Brian Kurrus is a financial advisor with OSAIC in Vienna, VA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience, including 16 years at SII/John Hancock and 8 years at Royal Alliance Associates, INC. He also conducts financial planning presentations for federal employees. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers brokerage and investment advisory services, managing a range of portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Heidi Hammond is a financial advisor with LPL Financial in Falls Church, VA, holding a Series 66 designation and eight years of industry experience. She has previously worked with Cetera, Voya Financial Advisors, and operated her own firms, Heidi Hammond LLC and Hammond Finance LLC. Outside of her advisory role, she is employed part-time with Fairfax County Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management, supported by research and model portfolios.

William Lemnitzer is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory work, he teaches various classes and leads general discussion groups in Fairfax County. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mary Davis is a CFP® with 41 years of industry experience and is currently an advisor at Edelman Financial Engines in Fairfax, VA. She has worked with affiliated firms since 1994, including Edelman Financial Services LLC and Financial Engines Advisors L.L.C. Davis serves as a board member of the McLean Project for the Arts, a nonprofit supporting contemporary artists. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Douglas Keegan is a CFP®-certified financial advisor with 26 years of industry experience. He has been with Edelman Financial Engines and its predecessor entities since 2010, including roles at Financial Engines Advisors L.L.C. Prior to his advisory work, he launched and manages Firebird Rising LLC, an entertainment business. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term strategies.

Theresa Waddell is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. She has worked at Raymond James since 2007 and concurrently owns an accounting business focused on tax preparation and filing. Additionally, she provides development and operations support for the Waddell Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm utilizes analytical tools and risk profiling to tailor non-discretionary planning and consulting aligned with client goals.

Alex Chisholm is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Equitable Advisors since 2011, following a prior role at Axa Advisors LLC. In addition to his advisory work, he operates as a sales associate with Realty Benefit Services, offering group and individual benefits to real estate agents. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Noah Scott is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 66 licenses and possessing four years of industry experience. His work history includes multiple roles at RBC Capital Markets and Wittenberg University. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base that includes individual investors, institutions, pension plans, corporations, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management. The firm integrates in-house and third-party investment managers and provides customized portfolio strategies based on clients’ Advisory Risk Profiles.

Robert Reich Jr. is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016, previously spending seven years at Wells Fargo Advisors LLC. 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 sources.

Edwin Salazar is a Series 66-credentialed financial advisor with one year of industry experience, currently with Merrill in Vienna, VA. Prior to joining Merrill, he held several roles at Bank of America from 2019 to 2025. Outside of financial advising, he operates a part-time photography business specializing in portraits, landscapes, and event photography. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Aidan Whitehouse is a financial advisor with Wells Fargo Clearing in Great Falls, VA, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and a long tenure at Wachovia Bank, N.A. beginning in 2001. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for discretionary management and a broader investment menu that includes insurance-related vehicles and bank deposit sweep programs.

Micheal Wasson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings a disciplined, process-driven approach to financial planning, drawing on 12 years of military experience in Special Operations logistics, including two overseas tours. Since joining Merrill in 2016, Micheal has focused on helping a diverse clientele—including tech professionals, veterans, young physicians, and families—navigate wealth building, retirement planning, and legacy strategies with clarity and minimal risk. Micheal’s expertise spans family wealth management, retirement income planning, tax minimization, and socially responsible investing. He works closely with clients to develop comprehensive, multi-faceted financial strategies that integrate investment management with liability management, estate planning, and collaboration with CPAs and attorneys. Micheal holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation and is a Personal Investment Advisor (PIA). He earned his bachelor's degree from Columbia College. Outside of his professional role, Micheal is involved in his community as a youth football coach with the Manassas Mutiny and Severn Seminoles and is affiliated with Kappa Alpha Psi. He enjoys biking, football, golfing, and spending time with his family. Micheal emphasizes clear, jargon-free communication and ongoing engagement with clients to maintain situational awareness and support their financial success over time.

Arthur Chase is a financial advisor with UBS Financial Services in Chantilly, VA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS and its predecessor Painewebber Incorporated since 1994. He also serves on the board of directors for the Marian Woods Home Owners Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a range of capital markets services.

Blake Scherr is a Senior Financial Advisor at Merrill Lynch Wealth Management. He employs a planning-first, relationship-driven approach to wealth management, assisting individuals, families, and business owners with thoughtful planning, disciplined execution, and clear, actionable strategies aligned with their goals. With over a decade of experience in investment banking, private equity, and corporate finance, Blake combines Merrill’s resources with an educational approach to help clients understand not only what they own but how each financial decision integrates into their broader plan. He focuses on supporting business owners with strategies for financial independence, transition planning, liquidity management, and wealth protection, emphasizing the integration of personal and business financial planning. Blake holds dual Bachelor of Science degrees in Finance and Economics from the Robert H. Smith School of Business at the University of Maryland. He carries FINRA Series 7, 9, 10, and 66 registrations and holds the Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. He participates in the University of Maryland Alumni Network in Northern Virginia.

Ronald Graft is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Wells Fargo Advisors since 2009. Outside of his advisory role, he holds a 4% ownership stake in a Washington, DC restaurant business. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kenneth Rubio is a Certified Financial Planner™ professional with 23 years of industry experience. He has been with UBS Financial Services in McLean, VA since 2002. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and multiple capital markets solutions.

Pedro Guerrero is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank affiliate since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Breonni Gantlin is a financial advisor at Morgan Stanley in McLean, VA, holding a Series 66 designation with eight years of industry experience. Her career includes roles at Wells Fargo Clearing Services, JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley Private Bank. Prior to entering financial services, she worked at PepsiCo’s Frito-Lay division for three years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Matthew Grieb is a CFP® with 12 years of industry experience, currently advising at Raymond James & Associates since 2018. He previously worked at Janney Montgomery Scott, LLC and RBC Wealth Management. Grieb also speaks on financial planning for federal employees through the National Institute of Transition Planning. Raymond James & Associates 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Daryl Brockman is a financial advisor with OSAIC in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with OSAIC since 2018 and has a longstanding career dating back to 1989 with Signator Investors, Inc. and John Hancock Life Insurance Company. Brockman is also President and CEO of Signature Financial Partners, LLC. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes.