Saleha Azimi Ghomi is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that serves both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Marc Broderick is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2013. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Richard Gentry is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He holds Series 63, 65, and 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that extend across both retail and institutional markets.

David Rasdolsky is a financial advisor with Morgan Stanley in Reston, VA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His career includes roles at Merrill Lynch, Pierce, Fenner & Smith from 1993 to 2017 and Bank of America from 2009 to 2017 before joining Morgan Stanley Private Bank and Morgan Stanley in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes tools such as Monte Carlo simulations and input from its Global Investment Committee.

Bradford Brown is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked for Arlington County and in the education sector. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for both non-discretionary and discretionary management, including insurance-related investment vehicles.

Anton Hammock Jr. is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at John Hancock for 19 years before joining OSAIC in 2018. Outside of his advisory role, he is also involved as a financial advisor with Signature Financial Partners, LLC. OSAIC serves a diverse range of clients including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and various third-party solutions to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Slobodanka Radulovic is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill prior to joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Daniel Maner is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at EF Legacy Securities, LLC and Financial Engines Advisors L.L.C. no notable outside activities are reported. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary management solutions.

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.

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, holding Series 63 and Series 65 designations and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC. from 2013 to 2016. Foster has been affiliated with Wells Fargo Bank NA since 2007. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary plan-level investment management.

Bryan Hale is a financial advisor with LPL Financial in Sterling, VA, holding a Series 66 credential and three years of industry experience. He previously worked at Edward Jones and has additional background in real estate-related roles. Outside of advising, he manages several real estate investment and rental entities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

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.

John Yetman is a financial advisor with LPL Financial based in Tysons, VA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining LPL Financial in 2025, he spent five years with Ameriprise and Ameriprise Financial Services. He hosts a radio show and podcast called CEO Stories and is involved with the Association for Enterprise Growth as a business owner. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources and incorporating technologies such as machine learning.

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.

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.