Mark Powell is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2000, as well as at Citigroup Global Markets from 2004 to 2009. Outside of his advisory role, he is involved in book publishing as an author and speaker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook models.

Arthur Mcgonigal III is a financial advisor at OSAIC with 10 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 10 years. Mcgonigal holds a Series 66 designation and is also involved as an agent offering health insurance, fixed and indexed annuities, life settlements, and traditional life insurance through Heritage Financial Consultants, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing in portfolio construction.

Martin Cammiso is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been part of the firm since 2005 and specializes in investment management and retirement planning. His work focuses on providing strategies for clients addressing complex financial issues. Prior to his current role, Martin worked for 14 years at Ford Motor Company in various roles including Business Management, Franchising, Operations, and Retail Development. He also served in the U.S. Army. Martin holds a Bachelor's degree in Business Administration and Marketing as well as an MBA, both from the University of Illinois. He holds professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, corporate benefits, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, investment strategy for individuals and corporations, tax minimization, and retirement income. Martin's personal interests include biking, boating, fishing, golfing, and skiing.

Anothep Phimmasone is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley since 2019, following an eight-year tenure at UBS Financial Services. Outside of his financial career, he is employed by Delta Air Lines, where he has been working since 1991. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by its Financial Advisors and specialized planning groups.

Howard Mcmillan III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Mcmillan serves as an investment committee member for the Human Resources Certification Institute, participating in monthly meetings and voting on investment matters. 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 a large asset base and offers a range of brokerage and advisory solutions supported by research and analytics.

Stephen Mcfeely is a CFA® charterholder and investment advisor with 10 years of industry experience, currently affiliated with LPL Financial in Oak Hill, VA. He has previously worked at Cassaday and Company, Inc. and Harbour Capital Advisors, LLC. Outside of his primary role, he provides financial planning and consulting services through Northeast Planning Associates, Inc., an independent registered investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Maya Brown is a Financial Consultant who collaborates with clients and their families to establish a supportive environment through intentional financial planning and guidance. She focuses on aligning clients' financial needs with their personal goals and visions for the future. Her professional experience includes roles at Fidelity Investments, where she served as a Relationship Manager from 2020 to 2022, a Planning Consultant from 2022 to 2025, and an Investment Consultant from 2025 to 2026. Outside of her professional work, Maya engages in activities such as running, skiing, traveling, and volunteering.

Brock Jolly is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2001. Outside of his advisory role, he is managing partner of College Funding Coach LLC and serves on the advisory board for George Mason University's undergraduate financial planning concentration. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning engagements using firm-approved software and offers specialized planning, including estate settlement and employer-sponsored programs.

Bradley Dean is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Bethany College and completed his high school education at Yorktown High School. Bradley also attended the University of Virginia without obtaining a degree.

Philip Cocce is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including TIAA-CREF, HSBC Securities, and Prudential Insurance Company of America. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Alexander Gallina is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. His prior work includes roles at First Commonwealth Bank and various positions during his student years. Edelman Financial Engines provides technology-enabled investment advisory services focused on 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 client base through both advisor-led and online platforms.

Marvin Nwanekwu is a financial advisor with Wells Fargo Clearing in McLean, VA. He holds a Series 66 designation and has one year of industry experience. His prior work experience includes roles at Guidehouse, Chartline Capital Partners, JPMorgan Chase & Co., and Wells Fargo. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Brian Cooper is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining Raymond James in 2025, he worked at Northwest Financial Advisors LLC and LPL Financial for 12 years. Cooper is also an associate at Momentum Capitol Wealth Advisors, where he serves as a registered CSA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through a large network of advisors and affiliated firms.

Robert Gerl is a Financial Consultant with experience spanning roles at several prominent financial services firms. Currently serving at Fidelity Investments since 2022, he has previously held positions including Wealth Planner at New York Life- Eagle Strategies (2020-2021), Senior Portfolio Advisor at Merrill Lynch (2015-2019), Investment Advisor Representative roles at Met Life Premier Client Group (2014-2015) and Mass Mutual (2014), Licensed Agent at First Washington Financial Corporation (2011-2014), and Insurance Agent at Bankers Life and Casualty (2010-2011). As a CERTIFIED FINANCIAL PLANNER® practitioner, Robert focuses on helping families prepare for the future through comprehensive, goals-based wealth planning. He collaborates with clients to understand their priorities and translate them into clear, actionable strategies. His approach emphasizes thoughtful guidance, education, and long-term discipline to support confident financial decision-making. Outside of his professional work, Robert has personal interests that include horseback riding, motorcycles, and traveling.

Vera Shaker is a financial advisor with Merrill in Ashburn, VA, holding a Series 66 designation and six years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2009, serving in advisory roles throughout this period. Outside of her advisory work, she is a co-trustee of a revocable living trust. 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 plans, corporations, and charitable organizations.

Michele Diatta is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christopher Macnamara is a Managing Director, Wealth Management Advisor, and Senior Portfolio Manager at Merrill Lynch Wealth Management. Since joining Merrill in 1995 as a Financial Advisor, he has been a founding member of the MacNamara, Tran, Mason, Harting, Burnette & Krashin group, which focuses on managing investment portfolios using low cost, tax-efficient Exchange Traded Fund (ETF) indexes. He concentrates on the development and management of tax-efficient strategies designed to grow and preserve wealth while helping clients reach their financial goals. Chris holds a Bachelor of Science degree in Finance from Ithaca College and earned his Certified Investment Management Analyst® (CIMA®) designation after completing the educational requirements at the Wharton Business School, University of Pennsylvania. In 2010, he was selected as one of 35 Merrill Financial Advisors nationwide to attend an executive study program at Harvard Business School. He has also earned the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. He is involved with the professional and community organization AALEAD. Outside of work, Chris enjoys boating, gardening, hiking, skiing, and traveling.

Anothip Zimmerman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Raymond James in 2021, Zimmerman worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

Mackenzie Mattia is a financial advisor with Fidelity Investments in Tysons Corner, VA, holding a Series 66 designation and six years of industry experience. She has worked primarily at Fidelity since 2017, with some periods of unemployment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Thomas Gillespie is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2005. Gillespie is also the sole member of Palindrome Group LLC, a consulting business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s offerings leverage proprietary research and third-party data, with a structured approach to retirement income planning.