George Angulo is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following earlier roles within Wells Fargo Advisors and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. 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 menus.

Zanelle Diamond is a financial advisor with Merrill in McLean, VA, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at Bank of America and has a background including roles at Johns Hopkins and Boston University. Outside of her advisory work, she manages a Shopify store selling merchandise designed by her daughters and assists with content creation for a minor daughter’s video editing projects on Capcut. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Colleen Chrisman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she partners with her father, Paul Chrisman, to deliver personalized wealth management strategies. She joined Merrill in June 2022, bringing a multigenerational perspective and commitment to tailored financial planning for individual clients and families. Prior to joining Merrill, Colleen spent nearly three years as an analyst in Capital Markets at Freddie Mac, specializing in mortgage product research and portfolio interest rate risk management. She holds dual bachelor's degrees in Mathematics and Economics, along with a minor in French from Virginia Tech. Colleen is also credentialed with the Chartered Financial Analyst (CFA) designation, CERTIFIED FINANCIAL PLANNER (CFP) certification, Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Outside of her professional work, Colleen is involved with the Humane Rescue Alliance. She enjoys reading, continuing her French studies, and walking her yellow Labrador Retriever, Ivy, in Washington, D.C.

Christian Cropper is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation. He has around one year of industry experience and has previously worked at firms including BlackRock and Pastis DC. Outside of finance, he has experience in the food service industry and has attended Drexel University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Brian Shanley is a financial advisor with Ameriprise in Centreville, VA, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked extensively in the music industry as a professional musician and operated his own music education business for over 16 years. Outside of advising, he continues to engage in music-related activities as a sole proprietor. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to support client financial goals. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Hongmei Deng is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and nine years of industry experience. Prior to joining Equitable Advisors in 2021, she worked at LPL Financial from 2017 to 2021. She is also the president and owner of HMD Wealth Management Inc. and serves as a trustee for a revocable trust. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying heavily on LPL-sponsored programs and third-party managers to deliver its advisory and brokerage solutions.

Eldos Maytoff is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at several financial institutions including Bank of America, Merrill, and Wells Fargo subsidiaries. Prior to his financial services career, he has held various roles outside the industry including positions at Uber and Northern Virginia Community College. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory to its approach.

Erich Hoffman is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Fairfax, VA. He has been with the firm since 2005, including prior roles at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering a range of discretionary and non-discretionary management options with an emphasis on diversified model portfolios and long-term investment orientation.

Yazmin Iza Mona is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. Her prior work includes positions at Wells Fargo Bank, MCCS Quantico, and MCCS Lejeune-New River. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Richard Chambers is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kenneth Murray III is a financial advisor with Robert W. Baird & Co. in Fairfax, VA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities LLC, and Edelman Financial Services LLC. Outside of his advisory work, he is a musician who plays guitar in a musical group. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, with ongoing research and monitoring by home-office professionals.

Carly Kacvinsky is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and has worked at firms including Truist Investment Services and BB&T Securities. Prior to her financial services career, she was affiliated with Liberty University for four years. RBC Wealth Management serves a diverse client base, offering advisory and brokerage services through multiple wrap fee programs. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party investment managers to implement portfolios.

Torry Dell is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Bogart Wealth, Voya Financial, and Willis Towers Watson. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering a range of discretionary and non-discretionary management options focused on diversified model portfolios and long-term investment strategies.

Aaron Kirkland is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Edelman Financial Engines since 2026, following four years at Financial Engines Advisors L.L.C. and twelve years at TD Ameritrade. 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 diversified portfolios with a long-term orientation and fiduciary oversight under ERISA and DOL guidelines.

Bronson Farr is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Wegmans Food Markets for six years. Farr is based in Centreville, VA. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Steven Light is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2009 and joined Merrill Lynch Wealth Management in 2020. Steven focuses on implementing potential solutions through the wealth management process and providing investment guidance for individuals, their families, and organizations by understanding their short, medium, and long-term financial objectives. Steven's expertise includes Corporate Executive Services, Family Wealth Management Strategies, Institutional Investment Consulting, Services for Endowments, Foundations, and Non-profits, LGBT Wealth Planning, Liquidity Management, Managing New Wealth, Tax Minimization, and Retirement Income. He holds the CERTIFIED FINANCIAL PLANNER™ certification since 2016 and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from the University of North Carolina at Chapel Hill with a dual focus in Economics and Political Science. A North Carolina native, Steven and his wife Ericka live in Oakton with their two daughters. He is active in his community, participating in organizations such as Carpenter House, Foxvale Home Owners Association, and VYI. His personal interests include cooking, golfing, running, spending time with family, and tennis.

Evelyn Scott is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning her advisory career in 2026. Her prior experience includes roles at Exchange Roots and academic affiliations with the Robert H. Smith School of Business and the University of Maryland. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on goal-based financial planning without discretionary trading authority and offers integrated planning and managed-account services via its “WealthPlan” consolidated billing option.

Seth Miller is a CFA® charterholder with 19 years of industry experience, currently serving at RBC Capital Markets in Vienna, VA. He has been with RBC Capital Markets since 2009 and also worked at City National Bank from 2018 to 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide tailored portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment resources.

David Haring is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, utilizing both in-house and third-party investment managers.

Muhammad Awan is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple Wells Fargo entities as well as Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.