James Bennett is a financial advisor with Cambridge Investment Research Advisors in Manassas, Virginia. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior roles include positions at Cetera Advisors, Anchor Financial Group, and OneAmerica Securities, alongside running Ryan Bennett LLC since 2021. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm delivers solutions through a large network of independent professionals, offering a range of portfolio management options and proprietary and third-party investment strategies.

Kleo Curry is a CFP® professional with 20 years of industry experience, currently affiliated with Morgan Stanley in McLean, VA. Prior to joining Morgan Stanley in 2023, Curry worked at UBS Financial Services for eight years. Outside of the financial industry, Curry serves on the Investment Committee of the Community Foundation for Loudoun and Northern Fauquier Counties. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including 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 alongside broad retail and institutional offerings.

Charles Markson is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2010. Outside of his advisory role, he is involved in CBM Holdings, LLC, which he owns and manages. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with comprehensive financial planning and investment services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Joshua Johnson Journet is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advisory services to clients, focusing on wealth management and financial planning. His professional responsibilities include assessing client financial needs and developing tailored investment strategies. Specific details regarding his areas of expertise, prior experience, education, credentials, personal interests, or community involvement have not been provided.

Tara Bonilla is a financial advisor with Merrill in Reston, VA, holding a Series 66 designation and 12 years of industry experience. She has been with Merrill since 2013. 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 and profit-sharing plans, corporations, and charitable organizations.

Young Jung is a financial advisor with Edward Jones in Fairfax, VA, holding CFP® and ChFC® designations and 14 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2017 to 2024, as well as Penn Mutual Life Insurance and Hornor Townsend & Kent. Outside of his advisory role, he serves as a youth soccer referee for the US Soccer Association. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,000 financial advisors.

Thomas Dellinger is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation from 2016 to 2023. Outside of his advisory role, he serves as president of The Okusa Dellinger Foundation, a private 501(c)(3) foundation, and is a board member of the Fellowship of Christian Athletes Northern Virginia Chapter and C You In: The Major Leagues, a charitable organization. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates brokerage and investment advisory services with financial planning, retirement consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.

Phillip Shubinsky is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Bank of America, Merrill, and several other firms. Raymond James & Associates is a large firm that serves individuals, institutional clients, charitable organizations, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles supported by affiliated research and sub-advisers.

Henry Mosher is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked in educational roles at Michigan State University, Washtenaw Community College, and Community High School. 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 integrates research and analytics into its investment approach.

Matthew Edgar is a CFP® with 16 years of industry experience and has been with Edward Jones since 2009. He is based in Fairfax, VA. Outside of his advisory work, he is a guitarist in a local band that performs regularly at venues and private events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a network of more than 23,000 financial advisors and 15,000 branch offices.

Hizikiel Holloman is a financial advisor at Fidelity with Series 66 and Series 63 licenses and has been in the industry for less than a year. Prior to joining Fidelity, he held roles at Starcenter Multisport, LISC, and Army DEVCOM, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse portfolios and serves as a formal advisor to multiple registered investment companies.

Pearl Maalouf is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2019. Prior to that, she held positions at Sagesse High School and Le Gym. 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.

Sean Beznicki is a CFA charterholder with seven years of industry experience. He is currently with Cetera and serves as Director of Investments at VLP Financial Advisors, where he leads the investment research team and manages portfolio software across the firm. His prior roles include positions at Glassman Wealth Services and Andersen Tax. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets.

Kevin Matthews is a financial advisor at Cetera with over two years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Cetera, he was affiliated with Avantax Advisory Services and operates Stoic Investments, LLC, his own advisory business. Matthews is also the managing member of Beta Solutions CPA LLC, a CPA firm providing tax preparation and financial consulting services, and serves as treasurer and secretary for a local homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform that includes both affiliated and third-party strategies.

Courtney Caldwell is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining Osaic in 2025, Caldwell spent 27 years at Lincoln Financial Advisors Corporation. Additionally, Caldwell is involved with Heritage Financial Consultants, LLC, where she acts as an agent offering a range of insurance products. Osaic Wealth serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a multi-platform approach, employing asset-allocation tools, risk-tolerance analyses, and both discretionary and non-discretionary portfolio management.

David Ciccone is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Wells Fargo in 2020. 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 from Wells Fargo Investment Institute and third-party sources.

Tejinder Kaur is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. She has worked within various Wells Fargo entities since 2011, including Wells Fargo Bank NA and Wells Fargo Advisors, LLC. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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 among its investment offerings.

Lucile Ionescu is a financial advisor at Morgan Stanley with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Prior to joining Morgan Stanley in 2026, she also worked at Universita della Svizzera Italiana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory process.

Mark Stoll is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo’s research and tools to develop tailored recommendations.

Michael Baker is a financial advisor at Morgan Stanley in McLean, VA, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, with a focus on tailored financial planning and diversified investment solutions.