Gregory Amos is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at PFS Investments Inc. and various other positions in education and retail. He is also involved with Found & Sons Funeral Chapels. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors, $15.5 billion in assets under management, and delivers advisory services through model-based investment strategies created by unaffiliated managers.

Yan Zhi Huang is a financial advisor with Merrill in Fairfax, VA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His career includes roles at Bank of America, HSBC Bank USA, and Wells Fargo. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Barry Womble is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 65 and Series 63 licenses and 19 years of industry experience. He previously worked at Capital One Investing, LLC from 2016 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Advisors provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a large network of advisors and offers both brokerage and advisory solutions.

Kathleen Cabrales is a financial advisor at RBC Capital Markets with 54 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at City National Bank since 2019 and RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through various advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

William Dunn is a financial advisor with Wells Fargo Clearing in Arlington, VA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a prior role at Wells Fargo Advisors LLC. Dunn serves as an advisory board member of the Arlington Economic Development Commission. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy development, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Neiesha Samuel is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services. The firm’s advisory process is IPS‑driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mohanad Elhag is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 credential and has worked at several firms including Bank of America N.A., Merrill, and SunTrust Advisory Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Peter Cosentino is a Series 66-credentialed financial advisor at Cetera with 16 years of industry experience. He previously worked at NASA Federal Credit Union and CUSO Financial Services for 12 years and has been with Cetera and related entities since 2025. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Swati Shandilya is a financial advisor with Wells Fargo Clearing based in McLean, VA. She holds Series 65 and Series 63 licenses and has been with Wells Fargo Bank and Wells Fargo Clearing since 2024 and 2025, respectively. 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.

Iryna Warren is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated prior to joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Stephen Park is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following 14 years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and scenario modeling. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-based financial planning arrangements.

Uvan Stewart is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2024, he held positions at Bank of America, Merrill, and several other companies across various sectors. 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 using research and analytics grounded in diversification and modern portfolio theory.

Stephen Siegle is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, custody, and brokerage services tailored to clients’ risk profiles.

Mee Teng Tan is a financial advisor at Merrill with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Merrill and Bank of America in 2026, Tan worked at Wells Fargo Bank and Wells Fargo Clearing from 2022 to 2026. Outside of financial advising, Tan co-owns a rental property in Singapore with a spouse. 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 serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cynthia Talley is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

David Beck is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Cetera Wealth Services, VOYA Financial Advisors, and Egan, Berger & Weiner, LLC, where he is a partner. Outside of his advisory work, he operates as an independent insurance agent and is involved in a family business focused on flipping houses. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with access to affiliated and third-party managers and a range of program structures.

Veronique Caumeil is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and three years of industry experience. She previously worked at Fidelity Investments from 2020 to 2024 and has experience with Morgan Stanley Private Bank, N.A. from 2024 onward. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning processes supported by approved tools and models, managing approximately $2.74 trillion in client assets.

Sarita Dhami is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior roles include positions at Wells Fargo Bank, Envitek Solutions LLC, Suntrust Bank, and FVC Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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 data.

Michael Knowles is a financial advisor with Wells Fargo Advisors in McLean, VA, holding Series 63 and Series 65 credentials and with 15 years of industry experience. His prior roles include eight years at Wells Fargo Clearing and service as Loudoun County Commissioner of the Revenue. Outside of his advisory work, he owns and operates a rental property business. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, employing Wells Fargo research and planning tools to develop tailored recommendations.

Howard Pressman is a CFP® with 27 years of industry experience, currently affiliated with Cetera. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. He serves as a board member and director of sponsorship for the Financial Planning Association–National Capital Chapter and provides pro-bono financial planning advice to cancer patients through the nonprofit Family Reach. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm supports advisors with a range of program options and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.