Anthony Tenorio is a CFP®-designated financial advisor with Edward Jones, based in Fairfax, VA. He has 22 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, he serves as trustee of a family living trust. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ann Durham is a financial advisor with Ameriprise in Reston, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She previously worked at PNC Investments and PNC Bank before joining Ameriprise in 2019. Durham serves on the Board of Directors for the Vienna Arts Society and acts as its secretary. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering tailored recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

William Brinkley is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. He serves as a volunteer board trustee for the Museum of Biblical Art. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and planning services, utilizing both in-house and third-party investment managers.

Patrick Langdon is a financial advisor with Ameriprise in Bristow, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Langdon serves as Vice President on the Board of Directors for the Braemar Blasters Swim Team. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mary Martin Falanga is a financial advisor with Edelman Financial Engines, holding a Series 66 credential and over 21 years of industry experience. She has been with the firm and its predecessors since 2009, including Financial Engines Advisors L.L.C. since 2018. She serves as a board member for the Northern Virginia Therapeutic Riding Program, a nonprofit providing equine-assisted activities for people with disabilities and other at-risk groups. Edelman Financial Engines offers 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, managing diversified portfolios with a long-term focus and serving approximately 477,000 clients.

Spenser Thompson is a CFP®-certified financial advisor with 10 years of industry experience. He is currently affiliated with Morgan Stanley and has previous experience at UBS Financial Services. Thompson works in the McLean, VA office. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Larry Heuple is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Citigroup Global Markets, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Babak Binesh is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Primerica Advisors since 2013. His prior roles include positions at Washington Mortgage Group and United Real Estate. Outside of financial advising, he is involved in real estate as a licensed realtor and owns a real estate business in Jackson, Wyoming. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed-fee billing.

Benjamin Turman is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Publix and The College of William and Mary. His background includes roles outside finance, such as positions at Fredericksburg Academy and Mercantile (Foode). Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored client solutions.

Christel Djossinou is a financial advisor at Raymond James Financial with 16 years of industry experience and holds a Series 66 designation. Prior to joining Raymond James, Djossinou worked at Bank of America, Merrill Lynch, and SunTrust Bank. She serves as Vice President of Peoples Investment Services, a support company based in Vienna, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals across a large advisor network.

Thavanh Xayarath is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Verizon Wireless for six years and serves in the Indiana Army National Guard. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, utilizing model portfolios, research, and various management approaches.

Keith Brockman is a financial advisor with OSAIC in Vienna, VA, holding Series 63 and Series 65 credentials and having 29 years of industry experience. His career includes roles at Royal Alliance Associates, Inc. since 2018 and Signator Investors, Inc. dating back to 1996. Outside of his advisory work, he is involved in an insurance brokerage LLC and acts as power of attorney for his parents' investment accounts. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools, risk-tolerance assessments, and access to multiple third-party investment platforms.

David Dlugacz is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, Blueprint Financial Strategies, Eagle Strategies (NY Life), and New York Life insurance. He is also involved with The Guardian Life Insurance Company in a non-variable insurance capacity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage services through an integrated platform that includes insurance products and third-party asset management arrangements.

Antonio Mackey is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, Merrill, and other firms. Outside of finance, he has experience in the fitness industry with roles at LA Fitness and Washington Sports Club. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering tailored services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and acts as an ERISA fiduciary when providing investment advice.

Helio Shin is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding Series 65 and Series 63 licenses and four years of industry experience. His career includes roles at MML Investors Services, LLC and MassMutual Life Insurance Co since 2023, as well as former positions at New York Academy LLC and Joy Academy. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Elian El-Khamissi is an Investment Consultant at Fidelity Investments, a position held since 2025. In this role, Elian focuses on assisting individuals and families in creating strategies for managing risk, planning for future goals, and building wealth. Prior to this, Elian served as a Relationship Manager and High Net Worth Service Associate at Fidelity Investments from 2023 to 2025, and worked as a Financial Professional at Prudential Advisers in 2023. Earlier career experience includes a role as a Financial Representative at Fidelity Investments (2021-2022) and a Finance Intern at Skybridge Capital (2020-2021). Elian's professional background encompasses various positions within the financial services industry, highlighting experience in investment consulting, client relationship management, and high net worth service. Outside of work, Elian has interests in art, cooking and baking, family activities, horseback riding, reading, and traveling.

Justin Euller is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2013. He has been with Fidelity Investments since 2005, advancing through various positions including Investment Consultant, Retirement and Investment High Net Worth Associate, Retirement and Investment Services Associate, and 401k Service Associate. He has over 20 years of experience in financial advising, focusing on client relationships centered on dependability, integrity, and simplicity. His work involves creating financial plans aimed at managing, protecting, and growing clients' wealth. Justin holds an Arkansas Insurance License.

Wendy Inge is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. She has worked at Truist Investment Services and SunTrust Bank for a decade and is currently associated with Pinnacle Asset Management in a client-facing role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning using risk profiling and advanced modeling tools and supports a broad advisor network and institutional consulting.

Darrell Reynard Jr. is a financial advisor with Robert Baird & Co. holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of financial planning and portfolio management services combining internal research, model-traded strategies, and manager-traded separately managed accounts.

John Roberts Jr. is a financial advisor with Ameriprise in Ashburn, VA, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with specific asset eligibility, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.