Sasa Rakas is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 66 licenses and 21 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Wells Fargo Clearing from 2016 to 2022. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, with a focus on structured financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes approved tools and modeling techniques but generally does not provide individual security recommendations within its standalone planning services.

Leah Bae is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has been affiliated with Merrill and Bank of America since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Fitzpatrick is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a prior role at Banc of America Investment Services, Inc. from 2005 to 2008. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Paul Brick Jr. is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2026. His prior roles include positions at Edelman Financial Engines and Financial Engines Advisors L.L.C. He holds the Series 63, Series 65, and Series 66 licenses. Paul is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and advanced portfolio management tools.

Theresa White is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior work includes over a decade with MML Investors Services and Mass Mutual Life Insurance Company. She is also involved with Ensemble Financial Strategies as an investment adviser representative. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Farshad Hosseinie is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and one year of industry experience. He has worked at Wells Fargo Bank, nA since 2023 and manages a restaurant business called Teema and Tommy. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, operating with over 14,000 financial advisors and approximately $671 billion in assets under management.

Robert Mc Namara is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with LPL Enterprise and has held prior positions at Prudential Insurance Company of America, Pruco Securities, LLC, Allstate Insurance Company, Mass Mutual Investors Services, and METLIFE SECURITIES Inc. Mc Namara is based in Vienna, VA. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various insurance and trust services through affiliated entities.

Kimberly Van Pelt is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill and Truist Advisory Services, among other firms. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, acting as an ERISA fiduciary when providing investment advice.

Connor Gray is a financial advisor at Merrill in Vienna, VA, holding a Series 66 designation with two years of industry experience. Prior to joining Merrill in 2022, he worked at New Day USA from 2020 to 2022 and CBRE from 2016 to 2019. Merrill, alongside 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.

Corinne Newberry is a financial advisor at Edward Jones in Haymarket, VA, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Edward Jones, she worked at Starbucks Coffee Company from 2021 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

Ryan Dillard is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he worked for Science Applications International Corporation from 2004 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, under a fiduciary standard.

Constantine Tsantes is a financial advisor with Cetera in Vienna, VA, holding the CFP® designation and Series 65 and Series 63 licenses, with 12 years of industry experience. His career includes roles at Financial Engines Advisors, Edelman Financial Services, and VLP Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a broad network of over 10,000 advisors. The firm offers various portfolio management and financial planning solutions, utilizing a multi-manager platform featuring affiliated and third-party strategies across discretionary and non-discretionary programs.

Lisa Eitzel is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within the firm and its predecessors since 2007. 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 a range of discretionary and non-discretionary investment options.

Devon Varcoe is a financial advisor at Ameriprise with a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2020, he worked in the hospitality sector at Gaspar's Grotto and Foxboro Sports Tavern. He also serves as a para-planner for DSKG, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Sean Dooley is a CFP®-credentialed financial advisor with 26 years of industry experience, currently with Wells Fargo Advisors since 2015. He also owns SDJS and Associates LLC, a financial practice based in McLean, VA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet specific net-worth thresholds.

Tyler Pence is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior roles include work at LPL Financial and Burke and Herbert Bank, along with teaching positions at James Madison University and various schools. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a large nationwide network of over 10,000 advisors managing more than $256 billion in assets.

Syed Islam is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Wells Fargo Bank N.A. and J.P. Morgan Securities. 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 solutions. The firm’s process is guided by investment policy statements and modern portfolio theory, and it includes a broader range of financial products than typical institutional advisers.

Jordan Ciulla is a financial advisor with Charles Schwab holding CFP®, Series 63, and Series 66 designations, and has seven years of industry experience. His background includes roles at Fidelity Brokerage Services, E*Trade Securities, and Altura Financial Advisors before joining Charles Schwab in 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, providing a combination of advisory, brokerage, custody, and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Savita Uttamsingh is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Matthew Duran is a financial advisor at Cetera with 21 years of industry experience. He has held positions at Cetera since 2019 and previously worked at First Investors Corporation from 2005 to 2019. He holds Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies, supporting over 10,000 advisors and more than $256 billion in assets under management.