Caiden Gourley is a financial advisor at Ameriprise in McLean, VA, holding Series 63 and Series 65 licenses with less than one year of industry experience. His prior work includes roles at ProPics, Poplar Grove Golf Club, Dicks Sporting Goods, RCM Capital Management, Liberty University, Flex Engineering Solutions, and Danville Community School. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Megan Palmer is a financial advisor at Edward Jones in Springfield, VA, holding the Series 66 designation. She has been with Edward Jones since 2026 and has no prior industry experience. Before joining the firm, her work history includes positions at Jimmy Johns and various roles during her education at The Pennsylvania State University and Trinity Christian School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Zachary Intermill is a financial advisor at Ameriprise in Fairfax, VA, holding a Series 66 designation with five years of industry experience. He has been with Ameriprise and its affiliate since 2018. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with financial advisors.

Mason Gumm is a Series 66 licensed financial advisor with Edward Jones, bringing one year of industry experience. Prior to joining Edward Jones, he worked with MassMutual and Vineyard Vines. He has experience as an insurance broker of life and disability products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory strategies and affiliated financial products.

Aleksandr Roytman is a financial advisor with OSAIC based in Vienna, VA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior work includes 12 years at Lincoln Financial Advisors Corporation and one year at Merrill. He also operates a consulting business providing fixed annuities and term life insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach is model-based with an emphasis on asset allocation, portfolio optimization, and the use of discretionary or advisor-managed strategies supported by various tools and third-party managers.

Mark Taylor is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018 and 2020, respectively. Prior to joining Morgan Stanley, he had brief roles including two separate one-year positions at Roanoke College and a year at Frost Gear. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

William Howard is a financial advisor with Ameriprise Financial Services, holding Series 65 and Series 66 credentials and 17 years of industry experience. He has been with Ameriprise in various capacities since 2007. Outside of advisory services, he is involved in managing his own advisory business through CFI Management Group LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written recommendation reports and annual retirement advice focused on income sources and tax-aware withdrawal strategies, utilizing proprietary research, third-party data, and algorithmic tools.

Paul Newman is a financial advisor with Wells Fargo Clearing based in McLean, VA. He holds Series 63 and Series 65 licenses and has 33 years of experience in the industry. His prior work includes roles at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. 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 supported by research from Wells Fargo Investment Institute.

Scott Abell is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He is a partner in RRPSLA LLC, a partnership focused on monitoring its investment. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies, combining in-house and third-party management along with a range of portfolio and financial planning services.

Richard Caggiano is a financial advisor with Ameriprise in Herndon, VA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service delivered alongside client advisors, with a focus on assets held within Ameriprise Managed Accounts.

Nathaniel Parks is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Fairfax, VA. His work history includes multiple roles at Financial Engines Advisors L.L.C. dating back to 2018, as well as prior experience at Commonwealth Financial Network. 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 modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions across a broad range of portfolios and account types.

Owen Grady is an Investment Consultant at Fidelity Investments. In this role, he collaborates with clients to develop custom financial plans tailored to their specific needs and priorities, aiming to provide a positive client experience. Prior to his current position, Owen served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. These roles have contributed to his understanding of client relationship management and financial services. Outside of his professional work, Owen has personal interests that include cooking and baking, golf, music, skiing, and traveling.

Stephanie Zebrowski is a Wealth Management Advisor at Merrill Lynch Wealth Management. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Stephanie's expertise centers on helping clients navigate life transitions and achieve both short-term and long-term financial goals through a detailed, collaborative planning approach. She has assisted clients with planning for events such as marriage or divorce, funding children's education, employment changes, and retirement. Additionally, she has completed ongoing training through Merrill's Insurance Accreditation Program, enabling her to provide services involving Life Insurance, Annuities, and Long Term Care Insurance. She graduated from the University of Mary Washington and joined Merrill Lynch Wealth Management in 2000. Outside of work, Stephanie enjoys antiquing, gardening, scrapbooking, spending time with her family, and watching movies.

Sonja Faison is a Series 66-credentialed financial advisor at J.P. Morgan Securities with 10 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023, following eight years at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research and may include ESG considerations.

Cassandra Lipp is a financial advisor with Edward Jones in Haymarket, VA, holding a Series 66 designation and one year of industry experience. She previously worked at Wells Fargo Bank for 12 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Eric Candelori is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He focuses on portfolio management and is responsible for developing investment strategies and disciplines for the Evans-Candelori Group. His client expertise includes education planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Before joining Merrill Lynch Wealth Management, Eric served as an officer in the United States Marine Corps. He holds a Bachelor’s degree from American University and an MBA from National University, which he earned while on active duty. He holds professional designations as a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA). Eric has been involved with nonprofit organizations and currently serves as Vice Chairman of the Marine Corps Scholarship Foundation as well as a director with Navy Mutual Aid Association. He resides in Vienna, Virginia with his wife and two children. His personal interests include biking, golfing, reading, running, swimming, and traveling.

Kyra Irani is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. Before joining Equitable Advisors, she worked in various roles including positions at Trader Joe's, BrewBike, and Commonwealth One Federal Credit Union. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm offers a range of investment programs through a network of advisers and third-party managers, focusing on tailored advice based on client risk tolerance and personal plan information.

Patrick Gaffney is a financial advisor at Morgan Stanley with 21 years of industry experience. He has held roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He serves on the board of Community Ventures of Vienna, Inc., a civic organization in Virginia. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets.

Douglas Randolph is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing comprehensive wealth management services tailored to individual client needs. His approach begins with understanding the client's family and financial situation to develop flexible strategies aligned with their long-term goals. Douglas offers access to Merrill's investment insights and the banking services of Bank of America to address various aspects of his clients' financial lives. His expertise includes college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, sports and entertainment, and tax minimization. Douglas holds a Bachelor's Degree from the University of Notre Dame and is a Personal Investment Advisor (PIA). Douglas is actively involved in his community, participating in organizations such as Herb and Temple, Old City Cemetery, ND Club of Richmond, Grass Roots Soccer South Africa, Resume Support for College Students, and Trash Clean Up in Virginia. He follows Merrill's tradition of community participation through volunteering. Outside of his professional work, he enjoys adventure sports, basketball, camping, chess, cooking, fishing, gardening, hiking, and woodworking.

Dante Moncrieffe is a financial advisor at Charles Schwab with the Series 66 designation and two years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and several organizations outside finance such as Chesapeake Lighthouse Foundation and MOM's Organic. 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’s investment approach features a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.