Matthew Willson is a financial advisor at Charles Schwab in Tysons Corner, VA, holding a Series 66 designation with two years of industry experience. His prior work includes roles outside financial services, such as positions with DoorDash and Gaucho Brazilian Grill. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Jason Adams is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 25 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Adams serves on the Board of Directors for the Vienna Little League as Safety Director and contributed to founding Friends of Tribe Baseball, supporting athletic and academic initiatives for William and Mary student athletes. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm leverages proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

Joshua Roberts is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds the Series 66 designation and has previously worked at OSAIC, Cassaday & Company, Inc., and Clark & Associates Inc. Financial Solutions. Prior to his financial career, he was employed at Ballast Point Brewing & Spirits and Roanoke College. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage/custody services. The team customizes strategies based on client goals and risk tolerances, utilizing a mix of in-house and third-party managers alongside both traditional and complex investment approaches.

Nicholas Trosko is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Geoffrey Mchenry is a financial advisor with UBS Financial Services in McLean, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services since 2008. Outside of finance, he is a part owner of Vienna Racing, LLC, a partnership formed to race a J105 sailboat in Annapolis, MD. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering portfolio management, financial planning, and alternative product distribution. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Kyle Cafeo is a Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to understand their financial goals and co-create personalized financial plans tailored to their specific needs. He emphasizes building relationships based on trust and a deep understanding of clients' preferences and beliefs. Kyle has held several positions at Fidelity Investments, including Investment Consultant (2023-2024), Relationship Manager (2022-2023), and Financial Representative (2021-2022). Through these roles, he has developed experience in financial planning and client relationship management. Outside of his professional work, Kyle enjoys activities such as camping, golf, hiking, visiting museums, snowboarding, and surfing.

Lindsay Veleber is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, Lindsay owns a service-based business specializing in birth chart readings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Scott Morrello is a CFP® and ChFC® with 11 years of experience in financial advising. He has been with Edelman Financial Engines since 2025 and previously worked at Financial Engines Advisors L.L.C. and Edelman Financial Services. 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 management and non-discretionary online advice with a focus on diversified model portfolios and long-term investment orientation.

Robert Gaskins Jr. is a financial professional at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Bowman Gaskins Financial Group, Inc. since 1999, where he also operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Gaskins has been with Cetera and its affiliate Cetera Wealth Services since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, providing access to discretionary and non-discretionary investment strategies.

Damianos Mylonas is a financial advisor at Charles Schwab with Series 66 registration and one year of industry experience. Prior to joining Schwab, he worked in various roles including positions at Park Avenue Securities LLC, Guardian Life Insurance Company, and as a restaurant server and gym front desk associate. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and maintains a centralized operational structure.

Man Huen Chow is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Smith Barney LLC and National Datacare Corporation. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by providing model-based and discretionary investment strategies developed by internal teams and third-party managers.

Steven Killiany is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2010 and previously spent five years with Mass Mutual Investors Services. Outside of advising, he is a notary and involved in insurance and benefits through Capitol Retirement Strategies. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, pension funds, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Susan Singh is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds a Series 66 designation and has worked at UBS and City National Bank. Outside of her advisory role, she is a Partner in the Professional Women's Roundtable of DC Metro, an organization focused on networking and events for women executives across various industries. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and nonprofits with tailored portfolio management and financial planning services. The firm utilizes a range of advisory programs and combines in-house and third-party managers to implement customized investment strategies.

Josephine Yeboah is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work includes roles at Bank of America, N.A., Old Dominion University, and lower.com. Merrill, together 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jared Salvetti is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously spent two years with Citigroup Global Markets. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and corporate financial planning agreements.

Rodney Brandon is a Senior Financial Advisor with Merrill Lynch Wealth Management based in the Tysons Corner office. He brings over 19 years of experience in investment management and financial strategy, specializing in providing wealth management advice and services. Rodney has a history of working with high net worth individuals, including partners of professional service groups, focusing on estate, trust, and investment needs. Rodney graduated from Boston University and began his career as a founding partner in a boutique investment firm in New York City before joining Merrill Lynch in 2000. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Outside of his professional work, Rodney is involved with the Red Cross and Central Union Mission. He enjoys biking, golfing, hiking, spending time with his family, and traveling.

Donald Gillen is a financial advisor with UBS Financial Services in Fairfax, VA, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with UBS and its predecessor firms since 1985. Outside of his advisory role, he serves as a Member of the Board of Deacons at Jubilee Christian Center, where he advises the pastor on various church matters. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Karen Hammond is a financial advisor at LPL Financial with 42 years of industry experience. She holds the ChFC® and Series 63 designations and has previously worked with firms including Cetera and VOYA Financial Advisors. In addition to her advisory work, she is an author. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, with an emphasis on a broad platform supported by technology and a large network of advisors.

Andrew Nemets is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He holds the Series 66 designation. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. 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, proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary investment options.

Anthony Waddell is a CFP® professional with 38 years of industry experience, currently affiliated with Raymond James Financial in Vienna, VA. He has been with Raymond James Financial Services since 2007 and with Raymond James Financial since 2009. Outside of his advisory role, he serves as a trustee and guardian for his son and is president of Waddell Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal advising and SIMPLE IRA employer advisory services.