David Smith is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge since 2014, following seven years at Fulcrum Advisory Services, LLC. Outside of his advisory role, he serves as an assistant coach for Loudoun County Public Schools. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies, supporting a multi-billion dollar asset base.

Karlena Renan is the Senior Resident Director at Merrill Lynch Wealth Management, where she oversees a team of financial advisors. She brings extensive experience in providing financial strategies and guidance to successful individuals and business owners. Karlena follows a disciplined wealth management process that incorporates time-tested investment principles and adapts to evolving economic conditions. Her approach emphasizes listening closely to clients in order to develop customized strategies that align with their personal and financial goals. Karlena’s expertise includes areas such as college education planning, family wealth management, legacy planning, retirement income strategies, tax minimization, and portfolio management services. She is dedicated to delivering premier service and leveraging Merrill’s extensive resources to help clients navigate each stage of their financial lives. In addition to her advisory role, she has been serving as the Resident Director of Merrill's Plantation, Florida office since May 2013, where she manages the activities of 16 financial advisors. Karlena holds a Bachelor's Degree from Nova Southeastern University and maintains professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is based in East Fort Lauderdale and enjoys spending time with her family, playing golf, traveling, and engaging in various sports and cultural activities.

Danny Robles Fuentes is a CFP® professional affiliated with Ameriprise, with four years of industry experience. His prior roles include positions at Cambridge Investment Research, Freddie Mac, and the State Department Federal Credit Union. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and asset allocation, with recommendations supported by proprietary research and algorithmic tools.

Richard Kessinger is a financial advisor with Primerica Advisors in Vienna, VA, holding Series 63 and Series 65 credentials and with 10 years of industry experience. He has been with Primerica Advisors since 2015 and Primerica Financial Services since 2014. He serves as Vice President of the Hunt County BNI Chapter, a networking organization, committing time outside of securities trading hours. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation while maintaining a tiered wrap-fee structure and oversight of its investment models.

Zachary Depont is a Senior Financial Advisor with Merrill Lynch Wealth Management based in the Tysons Corner office. Since beginning his career at Merrill Lynch upon graduating from Virginia Commonwealth University in 2014, he has also gained experience working in various bank branches across Northern Virginia. His areas of expertise include family wealth management strategies, personal retirement planning, and retirement income. Zachary emphasizes the importance of clear communication in financial planning within families and assists clients in navigating these conversations while offering tailored strategies to meet individual and family financial goals. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Zachary has interests in music, swimming, and spending time with his family. His personal philosophy is that it is never the wrong time to meet with an experienced financial advisor.

Preetha Gopi Kumar is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Stearns Home Loans. 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 and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Krystyna King is a financial advisor at Ameriprise with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise since 2011. Outside of her advisory role, she serves as an Operations Manager for CFI Management Group LLC, supporting Ameriprise advisory practices. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendation reports. The firm delivers a wide range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Yonas Demeke is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations. He has experience working at Wells Fargo Bank, Amazon, Any Express PLC, Tata Consultancy Services, and Uber. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a range of financial products and services delivered through its wide network of advisors.

Amanda Catalina is a CFP®-designated financial advisor with six years of industry experience, currently practicing at Ameriprise Financial Services LLC. She previously worked at RBC Capital Markets, LLC for eight years. Outside of her advisory work, she serves as an executive skincare consultant and occasionally coaches local volleyball teams with the Virginia Elite Volleyball Club. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that combines personalized recommendations and ongoing tax-aware withdrawal strategies.

Anthony Sutton is a CFP® with seven years of industry experience, currently advising at LPL Enterprise. His prior roles include positions at The Prudential Insurance Co. of America, Water Street Financial LLC, and LPL Financial, LLC. He serves as Treasurer for the nonprofit Friends of Old Town, coordinating economic development efforts in Winchester, VA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach with access to third-party asset managers and offers affiliated insurance and trust services.

Karen Buckley is a financial advisor with LPL Enterprise in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, MetLife Securities Inc., and Prudential-related firms. She is also involved in insurance brokerage, focusing on health, dental, vision, disability, and long-term care insurance products. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by its Research Department and third-party strategists, and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Gordon Dale is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. Prior to joining RBC in 2023, he spent 15 years at UBS Financial Services Inc. He serves as a trustee for The Malcolm Gordon Charitable Trust and the Open Space Institute. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with tailored advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm offers a range of investment solutions through in-house and third-party managers, integrating features such as tax management and responsible investing.

Bryce Nicholson is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. He has worked in financial advisory roles at Cetera and Egan, Berger & Weiner, and has experience managing client inquiries and supporting day-to-day operations. Prior to his financial advisory career, Bryce was involved with Virginia Tech and the Commonwealth Swim Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party managers through multiple program structures.

Brian Sander is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His previous roles include positions at Fidelity Investments, LPL Financial, and Hudson Valley Credit Union. Outside of financial services, he owns Shea Soleil, a business that produces and sells hand-made body butter products. Charles Schwab & Co., Inc. serves a large client base consisting mainly of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services integrated with custody and brokerage functions.

Joseph Robinson is a financial advisor with Merrill in Reston, VA, holding Series 63 and Series 65 credentials and 41 years of industry experience. His career includes positions at Citigroup Global Markets from 1994 to 2008 and Bank of America, NA since 2009. He has been with Merrill Lynch since 2008. Merrill, along 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 individual and institutional clients.

Michelle Fenaoui is a CFP® professional with 35 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing 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.

Francis Maguire IV is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. He holds a Series 66 designation and has worked at MassMutual Life Insurance Company and Burke & Herbert Bank prior to his current role. Maguire also has experience as a broker in the sale of insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations tailored to client goals.

Courtney Dinning is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2011 to 2022 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, supported by a structured discovery process and advanced modeling tools.

Christopher Thompson is a Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 1997 and currently holds a leadership role where he works closely with clients to address their financial concerns and help them understand their options. Over his more than 25 years at Fidelity Investments, Christopher has gained extensive experience in financial markets and client relationship management. His career progression at Fidelity includes roles as Financial Representative from 1997 to 2004, Financial Planning Consultant from 2004 to 2010, and Vice President Financial Consultant from 2010 to the present. Christopher emphasizes listening and careful planning in his approach to financial consulting. No additional information on education, credentials, personal interests, or community involvement has been provided.

Brandon Price is a Financial Consultant who works with families and individuals to help them pursue their financial goals. He focuses on understanding clients' unique financial aspirations and collaborates with them to develop tailored investment plans that align with their specific goals and risk tolerance. His approach aims to assist clients in navigating the complexities of the financial industry. Brandon has held multiple roles at Fidelity Investments, including Financial Representative in 2022, Planning Consultant in 2023, and Relationship Manager in 2023. These positions have contributed to his experience in financial planning, investment strategies, and client relationship management. Outside of his professional work, Brandon engages in family activities, fitness, football, social events with friends, parenthood, and softball.