Ryan Rushe is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and over 12 years of industry experience. His work history includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Company. He also hosts a weekly networking meeting focused on business promotion and marketing. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation alongside broker-dealer and insurance services.

Leda Bonilla is a financial advisor with Raymond James Financial Services, Inc. She holds a Series 66 designation and has 25 years of industry experience. Prior to joining Raymond James in 2019, she worked at Ameriprise Financial Services, Inc. for 10 years. Outside of her advisory role, she is involved with Princess Yazz Home Services, a business she has been part of since 2015. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, alongside institutional consulting and portfolio management capabilities.

Grace Wang is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 designations. Outside of her advisory role, she is involved in an adult care service business assisting seniors with physical and mental wellness. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations.

Mary Sterbutzel is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. 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 grounded in modern portfolio theory, incorporating a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Anthony Marx is a financial advisor with Ameriprise in Sterling, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ameriprise and its predecessor entity since 2009. Outside of his advisory role, he is a co-owner of Unity Squared, a pass-through entity associated with a team practice structure. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools with advisor input to deliver these plans and also provides a broad range of advisory, brokerage, and insurance solutions.

Parker Rist is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Medallion Financial Group. His background also includes roles associated with the University of Maryland. 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 financial planning services that use structured discovery and modeling tools, supporting clients in tailored financial planning and asset management.

James Flannery is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working as a Financial Advisor since 1993, primarily serving clients in Northern Virginia. Over his more than 25-year career, he has developed a full-service advisory practice assisting individual clients and institutions in designing financial strategies to meet their short-term and long-term objectives. In addition to his client-focused work, James has held leadership roles including Producing Sales Manager for the Northern Virginia Complex and managed the training and development program for new Financial Advisors in the area. He holds a Bachelor's Degree in Economics from the University of Pennsylvania and has earned multiple professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). James is involved in community activities such as serving on the Investment Committee for Catholic Cemeteries of the Archdiocese of Washington and coordinating youth sports and church programs. He resides in Maryland with his wife, Kathy, and their four children.

Matthew Ondeck is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 13 years of industry experience. His career includes roles at Merrill, Edelman Financial Services, and EF Legacy Securities. Outside of his advisory work, he coaches little league soccer and softball in Loudoun County. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Samir Abhyankar is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has two years of industry experience and previously worked at PNC Bank and Capital Bank NA. He is based in Vienna, VA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies using in-house and third-party managers, with integrated capital-markets capabilities and alternative investment options.

Vidhi Sharma is a financial advisor with Wells Fargo Clearing based in McLean, VA. She holds Series 63 and Series 65 licenses and has 18 years of industry experience, including over a decade with Wells Fargo Clearing. 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 and external sources.

Morgan Russo is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has worked at several firms including Grove Point Advisors, Mass Mutual Investors Services, and Mutual of Omaha. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nate Cambridge is a Financial Consultant at Fidelity Investments. He works with clients to develop customized financial plans and investment strategies tailored to individual financial priorities. Nate has held several roles at Fidelity Investments since 2022, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Teller at Tower Federal Credit Union from 2021 to 2022.

Jason Turnbull is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 20 years of industry experience. He has previously worked at firms including Cetera, Merc-Capital, Richmond Financial Group, and Raymond James Financial Services Advisors. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs analysis. Advisors use Wells Fargo research and tools to develop tailored recommendations, with implementation options available through the firm's brokerage or advisory programs.

Michael Ballard is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and previously worked at Cresset Asset Management, LLC and Wells Fargo Private Bank. Outside of his advisory role, he maintains a CPA license and has a minority ownership interest in a commercial real estate advisory business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes unique investment options such as insurance-related vehicles and bank deposit sweep programs.

Mahan Hosseini is a Senior Financial Advisor at Merrill Lynch Wealth Management in the Tysons Corner, VA office. He has been working in the financial industry since 2001 and previously served as a head equity trader at Madison Trading LLC and Chimera Securities in New York. Leveraging his extensive experience and Merrill's resources, Mahan develops customized strategies and provides recommendations tailored to the unique financial needs of individuals and businesses. He assists clients in areas including wealth accumulation and preservation, retirement income growth and preservation, customized strategies, and asset allocation. His expertise also covers executive compensation, legacy planning, liquidity management, managing new wealth, personal retirement planning, and individual and corporate investment strategies. Mahan holds a Bachelor of Business Administration degree in Information Systems and Marketing from George Washington University. He holds the Chartered Retirement Planning Counselor (CRPC) designation as well as the Personal Investment Advisor (PIA) designation. Mahan resides in Northern Virginia with his family. Outside of his professional work, he enjoys boating, football, skiing, tennis, traveling, and spending time with his family.

Richard Appling is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including JPMorgan Chase Bank and LPL Financial. Appling is also involved with Atlantic Union Financial Consultants, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual and high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Thein Khin is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Ameriprise and its affiliates since 1994. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Bocek is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing a data-driven and research-backed approach to wealth management. Since beginning his financial services career in 2008, John focuses on delivering tailored wealth strategies that address individual client needs, emphasizing precision and informed decision-making rather than generic diversification. He specializes in areas such as college education planning, executive and equity compensation, family wealth management, retirement planning, portfolio management, and tax minimization. John holds a Bachelor's Degree from the Virginia Military Institute and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He incorporates both fundamental and technical analysis to position client portfolios to adapt to evolving market conditions, including shifts in economic trends, policy changes, and interest rate movements. Committed to community involvement, John participates in volunteer activities aligned with the Merrill tradition of service. Outside of his professional work, his personal interests include camping, hiking, rock climbing, running marathons, skiing, traveling, woodworking, and spending time with his family.

Kamal Malhis is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 16 years of industry experience. His career includes prior roles at CitiGroup, Oppenheimer, and Edward Jones. He is also the owner of KMW Solutions Group LLC, where he manages his advisory business. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through a collaborative, non-discretionary approach that incorporates proprietary research and third-party data.

Nicholas Blue is a Financial Consultant at Fidelity Investments. He is focused on co-creating and implementing personalized investment plans tailored to his clients' unique financial objectives. His professional experience at Fidelity Investments includes roles as Financial Consultant starting in 2024, Investment Consultant from 2023 to 2024, Investment Solutions Representative in 2023, and Customer Relationship Advocate from 2022 to 2023. Outside of his professional work, Nicholas has interests in comedy, fishing, golf, and spending time with his pets.