Joseph Goldberg is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with MML Investors Services Inc and MassMutual Life Insurance Company since 2010. Outside of advisory work, he is also a life and health insurance agent. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Wanda Rhim is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 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 options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Zyon Jenkins is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Foreside Fund Services, Harborside Sales Group, Kestra Advisory, and Kestra Investment Services. His background also includes roles outside the financial sector, such as positions at Chewy, First National Bank, Dickinson College, Starbucks, and St. Paul’s School for Boys. Morgan Stanley Wealth Management provides advisory services and financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and research from its Global Investment Committee, offering a range of advisory programs without providing specific security recommendations within standalone planning services.

Kevin Ramos is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked previously at Raymond James & Associates and Morgan Stanley. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stefan Shrivastava is a financial advisor with J.P. Morgan Securities who holds Series 63, 65, and 66 licenses and has 12 years of industry experience. He has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2017 and previously spent two years at Yale University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Kevin Mccall is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His prior work includes roles at American Color and Virginia Canopy Tours. He is involved in non-investment related referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based recommendations supported by third-party asset managers and custodians.

David Kidd is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in serving individuals and families by providing customized wealth management planning and financial services. His approach emphasizes trust, strength, and communication, ensuring a thorough understanding of clients’ financial needs and goals, offering access to resources from a leading financial services firm, and delivering coordinated strategies aligned with clients' lifestyles and financial visions. David's expertise covers a broad range of services including investment advisory programs, asset allocation analysis, retirement and education planning, concentrated stock services, insurance coordination, trust and estate planning, wealth transfer strategies, and credit and lending services in partnership with Bank of America, N.A. His client focus areas include college education planning, corporate executive services, divorce transition planning, family wealth management strategies, and retirement income planning. He holds a Bachelor's Degree from The University at Albany and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David is also involved in community volunteering, notably with the organization Touching Heart. Outside of his professional work, he enjoys baseball, boating, cooking, football, reading, and spending time with his family.

Autumn Ngov is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2026. In this capacity, she collaborates closely with Wealth Management Advisors to serve clients across multiple generations, focusing on their wealth management needs and goals. Autumn has extensive experience within Fidelity Investments, having progressed through several positions including Planning Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. She holds a California Insurance License, supporting her expertise in financial and insurance services. Outside of her professional responsibilities, Autumn enjoys board games, cooking and baking, parenthood, and traveling.

Gavin Fung is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at PBMares, LLP and Andersen Tax, as well as a period of self-employment. He is also involved with Ascend Planning & Consulting, LLC. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.

Joseph Roslovic is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has previously worked at Blackstone Securities Partners L.P., Blackstone Inc., and BlackRock Investments LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Keith Apton is a Series 66-registered financial advisor with UBS Financial Services in Washington, DC, where he has worked since 2009. He has 24 years of industry experience. Outside of his advisory role, Apton serves on the boards of several organizations, including a pharmaceutical distribution company and a farming nonprofit, and is involved in employee ownership education through The ESOP Association and the National Center for Employee Ownership. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and capital market assumptions to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services through a broad platform of investment, custody, and capital markets solutions.

Atleena Jino is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2023. Prior to her current roles, she was associated with Aces In Motion and the University of Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Carl Matysek is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade Inc., Cygnus Technologies, New Hanover Regional Medical Center, and Oceanic. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Ryan Rushe is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 12 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life. Outside of his advisory work, he hosts a weekly networking meeting focused on marketing and business promotion. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products, and it supports discretionary and non-discretionary investment management through various channels.

Jake Sodeman is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Leda Bonilla is a financial advisor with Raymond James Financial Services, Inc. She holds a Series 66 designation and has 25 years of industry experience. Prior to joining Raymond James in 2019, she worked at Ameriprise Financial Services, Inc. for 10 years. Outside of her advisory role, she is involved with Princess Yazz Home Services, a business she has been part of since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, alongside institutional consulting and portfolio management capabilities.

Mary Sterbutzel is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. 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, incorporating a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Adam Bellacicco is a CFP® and Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Cordoba Corporation, Gap Inc., and Calypso Technology. Outside of his advisory role, he is the owner of a beach house rental property managed through a third party. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Rick Starr is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2023, following six years at Bank of America and Merrill. Outside of his advisory role, Starr serves as a board member at George Mason University, contributing approximately five hours weekly. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Parker Rist is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Medallion Financial Group. His background also includes roles associated with the University of Maryland. 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 that use structured discovery and modeling tools, supporting clients in tailored financial planning and asset management.