Patrick Morton is a financial advisor with Ameriprise in Manassas, VA, holding a Series 66 credential and two years of industry experience. Prior to joining Ameriprise in 2023, he worked in various roles including managerial support at CFI Management Group LLC and positions at George Mason University Recreation and Enterprise Rent a Car. He provides managerial support to co-owners at CFI Management Group LLC as an outside business activity. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized retirement income recommendations in partnership with its financial advisors.

Wenxia Shen is a financial advisor at Fidelity with a Series 66 credential and six years of industry experience. Her prior roles include three years at Wells Fargo Clearing and one year at Stars Wealth Co. Ltd. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Paul Williams is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2011 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies that utilize both in-house and third-party investment managers, providing a range of portfolio management and financial planning services.

Ban Tran is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds multiple designations including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). Ban focuses on wealth management services for affluent clients, retirees, small businesses, and non-profit organizations. He is a qualified Portfolio Manager and manages personalized strategies for clients, utilizing individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He is a senior partner of the MacNamara, Tran, Mason, Burnette, Bjorklund & Krashin Group, which emphasizes managing investment portfolios with low-cost, tax-efficient Exchange Traded Fund (ETF) indexes. Ban graduated from the University of Pennsylvania with a B.A. in Economics and International Relations and earned his M.B.A. in International Finance from George Washington University. He joined Merrill Lynch Wealth Management in 1999 and has prior experience of fifteen years in trade finance, international banking, and foreign exchange. Apart from his professional role, Ban is involved in community organizations such as Asian American LEAD (AALEAD) and Devotion to Children. His personal interests include basketball, boating, gardening, golfing, running marathons, skiing, swimming, tennis, traveling, and spending time with his family.

Mi Hee Jung Christensen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Atlantic Union Bank, JP Morgan Chase Bank, J.P. Morgan Securities LLC, and Citibank, N.A. She is based in McLean, VA. 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 provides both brokerage and advisory solutions leveraging research from Wells Fargo Investment Institute and third-party databases.

Faisal Syed Haq is a CFP® professional with 26 years of industry experience, currently advising at OSAIC Wealth, Inc. He has held prior roles at Royal Alliance Associates, Inc. and Signator Inv Inc. Haq also provides financial and insurance planning through Signature Financial Partners, LLC and serves as an insurance agent specializing in life and long-term care coverage. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with various platforms and tools to construct diversified portfolios, supporting both discretionary and non-discretionary management.

Bradley Babilino is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. He has held roles at several firms and organizations, including Cetera Wealth Services LLC and Kurtz, Connor, Browning & Phillips, LLC, where he serves as an investment assistant. Babilino has also been involved with Christopher Newport University and James River Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services, leveraging a multi-manager platform with both affiliated and third-party investment options.

Ryan Banner is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Banner is also involved in fixed insurance sales and serves as a financial advisor for Kinnect Advisors. Cetera Investment Advisers LLC provides financial planning, portfolio management, and retirement services through a nationwide network of independent advisors, serving a broad client base from individual investors to institutional accounts. The firm offers a multi-manager platform with diverse program options, including model portfolios, third-party managers, and bespoke strategies.

Christopher Peden is a financial advisor with Ameriprise in Lake Ridge, VA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Ameriprise in 2019, he worked at Primerica Advisors and Primerica Financial Services, and spent 14 years at Verizon. He also owns and operates Peden Accounting Services LLC, providing tax preparation and advisory services. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering customized recommendation reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement strategies while providing a broad range of advisory, brokerage, and insurance solutions.

Souad Ajan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Wells Fargo Clearing, she worked at Bank of America and H and R Block. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Louis Kwentua is a Series 66–licensed financial advisor with LPL Enterprise LLC, based in Vienna, VA. He joined LPL Enterprise in 2026 and has prior work experience in logistics, automotive sales, and corporate roles. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through a platform that combines investment advice with insurance and lending products.

Anthony Raad is a financial advisor with LPL Financial in Tysons, VA, holding a Series 66 credential and 15 years of industry experience. He has worked at LPL Financial since 2021 and previously served at Cetera Advisors LLC from 2016 to 2021. Raad is also the owner of Tempo Productions LLC, a DJ services business he has operated since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Susan Brown is a financial advisor at Cetera with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Investors Capital Corporation and Washington Equity, LLC, where she serves as owner and president. Brown is also an insurance agent involved in life, disability, annuities, and long-term care insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

David Holloway is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America, Northwestern Mutual, and TIAA-CREF. 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, third-party asset management, and access to various brokerage and insurance products via its integrated platform.

Matthew Peterson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2009. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Bryan Beatty is a CFP® with 34 years of industry experience, currently advising at Cetera. He has held roles at Cetera Wealth Services, VOYA Financial Advisors, and Egan Berger & Weiner, LLC, where he has also been a part owner since 2004. Outside of his advisory work, he organizes a charity golf tournament benefiting the local Alzheimer's Association and serves as secretary of the Financial Planning Association–National Capital and as a board member of the Institute for Fiduciary Studies. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a large network of independent advisors, operating a multi-manager platform with discretionary and non-discretionary authority across diverse program structures.

Christopher Weins is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors from 2013 to 2020. In addition to his advisory role, he provides part-time administrative support to another advisor at Equitable Advisors and serves as an administrator or trustee for estates or trusts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, utilizing a range of asset managers and advisory structures to tailor services to client goals and risk tolerances.

Rachel Tran is a CFP® with seven years of industry experience, currently affiliated with Cetera. She has held roles at Cetera Wealth Services, LLC, Kurtz, Connor, Browning & Phillips, LLC, and Voya Financial Advisors, Inc. Additionally, Rachel is a licensed notary public. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Kalman Finger is a financial advisor at Cetera with 15 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Cetera, Cetera Wealth Services, Voya Financial Advisors, and Kurtz, Connor, Browning & Phillips, LLC. Outside of advisory roles, he holds a power of attorney for a family member. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Rodrigo Cuellar Serrano is an advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses, and has three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2010. 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.