Craig Walker is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Wells Fargo Clearing since 2016. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Luc Sebrechts is a financial advisor with Morgan Stanley in Reston, VA, holding a Series 66 designation and nine years of industry experience. Prior to joining Morgan Stanley in 2017, he worked at Edward Jones for one year. Outside of his advisory role, Sebrechts coaches high school baseball players through the Bradley Baseball Academy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Elzara Shukurova is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. Her prior work includes roles at Wells Fargo Bank, RNCB Bank, and a position at Sagar Hospitality LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical large institutional advisers.

Alex Buellesbach is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank from 2016 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Hamza Hamdi is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill Lynch, and Rockland Trust. Outside of his advisory role, he participates in rideshare transportation as a driver. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains distinct regulatory registrations and advisory roles uncommon among large institutional peers.

Timothy Keena is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Keena is involved in managing a portfolio of inherited rental properties in Virginia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by robust planning tools and a wide range of investment solutions.

Donald Megliola is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Prudential Equity Group, LLC and has operated as an independent insurance agent since 2002. Megliola serves on the Cornell Men's Soccer Executive Committee. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Richard Holland is a Private Wealth Advisor and partner of the Popera, Overholt and Holland Group at Merrill Private Wealth Management, based in Tysons, Virginia. He has over 20 years of experience assisting owners and founders of private government contracting firms, privately held businesses, and senior executives of public corporations in the Washington, D.C. area. His primary responsibilities include initiating the group’s goals-based wealth management approach, serving as the team's investment banking and venture capital liaison, and developing legacy planning and liquidity event strategies to support business transitions and wealth transfer for his clients. Rich holds a Bachelor’s degree in Business Management from North Carolina State University and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He is a Personal Investment Advisor (PIA) and a member of the Middle Atlantic Golf Association. He previously served on the executive board of the National Capital Area Council of the Boy Scouts of America. Rich volunteers through various committees at his church and resides in Bethesda, Maryland with his wife, Peggy. They have two adult children, Patrick and Elizabeth. In his personal time, Rich enjoys golfing, biking, camping, drawing, hiking, reading, skiing, yoga, and spending time with his family.

Gregory Gangitano is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked at Charles Schwab and affiliated entities since 2022 and previously spent 14 years at Scottrade and four years at TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining strategic asset allocation with access to alternative investments and cash-sweep services.

Jonathan Batista is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Chasenboscolo. 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 operates on a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

Francis Bustamante is a financial advisor with Primerica Advisors in Vienna, VA. He holds Series 63 and Series 65 licenses and has been working with Primerica Financial Services since 2018. He is also involved with Ashburn Consulting LLC, where he has been engaged since 2008. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodial services, operating through a large network of advisors and offices with approximately $15.5 billion in assets under management.

Craig Lund is a financial advisor with Wells Fargo Advisors in Vienna, VA, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Lund serves as a trustee for a family trust and owns CRL Financial Co, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, utilizing proprietary research and tools to develop tailored recommendations.

Xavier Marmol is a CFP® and holds a Series 66 license with two years of industry experience. He has been with RBC Capital Markets since 2022, following roles at Salisbury University and Chipotle. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual, institutional, and charitable clients with a variety of advisory programs and portfolio management services. The firm offers tailored investment strategies using a combination of in-house and third-party managers, along with features like tax management and responsible investing options.

Leonard Lupica II is a Series 66-licensed financial advisor with Ameriprise in Clarksburg, MD, and has 21 years of industry experience. He has been with Ameriprise and its predecessor entity since 2005. Outside of advising, he owns a business managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to develop tailored written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Shabnam Delafkar is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 designations and two years of industry experience. Prior to joining Wells Fargo in 2026, she worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2022 to 2026, and previously spent eight years with the United States Postal Service. 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.

Michael Higgins is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at Scott & Stringfellow, LLC for nine years before joining Wells Fargo Clearing in 2016. Outside of his advisory work, Higgins is an author of multiple poetry books. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions through a large network of financial advisors.

Jonathan Germano is Vice President, Wealth Planner, where he collaborates with clients to understand their personal and financial goals and develops detailed financial plans aimed at achieving their most important objectives. He has been in this role at Fidelity Investments since 2022. Jonathan has extensive experience in financial advisory and wealth management, having held positions such as Financial Advisor at RBC Wealth Management from 2020 to 2022, Financial Advisor at UBS in 2020, and Premier Relationship Advisor at HSBC from 2017 to 2020. His background also includes roles as Private Client Group Relationship Manager at PNC Bank, Regional Bank Private Banker at Wells Fargo, Financial Consultant at TD Bank, and Financial Advisor at AXA Advisors. Outside of his professional career, Jonathan has interests in baseball, cars, football, golf, and pets.

Micah Hopkins is a financial advisor at Ameriprise with 27 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2005. Hopkins serves on the board of directors for the Ferdows Foundation and is involved in multiple business ventures, including co-ownership of various real estate and retail companies as well as a blockchain investment holding company. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data, with recommendations implemented on a non-discretionary basis.

Arlisa Whitby is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses with 13 years of industry experience. Her prior work includes roles at Wells Fargo Advisors, Wells Fargo Clearing, Peloton, and JPMorgan Chase Bank. Outside of her advisory work, she operates an online shop on Etsy called Brazen Creations by Arlisa. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their advisory process combines quantitative screening and qualitative research to offer asset allocation advice and investment manager searches, with clients retaining final decision-making authority.

Kevin Haynes is a financial advisor with Ameriprise in Leesburg, VA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its related entities since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering personalized recommendations through a centralized consulting team.