, WideNet Consulting, and Milgard Windows and Doors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Grace Platz is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds the Series 66 designation and has held positions at City National Bank, UBS Financial Services, and RBC Capital Markets. Outside of her advisory work, she volunteers as an alumni interviewer for Georgetown University and is involved with the PEO philanthropic organization supporting educational opportunities for women. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide tailored portfolio management, financial planning, and brokerage services through a combination of in-house and third-party investment managers.

Jennifer Wappaus is a CFP®-credentialed financial advisor at RBC Capital Markets with 17 years of industry experience. Her prior roles include positions at City National Bank, Pagnatokarp Partners, Metropolitan Capital Strategies, and XML Securities. Outside of her advisory work, she is involved in coaching girls' lacrosse through her ownership of Wolf Pack Lax, LLC, and serves as Treasurer on the board of the nonprofit Haystack Project. 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 variety of advisory programs and customizes investment strategies using both in-house and third-party managers, with access to integrated capital markets and alternative investment options.

Benjamin Melton Jr. is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Lincoln Financial Advisors, PNC, and Citigroup Global Markets. Outside of finance, Melton is an ordained minister and also owns two music-related LLCs through which he writes music and receives royalties. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment programs supported by various custodial and third-party arrangements.

Justin Gormley is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. He has been with Wells Fargo Clearing Services since 2017 and has a longer tenure with Wells Fargo Bank NA dating back to 2013. Outside of his financial advisory role, Gormley teaches guitar and piano in Arlington, VA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates at a large scale, managing approximately $671 billion in assets and employing over 14,000 financial advisors nationwide.

Jason Ice is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1ST Global Advisors. He is also involved in managing his practice through Certainty of the Uncertainty, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Sergio Tello is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Truist Investment Services. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Abrahim Kassim is a financial advisor with Edward Jones in Woodbridge, VA, holding Series 63 and Series 66 credentials with 16 years of industry experience. His prior roles include positions at Western Southern Life, Merrill, Mutual of Omaha, Wells Fargo Bank, and HSBC Securities. Kassim also serves as a full-time agency manager for Western & Southern Life. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ngoc Huynh is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, providing advisory services without individual security recommendations as part of standalone plans.

Susheel Vishwa is a financial advisor at Primerica Advisors with two years of industry experience. He holds the Series 65 and Series 63 designations. His prior work includes positions at PFS Investments Inc. and Primerica Financial Services, and he has been involved with Hertek Business Solutions LLC since 2021. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, along with corporate and charitable clients. The firm operates on a large scale with thousands of advisors and offices, utilizing model-based investment strategies supported by third-party asset managers and custodians.

Ziyov Mukhitdinov is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience beginning in 2023. Prior to joining Wells Fargo, he held positions at Citibank and Coastal Flats. He is also affiliated with George Mason University. 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, serving as an ERISA fiduciary and offering discretionary investment selection options tailored to plan objectives and demographics.

Hunter Borcherding is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Wells Fargo Advisors and Razor’s Edge Ventures, as well as a four-year tenure at James Madison University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Marcos Sagastizado is a financial advisor at Merrill with 19 years of experience at the firm and one year at Bank of America N.A. He holds a Series 66 designation. Outside of his advisory role, he owns a limited-liability company without active business operations. 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 a variety of individual and institutional clients.