Gerald Lyon is a financial advisor with Raymond James Financial in Alexandria, VA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 14 years before joining Raymond James and Goetzman Nau Financial Partners, where he serves as a director of a support company. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its municipal advisor affiliation.

Christopher Malay is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, including discretionary options and a broader set of financial product offerings than typical large institutional advisers.

Leigh Long is a financial advisor at Morgan Stanley with 32 years of industry experience. He previously worked at Merrill from 1993 to 2021 before joining Morgan Stanley in 2021. He holds Series 63 and Series 66 credentials and is based in Washington, DC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Cary Piligian is a CFP® and holds a Series 66 license with 16 years of experience in the financial services industry. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2024, following a 14-year tenure with Merrill and Bank of America. Cary is currently based in Washington, DC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its network of Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to guide its services.

Chi Yeon is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Koho. Outside of her advisory role, she has been involved as an independent contractor in energy supply sales and point-of-sale technology. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers recommendations on a non-discretionary basis and integrates a centralized due-diligence framework, including ESG eligibility, alongside its brokerage and investment management capabilities.

Christina Coffey is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has previously worked at Fidelity and BB&T. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is known for its extensive national network of advisors and branch offices.

Matthew Halverson is a financial advisor at Morgan Stanley in Washington, DC, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Charles Schwab Co., Inc., Lockheed Martin, and Newbern Excel Marketing Firm, as well as several years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools.

Jessica Marxer is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She has held various roles within Wells Fargo, including positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Marxer holds Series 63 and Series 66 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and tailored recommendations supported by Wells Fargo research and planning tools.

Caitlin Luchkiw is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has prior work experience at Giant Grocery and Torrid. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and financial planning services to both individual and institutional clients, utilizing structured discovery processes and advanced planning tools.

Eman Mossadeghi is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement strategies and portfolio management. Since joining the firm in 2013, he has developed expertise in areas including corporate executive services, executive compensation, divorce transition planning, legacy planning, tax minimization, and socially responsible investing. Eman is a member of the Evolve Wealth Management Group and has received recognition including inclusion on the 2022-2025 Forbes "America's Top Wealth Management Teams High Net Worth" list, the 2025 Forbes "Best-In-State Wealth Management Teams" list for the District of Columbia, and Barron's top 1,200 Financial Advisors from 2018 through 2024. Eman holds a Bachelor's Degree in Finance from Virginia Polytechnic Institute & State University (Virginia Tech). His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English and Spanish. Based in Alexandria, Virginia, Eman lives with his wife and two sons. He is an avid Washington D.C. sports fan and a Brazilian jiu-jitsu black belt. Outside of work, he volunteers with the Virginia Tech Alumni Association.

Brainard Warner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Valerie Mayer Lopez is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services. Her background includes a period as a full-time student at George Mason University and various roles in the service industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Folasade Akingbade is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of her advisory role, she owns Hakonix Technologies LLC, a business involved in online sales of computer accessories. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Leonard is a financial advisor with RBC Capital Markets in Washington, DC, holding Series 63 and Series 65 designations and 14 years of industry experience. He has worked at RBC Capital Markets since 2012 and concurrently at City National Bank since 2016. Leonard serves as an officer of a professional networking group, BNI, where he manages membership and tracks referral statistics. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through various portfolio management and planning services.

Barbara Oleary is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 32 years of industry experience. She has worked at Cetera since 2013 and previously spent 20 years at Dondero & Associates, Limited. Outside of advising, she is involved in will and trust planning through her firm Barbara J. O'Leary, LLC, where she serves as a Master Certified Estate Planner, and provides tax preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, 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, supporting various investment strategies and program structures with over 10,000 advisors and $256 billion in assets under management.

Alex Slone is a Financial Consultant at Fidelity Investments, a role held since 2023. He has been with Fidelity Investments since 2018, serving in various capacities including Investment Consultant, Relationship Manager, Investment Solutions Representative, Workplace Planning and Advice Associate, and Client Representative Advocate. Throughout his tenure at Fidelity Investments, Alex has developed expertise in client relationship management and investment consulting. He emphasizes understanding clients' individual circumstances through detailed discussions to create financial plans tailored to their unique needs. His approach aims to provide clients with peace of mind and confidence in their financial future. Outside of his professional role, Alex has personal interests in golf, music, running, snowboarding, and traveling.

Aidan Castle is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Prior to his financial career, he held various roles including in the food service and retail sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Brandt Zimmerman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with former federal employees, nonprofit organizations, business owners, and families to navigate complex financial decisions. His expertise includes education planning, family wealth management strategies, institutional investment consulting, legacy planning, philanthropic planning, personal retirement planning, small business strategies, tax minimization, and retirement income. He assists nonprofit leadership with sustainable growth and financial stability planning, guides former federal employees through retirement and career transitions, and supports business owners during critical phases such as succession planning and liquidity events. Zimmerman holds a Bachelor's Degree from Clemson University and a Master's Degree from Northeastern University. He is a Personal Investment Advisor (PIA) and is involved professionally with organizations such as the Arlington Chamber of Commerce and the Clemson Alumni Club of Washington DC. His approach emphasizes long-term relationships and ongoing planning, delivering clear and tailored guidance according to each client's goals and needs. Outside of his professional career, Zimmerman is active in community involvement, assisting with assisted living communities in Northern Virginia. He lives in Burke, VA, with his wife and two seven-year-old sons, Linden and Keller. His personal interests include baseball, camping, cooking, fishing, football, hiking, music, reading, running, and spending time with his family.

Nazzareno Spurio III is a financial advisor at LPL Enterprise with 10 years of industry experience and holds the Series 66 designation. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, McAdam LLC, and Purshe Kaplan Sterling Investments. He is also involved with Pillar Wealth Partners as a financial advisor. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active product sales.

Michael Churchill is a Series 65-licensed advisor with 19 years of industry experience. He has been with Churchill Research Inc., an independent firm he has operated since 2002. Churchill Research Inc. is a single-advisor independent firm based in Falls Church, VA.