Afra Tasnim is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining LPL Enterprise, Tasnim held roles at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Itohan Eribo is a financial advisor at Morgan Stanley with 11 years of industry experience. She has been with Morgan Stanley since 2016 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and various analytical tools.

Alexander Brown is a CFP® professional with 24 years of industry experience, currently serving at RBC Capital Markets since 2024. He previously worked at Truist Advisory Services and Bb&T Securities. Outside of his advisory role, he teaches investment-related classes on alternative investments and market fundamentals through Fairfax and Arlington County Adult Education programs and serves on the Board of Trustees of Loudoun Country Day School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning services through various advisory programs, leveraging a broad range of internal and external investment resources.

William Corso is a CFP® professional at Robert W. Baird & Co. with 29 years of industry experience. He joined Baird in 2024 after roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of his advisory work, Corso is an investor in Northern Neck LLC. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning and portfolio management services. The firm utilizes a blend of manager-traded and model-traded SMA strategies, tax-management techniques, and internal research tools, supporting approximately $394 billion in regulatory assets under management as of December 2025.

Gregory Amos is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. His background includes work at Found & Sons Funeral Chapels and PFS Investments Inc., as well as roles in educational institutions and retail. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors and offering model-based investment strategies managed by unaffiliated asset managers.

Yan Zhi Huang is a financial advisor with Merrill in Fairfax, VA, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes positions at Bank of America, HSBC, and Wells Fargo. 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.

Barry Womble is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 65 and Series 63 credentials and 19 years of industry experience. His prior roles include positions at Capital One Investing, Merrill, PNC Wealth Management, Mass Mutual Investors Services, Uvest Financial Services Group, MissionSquare Retirement, and UBS Financial Services. 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 databases.

Kathleen Cabrales is a financial advisor at RBC Capital Markets with 54 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at City National Bank since 2019 and RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through various advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

William Dunn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 26 years of industry experience. He worked at Brandes Investment Partners, LP for 15 years before joining Wells Fargo Clearing in 2016. Dunn serves as an advisory board member for the Arlington Economic Development Commission. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions with research and analytics from Wells Fargo Investment Institute and third-party sources.

Neiesha Samuel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has prior experience with Wachovia Bank, N.A. beginning in 2000. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions with a focus on research-driven investment strategies.

Mohanad Elhag is a financial advisor with Wells Fargo Clearing in McLean, VA, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Bank of America, Merrill, SunTrust, and Morgan Stanley. 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 combines in-house research with third-party analytics to provide diversified investment solutions and offers a range of financial products through its bank and insurance affiliates.

Peter Cosentino is a Series 66-credentialed financial advisor at Cetera with 16 years of industry experience. He previously worked at NASA Federal Credit Union and CUSO Financial Services for 12 years and has been with Cetera and related entities since 2025. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Swati Shandilya is a financial advisor with Wells Fargo Clearing in McLean, VA. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Wells Fargo Clearing, she worked at Wells Fargo Bank, N.A. for two years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Iryna Warren is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated prior to joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Stephen Park is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following 14 years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and scenario modeling. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-based financial planning arrangements.

Stephen Siegle is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and PNC Wealth Management. Siegle is based in Vienna, VA. RBC Wealth Management serves a diverse client base including individual and institutional investors, offering a range of advisory programs with customized portfolio management and financial planning services. The firm employs both in-house and third-party investment managers, providing clients with tailored investment strategies and access to alternative investments and lending solutions.

Mee Teng Tan is a financial advisor at Merrill with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Merrill and Bank of America in 2026, Tan worked at Wells Fargo Bank and Wells Fargo Clearing from 2022 to 2026. Outside of financial advising, Tan co-owns a rental property in Singapore with a spouse. 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. The firm offers model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cynthia Talley is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

David Beck is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Cetera Wealth Services, VOYA Financial Advisors, and Egan, Berger & Weiner, LLC, where he is a partner. Outside of his advisory work, he operates as an independent insurance agent and is involved in a family business focused on flipping houses. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with access to affiliated and third-party managers and a range of program structures.

Veronique Caumeil is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and three years of industry experience. She previously worked at Fidelity Investments from 2020 to 2024 and has experience with Morgan Stanley Private Bank, N.A. from 2024 onward. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning processes supported by approved tools and models, managing approximately $2.74 trillion in client assets.