Max Hutsell is a Series 66-licensed financial advisor at LPL Financial with 15 years of industry experience. His prior roles include positions at Edward Jones and H. Beck, Inc., as well as managing entities such as Max Everett Enterprises and Grove Point Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of advisers. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Mehrak Aliaskari is a Private Wealth Manager with Merrill Private Wealth Management. He provides wealth management services to clients, focusing on financial planning and investment strategies. Mehrak holds a Bachelor's Degree from George M.

Andrew Hardin is a financial advisor at Fidelity with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity, he worked at McAdam LLC and held academic positions at George Mason University and Northern Virginia Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Anthony Marrelli is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 designation and 18 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of advising, he serves on the board of MicroScale Devices, a genetic testing services company. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and multiple advisory programs. The firm integrates in-house and third-party managers and offers services including portfolio management, financial planning, and custody.

Elena Baymeeva is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and one year of industry experience. Prior to joining Wells Fargo Bank and Wells Fargo Clearing, she spent ten years in homemaking. 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 services grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Iris Lavigne is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at MassMutual Life Insurance Company and MetLife Resources in prior roles. Outside of her advisory work, she is involved in real estate sales and operates her own financial services firm, Lavigne Capital LLC. Mass Mutual Investors Services is a broker-dealer and registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning relationships using advanced analytical tools and delivers written recommendations without investment discretion.

Armeldo Hernandez Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Wells Fargo Bank, BrightView Senior Living, and Wendy’s. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Mazie Wong is a Series 66 licensed financial advisor at Ameriprise with 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services since 2010. Wong also works as a paraplanner through her outside business activity with DSKG, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Griffin Johnson is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at State Farm and service in the US Army. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Timothy Haynal is a financial advisor with Cetera, holding a Series 66 credential and five years of industry experience. He has been associated with Cetera and related entities since 2021 and serves as a Client Service Associate at Egan, Berger & Weiner LLC. Prior to his financial services career, he held roles at Christopher Newport University and managed operations at VOH Gym & Pool and Corolla Beach Rentals. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary account management.

Francis Tran is a financial advisor at Morgan Stanley in McLean, VA, holding a Series 66 license with 13 years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at various SunTrust advisory and investment services firms from 2014 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market simulations.

Diego Figueroa is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at MassMutual and spent three years at TopGolf. Outside of his advisory role, he operates an online store listing and selling trading cards. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Michelle Kim is a financial advisor at Mass Mutual Investors Services with the Series 66 designation and one year of industry experience. Her prior work includes three years at Cornerstone Insurance Group. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software and also provides specialized services such as divorce planning and employer-sponsored planning programs.

Sholanke Woody is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, she employs a comprehensive approach to wealth management, focusing on understanding her clients' unique needs and values. She offers personalized wealth management strategies and provides access to investment insights from Merrill as well as banking and lending solutions from Bank of America. With expertise in areas including college education planning, divorce transition planning, services for endowments and non-profits, personal retirement planning, portfolio management, small business strategies, women and wealth, tax minimization, and retirement income, Woody aims to help clients pursue their financial goals. She emphasizes building long-term relationships and delivering service that aligns with clients' specific life objectives. Woody holds a Bachelor's Degree from Virginia Commonwealth University and is a Personal Investment Advisor (PIA). She participates actively in professional organizations such as the Northern VA Black Chamber of Commerce and the Tysons Chamber of Commerce. Committed to community involvement, she volunteers with organizations including Devotion to Children, Food for Others, and My Sister's Place. In her personal time, Woody enjoys basketball, football, gardening, spending time with her family, traveling, and watching movies.

Victor Imoh is a financial advisor at Wells Fargo Clearing with a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for six years and Branch Banking & Trust for fifteen years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tae Kyung Seo is a CFP® with 23 years of industry experience, currently with Ameriprise Financial Services LLC since 2024. Prior to Ameriprise, Seo worked at LPL Financial and Waddell & Reed, among other firms, and has been involved in non-investment business activities supporting her husband's acupuncture and retail businesses. Ameriprise Financial Services LLC is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine investment research and algorithmic tools to provide tailored, non-discretionary recommendations focused on dependable income and tax-aware withdrawal strategies.

Stephen Ide is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been associated with Merritt Properties since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Mahmoud Harb is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He serves as a resource for a range of financial needs, including investing, retirement planning, and saving for unexpected expenses. Mahmoud also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Mahmoud holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Atlantic City High School. He emphasizes a client-centered approach, aiming to assist clients in uncovering what matters most to them and their families to create tailored financial strategies.

Mattia Anderson is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Prior to joining Cetera, Anderson worked at firms including Brighton Jones and The Vanguard Group and holds a client service associate role at Egan, Berger and Weiner, LLC. 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 and financial planning services through a multi-manager platform, combining various program structures and custodial relationships with over $256 billion in assets under management.

Matthew Poliner is a financial advisor with Ameriprise in Vienna, VA, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise, he worked at Venable LLP. He serves as Treasurer on the Board of Directors for the Vienna Grove HOA. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions.