Alex Chisholm is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and 65 licenses and has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 2011. Outside of his advisory role, he works as a sales associate marketing group and individual benefits to real estate agents under the DBA Dergalis Associates. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party program sponsors.

Noah Scott is a financial advisor at RBC Capital Markets with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, he held positions at Wittenberg University and The Kent School. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Robert Reich Jr. is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016, previously spending seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. 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 sources.

Edwin Salazar is a Series 66-credentialed financial advisor with one year of industry experience, currently with Merrill in Vienna, VA. Prior to joining Merrill, he held several roles at Bank of America from 2019 to 2025. Outside of financial advising, he operates a part-time photography business specializing in portraits, landscapes, and event photography. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Aidan Whitehouse is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC, as well as over two decades at Wachovia Bank, N.A. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

Micheal Wasson II is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2016 after a 12-year military career in Special Operations logistics, including two overseas tours, during which his planning and analysis contributed to mission success and lives saved. Micheal's financial services career followed his earlier work at First Union/Wachovia and his active investing during military service, motivating him to support fellow veterans in managing their finances. Micheal serves a diverse clientele that includes tech professionals, veterans, young physicians, and families, with many clients from Black and South Asian communities. His practice focuses on comprehensive financial planning, encompassing family wealth management strategies, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. He emphasizes clear communication and client education, aiming to help clients understand market volatility, tax consequences, and saving strategies without jargon. Micheal integrates insights from Merrill's research and external portfolio managers to build portfolios with various asset classes and offers access to lending services through Bank of America. He holds a Bachelor's degree from Columbia College and is designated as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Micheal is involved in community activities including serving as a youth football coach for Manassas Mutiny and Severn Seminoles and participating in Habitat for Humanity. In his personal time, he enjoys biking, football, golfing, and spending time with his family.

Arthur Chase is a financial advisor with UBS Financial Services in Chantilly, VA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS and its predecessor Painewebber Incorporated since 1994. He also serves on the board of directors for the Marian Woods Home Owners Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a range of capital markets services.

Blake Scherr is a Senior Financial Advisor at Merrill Lynch Wealth Management. He employs a planning-first, relationship-driven approach to wealth management, assisting individuals, families, and business owners with thoughtful planning, disciplined execution, and clear, actionable strategies aligned with their goals. With over a decade of experience in investment banking, private equity, and corporate finance, Blake combines Merrill’s resources with an educational approach to help clients understand not only what they own but how each financial decision integrates into their broader plan. He focuses on supporting business owners with strategies for financial independence, transition planning, liquidity management, and wealth protection, emphasizing the integration of personal and business financial planning. Blake holds dual Bachelor of Science degrees in Finance and Economics from the Robert H. Smith School of Business at the University of Maryland. He carries FINRA Series 7, 9, 10, and 66 registrations and holds the Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. He participates in the University of Maryland Alumni Network in Northern Virginia.

Ronald Graft is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Wells Fargo Advisors since 2009. Outside of his advisory role, he holds a 4% ownership stake in a Washington, DC restaurant business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kenneth Rubio is a CFP® professional with 24 years of experience, currently serving as a financial advisor at UBS Financial Services since 2002. He holds a Series 66 designation and is based in McLean, VA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a variety of capital markets services.

Pedro Guerrero is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank affiliate since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Breonni Gantlin is a financial advisor at Morgan Stanley in McLean, VA, holding a Series 66 designation with eight years of industry experience. Her career includes roles at Wells Fargo Clearing Services, JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley Private Bank. Prior to entering financial services, she worked at PepsiCo’s Frito-Lay division for three years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Matthew Grieb is a CFP® with 12 years of industry experience, currently advising at Raymond James & Associates since 2018. He previously worked at Janney Montgomery Scott, LLC and RBC Wealth Management. Grieb also speaks on financial planning for federal employees through the National Institute of Transition Planning. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Daryl Brockman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has held roles at John Hancock Life Insurance Company since 1989 and was with Signator Investors, Inc. from 1989 to 2018. Brockman is also the president and CEO of Signature Financial Partners, LLC. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios with varied investment vehicles, managing accounts on discretionary and non-discretionary bases.

Daniel Stein is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the CFP® and CFA® designations and has worked at Charles Schwab since 2006, including roles at Charles Schwab Bank and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily 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 employs a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

Arnold Connor Jr. is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including VOYA Financial Advisors and Cetera Wealth Services, LLC. He is also a part owner of Kurtz, Connor, Browning & Phillips, LLC, a DBA involved in the sales of securities and insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients from individuals to institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Tori Fritz is a Series 66-licensed financial advisor at Morgan Stanley with six years of industry experience. She previously worked at UBS Financial Services from 2005 to 2021 before joining Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses such as Monte Carlo simulations to support its financial planning process.

Tiara Green is a Planning Consultant at Fidelity Investments, where she assists clients in developing personalized, holistic financial plans. She aims to help clients navigate their financial journeys with confidence by building trusted relationships and providing a unique client experience. Tiara joined Fidelity Investments in 2023 as a Relationship Manager before transitioning to her current role in 2024. Prior to that, she worked as a Client Relationship Associate at Vanguard from 2021 to 2023. Her professional experience centers on client relationship management and financial planning. Outside of her professional work, Tiara has interests in art, beach activities, fitness, hiking, and reading.

Barbara Hunter is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has worked at MassMutual since 1995 and spent 18 years with MetLife Securities and Metropolitan Life Insurance Company prior to joining her current firm. Outside of her advisory role, she is also an insurance agent specializing in life, disability, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap programs, and educational seminars, with a planning process that emphasizes goal analysis and written recommendations through firm-approved software.

Pamela Mason is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on developing long-lasting relationships and is committed to helping individuals, families, and businesses optimize their finances at every stage of life. Pamela has expertise in areas including college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and women and wealth. Raised in the UK, Pamela completed her undergraduate studies at The University of Strathclyde and graduate studies, including an MBA from The Adam Smith Business School at the University of Glasgow. She earned the Chartered Retirement Planning Counselor (CRPC) designation in April 2017 and entered the securities field in the USA in 2012. Pamela also holds the Personal Investment Advisor (PIA) designation. Outside of her professional work, Pamela is active in her community with a particular interest in animal rescue. She volunteers at Promises Animal Rescue in Gainesville, VA, where she performs various roles such as conducting audits of homes for prospective fosterers or adopters. Her personal interests include cooking, gardening, hiking, interior decorating, running, spending time with family, and writing.