Sarita Dhami is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior roles include positions at Wells Fargo Bank, Envitek Solutions LLC, Suntrust Bank, and FVC Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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 data.

Michael Knowles is a financial advisor with Wells Fargo Advisors in McLean, VA, holding Series 63 and Series 65 credentials and with 15 years of industry experience. His prior roles include eight years at Wells Fargo Clearing and service as Loudoun County Commissioner of the Revenue. Outside of his advisory work, he owns and operates a rental property business. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, employing Wells Fargo research and planning tools to develop tailored recommendations.

Howard Pressman is a CFP® with 27 years of industry experience, currently affiliated with Cetera. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. He serves as a board member and director of sponsorship for the Financial Planning Association–National Capital Chapter and provides pro-bono financial planning advice to cancer patients through the nonprofit Family Reach. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm supports advisors with a range of program options and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Patrick Morton is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has previously worked in managerial support roles outside the financial industry, including positions at George Mason University Recreation and Enterprise Rent a Car. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning, including written recommendation reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

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 Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. He is a qualified Portfolio Manager who manages personalized and defined strategies on a discretionary basis and offers wealth management services to affluent clients, retirees, small businesses, and non-profit organizations. Ban is a senior partner of the MacNamara, Tran, Mason, Burnette, Bjorklund & Krashin Group, which specializes in managing investment portfolios using low cost, tax-efficient Exchange Traded Fund (ETF) indexes. His services include financial strategy, retirement planning, estate planning, college planning, and investment portfolio strategies. Ban holds several professional designations including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). He earned a Bachelor of Arts degree in Economics and International Relations from the University of Pennsylvania and a Master of Business Administration in International Finance from George Washington University. Ban joined Merrill Lynch Wealth Management in 1999, bringing with him fifteen years of experience in trade finance, international banking, and foreign exchange. Beyond his professional responsibilities, Ban participates in community organizations such as Asian American LEAD (AALEAD) and Devotion to Children. He lives in Springfield, VA with his family. His interests include basketball, boating, gardening, golfing, running marathons, skiing, swimming, tennis, and traveling.

Faisal Syed Haq is a CFP® and Series 66 licensed financial advisor with 26 years of industry experience. He is currently with OSAIC Wealth, Inc, having previously worked at Royal Alliance Associates, Inc. and Signator Investment Inc. Haq also holds a role as Financial Advisor at Signature Financial Partners, LLC, where he provides investment management and financial planning services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization using various tools and strategies.

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 has worked previously at Equitable Advisors and Axa Advisors. Banner also operates Banner Wanders LLC and is licensed as an insurance agent selling fixed insurance products. Cetera is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary program options.

Christopher Peden is a financial advisor at Ameriprise with eight years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Primerica and Verizon. Outside of his advisory work, he owns and operates Peden Accounting Services LLC, providing tax preparation and accounting advice. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that delivers comprehensive retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 financial advisor with LPL Enterprise and holds a Series 66 designation. He began his advisory career in 2026 and has prior work experience across various industries, including logistics, automotive sales, and food service. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Anthony Raad is a financial advisor with LPL Financial in Tysons, VA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Vestar Global and Cetera Advisors LLC. Outside of finance, he is the owner of Tempo Productions LLC, providing DJ services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and various operational tools.

Susan Brown is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Cetera and its related entities since 2016 and owns an insurance sales business under Washington Equity, LLC. Brown is also licensed as an insurance agent, selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary account structures.

David Holloway is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at The Prudential Insurance Company of America, Northwestern Mutual, TIAA-CREF, and Wells Fargo Clearing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

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 13 years of industry experience. He has worked at Equitable Advisors since 2013, including time when the firm operated as Axa Advisors. He also serves as an administrator or executor of estates and provides part-time administrative support to another advisor at the firm. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients through financial planning, retirement plan consulting, and various asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party sponsors to deliver diversified investment models and ERISA fiduciary services.

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.