Christopher Marcoux is a financial advisor with Ameriprise in Gainesville, VA, holding Series 63, 65, and 66 licenses and having eight years of industry experience. He previously worked at Edward Jones for six years, FVCbank for one year, and Sandy Spring Bank for two years. Marcoux also owns Mullinax LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice based on dependable income sources and tax-aware withdrawal strategies.

Adrian Ortega is a financial advisor with Wells Fargo Clearing in Leesburg, VA, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Wells Fargo Bank, N.A. and Wells Fargo Clearing since 2023, with prior roles at Paychex and Insight Merchant Solutions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Woodall is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley. Outside of his advisory role, he works part-time for Pro Football Focus, where he collects detailed player and game data for college and NFL football. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary research, third-party data, and algorithmic tools, with recommendations implemented on a non-discretionary basis.

Travis Clarke is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial and Burke and Herbert Bank since 2013 and previously at UBS Financial Services from 2009 to 2012. Clarke is also involved with Burke & Herbert Wealth Management, a business related to his LPL activities. 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 financial planning and investment solutions, utilizing both proprietary and third-party strategies, and provides advisory services supported by advanced operational and research tools.

Keith Cohen is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Janney Montgomery Scott. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cameron Kundis is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He began his career at Fidelity Investments in 2023 as a Financial Representative, progressed to Relationship Manager in 2023-2024, and transitioned to his current position in 2025. Prior to joining Fidelity, Cameron worked as an Admin at Enterprise Financial Network in 2022. Cameron's approach to financial planning is rooted in a commitment to financial literacy and personalized client education. He focuses on building trusting relationships and aims to make financial concepts accessible to his clients. His professional experience spans various roles within financial services, emphasizing client guidance and financial planning. Outside of his professional life, Cameron enjoys camping, cooking and baking, participating in family activities, maintaining fitness, socializing with friends, and playing tennis.

Dylan Peterson is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 65 designation and previously worked at W.C. Moore Financial Services and Kerecis. Outside of financial advising, he contracts as a data analyst helping music artists sell royalty rights. Edelman Financial Engines provides 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, offering a range of discretionary and non-discretionary investment solutions.

Mark Dolfis is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Outside of his advisory role, he is an executor of his sister’s estate and is involved with Ascend Planning & Consulting LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs primarily through Investment Adviser Representatives, utilizing a range of third-party and proprietary investment solutions.

Robert Kriegshauser is a Planning Consultant at Fidelity Investments, where he began his role in 2023. He focuses on developing meaningful relationships with clients by understanding their unique situations and working together to achieve their financial goals. Robert has dedicated his career to assisting others and values building strong connections as a foundation for effective financial planning. His approach emphasizes meeting clients where they are and progressing forward in partnership to help them pursue their objectives and enhance their quality of life. Outside of his professional work, Robert is interested in activities such as beach outings, exploring diverse foods, football, military service, music, and traveling.

Patrick Dunne is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He joined Fidelity Investments in 2020, serving first as a Relationship Manager from 2020 to 2022, then as a Planning Consultant from 2022 to 2024 before assuming his current role. With over 30 years of experience in the financial industry, Patrick has a broad background in financial advising and client relationship management. His expertise includes developing customized financial plans tailored to clients' specific goals and needs. Prior to joining Fidelity Investments, Patrick was a Financial Advisor and Branch Leader at First Empire Securities from 1990 to 2020.

Joseph Cantanucci III is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and with 26 years of industry experience. He previously worked for Mass Mutual Life Insurance and MML Investors Services for 22 years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Afra Tasnim is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Enterprise in 2025, Afra worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Itohan Eribo is a financial advisor at Morgan Stanley with 11 years of industry experience. She has been with Morgan Stanley since 2016 and holds a Series 66 designation. 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 supported by structured discovery processes and various analytical tools.

Alexander Brown is a CFP® professional with 24 years of industry experience, currently serving at RBC Capital Markets since 2024. He previously worked at Truist Advisory Services and Bb&T Securities. Outside of his advisory role, he teaches investment-related classes on alternative investments and market fundamentals through Fairfax and Arlington County Adult Education programs and serves on the Board of Trustees of Loudoun Country Day School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning services through various advisory programs, leveraging a broad range of internal and external investment resources.

William Corso is a CFP® professional with 29 years of industry experience, currently serving at Robert W. Baird & Co. since 2024. His previous roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, Inc. He is also an investor in Northern Neck LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services, combining manager-traded and model-traded strategies, with ongoing oversight by home-office professionals.

Gregory Amos is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and two years of industry experience. He has held roles across various sectors including education and retail, and currently is associated with Found & Sons Funeral Chapels. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that leverages model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through established partners.

Yan Zhi Huang is a financial advisor with Merrill in Fairfax, VA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His career includes roles at Bank of America, HSBC Bank USA, and Wells Fargo. 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, pension plans, corporations, and charitable organizations.

Barry Womble is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 19 years of industry experience. His work history includes roles at Capital One Investing, Merrill, PNC Wealth Management, Mass Mutual Investors Services, Uvest Financial Services Group, MissionSquare Retirement, and UBS Financial 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 employs research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Kathleen Cabrales is a financial advisor at RBC Capital Markets with 54 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at City National Bank since 2019 and RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through various advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

William Dunn is a financial advisor with Wells Fargo Clearing in Arlington, VA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a prior role at Wells Fargo Advisors LLC. Dunn serves as an advisory board member of the Arlington Economic Development Commission. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy development, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.