Neiesha Samuel is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. 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.

Mohanad Elhag is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 credential and has worked at several firms including Bank of America N.A., Merrill, and SunTrust Advisory Services. 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 a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Peter Cosentino is a Series 66-credentialed financial advisor at Cetera with 16 years of industry experience. He previously worked at NASA Federal Credit Union and CUSO Financial Services for 12 years and has been with Cetera and related entities since 2025. Cetera Investment Advisers LLC serves a broad range of clients including individuals, 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 program structures and third-party managers.

Swati Shandilya is a financial advisor at Wells Fargo Clearing with securities registrations Series 63 and Series 65. She has been with Wells Fargo Bank and Wells Fargo Clearing since 2024 and 2025, respectively. She is based in McLean, VA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Iryna Warren is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated prior to joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Stephen Park is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following 14 years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and scenario modeling. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-based financial planning arrangements.

Uvan Stewart is a financial advisor at Wells Fargo Clearing with three years of industry experience and holds a Series 66 designation. His work history includes roles at Cetera, Bank of America, Merrill, and other firms. Outside of finance, he has worked in various industries including logistics and hospitality. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and incorporates research from Wells Fargo Investment Institute alongside third-party data to guide its investment approach.

Stephen Siegle is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Mee Teng Tan is a financial advisor at Merrill with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Merrill and Bank of America in 2026, Tan worked at Wells Fargo Bank and Wells Fargo Clearing from 2022 to 2026. Outside of financial advising, Tan co-owns a rental property in Singapore with a spouse. 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 serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cynthia Talley is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

David Beck is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Cetera Wealth Services, VOYA Financial Advisors, and Egan, Berger & Weiner, LLC, where he is a partner. Outside of his advisory work, he operates as an independent insurance agent and is involved in a family business focused on flipping houses. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with access to affiliated and third-party managers and a range of program structures.

Veronique Caumeil is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and three years of industry experience. She previously worked at Fidelity Investments from 2020 to 2024 and has experience with Morgan Stanley Private Bank, N.A. from 2024 onward. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning processes supported by approved tools and models, managing approximately $2.74 trillion in client assets.

Sarita Dhami is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior roles include positions at Wells Fargo Bank, Envitek Solutions LLC, Suntrust Bank, and FVC Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. 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 data.

Michael Knowles is a financial advisor with Wells Fargo Advisors in McLean, VA, holding Series 63 and Series 65 credentials and with 15 years of industry experience. His prior roles include eight years at Wells Fargo Clearing and service as Loudoun County Commissioner of the Revenue. Outside of his advisory work, he owns and operates a rental property business. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, employing Wells Fargo research and planning tools to develop tailored recommendations.

Howard Pressman is a CFP® with 27 years of industry experience, currently affiliated with Cetera. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. He serves as a board member and director of sponsorship for the Financial Planning Association–National Capital Chapter and provides pro-bono financial planning advice to cancer patients through the nonprofit Family Reach. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm supports advisors with a range of program options and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Patrick Morton is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has previously worked in managerial support roles outside the financial industry, including positions at George Mason University Recreation and Enterprise Rent a Car. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning, including written recommendation reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Paul Williams is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2011 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies that utilize both in-house and third-party investment managers, providing a range of portfolio management and financial planning services.

Ban Tran is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds multiple designations including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). Ban focuses on wealth management services for affluent clients, retirees, small businesses, and non-profit organizations. He is a qualified Portfolio Manager and manages personalized strategies for clients, utilizing individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He is a senior partner of the MacNamara, Tran, Mason, Burnette, Bjorklund & Krashin Group, which emphasizes managing investment portfolios with low-cost, tax-efficient Exchange Traded Fund (ETF) indexes. Ban graduated from the University of Pennsylvania with a B.A. in Economics and International Relations and earned his M.B.A. in International Finance from George Washington University. He joined Merrill Lynch Wealth Management in 1999 and has prior experience of fifteen years in trade finance, international banking, and foreign exchange. Apart from his professional role, Ban is involved in community organizations such as Asian American LEAD (AALEAD) and Devotion to Children. His personal interests include basketball, boating, gardening, golfing, running marathons, skiing, swimming, tennis, traveling, and spending time with his family.

Mi Hee Jung Christensen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and four years of industry experience. Her background includes roles at Wells Fargo Bank, Atlantic Union Bank, JP Morgan Chase Bank, J.P. Morgan Securities LLC, Citibank, and T-Mobile US. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Faisal Syed Haq is a CFP® professional with 26 years of industry experience, currently advising at OSAIC Wealth, Inc. He has held prior roles at Royal Alliance Associates, Inc. and Signator Inv Inc. Haq also provides financial and insurance planning through Signature Financial Partners, LLC and serves as an insurance agent specializing in life and long-term care coverage. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with various platforms and tools to construct diversified portfolios, supporting both discretionary and non-discretionary management.