Lauren Conkright is a financial advisor at LPL Enterprise with six years of industry experience. She holds the Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to her financial services career, she was employed at Bowie Produce Company for sixteen years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Keith Brockman is a financial advisor with OSAIC in Vienna, VA, holding Series 63 and Series 65 credentials and having 29 years of industry experience. His career includes roles at Royal Alliance Associates, Inc. since 2018 and Signator Investors, Inc. dating back to 1996. Outside of his advisory work, he is involved in an insurance brokerage LLC and acts as power of attorney for his parents' investment accounts. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools, risk-tolerance assessments, and access to multiple third-party investment platforms.

David Dlugacz is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, Blueprint Financial Strategies, Eagle Strategies (NY Life), and New York Life insurance. He is also involved with The Guardian Life Insurance Company in a non-variable insurance capacity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage services through an integrated platform that includes insurance products and third-party asset management arrangements.

Antonio Mackey is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, Merrill, and other firms. Outside of finance, he has experience in the fitness industry with roles at LA Fitness and Washington Sports Club. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering tailored services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and acts as an ERISA fiduciary when providing investment advice.

Helio Shin is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding Series 65 and Series 63 licenses and four years of industry experience. His career includes roles at MML Investors Services, LLC and MassMutual Life Insurance Co since 2023, as well as former positions at New York Academy LLC and Joy Academy. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Elian El-Khamissi is an Investment Consultant at Fidelity Investments, a position held since 2025. In this role, Elian focuses on assisting individuals and families in creating strategies for managing risk, planning for future goals, and building wealth. Prior to this, Elian served as a Relationship Manager and High Net Worth Service Associate at Fidelity Investments from 2023 to 2025, and worked as a Financial Professional at Prudential Advisers in 2023. Earlier career experience includes a role as a Financial Representative at Fidelity Investments (2021-2022) and a Finance Intern at Skybridge Capital (2020-2021). Elian's professional background encompasses various positions within the financial services industry, highlighting experience in investment consulting, client relationship management, and high net worth service. Outside of work, Elian has interests in art, cooking and baking, family activities, horseback riding, reading, and traveling.

Justin Euller is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2013. He has been with Fidelity Investments since 2005, advancing through various positions including Investment Consultant, Retirement and Investment High Net Worth Associate, Retirement and Investment Services Associate, and 401k Service Associate. He has over 20 years of experience in financial advising, focusing on client relationships centered on dependability, integrity, and simplicity. His work involves creating financial plans aimed at managing, protecting, and growing clients' wealth. Justin holds an Arkansas Insurance License.

Wendy Inge is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. She has worked at Truist Investment Services and SunTrust Bank for a decade and is currently associated with Pinnacle Asset Management in a client-facing role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning using risk profiling and advanced modeling tools and supports a broad advisor network and institutional consulting.

John Ferguson is a financial advisor with Cambridge Investment Research Advisors in Ashburn, VA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015 and serves as treasurer and scholarship committee member for GW Community School, a private high school in Springfield, VA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of discretionary and non-discretionary strategies across multiple custody platforms.

Darrell Reynard Jr. is a financial advisor with Robert Baird & Co. holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of financial planning and portfolio management services combining internal research, model-traded strategies, and manager-traded separately managed accounts.

Sean Connolly is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2026. Prior to this role, he worked at Financial Engines Advisors L.L.C. for seven years and has held positions at Raymond James Financial Services, TIAA, and several firms focused on federal employee benefits. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process alongside planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

John Roberts Jr. is a financial advisor with Ameriprise in Ashburn, VA, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with specific asset eligibility, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Mark Bronfman is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 credential and previously worked for Lincoln Financial Advisors Corporation for 22 years. Outside of his advisory role, he owns a consulting firm that provides business growth and strategy advice to clients. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by a range of investment tools, third-party managers, and various portfolio management options.

Marie Laurion is a financial advisor with Ameriprise in Washington, DC, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliate firms since 2001. Outside of her advisory role, Laurion serves as a trustee on the board of Temple Emanuel and participates as a volunteer speaker with the Financial Planning Association’s ComPsych program. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, delivering non-discretionary, research-driven recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Mohammed Iftaiha is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Osaic since 2024. Prior to this, he worked for 17 years at Woodbury Financial Services, Inc. He also provides incidental insurance services through a separate insurance agency. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment platforms and employs tools such as asset-allocation software and automated rebalancing to construct portfolios across multiple asset classes.

Hadeer Ghanawi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. She has worked within various Wells Fargo entities since 2013, including Wells Fargo Bank, N.A., Wells Fargo Advisors, LLC, and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dante Lavender currently serves as a Financial Advisor with Merrill Lynch Wealth Management, focusing on providing personalized financial experiences to a diverse client base that includes individuals, families, and corporations. His professional approach emphasizes building futures beyond portfolios by understanding the unique aspirations and challenges of each client. He is committed to empowering clients, particularly those from underrepresented communities, fostering inclusive financial success through compassion, diligent service, and diverse perspectives. Mr. Lavender began his career in financial services in 2015 and has since held roles at Wells Fargo & Co., SunTrust (now Truist), and Bank of America/Merrill, gaining experience in banking, lending, and wealth management. He holds the designation of Personal Investment Advisor (PIA) and an academic background that includes a Bachelor of Science in Psychology from Radford University, an MBA from Southern New Hampshire University, and an Associate of Applied Science in General Studies from New River Community College. Outside of his professional work, Mr. Lavender contributes to community organizations such as Future Business Leaders of America and Ultimate International Miss. He enjoys activities including billiards, cooking, dancing, interior decorating, music, reading, spending time with family, traveling, and watching movies.

Zachary Hopeck is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Bank of America, Southworth Development, and Pearson Smith Realty. He has also been involved with the R & D Baseball Academy for two years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kyung Eun Kim is a financial advisor with Mass Mutual Investors Services, holding CFP®, Series 63, Series 65, and Series 66 designations and 18 years of industry experience. Prior to joining Mass Mutual Investors Services and Mass Mutual Life Insurance Company in 2023, Kim worked at Eagle Strategies and New York Life Insurance Company. She serves as president of the Ewha Womans University Alumni Association and chairs the strategy and planning committee for the Greater Dallas Korean American Chamber of Commerce. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning process involves detailed client data analysis and written recommendations, with implementation handled separately through brokerage or insurance arrangements.

George Englert is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He previously worked at Avantax Advisory Services and related Avantax entities for over two decades and has been a principal at Englert & Associates CPAs since 1976. Outside of his advisory role, he is actively involved in accounting and tax preparation through Englert & Associates CPAs. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management, model portfolios, and various technology-driven solutions.