Theodore Davis is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise since 2020 and previously spent 18 years with American Express Financial Advisors Inc. Davis is co-owner of YGB Operations LLC, a business involved in managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Peter Gorman is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. He began his financial services career in 1999 and focuses on helping clients build personalized wealth management strategies that address their individual needs. Peter emphasizes a comprehensive approach that connects all aspects of clients' lives to prioritize and pursue their most important goals. His areas of expertise include family wealth management strategies, personal retirement planning, tax minimization, retirement income, and specialized attention to women and wealth. Peter's professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a high school diploma from Monsignor Farrell and a bachelor's degree from Wagner College. Peter is active in professional and community organizations, including the Aircraft Owners & Pilots Association, Collaborative Professionals of Northern Virginia, and the Loudoun Estate Planning Council. He also contributes to youth sports through involvement with Central Loudoun Little League and Loudoun Soccer. Outside of work, Peter enjoys baseball, football, spending time with his family, traveling, and watching movies.

Dermel Franklin is a financial advisor with Ameriprise in Silver Spring, MD, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise since 2010, with a brief tenure at Mackenzie Consulting from 2021 to 2022. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with its financial advisors.

James O Donnell is a Series 66-credentialed financial advisor with 18 years of industry experience. He has worked at firms including Merrill, Stifel Nicolaus & Co Inc, Principal Securities Inc, and currently serves at Cetera and Kinnect Advisors. Outside of his advisory roles, he consults on individual tax return data entry for a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including 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 a variety of program structures and third-party managers.

Mary Ellen Fitzpatrick is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Her prior experience includes roles at Morgan Stanley & Co. LLC and Morgan Stanley DW Inc. She has partial ownership of a rental property in Hilton Head, SC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, leveraging research and analytics to support its broad range of brokerage and advisory solutions.

John Taliaferro III is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise in various capacities since 2011. He is also the owner of Taliaferro & Associates, PLLC, where he provides tax preparation services. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

John Davis is a financial advisor at Edelman Financial Engines with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Edelman Financial Engines and its predecessors since 1997. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options across a broad range of portfolios and retirement solutions.

Anie Zarookian is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2007 to 2022 before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Deanna Lyons is a financial advisor with Ameriprise in Manassas, VA, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, Lyons works part-time as a hairstylist at Valon Salon. Ameriprise serves clients primarily through retirement-income planning services tailored for individuals with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, supported by a centralized consulting team and algorithmic tools.

Victoria Roberts is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 14 years of industry experience. She has previously worked at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing in-house and third-party investment managers to tailor strategies to each client’s risk profile.

Mezekir Amezene is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Wells Fargo Clearing in 2025, Mezekir held positions at Wells Fargo Bank, N.A., Towne Park, and Mutual of America, among others. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Rex Marshall is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and over 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 20 years at Wachovia Bank. Marshall serves as treasurer for the Hillsdale Homeowners Association in Burke, VA. Wells Fargo Advisors provides investment advisory services, financial planning, 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 from Wells Fargo Investment Institute and third-party analytics.

Jeremy Newton is a CFP® professional with 18 years of industry experience, currently advising at RBC Capital Markets. His prior roles include positions at Truist Advisory Services, SunTrust Bank, and UBS Financial Services. RBC Wealth Management serves a diverse clientele, including individual investors, institutions, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm integrates in-house and third-party investment managers and provides customizable portfolio solutions tailored to clients’ advisory risk profiles.

Brian Fitzgerald is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Investment Consultant, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. In his current position, Brian assists clients with the complexities of investing and financial planning. He takes a personalized approach to understand each client's hopes, dreams, and goals, which informs the development of individualized investment plans and strategies. Brian's personal interests include football, golf, hiking, outdoor adventures, parenthood, and traveling.

Abril Azmi is a financial advisor with Merrill in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Merrill since 2008 and previously spent two years with Morgan Stanley in different capacities. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

Elena Lazo Perez is a financial advisor at Edelman Financial Engines with a Series 65 designation and four years of industry experience. She previously worked at Citibank and Truist, among other firms. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment management with a focus on diversified portfolios and long-term orientation.

Daniel Price is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and 65 licenses. Prior to joining RBC in 2025, he worked at Truist Advisory Services and BB&T Securities. RBC Wealth Management serves individual investors, institutional clients, and various organizations, offering a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Mark Sherno is a financial advisor at Osaic with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Lincoln Financial Advisors Corporation for 27 years. Outside of advisory work, he is an insurance agent offering accident, health, disability, fixed annuities, traditional fixed life insurance, and life settlements. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that provides both brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires, efficient frontier analysis, and rebalancing tools.

Victoria Neeley is a financial advisor with Thrivent Investment Management in Fairfax, VA, holding a Series 66 designation and six years of industry experience. Her prior work includes a five-year role with Virginia Cooperative Extension and consulting in 2020. She has been with Thrivent Financial and Thrivent Investment Management since 2020. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of financial planning topics. The firm delivers holistic, goal-based analyses and allows clients to integrate planning with managed-account programs under a consolidated billing option, while maintaining separate services.

Sean Keller is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 designation and two years of industry experience. His background includes work with Hartz Plumbing, LLC, where he assists with materials and inventory on an as-needed basis. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients, offering a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s Advisory Risk Profile.