Amante Decastro is a financial advisor with Ameriprise in Woodbridge, VA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Kerem Turkel is a financial advisor at Morgan Stanley in McLean, VA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. 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 employs a structured financial planning process using firm-approved tools and modeling techniques.

John Faith Jr. is a financial advisor with Raymond James Financial who holds the Series 63, 65, and 66 designations and has 28 years of industry experience. His career includes roles at Atlantic Union Bank, Union Bank & Trust, and Union Investment Services. He also serves as a trustee for the Faith Family Trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm employs non-discretionary planning and consulting tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

James Brackin III is associated with LPL Enterprise and holds a Series 66 designation. He has entered the financial advisory field recently, with experience beginning in 2026. Prior to his current role, he worked at DevTech Systems, Inc and Bridgeborn. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products, leveraging an integrated platform that combines advisory programs with financial product sales.

Nicole Kaplan is a financial advisor with Edward Jones in Fairfax, VA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, she worked at Merrifield Garden Center and was involved with the Potomac Environmental Research and Education Center as well as the Prince William County School Board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Ben Smith Jr. is a financial advisor with Ameriprise in Falls Church, VA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he volunteers as a financial educator for the Medical Society of Virginia through virtual presentations. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Nancy Rose is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephen Hodson is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63 and Series 65 credentials and 40 years of industry experience. His career includes tenure at Metropolitan Life Insurance Company and MetLife Securities since 1985, and at Massachusetts Mutual Life Insurance Company since 2016. He also works as an independent insurance agent specializing in disability income and long-term care products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various specialized programs including estate-settlement and employer-sponsored planning.

Lydia Rossi is a financial advisor at OSAIC with 18 years of industry experience. She holds the Series 66 designation and previously worked for Lincoln Financial Advisors/Sagemark from 2007 to 2025. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, using a range of tools and third-party platforms to construct and manage portfolios across various asset classes.

Charles Morrison III is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Merrill, Bank of America, and SunTrust Investment Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings than typical large institutional advisers.

Dessie Nash is a financial advisor at Merrill with 20 years at the firm and 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he operates a sole proprietorship as an independent business owner with Amway. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Rashad Hames is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and Northwestern Mutual in various capacities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and access to alternative investments within an integrated and scalable operational structure.

Julie Gleason is a financial advisor with Raymond James Financial who holds a Series 66 designation and has four years of industry experience. Her prior experience includes seven years at Ameriprise and roles at Northwest Federal Credit Union, LPL Financial, and Momentum Capitol Wealth Advisors, where she is also an associate and relationship manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm delivers non-discretionary planning tailored to client goals using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Rebecca Morello is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' unique financial goals. She joined the Steelman Aguirre Wealth Management Group in 2020 and draws on her prior experience at Surveyor Capital, a division of Citadel. Rebecca's expertise includes managing new wealth, executive and equity compensation, retirement planning, tax minimization, and college education planning, with a focus on serving women and supporting retirement income needs. Rebecca earned a dual degree from SUNY Oneonta and the Fashion Institute of Technology in Merchandising Management. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Born and raised in upstate New York, Rebecca now resides in Encinitas, California, where she is active in the community. Her involvement includes volunteer work with Big Brothers Big Sisters of New York City and the Coronado Junior Woman's Club. Outside of her professional work, Rebecca enjoys a variety of personal interests such as reading, dancing, drawing, music, photography, running, skiing, swimming, traveling, and spending time with her family. She is committed to building strong client relationships and helping individuals navigate their financial lives with clarity and confidence.

Simon Hamilton is a financial advisor with Raymond James & Associates, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Robert W. Baird & Co. for 15 years before joining Raymond James in 2022. Outside of his advisory role, Hamilton is a director of a London-based residential freehold entity. 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, and municipal entities, offering financial planning and consulting services that emphasize client-directed implementation and a variety of portfolio management styles.

Ryan Oh is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes roles at Bank of America and ESLI Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Pol is a financial advisor with LPL Financial in Gainsville, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Apple Federal Credit Union, CUSO Financial Services, Edward Jones, and Charles Schwab. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and utilizes research from both internal and third-party sources to support diversified and alternative investment strategies.

Sarah Pollinger is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Truist Advisory Services, Bb&T Securities, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies using a combination of in-house and third-party managers, alongside features such as tax management and responsible investing options.

Imani Thomas is a financial advisor with Wells Fargo Clearing in McLean, VA. Holding Series 65 and Series 63 licenses, Thomas has three years of industry experience and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. 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.

Brandon Parr is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers, and provides both discretionary and non-discretionary portfolio management alongside financial planning and custody services.