Erkan Hajric is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2020 after accumulating 11 years of experience in the financial services industry. Erkan focuses on developing tailored strategies to assist a select group of high-net-worth individuals, their families, and businesses in pursuing both short- and long-term financial goals. His approach involves leveraging Merrill's investment insights and the banking services of Bank of America, collaborating closely with clients' other trusted advisors. Erkan's expertise spans corporate executive services, divorce transition planning, legacy planning, managing new wealth, and personal retirement planning. He emphasizes a consultative and collaborative method, prioritizing understanding each client's financial situation, preferences, and objectives to design strategies aimed at income and growth. He holds a Bachelor's degree from George Mason University, where he majored in Integrative Studies, and maintains several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Born and raised in the Northern Virginia Metro Area, Erkan enjoys spending time with family and participating in various sports such as basketball, soccer, football, golfing, kickball, and dodgeball through adult leagues in Northern Virginia and the District of Columbia. He is married and has two pets.

Waheed Siddiqui is a financial advisor at Cetera with 22 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, he worked at CITIGROUP for 10 years. He is also a co-owner of Prestige Global Private Wealth, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing over $256 billion in assets through a network of more than 10,000 advisors.

Chelsi Dildine is a financial advisor at Edward Jones with nine years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2017, she worked for the Department of State for seven years. She serves as Community Service Chair for the Arlington Rotary Club, organizing events and service projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Stephen Stewart is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors for 25 years and has been affiliated with Sagemark Consulting since 2000. Osaic serves a diverse range of retail and institutional clients through a large network of advisers and multiple platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, options, and alternative investments.

Samantha Millick is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at Cetera and affiliated firms since 2023 and previously held roles at The Vanguard Group and Amazon. Millick also serves as a Client Service Associate with Egan, Berger and Weiner LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including both discretionary and non-discretionary services.

Richard Haye is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in McLean, VA. He has 19 years of industry experience, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory work, he has worked as a theatrical stagehand and as a rideshare driver for Uber and Lyft. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Kaitlyn Powell is a financial advisor with Robert Baird & Co. She holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Baird in 2024, she worked for Financial Engines Advisors L.L.C. from 2020 to 2024 and Wegmans Food Markets from 2015 to 2020. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, and advisory strategies supported by internal research and tools, managing approximately $394 billion in regulatory assets as of December 2025.

Anthony Westerfield is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among investment choices.

Jeff Lin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Grove Point Advisors, JBL Technology Solutions, and leadership of his own CPA firm, Jeff Lin CPA, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and proprietary research.

Jhon Colque is a financial advisor with Wells Fargo Clearing in Alexandria, VA, holding Series 63 and Series 65 designations and three years of industry experience. He previously worked at Truist Financial Co for seven years before joining Wells Fargo Bank and Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Partha Shastri is a financial advisor with Wells Fargo Clearing in Woodbridge, VA, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Shannon Sanchez is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she worked at Onelife Fitness and Towson University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory accounts and model portfolios.

Justin Gaudet is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at AXA Advisors and the New Canaan Group. He also operates a business under the name BL FINANCIAL GROUP. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC investment adviser and broker-dealer and utilizes a variety of third-party and LPL-sponsored programs to deliver advisory and brokerage solutions.

Natalie Berry is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and five years of industry experience. She has worked at Ameriprise since 2019 and has prior experience with Practice Promotions and Virginia Commonwealth University. Outside of her advisory role, she co-owns YGB Operations LLC, a business unrelated to investment activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service incorporates proprietary research and third-party data within a structured investment framework influenced by its affiliated product ecosystem.

Luther Ensminger Jr. is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Ensminger serves on the board and investment committee of PST Advisors, LLC. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm utilizes a hybrid referral and implementation model, offering advisory and brokerage channels through LPL programs and third-party asset managers.

Jonathan Kurtz is a CFP® and ChFC® financial advisor with 33 years of industry experience, currently with Cetera since 2021. His prior experience includes seven years at VOYA Financial Advisors and over two decades as an independent insurance agent. He serves as a board member and finance committee member for Innisfree Village, a nonprofit organization supporting adults with intellectual disabilities. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment strategies.

Zachary Buster is a CFP®-designated financial advisor with Mass Mutual Investors Services, with three years of industry experience. He has prior experience at MassMutual Life Insurance Company and served on the George Mason Financial Planning and Wealth Management Advisory Board, where he contributes as a NexGen board member to support program development and student education. Outside of finance, he manages Crystalis Treasures, a retail sales business he has operated for over a decade. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering structured, collaborative planning engagements with access to various asset management and educational resources.

Anthony Acampora is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Altaira Wealth Management and Straci Pizza, as well as having experience in the beverage industry. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Yufang Juan is a financial advisor at Equitable Advisors with 21 years of industry experience. She has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, LLC. In addition to her advisory role, she operates an outside insurance brokerage. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored financial solutions.

Chad Williams is a CFP® and ChFC® with 12 years of experience in financial advising. He has worked at Edward Jones since 2013, with a brief tenure at Raymond James Financial Services in 2020. Outside of his advisory work, he is involved in freelance photography, specializing in headshots for financial advisors, and participates as an alumni committee member at the College for Financial Planning, assisting with diversity scholarship candidate interviews. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.