Abdulrahaman Mohammed is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Mutual of America, USI Insurance Services, and J.P. Morgan Securities LLC. Outside of finance, he has worked with companies such as Instacart and Doordash. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matt Solomon is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Merrill and Bank of America since 2015, following a brief tenure at Valic Financial Advisors. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Austin Fernandez is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work history includes roles outside of financial services, such as positions at Middleburg Tennis Club and various educational institutions. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Alexander Skolnitsky is a Series 66 credentialed financial advisor with Edward Jones in Springfield, VA, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Aya Funahashi is a financial advisor at Raymond James Financial with three years of industry experience. Prior to joining Raymond James, she worked for LastPass c/o GoTo, Inc. for 11 years. She also serves as a financial advisor at McNellis & Asato, Ltd. in a non-owner capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm utilizes tailored planning and analytical tools to support client goals and offers specialized services such as municipal and public-finance advisory and SIMPLE IRA Employer Advisory programs.

Jeff Leclair is a financial advisor at Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 designations with 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he serves as power of attorney for his father. 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.

Hay Wong is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a mix of proprietary and third-party advisory models and offers ERISA fiduciary services to qualified plans.

David Mount is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Robert W. Baird for 15 years before joining Raymond James in 2022. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

Thomas Harsanyi is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63, Series 65, and Series 66 designations and bringing 26 years of industry experience. He previously worked at UBS Financial Services Inc for 10 years before joining Wells Fargo Clearing in 2020. 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, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Rios is a financial advisor with Ameriprise in Fredericksburg, VA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Edward Jones and SunTrust Bank. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team in partnership with the client’s advisor.

Steven Marshall is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in a business ownership entity related to office leasing. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Myles Stokes Suggs is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Navy Federal Credit Union. Outside of his advisory role, he is the sole proprietor of Vector Skyline, LLC, an AI digital content creation business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse portfolios and advisory mandates.

Michael Magruder is a CFP® with over 32 years of experience in financial advisory and tax preparation. He has served in various roles at Avantax and Cetera since 2002 and currently operates his own tax preparation and accounting business. He is affiliated with Cetera Investment Advisers LLC, a large SEC-registered advisory firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services.

Michael Moore is a financial advisor with Merrill in Vienna, VA, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Merrill since 2000, with additional experience at Quick & Reilly, Inc. and Banc Of America Investment Services, Inc. He has been with Bank of America, N.A. since 2011. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matias Rodlauer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. He previously worked at Baird and Harbour Capital Advisors before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Scott Salerno is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. In addition to his advisory role, he serves as Managing Director and Portfolio Manager at Wealthbridge Capital Consulting, focusing on market research and portfolio management. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services across various programs. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by risk-tolerance analysis and multiple investment strategy options.

Christie Nix is a CFP® and holds a Series 66 license, currently advising at Ameriprise in Fairfax, VA with 19 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-assisted retirement income recommendations.

Spencer Herzog is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior roles include positions at George Mason University, Lion Street Financial, and Income & Estate Planning Partners. Outside of finance, he has worked in the restaurant industry, including at Chuys Tex Mex Restaurant and O'Neill's Irish Pub. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and a wrap program, while also providing affiliated trust custody, insurance services, and collateralized lending.

Sima Zahid is a financial advisor with Primerica Advisors in Chantilly, VA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has worked at Primerica Advisors since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of advising, she serves as an anchor woman for Arian Afghanistan TV, is treasurer of her local homeowners association, and leads the cultural committee of the nonprofit Afghan Academy. Primerica Advisors is a firm serving individual, corporate, and charitable clients through a wrap-fee asset management program that utilizes model-based investment strategies and discretionary management. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

Joan Giacomini is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at SmartBrief Inc. for 14 years. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.