Anothoune Phimmasone is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Sharebuilder 401k, and Capital One Financial Advisors. Phimmasone is a managing partner of P.I.M. CAPITAL, an LLC focused on fixed annuity and insurance business. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs quantitative tools and third-party managers to construct diversified portfolios and supports various legacy programs and account transitions.

Luis Mantilla is a financial advisor with Merrill in Vienna, VA, holding a Series 66 designation and eight years of industry experience. He has worked with Merrill since 2017 and previously held roles at Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Shane Mclaughlin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment approach 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.

Kamille Larrabee is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior work includes roles at Magellan Federal and the University of Denver, as well as a position at Coopers Hawk Winery and Restaurant. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that blends proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios delivered to intermediary platforms.

Matthew Melton is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Edward Jones in Herndon, VA, where he has worked since 2022. Prior to that, he held positions at RBC Wealth Management, United Brokerage, and other firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Elizabeth Winstedt is a CFP® professional with 28 years of industry experience, currently serving at Cetera since 2010. She has operated Winstedt Business Services since 1992, providing tax, accounting, and planning services to individual small businesses. Additionally, she serves as co-financial secretary at Community of Faith United Methodist Church in Herndon, VA. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large nationwide network of independent advisors. The firm offers portfolio management, financial planning, and retirement services to a diverse client base including individuals, employer-sponsored plans, and institutional accounts through a multi-manager platform.

Kenneth Peretin is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market-return modeling.

Mark Sweeney is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, NYLife Securities LLC, and New York Life Insurance Co. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to various investment programs supported by model portfolios and third-party asset managers.

Benjamin Adams is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Mass Mutual Investors Services, Bank of America, and Merrill. Outside of his advisory work, he serves as an officer of a nonprofit providing low-cost inline hockey programs and coaches adult and youth ice hockey leagues. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining adviser programs with active product sales.

Nabil Mufti is a CFP® with 33 years of experience in the financial industry. He has worked at Osaic since 2024 and previously spent 19 years at Woodbury Financial. Mufti also serves as an adjunct professor teaching investments for the CFP program at Virginia Commonwealth University. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, including high-net-worth individuals and pension plans, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, automated rebalancing, and multiple advisory platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Maynur Karluk is a CFP® professional with 16 years of industry experience. He has worked at OSAIC since 2024 and previously spent 15 years at Woodbury Financial Services, Inc. He is a senior partner at Miye Wire LLC, where he develops and delivers financial plans and meets with clients to provide investment advice. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios and offers integrated brokerage, advisory, and third-party managed account services.

Michael Westwick is a financial advisor at Cetera with nine years of industry experience. He holds Series 66 and Series 63 credentials and has worked with firms including Avantax and Capitol View Financial Group. Westwick is also the owner of Potomac Wealth & Tax LLC, which provides tax preparation, tax planning, and bookkeeping services in addition to wealth management. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a multi-manager platform with a range of portfolio management and financial planning services.

Sharon Meyer is a financial advisor at Ameriprise with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Ameriprise and its affiliated entities since 2005. Based in Fairfax, VA, Meyer has spent over 15 years at Ameriprise Financial Services, Inc. and six years at Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Jennifer Abate is a Senior Financial Advisor with Merrill Lynch Wealth Management. With nearly 20 years of experience, she has spent a significant portion of her career at Morgan Stanley before joining her current team in 2021. Jennifer serves multiple generations of families across the United States, focusing on helping clients achieve their financial objectives including retirement planning, income strategies, and wealth management. Jennifer holds a Bachelor of Arts degree with honors from the University of Virginia and an MBA from the AB Freeman School of Business at Tulane University. She has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her practice emphasizes long-term investing, tax-efficient income strategies, Social Security planning, and considerations for insurance needs. Residing in Fairfax, Virginia, Jennifer is involved in her local community as a volunteer first responder with Ashburn Volunteer Fire & Rescue. She is a certified Firefighter and EMT in Loudoun County. Additionally, Jennifer speaks Spanish and English and enjoys running, lifting weights, and spending time with her family.

Melanie Kelly is a Financial Advisor at Merrill Lynch Wealth Management, where she has been practicing since 2005. She works with individuals, families, and businesses to develop strategies and provide advice through a goals-based planning process. Her client focus areas include education planning, family wealth management strategies, personal retirement planning, women and wealth, and tax minimization. With over 20 years of experience in the financial services industry, Melanie applies a comprehensive approach to wealth management that begins with listening to her clients' needs and priorities. She specializes in creating personalized, goals-based strategies and collaborates with clients' tax and legal advisors to facilitate clear communication and understanding, especially concerning estate planning. Melanie holds a Bachelors Degree from the University of Delaware and the CERTIFIED FINANCIAL PLANNER® (CFP) certification. She is a member of the CFP Board. Residing in Clifton, Virginia, Melanie enjoys spending time with her husband and two daughters, participating in family activities such as hiking, soccer, swim team, and dance.

Stanislav Sabinin is a CFP®-credentialed financial advisor with 11 years of industry experience, currently with Edelman Financial Engines in Fairfax, VA. He has been with the firm and its predecessor entities since 2016. 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 modeling process combined with advisor guidance and online tools, offering a range of discretionary and non-discretionary investment options.

Anthony Walsh is a financial advisor with Ameriprise in Vienna, VA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing advice. The firm’s approach includes proprietary research and third-party data, with service features that require minimum investable assets and incorporate Ameriprise managed accounts.

Mark Hughes is a financial advisor at Osaic with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors and Oppenheimer & Co. Inc. He also acts as an insurance agent offering fixed and indexed annuities, long-term care insurance, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of investment strategies and third-party platforms.

James Boltz II is a financial advisor at Edward Jones in Manassas, VA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. 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, operating under a fiduciary standard.

Darby Huffines is a Financial Advisor with The Dettra, Wedel & Leygraaf Group, where she focuses on team growth and client relationship building. She joined the team in 2022 as a Wealth Management Specialist following her tenure as an Analyst at The Federal Reserve Bank of Richmond. Darby's client focus areas include education planning, family wealth management strategies, and personal retirement planning. She holds a Bachelor of Science degree in Business Administration with a concentration in Finance and a minor in Economics from Longwood University, graduating in 2020. During her time at university, she was a sister leader of the Kappa Delta sorority, Alpha Chapter. Darby has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). A native of Northern Virginia, Darby currently resides in Reston with her husband, Will. Outside of work, she enjoys following D.C.'s sports teams, traveling, spending time with family and friends, as well as participating in activities such as football, golfing, skiing, volleyball, watching movies, and yoga.