Agustin Martinez is a financial advisor with J.P. Morgan Securities in McLean, VA, holding Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at Novus Investments LLC and Massachusetts Mutual Life Insurance. Martinez is also involved with Alpha Food Group LLC and MPG LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, manager selection, and customized reporting through its Institutional Consulting Services program.

Tong Wu is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Tong focuses on connecting all aspects of clients' financial lives to help prioritize and pursue the goals that matter most to them. Tong provides clients access to a full range of investment and wealth management strategies, supported by the resources of Merrill and the banking services of Bank of America. Tong's expertise includes areas such as college education planning, equity compensation services, family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. Tong approaches wealth management by gaining a deep understanding of each client's full financial picture and creating flexible strategies that adapt to changing market conditions. Tong holds a Bachelor's Degree from Fudan University and a Master's Degree from DePaul University. Professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Tong is fluent in Mandarin, English, Chinese, and Spanish and is involved with the Asian American Chamber of Commerce, Capital Area Food Bank, Susan G. Komen Breast Cancer Foundation, and The National Museum of Asian Pacific American History and Culture.

Mary Marshall is a financial advisor with Thrivent Investment Management in Reston, VA, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Outside of her advisory role, she works part-time as a visitation greeter at Adams-Green Funeral Home. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based analyses and planning on a range of topics without discretionary trading authority. The firm offers integrated planning and managed-account services while maintaining them as separate engagements.

Mervyn Laihow is a financial advisor at LPL Enterprise with four years of industry experience. He holds a Series 66 designation and has worked at firms including The Prudential Insurance Company of America, Equitable Advisors LLC, and Bull Run Financial Group. Outside of his advisory roles, he has held positions in the restaurant industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by a platform that integrates investment advisory programs with other financial products and lending solutions.

Michael Long serves as the Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 after six years at Smith Barney. In his role, he works closely with individuals and businesses to define and achieve their financial goals, providing personalized recommendations in areas such as retirement income planning, trust and estate planning, business transition planning, and wealth preservation strategies. Michael emphasizes a hands-on approach to ensure clients' financial strategies are effectively implemented and their needs are consistently addressed. Michael holds a Bachelor's Degree from Shippensburg University and maintains several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His career focuses on developing and implementing comprehensive wealth management strategies that support clients through every stage of their financial life cycle. Outside of his professional responsibilities, Michael is involved with the Big Fish Foundation and engages in personal interests such as adventure sports, football, hiking, running, and spending time with his family.

Alexandra Paxton is a financial advisor with Merrill in Vienna, VA, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked at Bank of America N.A., Merrill, MML Investors Services, First Financial Group, MassMutual Life Insurance Co, and McAdam Financial LLC. Outside of her advisory career, she has worked as a consultant and independent contractor for mrbeastyoutube, LLC, participating in entertainment-related challenges. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Zohra Ghafoor is a Planning Consultant who works closely with clients to understand their financial goals and needs, helping to tailor financial plans accordingly. She has experience in managing client relationships and providing financial services through her previous roles at Fidelity Investments. From 2023 to 2024, she served as a Financial Representative, followed by her position as a Relationship Manager from 2024 to 2026. Zohra holds a California Insurance License, supporting her expertise in financial planning and insurance-related matters.

Mark Leonard is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and advanced planning tools to develop financial plans.

Rose Price is a CFP® professional with 25 years of industry experience, currently serving at Cetera since 2023. She has previously worked at VLP Financial Advisors and Cetera Wealth Services, LLC. Outside of her advisory role, she owns VLP Financial Advisors, offering a range of financial services, and acts as an OSJ for Paragon Wealth Management, recruiting new representatives to the Cetera advisor network. Additionally, she fulfills various family fiduciary roles, including executor and trustee. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary services and access to both affiliated and third-party investment managers.

Tony Nerantzis is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 39 years of industry experience. Tony operates his own businesses, including Tony Nerantzis & Associates and Nerantzis Investment Advisory Group, both structured as S-corporations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools while supporting a wide network of advisors and affiliated firms.

Eric Beck is a financial advisor at UBS Financial Services in McLean, VA, holding a Series 66 designation with 22 years of industry experience. He has been with UBS since 2004. Beck serves on the board of directors for the Kings Manor Homeowners Association, participating in decisions related to community management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and integrates proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Stefan Lambert is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Lincoln Financial Securities. He has been with Equitable Advisors since 2025. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers, utilizing a hybrid referral and implementation model.

Leanne Hanson is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she held roles in educational and musical organizations, including founding Leanne R. Hanson Music, LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Tommy Fay is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He began his tenure at Fidelity in 2023, serving as an Investment Consultant and Planning Consultant before his current role. Prior to joining Fidelity, Tommy worked as a Financial Advisor at Ameriprise from 2018 to 2022 and gained earlier experience at Edelman Financial Services and Prudential Insurance Company. Throughout his career, Tommy has collaborated with clients and their families to develop personalized financial plans and assist them in pursuing their financial goals. His professional experience spans various roles focused on financial advising, investment consulting, and client services. Outside of his professional work, Tommy enjoys cooking and baking, hiking, photography, running, playing soccer, and traveling.

Edward Berenato is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Atlantic Coast Mortgage and Household Title & Escrow. He has also spent time in full-time education and at Virginia Polytechnic Institute & State University. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment advisory services supported by a multi-asset model portfolio approach and centralized operational resources.

Jeffrey Eveland is a Wealth Management Advisor and Managing Director at Merrill, where he leads The Eveland Group, a wealth management team based in Loudoun County, Virginia. He has over two decades of experience advising affluent individuals, families, corporate executives, business owners, and professionals on comprehensive financial strategies. His practice is focused on client-centered service, helping clients navigate significant life events and financial decisions through personalized planning. Jeff earned a Bachelor's degree from the University of Virginia, where he studied Engineering and Economics. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized nationally, including listings in Barron's "Top 1,500 Financial Advisors" and Forbes' "Best-in-State Wealth Advisors." Residing in Leesburg, Virginia with his wife, Alyssa, Jeffrey is active in the community, including involvement with the Loudoun County United Way. Outside of work, he enjoys traveling with his family, golfing, hiking, attending concerts, and sporting events.

Samuel Eddins Jr. is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at The Virginia Tech Foundation. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage solutions, and third-party asset management programs, utilizing an integrated platform that combines adviser programs with other financial products.

Albert Fusca is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as a power of attorney for a parent. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on clients’ risk profiles and utilizing both in-house and third-party investment managers.

Kris Wappaus is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with tailored portfolio strategies implemented through a mix of in-house and third-party managers, supported by capital markets capabilities and integrated lending and cash-sweep arrangements.

Colin Plaisance is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and to develop personalized financial plans that address their short-, mid-, and long-term goals. His approach encompasses a range of financial services, including general investing, retirement planning, and saving for unexpected expenses. Colin also provides clients access to Bank of America specialists for banking, credit, lending, and small business solutions. Colin specializes in areas such as college education planning, family wealth management strategies, LGBT wealth planning, special needs planning strategies, women and wealth, as well as sports and entertainment. He holds a Chartered Retirement Planning Counselor (CRPC) designation and has earned a Bachelor's Degree from the Louisiana State University System and a Master's Degree from George Mason University. Colin is multilingual, speaking English, French, and Spanish. Outside of his professional work, Colin is involved with the United States Peace Corps and is a member of the Tau Kappa Epsilon professional organization. His personal interests include adventure sports, camping, cooking, fishing, football, reading, spending time with his family, traveling, watching movies, and woodworking.