Darren Banh is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2007. He is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Chartered Retirement Planning Counselor™ designation. Darren provides personalized wealth management, retirement planning, and wealth preservation strategies tailored to clients’ goals, risk tolerance, liquidity needs, and time horizons. He works with clients at all stages of their financial journey, from developing long-term investment strategies to refining existing plans and maintaining desired lifestyles in retirement. Darren earned his bachelor's degree in Economics and Business Management from George Mason University. He was also a Division One collegiate athlete in Cross Country and Track & Field during his time there. Darren is fluent in both Vietnamese and English and is a member of the Springfield Golf & Country Club. Outside of his professional commitments, Darren enjoys playing golf, tennis, and traveling. He lives in Alexandria, VA with his wife and two children.

Matthew Brandon is a CFP® with five years of industry experience, currently serving as a financial advisor at Raymond James Financial in McLean, VA. His prior experience includes roles at First Citizens Investor Services and BB&T Securities. Outside of his advisory work, he has ownership in a family business unrelated to investments. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary services supported by analytical tools and maintains specialty programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Samet Degismen is a financial advisor at Edward Jones in Gainesville, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for 15 years at Dulles Glass and Mirror. He is also the owner of Spark and Shine Cleaning Services, a residential and commercial cleaning business. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions and is notable for its extensive advisor network and affiliated financial services.

Benjamin Semmes is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with Morgan Stanley in McLean, VA, having previously worked at Bank of America and Merrill. His tenure includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers planning using structured discovery processes and firm-approved tools.

Song Park is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory role, he is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with a focus on both discretionary and non-discretionary management supported by in-house research and third-party resources.

Theodore Davis is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise since 2020 and previously spent 18 years with American Express Financial Advisors Inc. Davis is co-owner of YGB Operations LLC, a business involved in managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Peter Gorman is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. He began his financial services career in 1999 and focuses on helping clients build personalized wealth management strategies that address their individual needs. Peter emphasizes a comprehensive approach that connects all aspects of clients' lives to prioritize and pursue their most important goals. His areas of expertise include family wealth management strategies, personal retirement planning, tax minimization, retirement income, and specialized attention to women and wealth. Peter's professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a high school diploma from Monsignor Farrell and a bachelor's degree from Wagner College. Peter is active in professional and community organizations, including the Aircraft Owners & Pilots Association, Collaborative Professionals of Northern Virginia, and the Loudoun Estate Planning Council. He also contributes to youth sports through involvement with Central Loudoun Little League and Loudoun Soccer. Outside of work, Peter enjoys baseball, football, spending time with his family, traveling, and watching movies.

Dermel Franklin is a financial advisor with Ameriprise in Silver Spring, MD, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise since 2010, with a brief tenure at Mackenzie Consulting from 2021 to 2022. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, providing detailed 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 and delivers services through a centralized consulting team in partnership with its financial advisors.

James O Donnell is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Merrill Lynch, Stifel Nicolaus & Co Inc, Principal Securities Inc, and Kinnect Advisors, where he currently serves as an independent contractor. He also consults for Geddes & Co, a tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing multiple program platforms and a multi-manager approach.

Mary Ellen Fitzpatrick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of her advisory role, she has a 50% ownership interest in a rental property in Hilton Head, South Carolina. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary services.

John Taliaferro III is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise in various capacities since 2011. He is also the owner of Taliaferro & Associates, PLLC, where he provides tax preparation services. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

John Davis is a financial advisor at Edelman Financial Engines with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Edelman Financial Engines and its predecessors since 1997. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options across a broad range of portfolios and retirement solutions.

Anie Zarookian is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2007 to 2022 before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Deanna Lyons is a financial advisor with Ameriprise in Manassas, VA, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, Lyons works part-time as a hairstylist at Valon Salon. Ameriprise serves clients primarily through retirement-income planning services tailored for individuals with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, supported by a centralized consulting team and algorithmic tools.

Victoria Roberts is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 14 years of industry experience. She has previously worked at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing in-house and third-party investment managers to tailor strategies to each client’s risk profile.

Mezekir Amezene is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Wells Fargo Clearing in 2025, Mezekir held positions at Wells Fargo Bank, N.A., Towne Park, and Mutual of America, among others. 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 a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Rex Marshall is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory role, he serves as Treasurer for the Hillsdale Homeowners Association. 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.

Jeremy Newton is a CFP® professional with 18 years of industry experience, currently advising at RBC Capital Markets. His prior roles include positions at Truist Advisory Services, SunTrust Bank, and UBS Financial Services. RBC Wealth Management serves a diverse clientele, including individual investors, institutions, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm integrates in-house and third-party investment managers and provides customizable portfolio solutions tailored to clients’ advisory risk profiles.

Brian Fitzgerald is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Investment Consultant, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. In his current position, Brian assists clients with the complexities of investing and financial planning. He takes a personalized approach to understand each client's hopes, dreams, and goals, which informs the development of individualized investment plans and strategies. Brian's personal interests include football, golf, hiking, outdoor adventures, parenthood, and traveling.

Elena Lazo Perez is a financial advisor at Edelman Financial Engines with a Series 65 designation and four years of industry experience. She previously worked at Citibank and Truist, among other firms. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment management with a focus on diversified portfolios and long-term orientation.