Robert Potter is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2010. Outside of his advisory role, he serves as senior pastor of Journey Worship Centre and is president of Breakthrough Ministries, where he is involved in speaking engagements and leadership training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products.

Joanne Dorris is a financial advisor with Wells Fargo Clearing who holds Series 63, 65, and 66 designations and has 33 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.

Arthur Mcgonigal Jr. is a financial advisor at OSAIC with 42 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Lincoln Financial Advisors Corporation and Sagemark Consulting, Inc. In addition to his advisory role, he is involved in managing family-owned mineral rights and negotiates leases with oil and gas companies through Ewing Mac, LLC. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services with multiple investment platforms and third-party solutions. The firm employs advanced asset-allocation tools and supports a range of portfolio management styles across a broad spectrum of investment products.

Russell Day is a financial advisor at Edelman Financial Engines with five years of industry experience. He holds a Series 65 designation and has worked at firms including Financial Engines Advisors L.L.C. and McGladrey. Prior to joining Edelman Financial Engines, he was employed at Boat America Corporation and New Virginia Majority. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, offering diversified model portfolios and a fiduciary investment process emphasizing long-term management.

Stephen Rosenzweig is a financial advisor with Equitable Advisors in Potomac, MD, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked at Equitable Advisors since 2005 and previously at AXA Advisors and IA Rosenzweig and Associates, Inc. He serves as an administrator or trustee for family trusts and holds power of attorney arrangements with his wife. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through multiple third-party managers and LPL programs. The firm operates a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Brandon Lee is a financial advisor with Ameriprise in Annandale, VA, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Daniel Lee is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. He has worked at Wells Fargo Bank since 2018 and joined Wells Fargo Clearing in 2022. Prior to that, he was employed at RASCO Inc. from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Anaita Wali Zada is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill, she held positions at Bank of America, N.A. and Chico's FAS, Inc., as well as involvement in various media production companies. 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.

Caleb Wines is a financial advisor at Edward Jones with nine years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2016. Outside of his advisory role, he works as a food delivery driver in Woodbridge, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Nicholas Durso is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at City National Bank and Truist Advisory Services. Outside of his advisory work, he serves on the board of the Reston Raiders Hockey Club, a nonprofit youth hockey organization, where he is involved in fiduciary oversight and youth coaching. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual, institutional, and charitable clients. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Christopher Herring is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual Investors Services, Massmutual Life Insurance Co, and MetLife Securities Inc. Herring is also involved in several business entities related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and a range of investment strategies.

Ryan Ulrich is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2005. 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 offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence on alternative investments, supported by a large-scale, integrated operational structure.

Baden James is a financial advisor at LPL Enterprise with nine years of industry experience and holds a Series 66 designation. His prior experience includes roles at Morgan Stanley, E*TRADE Securities LLC, and Prudential-related firms. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services supported by a platform that integrates advisor programs with various financial products and lending services.

Matthew Chalfant is a financial advisor with UBS Financial Services in McLean, VA, holding a Series 66 designation and 28 years of industry experience. He has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and draws on proprietary research and capital market assumptions to tailor client strategies.

Elizabeth Shiring is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 1996. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. As a large institutional firm, it also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jisook Anderson is a financial advisor with Merrill in Fairfax, VA, holding a Series 66 designation and one year of industry experience. She has previously worked at Sheklee and Bank of America, N.A. Anderson is also an independent contractor member of Melaleuca, a consumer goods company, and volunteers at Virginia Agape International Baptist Church, assisting with collection and deposit of weekly offerings. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual, institutional, and charitable clients.

Gabriel Hoernig is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He has held roles at Edward Jones, Kingsview Wealth Management, Catalyst CBC, and James Madison University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, managed solutions, and affiliated investment products through a large national network of financial advisors and branches.

Kevin Shavalay is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently a financial advisor at Morgan Stanley, where he has worked since 2022. His prior roles include positions at UBS Financial Services, Northwestern Mutual Wealth Management Company, and other financial services firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Thomas Wood is a CFP® and ChFC® professional with 35 years of experience in the financial services industry. He has been with Edelman Financial Engines and its predecessor firms since 1999, including Financial Engines Advisors L.L.C. since 2018. Wood holds Series 63 and Series 65 licenses. He is a passive investor in ventures related to casino management. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary advisory options.

Sean Johns is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he focuses on understanding clients' priorities to help them develop strategies aimed at achieving their short-, mid-, and long-term financial goals. Sean provides guidance on general investing, retirement planning, and saving for unexpected events. He also facilitates access to Bank of America specialists in banking, credit, home financing, and small business solutions. Sean holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from James Madison University. His approach involves ongoing discussions with clients about their goals, concerns, and questions, allowing him to offer advice and guidance as their needs evolve.