Dianne Scott is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2020, following eight years at UBS Financial Services Inc. Outside of her advisory role, she is involved as an independent distributor for two network marketing companies focused on nutrigenomics and clean beauty products. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Gregory Popera is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in guiding families through significant financial transitions, particularly those involving the sale of private family businesses. He works closely with successful families to help them prepare for liquidity events and to thrive in the subsequent phases of their lives. His approach emphasizes careful listening to understand each family’s unique goals and defining their “Purpose of Wealth” to provide tailored coaching and wealth management strategies. With over three decades of experience, Gregory focuses on family wealth management strategies, legacy planning, liquidity management, philanthropic planning, and small business strategies. He has designed initiatives such as a Unit Budgeting Process and Paycheck Replacement Program to support clients’ financial goals. Gregory holds the Certified Private Wealth Advisor® (CPWA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA) designations. He earned a bachelor’s degree from the University of Dayton and has been recognized consistently in industry rankings, including Barron’s Top 1,200 Advisors (2009–2019) and Forbes Best-in-State Wealth Advisors (2018–2022). Outside of his professional work, Gregory is involved in youth sports, having coached girls' softball and boys' football, served as a swim team representative, and currently acts as a swim meet official. He resides in Bethesda, Maryland with his wife Lisa and their four children and enjoys cooking, football, reading, softball, swimming, and spending time with his family.

Christopher Gabrys is a financial advisor with LPL Financial in Fairfax, VA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has previously worked with Cuso Financial Services, CUNA Brokerage Services, Inc., and Citigroup Global Markets. Gabrys is also involved with Apple Federal Credit Union. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with tools and a range of investment strategies.

Randen Brown is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Footlocker Inc., Burke and Herbert Bank, and BOSE. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tak Fung is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses, and has 27 years of industry experience. He has been with Equitable Advisors since 1999, including the period when the firm was known as AXA Advisors, LLC. Tak Fung is also appointed with several life and disability insurance carriers, providing group benefits as part of a consulting arrangement. Equitable Advisors serves a diverse client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Rebecca Paden is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In her position, she focuses on making complex financial concepts accessible and understandable for clients. Rebecca approaches each client with curiosity and determination, engaging in conversations by asking relevant questions and offering actionable next steps to help clients feel confident and in control of their finances. Rebecca is licensed in California as an insurance professional. Outside of her professional work, she enjoys a variety of personal interests including board games, cooking and baking, fitness, social events with friends, hiking, and theater.

Benjamin Mackie is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Xcal, IMC, Montgomery College, and Andrews International. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Kent Ashley is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has been with Mass Mutual and its affiliated entities since 2001. In addition to his advisory role, he is also licensed as an agent with various insurance carriers focusing on life, long-term care, and health insurance. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved software tools to analyze client goals and deliver written recommendations.

Isaac Samson is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA).

Michael Skeeter is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, previously serving as a Financial Consultant from 2023 to 2025 and as an Investment Consultant from 2022 to 2023. Prior to joining Fidelity, Michael worked as an Investment Consultant at TD Ameritrade from 2018 to 2022. Throughout his career, Michael has focused on partnering with clients to understand their goals and priorities. He takes a tailored approach to designing and executing financial plans that meet clients' unique needs. Building strong relationships based on competency, reliability, and trust is central to his professional practice.

Austin Longacre V is a financial advisor at Edward Jones with Series 65 and Series 63 credentials and one year of industry experience. His prior work experience includes positions at DARPA, the Air Force, Axiologic Solutions, and the NSA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Monisha Tripathy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at Wells Fargo Bank and Wells Fargo Clearing since 2022 and previously spent seven years at Truist Bank. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third‑party data.

Timothy Calabrese is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Merrill since 2008 and concurrently at Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional investors.

Karla Calcano Jimenez is a Series 66-licensed financial advisor with Merrill, based in Arlington, VA, with one year of industry experience. Her prior roles include positions at Bank of America, Amazon, and Stone Street Capital. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Vladislav Romanov is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Romanov is also involved with Metro Financial & Benefits. 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 financial planning and portfolio management services, utilizing various investment strategies and advisor-support tools.

Bryan Holoman is a financial advisor with LPL Financial in Herndon, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at LPL Financial since 2012, with prior roles at WFG Advisors, Equitable Advisors, and Valic Financial Advisors. Outside of his advisory work, Mr. Holoman is involved in tax preparation services and operates a rideshare business. 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 wide range of financial planning and investment management services, utilizing a combination of proprietary research, third-party subadvisors, and technology tools.

Joseph Myer is a Series 66-credentialed financial advisor with 26 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Bank of America, Merrill, and A. G. Edwards & Sons. Outside of his advisory work, he is associated with several business entities, including Courser Capital Management and Stubblefield Farm, LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with an emphasis on both advisory and non-advisory financial activities.

Sarah Orlando is a Series 66-licensed financial advisor with Wells Fargo Clearing in McLean, VA. She has eight years of industry experience, including one year at Adam’s Inn prior to joining Wells Fargo in 2016. 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 across more than 14,000 advisors and offers both brokerage and advisory solutions.

Andrew Rodney is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Wells Fargo Bank NA since 2011 and joined Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as treasurer for the Rolling Ridge PTA, managing school event budgets. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by proprietary research and analytics.

Kenneth Fahmy is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Equitable Advisors since 1999 and also leads an outside employee benefits and insurance brokerage business, Fahmy & Associates Inc., where he serves as president and owner. Additionally, he acts as a solicitor for Capital Management Group, a registered investment advisor. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and diverse asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.