Nicholas Sorden is a financial advisor with Raymond James & Associates in Reston, VA, holding a Series 66 designation and 14 years of industry experience. He worked at Robert W. Baird & Co. for 10 years before joining Raymond James & Associates, where he has been since 2022. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Michael Shrauder is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Sara Sharra is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Wells Fargo Bank, N.A. She also has experience working in early childhood education and small business operations outside the financial industry. 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.

Nicole Aguinaldo is a financial advisor with Ameriprise in Vienna, VA, holding a Series 66 designation and eight years of industry experience. Her prior work includes seven years at RBC Capital Markets and three years at Wells Fargo Clearing Services. Outside of advising, she has part-time retail sales experience with L’OCCITANE, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice focused on reliable income and tax-aware withdrawal strategies.

Andrew Vree is a financial advisor with Edward Jones in Manassas, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he held positions at the Texas Sunset Advisory Commission, Reynolds & Reynolds, and The Bush School of Government and Public Service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Juan Uribe is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and offers a wrap-fee structure with an operational model that includes ongoing oversight of manager selection.

Maleknaz Razjouyan is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 designations and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2008, with a brief gap between 2010 and 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party data to support its investment approach.

Robert Silva is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates since 2009, following six years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Justin Valadez is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill and LPL Financial. Outside of his advisory role, he is CEO and partner at Momentum Capitol Wealth Advisors and is involved in non-investment business activities including ownership of a cost reduction franchise. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored planning and risk-profiling tools to support non-discretionary investment consulting and offers specialized programs such as municipal advising and SIMPLE IRA Employer Advisory services.

Taylor Smith is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2021. He previously worked with Northwestern Mutual Investment Management and has a long-standing affiliation with Flowerstone Financial. Outside of his advisory roles, he is president of the StonePoint HOA, where he leads community meetings and oversees property inspections. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms.

Rodney Tull is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at Wells Fargo Bank, Cetera, Voya Financial Advisors, and Ameriprise. Outside of financial advising, he works as a night auditor at the Residence Inn Marriott Fairfax City. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Justin Wilson, CFP®, serves as a Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management and is a financial advising partner of Cammiso, Wilson, and Associates in the Merrill Tysons Corner office. In this role, he works with hundreds of clients and their families to navigate complex financial decisions and help them achieve their financial planning goals. Justin's expertise spans a wide range of areas, including retirement planning, constructing goals-based investment portfolios, college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Prior to joining Merrill Lynch in 2016, he worked as a recruiter in the IT industry. He earned his Bachelor's degree in Entrepreneurship, Innovation and Technology Management from Virginia Tech's Pamplin College of Business in 2015. Justin holds the CERTIFIED FINANCIAL PLANNER® designation and is also a Personal Investment Advisor (PIA). He is a member of the Sigma Nu Fraternity. Justin lives in Sterling, Virginia, with his wife Jessica, daughter Reagan, and their Fox Red Labrador Retriever Stella.

Joshua Williford is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and seven years of industry experience. His prior roles include positions at Novavax, Inc., Triad Advisors, and Raymond James Financial Services Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm offers both brokerage and advisory solutions, leveraging research and analytics to support diversified investment approaches.

Pauline Malmgren is a financial advisor at Raymond James Financial with 38 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Since 2017, she has served as co-trustee of The Swenson Living Trust, where she also acts as financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Dustin Witmer is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial in McLean, VA. His prior experience includes roles at M&T Securities and Edward Jones. He also serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment options including model portfolios and third-party asset management, supported by advanced operational and research tools.

Noah Zweig is a financial advisor at Edward Jones in Fairfax, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at The Law Firm of Shihab & Associates and Beacon Hill Staffing Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Daniel Kim is a financial advisor with Ameriprise in Ashburn, VA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, Kim is involved with the Open Door Presbyterian Church, where he supports the "Love Herndon" program assisting local residents in need. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets and $500,000 in Ameriprise-managed accounts. The firm delivers personalized, research-driven recommendations focused on income sources, Social Security, and tax-efficient withdrawal strategies.

Raymond Hewlett is a financial advisor with Primerica Advisors in Reston, VA, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Concept Plus, Planet Technologies, and as a Government CIO. He also engages in sales of loan products and home security referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-based strategies overseen by third-party asset managers. The firm supports approximately 3,698 advisors and $15.5 billion in assets under management.

Shaghayegh Tehranian is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America Merrill in various roles since 2016. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Konstantin Rusin is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Wells Fargo in 2024, he worked at HSBC Bank USA, N.A. for nine years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment searches, performance reporting, and participant education, with a notable inclusion of insurance-related products and bank deposit options in its investment menus.