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 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Advisors Corporation for 27 years. Sherno is also involved in the insurance business as an agent offering various insurance products. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to multiple investment platforms and third-party managers.

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.

Jonathan Olsen is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Wells Fargo Clearing and previously worked at Edward Jones. His background includes roles at the Republican National Committee and The Henry Jackson Foundation, as well as involvement with Vet2Fed, LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm integrates research and analytics to support its investment approach and offers a wide range of brokerage and advisory solutions.

Todd Trzaskoma is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Raymond James Financial Services, Inc. since 1998. He is also the owner of Trzaskoma Wealth Management, a support company unrelated to investment activities. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses various analytical tools to support client goals, and it is notable for its municipal advisor affiliation and specialized SIMPLE IRA advisory program.

Vinton Mclaughlin is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with MassMutual Life Insurance Co since 2016 and previously with Metlife Securities, Inc. from 2011 to 2017. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, along with educational seminars.

Peggy Peters is a financial advisor with UBS Financial Services in McLean, VA, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. She has been with UBS since 1982. Outside of her advisory role, she is the proprietor of a private residency occupied by her son and a renter. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Kevin Vavreck is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2018, following prior roles at Lincoln Financial Advisors Corporation and Burkholder & Associates. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers IPS-driven investment advice grounded in modern portfolio theory and includes a broader set of financial products than many institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Russell Jones is a CFP® professional affiliated with Cetera, bringing four years of industry experience. His career background includes roles at Northwestern Mutual and KCBP, LLC, where he also serves as an investment assistant. In addition to his advisory work, he holds a notary public position and acts as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets nationwide.

Charlie Romero is the Vice President Private Wealth Management Advisor at Fidelity Investments, where he currently serves as a Wealth Management Advisor. In this role, he works closely with families to develop comprehensive and personalized wealth strategies focused on growth, preservation, philanthropy, and wealth transfer. He is part of a team dedicated to building strong client relationships and coordinating resources to achieve clients' family plans and visions. Charlie has been with Fidelity Investments since 1996, holding various positions including Vice President and Branch Office Manager from 2007 to 2023, Assistant Branch Office Manager from 2006 to 2007, Regional Planning and Product Specialist from 2004 to 2006, Financial Planning Consultant from 1999 to 2004, Investment Consultant from 1997 to 1999, and Brokerage Service and Trading Specialist from 1996 to 1997. This extensive experience spans multiple facets of wealth management and financial planning. Outside of his professional responsibilities, Charlie enjoys family activities, exploring food as a foodie, participating in social events with friends, listening to music, traveling, and volunteering.

Elyse Dawn Fragata is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. She has previously worked at Merrill and Bank of America, among other firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Erin Jones is a financial advisor at Wells Fargo Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo Advisors, she worked in education with Prince William County Schools and Cherry Creek Academy. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, education, and niche services, using Wells Fargo’s research and planning tools to develop tailored recommendations.

John Kidwell is a financial professional with Cetera and holds a Series 66 designation. He has nine years of industry experience and also maintains ownership of a law firm, John Kent Kidwell PC, where he practices as an attorney. In addition, he is an author of self-published books and owns a title services business. Cetera Investment Advisers LLC provides financial advisory services through a nationwide network of over 10,000 independent advisors, serving individuals, 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.

Aaron Kniss is a financial advisor with Equitable Advisors in Pasadena, MD, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2011, including time when the firm operated as Axa Advisors LLC. Outside of his advisory role, he works directly with Lincoln Financial Insurance offering group universal life and disability products. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

Austin Pfeiffer is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2019, progressively advancing through roles including Financial Consultant, Investment Consultant, and Financial Consultant 1. Prior to joining Fidelity, Austin worked as an Investment Consultant and Fund Analyst at The Vanguard Group between 2016 and 2019. Austin is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant®. His approach involves working collaboratively with clients through a two-step process to provide a foundational understanding of their current financial situation and to develop strategies that assist in achieving their future goals. Outside of work, Austin has interests in fitness, food, football, golf, tennis, and traveling.

Todd Davis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors LLC. 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 range of brokerage and advisory solutions, utilizing research and analytics for investment evaluation.

Craig Harshey is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and 31 years of industry experience. His prior roles include positions at UBS Financial Services, Financial Engines Advisors, and SunTrust Securities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk, and niche services like business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

William Smart is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he manages a family-owned property in Solana Beach, CA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles and implements portfolios through a combination of in-house and third-party managers, providing services such as portfolio management, financial planning, and brokerage.

John Armati is a CFP® professional with 21 years of experience in the financial services industry. He has been associated with Raymond James Financial Services Advisors, Inc. since 2010. Outside of his advisory role, he serves as a member-at-large on a local condominium association board in Manassas, VA. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, along with specialized municipal and public finance advisory services.