Christian Cropper is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation. He has around one year of industry experience and has previously worked at firms including BlackRock and Pastis DC. Outside of finance, he has experience in the food service industry and has attended Drexel University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Brian Shanley is a financial advisor with Ameriprise in Centreville, VA, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked extensively in the music industry as a professional musician and operated his own music education business for over 16 years. Outside of advising, he continues to engage in music-related activities as a sole proprietor. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to support client financial goals. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Hongmei Deng is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and nine years of industry experience. Prior to joining Equitable Advisors in 2021, she worked at LPL Financial from 2017 to 2021. Deng is also the president and owner of HMD Wealth Management Inc. and serves as a trustee for a family revocable trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm’s approach includes matching clients to program models or discretionary managers, utilizing a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Eldos Maytoff is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at several financial institutions including Bank of America, Merrill, and Wells Fargo subsidiaries. Prior to his financial services career, he has held various roles outside the industry including positions at Uber and Northern Virginia Community College. 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 combines research from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory to its approach.

Erich Hoffman is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Fairfax, VA. He has been with the firm since 2005, including prior roles at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering a range of discretionary and non-discretionary management options with an emphasis on diversified model portfolios and long-term investment orientation.

Yazmin Iza Mona is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses, and has been in the industry for one year. Her prior experience includes roles at Wells Fargo Bank, MCCS Quantico, and MCCS Lejeune-New River. 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 emphasizes research-driven investment strategies and diversification principles.

Richard Chambers is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 17 years of industry experience. He previously worked at Edward Jones for five years before 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kenneth Murray III is a financial advisor with Robert W. Baird & Co. in Fairfax, VA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities LLC, and Edelman Financial Services LLC. Outside of his advisory work, he is a musician who plays guitar in a musical group. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, with ongoing research and monitoring by home-office professionals.

Carly Kacvinsky is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and has worked at firms including Truist Investment Services and BB&T Securities. Prior to her financial services career, she was affiliated with Liberty University for four years. RBC Wealth Management serves a diverse client base, offering advisory and brokerage services through multiple wrap fee programs. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party investment managers to implement portfolios.

Torry Dell is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Bogart Wealth, Voya Financial, Willis Towers Watson, and Principal Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and long-term investment orientation.

Aaron Kirkland is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade and Financial Engines Advisors L.L.C. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Bronson Farr is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Wegmans Food Markets for six years. Farr is based in Centreville, VA. 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.

Steven Light is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2009 and joined Merrill Lynch Wealth Management in 2020. Steven focuses on implementing potential solutions through the wealth management process and providing investment guidance for individuals, their families, and organizations by understanding their short, medium, and long-term financial objectives. Steven's expertise includes Corporate Executive Services, Family Wealth Management Strategies, Institutional Investment Consulting, Services for Endowments, Foundations, and Non-profits, LGBT Wealth Planning, Liquidity Management, Managing New Wealth, Tax Minimization, and Retirement Income. He holds the CERTIFIED FINANCIAL PLANNER™ certification since 2016 and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from the University of North Carolina at Chapel Hill with a dual focus in Economics and Political Science. A North Carolina native, Steven and his wife Ericka live in Oakton with their two daughters. He is active in his community, participating in organizations such as Carpenter House, Foxvale Home Owners Association, and VYI. His personal interests include cooking, golfing, running, spending time with family, and tennis.

Evelyn Scott is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning her advisory career in 2026. Her prior experience includes roles at Exchange Roots and academic affiliations with the Robert H. Smith School of Business and the University of Maryland. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on goal-based financial planning without discretionary trading authority and offers integrated planning and managed-account services via its “WealthPlan” consolidated billing option.

Seth Miller is a CFA® charterholder with 19 years of industry experience, currently serving at RBC Capital Markets in Vienna, VA. He has been with RBC Capital Markets since 2009 and also worked at City National Bank from 2018 to 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide tailored portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment resources.

David Haring is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, utilizing both in-house and third-party investment managers.

Muhammad Awan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at Wells Fargo Clearing Services and Bank of America, among other firms. Outside of his advisory role, he has a minority ownership interest in a rental property. 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 employs a research-driven investment approach and offers both brokerage and advisory solutions across a broad range of financial products.

Joseph Castelli is a financial advisor at Edward Jones in Manassas, VA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2002. 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 with approximately $1.01 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.

Mary Conroy is a financial advisor with Charles Schwab who holds Series 65 and Series 63 licenses and has nine years of industry experience. She has worked at multiple Charles Schwab entities since 2017 and previously worked at Lowry & Associates and Onespace. Outside of her advisory role, she serves in the US Army Reserve as an Intelligence Analyst and operates a small craft-making retail business on Etsy. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized custody and supervisory infrastructure.

Ahmed Idlibi is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, Wells Fargo, and Truist. Idlibi also founded Resu Consulting LLC, which he operated for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence that combines quantitative screening and qualitative research.