Anthony Tremonte is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill since 2003 and holds Series 63 and Series 66 credentials. 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 and profit-sharing plans, corporations, and charitable organizations.

Shawn VanOLinda is an Investment Consultant at Fidelity Investments, a role he has held since 2024. With over 15 years of experience in financial services, he has held positions including Regional Vice President at ProFunds Distributors, Inc., Retirement Plan Analyst at Benetrends Inc., and Financial Advisor Sales at Vanguard. His professional background encompasses a range of roles focused on investment consulting and financial advising. Shawn's approach centers on understanding clients' goals and values to create financial plans that adapt to their evolving priorities. He emphasizes collaboration and flexibility to support clients through various stages of their financial journeys. Outside of his professional work, Shawn enjoys biking, family activities, fitness, football, golf, and outdoor adventures.

Elizabeth Boswell is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves on the finance committee of Epiphany United Methodist Church and holds leadership roles at Westwood Country Club, including the Ladies 9 Hole Golfers board of directors and the Westwood Cares community outreach committee. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to each client’s risk profile and utilizing both in-house and third-party investment resources.

Zahra Khan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and two years of industry experience. She has been with Wells Fargo Bank, N.A. since 2011. 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 advice. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Tyler is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he worked at Ted Britt Automotive for two years. 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 guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Brian Law is a financial advisor with UBS Financial Services in Herndon, VA, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with UBS since 1994. From 2016 to 2019, he was involved in a business activity related to Uber Technologies. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad array of capital markets services.

Leticia Stallworth is a Series 66 credentialed financial advisor with Ameriprise, based in Centreville, VA, and has 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 1999. Outside of her advisory role, Stallworth is involved in independent insurance brokering and owns a consulting business related to licensing a trademark. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendations tailored to clients with significant investable assets. The firm delivers these services through a centralized consulting team in partnership with financial advisors and emphasizes managed accounts and algorithmic automation in its planning process.

Matthew Demartino is a financial advisor with LPL Enterprise and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 17 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Based in Vienna, VA, he also operates Integrated Wealth Advisors, providing financial planning and investment strategy services to individuals, families, and small businesses. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm combines advisor programs with the active sale of financial products and manages investments through LPL’s research, model portfolios, and third-party strategists.

Sasa Rakas is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning arrangements.

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 with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 services. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Theresa White is a financial advisor with Cambridge Investment Research Advisors in Reston, VA, holding Series 63 and Series 65 licenses and totaling 13 years of industry experience. Her prior roles include positions at MML Investors Services and Mass Mutual Life Insurance Company. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm offers various portfolio management options and model-based strategies, with notable features such as affiliated-strategy disclosures and support for advisors with legal or accounting expertise.

Farshad Hosseinie is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. He has also worked at Wells Fargo Bank, nA since 2023 and is the owner and manager of a restaurant business, Teem and Tommy. 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 combines in-house research and third-party analytics with diversified investment principles and serves a broad range of clients through both brokerage and advisory solutions.

Robert Mc Namara is a financial advisor with LPL Enterprise holding the ChFC® and Series 63 designations and has 39 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Allstate Insurance Company, Mass Mutual Investors Services, and MetLife Securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform.

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.

Ryan Seward is the Market Leader responsible for overseeing five Fidelity branch locations in Northern Virginia, including Ashburn, Reston, Tysons Corner, Arlington, and Alexandria. In this role, he coaches branch leaders and associates to maximize their potential and ensure Fidelity's clients in the region receive an exceptional experience. Ryan has been with Fidelity Investments since 2011, holding various positions such as VP and Branch Leader, Assistant Branch Manager, Team Leader for Workplace Planning and Advice, Senior Workplace Guidance Manager, Workplace Guidance Manager, and WPS Service Delivery Manager. His extensive experience within Fidelity reflects a progressive leadership career focused on branch operations and client service. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Jose Gomez is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2023, following prior roles at TD Ameritrade and other organizations. Outside of finance, he has experience with community and nonprofit work at Misioneros Inc. and San Pedro de Jesus Maldonado Catholic Church. Charles Schwab 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 options supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Channing Blevins is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. Prior to joining Fidelity, Blevins held various positions including roles at several golf clubs and Radford University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies and AI-driven research.

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.

Conor Mullee is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. His prior work includes roles with the Chicago Cubs and New York Yankees, as well as experience in sports training with Diamond Sports Training. 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 through a network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.