Bradley Babilino is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. He has held roles at several firms and organizations, including Cetera Wealth Services LLC and Kurtz, Connor, Browning & Phillips, LLC, where he serves as an investment assistant. Babilino has also been involved with Christopher Newport University and James River Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services, leveraging a multi-manager platform with both affiliated and third-party investment options.

Ryan Banner is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Banner is also involved in fixed insurance sales and serves as a financial advisor for Kinnect Advisors. Cetera Investment Advisers LLC provides financial planning, portfolio management, and retirement services through a nationwide network of independent advisors, serving a broad client base from individual investors to institutional accounts. The firm offers a multi-manager platform with diverse program options, including model portfolios, third-party managers, and bespoke strategies.

Christopher Peden is a financial advisor at Ameriprise with eight years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Primerica and Verizon. Outside of his advisory work, he owns and operates Peden Accounting Services LLC, providing tax preparation and accounting advice. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that delivers comprehensive retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Souad Ajan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Wells Fargo Clearing, she worked at Bank of America and H and R Block. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Louis Kwentua is a financial advisor with LPL Enterprise and holds a Series 66 designation. He began his advisory career in 2026 and has prior work experience across various industries, including logistics, automotive sales, and food service. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Anthony Raad is a financial advisor with LPL Financial in Tysons, VA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Vestar Global and Cetera Advisors LLC. Outside of finance, he is the owner of Tempo Productions LLC, providing DJ services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and various operational tools.

Susan Brown is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked with Cetera and its related entities since 2016 and owns Washington Equity, LLC, an insurance sales business. Brown is also an insurance agent involved in selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with access to various program structures and affiliated resources.

David Holloway is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including The Prudential Insurance Company of America, Northwestern Mutual, TIAA-CREF, and Wells Fargo Clearing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and financial planning services.

Matthew Peterson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2009. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Bryan Beatty is a CFP® with 34 years of industry experience, currently advising at Cetera. He has held roles at Cetera Wealth Services, VOYA Financial Advisors, and Egan Berger & Weiner, LLC, where he has also been a part owner since 2004. Outside of his advisory work, he organizes a charity golf tournament benefiting the local Alzheimer's Association and serves as secretary of the Financial Planning Association–National Capital and as a board member of the Institute for Fiduciary Studies. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a large network of independent advisors, operating a multi-manager platform with discretionary and non-discretionary authority across diverse program structures.

Christopher Weins is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2013, including time when the firm operated as Axa Advisors. He also serves as an administrator or executor of estates and provides part-time administrative support to another advisor at the firm. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients through financial planning, retirement plan consulting, and various asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party sponsors to deliver diversified investment models and ERISA fiduciary services.

Rachel Tran is a CFP® with seven years of industry experience, currently affiliated with Cetera. She has held roles at Cetera Wealth Services, LLC, Kurtz, Connor, Browning & Phillips, LLC, and Voya Financial Advisors, Inc. Additionally, Rachel is a licensed notary public. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Kalman Finger is a financial advisor at Cetera with 15 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Cetera, Cetera Wealth Services, Voya Financial Advisors, and Kurtz, Connor, Browning & Phillips, LLC. Outside of advisory roles, he holds a power of attorney for a family member. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Rodrigo Cuellar Serrano is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 designations and three years of industry experience. He has been with Wells Fargo Bank, NA since 2010. 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 uses research and analytics to evaluate investment options and supports a broad range of financial products through its bank and insurance affiliates.

Brian Kurrus is a financial advisor with OSAIC in Vienna, VA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience, including 16 years at SII/John Hancock and 8 years at Royal Alliance Associates, INC. He also conducts financial planning presentations for federal employees. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers brokerage and investment advisory services, managing a range of portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Heidi Hammond is a financial advisor with LPL Financial, holding a Series 66 designation and bringing eight years of industry experience. Her career includes roles at Cetera, Voya Financial Advisors, and her own entities, Heidi Hammond LLC and Hammond Finance LLC. Additionally, she is employed outside the financial industry with Fairfax County Public Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing various strategies and advisor-facing tools across a broad network of over 22,800 advisors.

William Lemnitzer is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory work, he teaches various classes and leads general discussion groups in Fairfax County. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. 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.

Mary Davis is a CFP® with 41 years of industry experience and is currently an advisor at Edelman Financial Engines in Fairfax, VA. She has worked with affiliated firms since 1994, including Edelman Financial Services LLC and Financial Engines Advisors L.L.C. Davis serves as a board member of the McLean Project for the Arts, a nonprofit supporting contemporary artists. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Douglas Keegan is a CFP®-certified financial advisor with 26 years of industry experience. He has been with Edelman Financial Engines and its predecessor entities since 2010, including roles at Financial Engines Advisors L.L.C. Prior to his advisory work, he launched and manages Firebird Rising LLC, an entertainment business. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term strategies.

Theresa Waddell is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her background includes roles at Waddell & Reed and the Defense Contract Audit Agency. In addition to her advisory work, she owns an accounting practice specializing in tax preparation and filing. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support investment decisions.