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 at Charles Schwab with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at multiple Charles Schwab entities since 2017. Outside of her advisory role, she serves as an Intelligence Analyst in the US Army Reserve 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 affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management solutions supported by centralized custody and a multi-asset portfolio approach.

Ahmed Idlibi is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, Wells Fargo, and Truist. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with a range of market-facing registrations and investment management capabilities.

Carlos Viera is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner and managing partner of a financial planning practice structured as an LLC. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Roger Wallach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience to his role, having started his career in Investment Banking at Merrill Lynch before moving to the Capital Markets Desk on the trading floor. Throughout his career, he has worked in Institutional Sales and Private Wealth Management, focusing on areas such as college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, individual and corporate investment strategy, and retirement income. Roger holds a Bachelor’s degree in Economics from the University of Virginia and an MBA in Finance from Columbia Business School. He holds the Personal Investment Advisor (PIA) designation. Born in New York, Roger has lived in Virginia for over 20 years. He is married with three daughters and participates actively in community organizations, following the Merrill Lynch tradition of community involvement. Outside of work, Roger enjoys golf, baseball, basketball, biking, music, reading, traveling, watching movies, and spending time with his family.

Harry Horning II is a financial advisor with OSAIC in Manassas, VA, holding a Series 66 designation and 13 years of industry experience. He previously worked at SagePoint Financial for 10 years and has served in the U.S. Marine Corps since 2010. Outside of advising, Horning is founder and CFO of Phase II, LLC, a government contracting business, and is involved in tax preparation and insurance production. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various investment types.

Nancy Popovich is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Baird since 2007. Outside of her advisory role, she serves on the Virginia Hospital Center Health Board’s Investment Finance Committee and is involved as a board member, troop leader, and treasurer for a local Girl Scouts troop. Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

April Du Bois is a financial advisor with Edward Jones in Herndon, VA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, she worked at McKinsey & Company from 2016 to 2019. Outside of her advisory role, she owns a residential condo rental property in Alexandria, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

Matthew Warren is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked previously at Tate & Lyle and the Goddard Research Group. Warren has also been involved with the Dunn Loring Swim Club. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party managers.

Emilio Sanchez is a CFP® with 27 years of experience in the financial industry. He is currently with Morgan Stanley in McLean, VA, where he has worked since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Matthew Del Rosario is a financial advisor with Wells Fargo Clearing in McLean, VA. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at Pohanka Acura and Northwest Federal Credit Union, as well as a longer tenure with Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alisa Schultz is a financial advisor at Raymond James Financial in Fairfax, VA, with 17 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to her current role, she has worked at Raymond James Financial Services, Inc. and has had diverse experience including positions outside the financial industry. She is also involved as an associate employee at Estes Wealth Strategies, providing financial advisory and support services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and investment consulting using analytical tools and supports its clients through a broad network of advisors and specialized programs.

Sean Shaughnessy is a CFP® and Series 66 licensed financial advisor at Charles Schwab with four years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2022 and previously was employed at Dixon Hughes Goodman. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management supported by a multi-asset model portfolio approach and a centralized operational structure.

Cindy Alexander is a financial advisor with Cetera, holding a Series 66 designation and bringing 16 years of industry experience. She has worked with Cetera and its affiliated entities since 2016 and maintains a role as a registered administrative assistant with VLP Financial Advisors. Outside of her advisory work, she is also a commissioned notary public and serves as a power of attorney for an individual. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting a wide range of investment strategies and program structures.

Peter Sharpe is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior experience includes 24 years with Lincoln Financial Advisors Corporation and ongoing affiliation with Ia Signator Investors, Inc. Since 2001, he has also offered various insurance products, including disability insurance, fixed and indexed annuities, long-term care insurance, life settlements, and traditional life insurance. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services using asset-allocation tools and multiple platforms, offering portfolios with equities, fixed income, options, mutual funds, ETFs, and alternative investments.

William Ebhardt is a financial advisor with LPL Enterprise in Vienna, VA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, First Command Advisory Services, and First Command Financial Planning, Inc. He is also involved in a Prudential-sponsored non-variable insurance activity. LPL Enterprise serves a broad 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 within an integrated platform.

Matthew Hickes is a financial advisor with Edelman Financial Engines in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, providing diversified portfolio management and fiduciary services across various account types.

Nubia Garcia is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Inc since 2022 and previously held positions at Bank of America and Professional Maintenance. Outside of advising, she is a co-owner of a family rental property in Manassas, Virginia. 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.

Ahmad Baderzada is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has worked at Bank of America and Merrill since 2017 and has prior experience at PNC, Ebury Inc, and in the furniture retail sector. Outside of finance, he is involved in a small business importing and selling candies and tea from Germany, Poland, and Vietnam. 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.

Lori Mazeas is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2008. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.