Lara Kien is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Victor Imoh is a financial advisor at Wells Fargo Clearing with a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for six years and Branch Banking & Trust for fifteen years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tae Kyung Seo is a CFP® with 23 years of industry experience, currently with Ameriprise Financial Services LLC since 2024. Prior to Ameriprise, Seo worked at LPL Financial and Waddell & Reed, among other firms, and has been involved in non-investment business activities supporting her husband's acupuncture and retail businesses. Ameriprise Financial Services LLC is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine investment research and algorithmic tools to provide tailored, non-discretionary recommendations focused on dependable income and tax-aware withdrawal strategies.

Jimmy Lourenco is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He is dedicated to providing clients with an exceptional experience and assisting them in making confident financial decisions by leveraging the insight, resources, and technology offered by Fidelity. Jimmy's professional experience includes roles such as Investment Consultant at Fidelity Investments from 2023 to 2024, Managing Director at BlueRook from 2022 to 2023, Wealth Management Advisor at MassMutual from 2022 to 2023, Financial Advisor at Morgan Stanley from 2018 to 2021, and Vice President Financial Advisor at Capital One Investing from 2014 to 2018. Outside of his professional career, Jimmy enjoys beach activities, family time, sailing, soccer, surfing, and traveling.

Eric Rosner is a financial advisor at UBS Financial Services in Washington, DC, holding a Series 66 designation with 22 years of industry experience. He worked at Kaplan Financial Group from 2004 to 2017 before joining UBS in 2017. UBS Financial Services offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with personalized wealth management solutions. The firm provides a range of services including fee-based financial planning, portfolio management, and access to proprietary research and capital markets products.

Jeffrey Sheats is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2013, previously serving as a Financial Consultant. His career in financial advising spans over three decades, beginning in 1985 at Merrill Lynch. He has held various roles including Financial Advisor positions at First Montauk Securities, H&R Block Financial, Lincoln Financial, and UVest, as well as Branch Manager at H&R Block Financial from 1997 to 2008. Throughout his career, Jeffrey has developed extensive experience in financial planning and consulting. He applies his long-term industry knowledge to assist clients with important financial decisions and help them execute their financial visions.

Edward Mandel is a financial advisor with Raymond James & Associates holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Raymond James, he held roles at Harbert Pioneer Fund and William Blair & Company, among others. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services supported by a nationwide adviser network.

Matthew Goodspeed is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 65 and Series 66 credentials and has been with J.P. Morgan Securities since 2008. Outside of his advisory role, he is a partner in a mobile home park operation and owns a residential real estate LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Finnian Gaudreau is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at several firms, including Truist Financial Corporation and Compass Point LLC. He has also been involved in tutoring at Wake Forest University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Mattia Anderson is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Prior to joining Cetera, Anderson worked at firms including Brighton Jones and The Vanguard Group and holds a client service associate role at Egan, Berger and Weiner, LLC. 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 and financial planning services through a multi-manager platform, combining various program structures and custodial relationships with over $256 billion in assets under management.

Mark Applegate is a Series 66-credentialed financial advisor with Edward Jones in Arlington, VA. He has three years of prior experience at CAPTRUST/Campbell Wealth Management and one year at Northwestern Mutual. Before entering the financial industry, he spent four years at Virginia Tech and three years at Westwood Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Matt Ellis is the Vice President and Financial Consultant at Fidelity Investments. He has held various roles within the company since 2011, including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. In his current role, Matt works closely with his clients and their families to develop financial plans using Fidelity's tools and resources, aiming to help them grow and protect their wealth as well as simplify their financial lives. Matt's expertise includes investment decision-making and financial planning. His career at Fidelity Investments spans over a decade, demonstrating his commitment to client service and financial consulting. Outside of his professional work, Matt has interests in cars, football, hiking, outdoor adventures, and traveling.

Darin Jackson Jr. is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments, Bank of America, Merrill, and M&T Securities. Outside of his financial advisory work, he serves as a board member for the WUC Cooperative, overseeing management and operations, and is involved with the Big Chair Chess Club advisory board as well as organizing jobs for Movinghelp.com. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning using structured tools and models, and manages approximately $2.74 trillion in client assets.

Jeffrey McMahon is a financial advisor with LPL Financial in Alexandria, VA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with LPL Financial and Bbtis since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, supported by model portfolios and research from various sources.

Christopher Dettra is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bank of America and Merrill since 2009. Merrill, along 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Irene Marcel is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2016. Outside of her advisory role, she owns and operates an Amazon seller business. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Fatima Shahid is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior experience includes roles at the Royal Bank of Canada and Fidelity Investments. She works at Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

David Clark is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including E*TRADE Capital Management LLC, Hornor Townsend & Kent Inc, and AXA Advisors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers planning services directly and through Corporate Financial Planning agreements.

Kathryn Paniagua is a financial advisor at Morgan Stanley in Washington, DC, holding a Series 66 designation with 18 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she manages a rental property business. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and various investment resources to support its clients’ financial goals.

Jorge Martinez is a Financial Advisor at Merrill Lynch Wealth Management, having joined the firm in 2024. He has been working in the financial industry since 2015, accumulating nearly 11 years of experience focused on building client relationships and providing tailored financial advice. Jorge specializes in managing new wealth, personal retirement planning, and retirement income. He works closely with clients to develop personalized strategies that align with their goals and priorities, emphasizing understanding the implications of financial decisions. His approach centers on fostering strong client relationships to support comprehensive financial planning. He holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Jorge earned his bachelor's degree from the State University of New York at Buffalo. He resides in Liverpool, NY, with his wife Tiffany, their son Benny, and two dogs, Colby and Moose. In his personal time, he enjoys cooking, music, and spending time with his family.