Austin Fitzpatrick is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Integrated Wealth Concepts, LPL Financial, and several non-financial firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored advice focused on reliable income sources and tax-aware withdrawal strategies.

Alan Facey is a CFP® professional with 23 years of industry experience, currently serving at Edelman Financial Engines in Fairfax, VA. He has worked within the firm and its predecessor entities since 2009, holding roles at Edelman Financial Services LLC, EF Legacy Securities, LLC, and Financial Engines Advisors L.L.C. 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 both discretionary and non-discretionary investment options, with an emphasis on diversified portfolios, periodic rebalancing, and a long-term approach.

Bradford Johnson is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds the Series 66 designation and has worked at various affiliated entities since 2013. 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 modeling process combined with planner delivery and online tools, providing a range of discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term management.

Samuel Eddins Jr. is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at The Virginia Tech Foundation. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage solutions, and third-party asset management programs, utilizing an integrated platform that combines adviser programs with other financial products.

Colin Plaisance is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and to develop personalized financial plans that address their short-, mid-, and long-term goals. His approach encompasses a range of financial services, including general investing, retirement planning, and saving for unexpected expenses. Colin also provides clients access to Bank of America specialists for banking, credit, lending, and small business solutions. Colin specializes in areas such as college education planning, family wealth management strategies, LGBT wealth planning, special needs planning strategies, women and wealth, as well as sports and entertainment. He holds a Chartered Retirement Planning Counselor (CRPC) designation and has earned a Bachelor's Degree from the Louisiana State University System and a Master's Degree from George Mason University. Colin is multilingual, speaking English, French, and Spanish. Outside of his professional work, Colin is involved with the United States Peace Corps and is a member of the Tau Kappa Epsilon professional organization. His personal interests include adventure sports, camping, cooking, fishing, football, reading, spending time with his family, traveling, watching movies, and woodworking.

Michael Egan is a CFP® professional with 36 years of experience in financial advising. He is currently with Cetera and has held positions at VOYA Financial Advisors and his own firm, Egan, Berger & Weiner, LLC. Outside of advising, he is an independent insurance agent and a member of Dominion Cruisers of Clifton, a group that manages property for housing classic cars. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and financial planning services through a multi-manager platform.

Scott Mclaughlin is a financial advisor with Wells Fargo Advisors in McLean, VA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Wells Fargo Advisors since 2013. He has ownership interests in investment-related entities, including SFM Associates, Inc. and McLaughlin GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research, tools, and models, serving clients who meet net-worth thresholds and integrating advisory services with other financial product offerings.

Catherine Ford is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2020. She also maintains ongoing roles at Lucia Securities, LLC and Lucia Capital Group since 2010 and 2011, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management strategies supported by internal and third-party research.

Kathryn Stegmann is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2007, including time affiliated with Bank of America since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, and institutional clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Christy Martinich is a CFP® professional with 19 years of industry experience, currently serving at Edelman Financial Engines. Her prior experience includes roles at USAA Financial Advisors and related entities from 2011 to 2018. Outside of advising, she holds a CFO position at Martini Homes, Co., where she handles bookkeeping and tax preparation. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

David Montgomery is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Primerica in 2021, he worked at Northrop Grumman and Leidos. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Noah Trone is a Financial Consultant at Fidelity Investments, where he currently works to help clients achieve their financial goals. His approach involves understanding the priorities of clients and their families to collaboratively create tailored financial plans. Noah has held several roles at Fidelity Investments since 2022, including Financial Representative, Relationship Manager, Investment Consultant, and Planning Consultant. This range of experience has contributed to his knowledge in financial planning and client relationship management. Outside of his professional work, Noah enjoys golf and spending time with his pets.

James Hicks is a financial advisor with MassMutual Investors Services in McLean, VA, holding a Series 66 license and 12 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2013. Outside of his advisory role, he conducts business coaching sessions and participates in focus groups. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and education through collaborative, goal-focused engagements using firm-approved analytical tools.

Michael Grinnell is a CFP® professional with 33 years of industry experience, currently serving at Osaic since 2025. He spent 27 years at Lincoln Financial Advisors Corporation prior to joining Osaic. In addition to his advisory role, he is involved in insurance brokerage activities, providing clients with traditional life, accident, health, disability, and long-term care insurance coverage. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct customized portfolios across various asset classes.

Casey Plank is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo Clearing, Plank held positions at Lockton Companies, Wells Fargo Advisors, and Cardinal Wealth Management. 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 provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Ryan Albrecht is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. He serves as Treasurer on the Board of Directors for The Willowsford Waves, a community organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income recommendations rely on internal research, third-party data, and algorithmic tools and feature restrictive enrollment criteria requiring a minimum level of investable assets primarily managed within Ameriprise’s affiliated product ecosystem.

Simon Pardo is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. In this role, he partners with clients and their families to help them understand their current financial situations and develop plans to work toward their financial goals. Prior to his current position, Simon held several roles at Fidelity Investments, including Investment Consultant (2022-2023), Relationship Manager (2021-2022), and Financial Representative (2020-2021). Before joining Fidelity, he worked as a Personal Banker at Citi Bank from 2019 to 2020. Outside of his professional work, Simon has interests in cooking and baking, is a foodie, and enjoys scuba diving, traveling, and volunteering.

Carolyn Bizilia is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by a structured process and proprietary tools.

Cameron Ledbetter is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual and Equitable Advisors. Outside of financial services, he has experience in other business sectors including car wash operations. J.P. Morgan Securities LLC provides institutional consulting services primarily to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brian Murray is a financial advisor at Merrill with 26 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1997. 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.