Shawn White is a financial advisor with Fisher Investments, holding Series 65 and Series 63 licenses and nine years of industry experience. He previously worked at UBS Financial Services Inc. and The Vanguard Group, Inc. before joining Fisher Investments in 2021. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm utilizes a centralized investment process with quantitative and qualitative research and employs tax-aware strategies and risk management techniques in portfolio construction.

Jonathan Rayle is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, AE Wealth Management, Rincon Investment Advisors, CJ Campbell & Associates, and Bridgemark Wealth Management. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative financial planning engagements using firm-approved software and provides specialized event-driven planning programs, including divorce planning and estate settlement services.

Sharolyn Wood is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to her current role, she worked at Primerica Financial Services and spent nine years with Prison Fellowship International. Outside of her advisory work, she is a co-host and speaker for a church-based multi-session conference. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Kevin Caulfield Jr. is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and The Andean Group. His background also includes positions outside of the financial sector and studies at Virginia Commonwealth University and Northern Virginia Community College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured discovery processes and planning tools such as Monte Carlo simulations to help clients develop financial plans.

James Kress is a financial advisor at Merrill with Series 65 and Series 63 credentials and three years of industry experience. Prior to Merrill, he worked at Bank of America, Bloomberg Industry Group, and several other firms. He serves on a committee for the Association for Corporate Growth, evaluating government contract companies in middle-market transactions. 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, and institutions.

David Fields is a CFP® professional with 33 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 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.

William Keen is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding the ChFC® designation and Series 63 and 65 licenses. He has 50 years of industry experience, including 30 years with MassMutual Life Insurance Company and Mass Mutual Investors Services. Keen is the owner of Professional Benefit Services, a brokerage specializing in group insurance products, and serves as a board member of the National Capitol Chapter Society of Financial Services Professionals. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Dante Williams is a financial advisor at Primerica Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2005. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap-fee structure.

Matthew Hixon is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2021, with prior experience at Voya Financial Advisors and McAdam Financial Group. In addition to his advisory role, he provides administrative support at Egan, Berger & Weiner, LLC. Cetera Investment Advisers LLC serves a broad client base including individual investors, 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 managers.

Claire Meade is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs structured planning tools and global market models to support client outcomes while primarily acting in an advisory capacity.

Coty Backmon is a financial advisor with Equitable Advisors in Gainesville, VA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. Prior to joining Equitable Advisors, their work history includes roles at Purshe Kaplan Sterling Investments and McAdam, LLC. Equitable Advisors serves a broad range of clients including individuals, high-net-worth investors, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that emphasizes LPL-sponsored programs and a combination of discretionary and non-discretionary asset management solutions.

Vinh Lu is a Financial Consultant at Fidelity Investments, a role he has held since 2020. In this capacity, he collaborates with clients and their families, utilizing the resources of his team to develop personalized and comprehensive financial plans. With over 20 years of industry experience, Vinh has held various positions across the financial sector. Prior to his current role, he served as a Planning Consultant, Relationship Manager, and Financial Representative at Fidelity Investments. His earlier experience includes roles at TD Bank NA, HSBC Bank USA NA, New York Life, and Apple Federal Credit Union. The information provided does not include details on Vinh's educational background, credentials, personal interests, or community involvement.

Han Saem Hur is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2023, Hur worked for eight years at KOTRA (Korea Trade-Investment Promotion Agency) in New York. Hur holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Robert Goodson II is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise since 2003 and was previously with Edward Jones from 2015 to 2023. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory services and offers a broad range of financial solutions through its affiliated companies.

Susan Stadsklev is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 38 years of industry experience. Her career includes roles at Voya Financial Advisors and the U.S. Government General Services Administration, along with long-term involvement with various insurance carriers. She serves as secretary and chair of the governance committee on the board of the Insight Memory Care Center. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of over 10,000 independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Milind Parekh is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 credential and 24 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Gory Sharma is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with business owners, individuals, and families to build tailored financial strategies aimed at growth, cash flow management, and achieving long-term objectives such as retirement and homeownership. His approach focuses on developing clear, personalized guidance to help clients make confident financial decisions. His areas of expertise include divorce transition planning, family wealth management strategies, institutional investment consulting, personal retirement planning, small business strategies, special needs planning strategies, sports and entertainment financial planning, individual and corporate investment strategy, tax minimization, and retirement income planning. He provides ongoing advice and guidance to clients, adapting portfolio strategies as their needs and situations evolve. Gory holds a Bachelor's Degree from Panjab University Chandigarh and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is fluent in English, Hindi, and Punjabi. Outside of his professional work, Gory enjoys badminton, biking, football, golfing, hiking, pickleball, reading, spending time with family, traveling, and practicing yoga.

Andrew Armati is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 license and six years of industry experience. He has been with Raymond James and its affiliated entities since 2020 and is also associated with McDermott-Armati Wealth Strategies, LLC. Prior to his advisory career, he worked in education and the food service industry. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools for tailored, non-discretionary planning and supports clients through various advisory programs, with a notable presence in municipal and public finance advisory.

Allison Blake is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she manages several rental properties in Virginia. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Maha Saffarini is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she is the author of several children’s books focused on Arab American history and culture, participating in book signings and presentations about the writing process. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.