Preetha Gopi Kumar is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Stearns Home Loans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Krystyna King is a financial advisor at Ameriprise with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise since 2011. Outside of her advisory role, she serves as an Operations Manager for CFI Management Group LLC, supporting Ameriprise advisory practices. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendation reports. The firm delivers a wide range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Yonas Demeke is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses. He has been working in the financial services industry since 2024, with prior experience at Amazon, Tata Consultancy Services, and Uber. 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.

Amanda Catalina is a CFP®-designated financial advisor with six years of industry experience, currently practicing at Ameriprise Financial Services LLC. She previously worked at RBC Capital Markets, LLC for eight years. Outside of her advisory work, she serves as an executive skincare consultant and occasionally coaches local volleyball teams with the Virginia Elite Volleyball Club. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that combines personalized recommendations and ongoing tax-aware withdrawal strategies.

Anthony Sutton is a CFP® with seven years of industry experience, currently serving as a financial advisor at LPL Enterprise. His prior roles include positions at The Prudential Insurance Co. of America, Water Street Financial LLC, and LPL Financial, LLC. He is treasurer of Friends of Old Town, a non-profit focused on economic development in Winchester, VA. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charities, and institutions, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines adviser programs with brokerage and insurance product sales through an integrated platform.

Karen Buckley is a financial advisor at LPL Enterprise with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Mass Mutual Investors Services, MetLife Securities, and The Prudential Insurance Company of America. Outside of her advisory role, she is involved in insurance brokerage, specializing in health, dental, vision, and disability insurance for individuals and businesses. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers a range of services such as financial planning, model portfolio management, third-party asset management, and brokerage and insurance products through an integrated platform.

Gordon Dale is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. Prior to joining RBC in 2023, he spent 15 years at UBS Financial Services Inc. He serves as a trustee for The Malcolm Gordon Charitable Trust and the Open Space Institute. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with tailored advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm offers a range of investment solutions through in-house and third-party managers, integrating features such as tax management and responsible investing.

Bryce Nicholson is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. He has worked in financial advisory roles at Cetera and Egan, Berger & Weiner, and has experience managing client inquiries and supporting day-to-day operations. Prior to his financial advisory career, Bryce was involved with Virginia Tech and the Commonwealth Swim Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party managers through multiple program structures.

Brian Sander is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His previous roles include positions at Fidelity Investments, LPL Financial, and Hudson Valley Credit Union. Outside of financial services, he owns Shea Soleil, a business that produces and sells hand-made body butter products. Charles Schwab & Co., Inc. serves a large client base consisting mainly of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services integrated with custody and brokerage functions.

Joseph Robinson is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 after over 20 years at Smith Barney, where he served as a Senior Vice President and Director of Wealth Management. In his current role, he advises clients on financial strategies, wealth management, retirement planning, credit and securities lending, and provides advisory services to institutions, corporations, private businesses, and foundations. With more than 35 years of experience in wealth management, Joseph focuses on helping high-net-worth clients achieve their financial goals, primarily through stock and bond portfolios and investing in alternative investments. His areas of expertise include college education planning, corporate retirement plan services, divorce transition planning, employee benefits planning, family wealth management strategies, portfolio management, and specialized services for women and clients in sports and entertainment. Joseph earned a Bachelor of Science degree in Finance from George Mason University and holds the Personal Investment Advisor (PIA) designation. He resides in Great Falls with his wife and three children. Outside of work, he enjoys golfing, fishing, and coaching youth sports, and he participates in various charity golf events.

Michelle Fenaoui is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives, demographics, and risk tolerances.

Francis Maguire IV is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 18 years of industry experience, including roles at MassMutual Life Insurance Company and Burke & Herbert Bank. He also operates an independent insurance brokerage. Mass Mutual Investors Services 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, and educational seminars with a focus on collaborative, goal-oriented client relationships.

Courtney Dinning is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2011 to 2022 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, supported by a structured discovery process and advanced modeling tools.

Christopher Thompson is a Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 1997 and currently holds a leadership role where he works closely with clients to address their financial concerns and help them understand their options. Over his more than 25 years at Fidelity Investments, Christopher has gained extensive experience in financial markets and client relationship management. His career progression at Fidelity includes roles as Financial Representative from 1997 to 2004, Financial Planning Consultant from 2004 to 2010, and Vice President Financial Consultant from 2010 to the present. Christopher emphasizes listening and careful planning in his approach to financial consulting. No additional information on education, credentials, personal interests, or community involvement has been provided.

Brandon Price is a Financial Consultant who works with families and individuals to help them pursue their financial goals. He focuses on understanding clients' unique financial aspirations and collaborates with them to develop tailored investment plans that align with their specific goals and risk tolerance. His approach aims to assist clients in navigating the complexities of the financial industry. Brandon has held multiple roles at Fidelity Investments, including Financial Representative in 2022, Planning Consultant in 2023, and Relationship Manager in 2023. These positions have contributed to his experience in financial planning, investment strategies, and client relationship management. Outside of his professional work, Brandon engages in family activities, fitness, football, social events with friends, parenthood, and softball.

Gian Deguzman is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Scottrade, TIAA-CREF, Amerivest Investment Management, and TD Ameritrade. Deguzman also serves as a director for a small nonprofit organization, The Purposeful Unconditional Service to Others Foundation, where he assists with governance and fundraising. 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 participant base through advisor-led and online platforms.

Suzanne Cooper is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets beginning in 2006. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including 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 investment committee analyses.

Michael Butterfield is a CFP® professional with 17 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior experience includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He holds Series 63 and Series 65 licenses. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Ronald Neblett is a Wealth Management Senior Relationship Manager at Fidelity Investments, a role he has held since 2024. He serves as a primary point of contact for Fidelity's clients and their families, coordinating with a team of specialists to assist clients in evaluating investment options and wealth transfer strategies. For clients requiring comprehensive financial planning, he arranges consultations with regional Wealth Management Advisors. Prior to his current position, Ronald worked as a Wealth Management Planning Consultant at Fidelity Investments from 2018 to 2024. His previous experience includes roles such as Paraplanner at Variant Private Wealth, Client Service Associate and Supervisor at Edelman Financial Services, Relationship Manager at Fidelity Investments, and Financial Advisor positions at United Brokerage Services, Edward Jones, and Wachovia Securities, dating back to 2000. The information provided does not include details about Ronald's education, credentials, personal interests, or community involvement.

Eric Ahn is a financial advisor at Fidelity with 12 years of industry experience. He has worked at Fidelity Investments since 2023 and was previously employed at T. Rowe Price from 2013 to 2019. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies.