Abhijit Basu is a financial advisor at Edward Jones in Woodbridge, VA, holding a Series 66 designation with one year of industry experience. He is also the founder and president of Basu Strategies, Inc., a consulting business advising companies on public policy issues. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Lesia Bowman is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. She has worked at Cetera and its affiliates since 2013 and has managed Bowman Gaskins Financial Group since 2005. Outside of her advisory role, she is an independent insurance agent specializing in disability, life, accident, and health insurance. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

Tiffany Kim is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and one year of industry experience. Prior to her current role, she spent nine years at Karlsruhe Music University and has been involved in teaching violin and performing at events such as weddings and concerts. She also teaches music lessons to children. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice based on proprietary research and third-party analysis.

Stephanie Sullenger is a financial advisor with Wells Fargo Clearing in McLean, VA, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources while offering both brokerage and advisory solutions.

Jeffrey Davis is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2019. Prior to this, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2019. Outside of his advisory role, he owns Spring Hatch, LLC, a real estate management business, and acts as a power of attorney for his father. 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 solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Clarice Link is a Financial Advisor at Merrill Lynch Wealth Management. She supports clients with a focus on areas including college education planning, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Clarice emphasizes personalized advice, strategic planning, and trusted guidance to help clients achieve financial confidence. Clarice holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). She completed an Accredited Certificate Program at MacFatter Tech. Fluent in English, Portuguese, and Spanish, she is committed to understanding each client's unique financial goals and developing tailored strategies to pursue them. Outside of her professional work, Clarice enjoys cooking, dancing, football, horseback riding, music, pickleball, soccer, spending time with her family, tennis, and volleyball. Her approach involves taking the time to learn what matters to her clients, assisting them in navigating financial decisions to support their objectives.

Richard Hamilton is a financial advisor at LPL Financial with 45 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2009, following eight years at Valic Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Cynthia Fermin is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2018, following nine years at PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jeffery Adair is a financial advisor with Ameriprise in Manassas, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering and serves as president of OPM, Inc., a company providing office support services to financial advisors. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide non-discretionary recommendations, emphasizing managed accounts and incorporating algorithmic automation overseen by a retirement income committee.

Mary Brennan is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2019 and previously worked at Bank of America, NA from 2014 to 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Nicholas Foster is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2007. 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 offers a range of services supported by research from Wells Fargo Investment Institute and third-party sources.

Charles Sisson is a financial advisor with Wells Fargo Clearing in Woodbridge, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as power of attorney for both of his parents. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from the Wells Fargo Investment Institute with diversification principles and modern portfolio theory in its investment approach.

Bryan Hale is a financial advisor with LPL Financial in Sterling, VA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2026, he worked at Edward Jones for three years and has experience in various roles including real estate and investment management. Outside of his advisory work, he manages several real estate investment entities. 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, with a focus on customizable investment strategies supported by research and technology tools.

Erin Fox is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley since 2015, including her current role starting in 2017, and also works with Morgan Stanley Private Bank, National Association. Outside of her advisory work, she owns and manages a rental property in Mechanicsville, VA. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling but typically acts in an advisory capacity without providing individual security recommendations as part of its standalone financial planning.

Chandler Jenkinson is currently an Investment Consultant. He works closely with clients to understand their needs and develop strategic plans that empower them to work towards their goals with confidence. Chandler has experience as a Relationship Manager at Fidelity Investments from 2023 to 2025 and served as a Financial Representative at Fidelity Investments from 2022 to 2023. His professional background includes building relationships with clients and providing financial guidance. Outside of his professional role, Chandler has personal interests in cars, fishing, fitness, outdoor adventures, and skiing.

Mariah Dehaven is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. She previously worked at Financial Engines Advisors L.L.C. for seven years, as well as at Edelman Financial Services, LLC and EF Legacy Securities, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, as well as internal research tools including artificial intelligence.

Logan Reed is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously at Voya Financial Advisors and Spire Investment Partners. Outside of his advisory role, Reed teaches seminars educating government employees on their employment and retirement benefits and serves as a deacon on the board of Bethlehem Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.

Steve Katsakos is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2021. 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 uses an IPS-driven approach based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Averey Mackin is a financial advisor at RBC Capital Markets with three years of industry experience. Prior to joining RBC, Mackin worked at Morgan Stanley and Columbia Management Investment Distributors, Inc. Outside of finance, Mackin has held roles in the hospitality and brewing industries. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to each client's risk profile.

William Orlando is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third‑party sources.