Brad Courtney is a financial advisor with Wells Fargo Clearing in Springfield, VA, holding a Series 66 designation and 15 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving plan sponsors with tailored investment solutions and a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Preeti Shakya is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, NA since 2018. Prior to that, she held a position at Bank of Kathmandu Ltd from 2014 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jocelyn Kim is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. She previously worked with NYLife Securities LLC and New York Life Insurance Co before joining her current firm. Outside of her advisory role, she operates IOG Benefits Consulting, focusing on insurance brokerage, including Medicare and group employee plans. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver collaborative, goal-focused recommendations.

Robert Lank Jr. is a financial advisor with OSAIC based in Vienna, VA, holding the PFS™ designation and Series 66 license. He has 26 years of industry experience, including 13 years at Lincoln Financial Advisors and over 40 years as a partner at Lank Johnson & Tull CPAs. Outside of advising, he serves as an executor of estates, acts as a trustee for a revocable trust, and partners at a CPA firm. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers and managed accounts.

George Bernhard is a CFP®-designated financial advisor with LPL Financial, based in Vienna, VA, and has 25 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is a member of Westwood Country Club. 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Phillip Kennedy is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He began his career at Fidelity in 2014 and has held various roles including Financial Consultant, Investment Consultant, Relationship Manager, and 401(k) High Net Worth Service specialist. His work focuses on partnering with clients to understand their retirement and legacy goals and addressing their wealth planning needs. Phillip is dedicated to educating his clients about the complexities of financial planning and collaborates with them to create strategies that address individual and family financial objectives. His approach involves gaining a comprehensive understanding of each client's needs to foster positive financial outcomes. Outside of his professional role, Phillip has interests in baseball, cars, outdoor adventures, pets, snowboarding, and traveling.

Tai Al Tae is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill and Morgan Stanley, among other firms. Outside of finance, he is the sole proprietor of a car rental business. 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 diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jay Forshee II is a Series 66 licensed advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions at Georgetown University and multiple medical schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining an extensive nationwide network of financial advisors and branch offices.

Rongxia Zhu is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. Her prior roles include positions at Truist Investment Services and Globalink Securities. She is currently based in Kensington, MD. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jason Murphy is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2010, with a brief tenure at Morgan Stanley and Bank of America in between. Outside of his advisory role, he has a joint ownership interest in rental property with his spouse. Merrill, along 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 individuals, high-net-worth clients, and institutional investors.

Anna Thackston is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for 10 years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Conor Shears is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and three years of industry experience. His work history includes roles at Bank of America, Merrill Lynch, and Cvent Inc. He has also been involved with Jacksonville University and Veritas Financial, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and structure collaborative planning relationships.

Kamalpreet Sidhu is a financial advisor at Edward Jones in Ashburn, VA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2025, Sidhu worked at Bank of America and Merrill from 2018 to 2025 and at PNC Financial Services Group from 2017 to 2018. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and affiliated investment products while operating under a fiduciary standard.

Robert Howard is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Prudential Insurance Company of America, Pruco Securities, and Bb&T, among others. Howard is also a partner at Integrated Wealth Advisors, where he is involved in advising clients and servicing accounts related to financial planning and insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model portfolios and third-party asset management, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

James Zajac is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, NA since 2009. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Masihullah Najibullah is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank, PNC Bank, Direct Furniture, and PCF. Outside of finance, he engages in ride-sharing activities in San Francisco. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

William Burton is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior roles include positions at Morgan Stanley and involvement with the North American Association for Environmental Education. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Kenneth Grier Jr. is a financial advisor with Edelman Financial Engines in Tysons, VA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at TMFS Advisors, LLC. Outside of his advisory role, he is involved in managing timberland and reviewing investment opportunities through private LLCs. Edelman Financial Engines offers technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Michael Muehr is a Series 66 licensed financial advisor at UBS Financial Services in McLean, VA, with 18 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, Muehr serves on the board of Golf Pros Beating Cancer, a foundation that raises funds for melanoma research, and is an advisory board member for Wings of Hope, a charitable organization supporting melanoma awareness and research; he is also a Stage IV melanoma survivor. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining model-based asset allocation and proprietary research to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services and operates as both a broker-dealer and an investment adviser.

Elena Kochman is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and 17 years of industry experience. She has been with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she serves as Secretary and Treasurer on the Kenwood Apartments Condominium Owners Association board, overseeing investment accounts and financial responsibilities. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers a broad range of investment programs and institutional services.