Nicholas Trosko is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range 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 employs a structured planning process supported by firm-approved tools and methodologies.

Geoffrey Mchenry is a financial advisor with UBS Financial Services in McLean, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services since 2008. Outside of finance, he is a part owner of Vienna Racing, LLC, a partnership formed to race a J105 sailboat in Annapolis, MD. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering portfolio management, financial planning, and alternative product distribution. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Kyle Cafeo is a Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to understand their financial goals and co-create personalized financial plans tailored to their specific needs. He emphasizes building relationships based on trust and a deep understanding of clients' preferences and beliefs. Kyle has held several positions at Fidelity Investments, including Investment Consultant (2023-2024), Relationship Manager (2022-2023), and Financial Representative (2021-2022). Through these roles, he has developed experience in financial planning and client relationship management. Outside of his professional work, Kyle enjoys activities such as camping, golf, hiking, visiting museums, snowboarding, and surfing.

Lindsay Veleber is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, Lindsay owns a service-based business specializing in birth chart readings. 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 nationwide network of more than 23,700 financial advisors.

Scott Morrello is a CFP® and ChFC® with 11 years of experience in financial advising. He has been with Edelman Financial Engines since 2025 and previously worked at Financial Engines Advisors L.L.C. and Edelman Financial Services. 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 management and non-discretionary online advice with a focus on diversified model portfolios and long-term investment orientation.

Robert Gaskins Jr. is a financial professional at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Bowman Gaskins Financial Group, Inc. since 1999, where he also operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Gaskins has been with Cetera and its affiliate Cetera Wealth Services since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, providing access to discretionary and non-discretionary investment strategies.

Man Huen Chow is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Smith Barney LLC and National Datacare Corporation. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by providing model-based and discretionary investment strategies developed by internal teams and third-party managers.

Steven Killiany is a financial advisor with Cambridge Investment Research Advisors in McLean, VA. He holds Series 65 and Series 66 credentials and has 23 years of industry experience, including over 16 years with Cambridge Investment Research Advisors. Outside of his advisory role, he serves as an agent in insurance and benefits through Capitol Retirement Strategies and is a commissioned notary. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management and platform arrangements tailored to client objectives.

Susan Singh is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds a Series 66 designation and has previously worked at UBS and City National Bank. Outside of her advisory role, she is a partner in the Professional Women's Roundtable of DC Metro, where she helps organize events and network with other executive women. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm utilizes both in-house and third-party investment managers and offers various portfolio structures and alternative investments.

Josephine Yeboah is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work includes roles at Bank of America, N.A., Old Dominion University, and lower.com. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jared Salvetti is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and previously at Morgan Stanley Smith Barney and Citigroup Global Markets. He is based in McLean, VA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets, with a planning process that includes firm-approved tools and scenario modeling to guide client decisions.

Rodney Brandon is a Senior Financial Advisor with Merrill Lynch Wealth Management based in the Tysons Corner office. He brings over 19 years of experience in investment management and financial strategy, specializing in providing wealth management advice and services. Rodney has a history of working with high net worth individuals, including partners of professional service groups, focusing on estate, trust, and investment needs. Rodney graduated from Boston University and began his career as a founding partner in a boutique investment firm in New York City before joining Merrill Lynch in 2000. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Outside of his professional work, Rodney is involved with the Red Cross and Central Union Mission. He enjoys biking, golfing, hiking, spending time with his family, and traveling.

Donald Gillen is a financial advisor with UBS Financial Services in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with UBS and its predecessor firms since 1985. Outside of his advisory role, he serves as a member of the Board of Deacons at Jubilee Christian Center, advising the pastor on various church matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocation to tailor plans according to clients’ goals and risk tolerances.

Karen Hammond is a financial advisor at LPL Financial with 42 years of industry experience. She holds the ChFC® and Series 63 designations and has worked previously at Cetera, VOYA Financial Advisors, and her own agency, The Hammond Agency, which she continues to operate. Outside of advising, Hammond is also an author. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of management approaches and research resources.

Andrew Nemets is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He holds the Series 66 designation. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. 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, proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary investment options.

Anthony Waddell is a CFP® professional with 38 years of industry experience, currently affiliated with Raymond James Financial in Vienna, VA. He has been with Raymond James Financial Services since 2007 and with Raymond James Financial since 2009. Outside of his advisory role, he serves as a trustee and guardian for his son and is president of Waddell Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal advising and SIMPLE IRA employer advisory services.

D Lawler is a financial advisor with Ameriprise in Washington, DC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Ameriprise and its affiliate since 2016. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Genevieve Coan is a CFP® professional with five years of experience, currently serving as a financial advisor at Wells Fargo Clearing. She previously worked at Wealthspire Advisors and held roles at Virginia Tech and other organizations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a wide range of investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to evaluate investment options.

Daniel Mcnulty is a financial advisor with Equitable Advisors in Gainesville, VA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Equitable Advisors since 2001 and previously operated under AXA Advisors, LLC for 19 years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals, risk tolerance, and time horizon.

Norman Jones Jr. is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding the ChFC® designation and Series 63 and 65 licenses. He has 13 years of industry experience, including a decade at Park Avenue Securities and Guardian Life Insurance Company. Jones serves as a board member of the Reston Chamber of Commerce, where he contributes to educational programming for members, and he is also involved in motivational speaking at public events. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative planning engagements and educational seminars, with a focus on investment categories and strategies rather than specific product selections.