Nan Juan is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and numerous third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

David Litman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at UBS Financial Services Inc for 13 years before joining Wells Fargo in 2020. Outside of his advisory role, he is a recipient of a bequest unrelated to investments. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Tiffany Snyder is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with Raymond James Financial. She has worked at several firms, including Atlantic Union Bank and Middleburg Financial, and holds a role as a Wealth Relationship Manager at Atlantic Union Bank Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and tailored planning to support client goals and features specialized municipal advisory and SIMPLE IRA employer consulting services.

Richard Hogan is a CFP® and PFS™ credentialed financial advisor with 18 years of industry experience. He is currently with Cetera Wealth Services, LLC and Cetera, having previously worked at Avantax Investment Services and 1st Global Advisors. Hogan has maintained a long-standing role as a shareholder at Hogan & Reed P.C. CPA's since 1992. Cetera Investment Advisers LLC is an SEC-registered firm that serves a range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutions. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with options spanning discretionary and non-discretionary authorities and various program structures.

Syed Alam is a financial advisor at Wells Fargo Clearing with 8 years of industry experience and holds a Series 66 designation. His career includes roles at Wells Fargo Clearing, LPL Financial, M&T Bank, Morgan Stanley, and the International Monetary Fund/UN. 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 roughly $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Gabriel Plazola Martinez is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Raymond James Financial, where he has worked since 2023, and he also serves as Chief Operating Officer at Financial 360, LLC, a support company based in Rockville, MD. Martinez has held roles at both firms since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools to project potential outcomes and supports both wrap-fee advisory programs and institutional consulting.

Edward Dahl is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 14 years. Outside of his advisory role, Dahl is the sole proprietor of Ocean Block Properties, LLC, a real estate property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including personalized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations.

Mei Mei Chow is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2020, with previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that combine discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Carmen Wu is a financial advisor at Cetera with 36 years of industry experience. She has previously worked at Voya Financial Advisors and Cetera Wealth Services, LLC. Outside of advising, she is a past president of the Rotary Club of McLean. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services across various program structures and custodial relationships.

Evan Felix is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Daurem LLC and Greek House. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

David Greene is a financial advisor with Osaic Wealth, Inc. based in Potomac, MD, holding Series 63, Series 65, and Series 66 designations and more than 33 years of industry experience. His career includes roles at Woodbury Financial Services and Capital One Advisors and Investing. He also serves as an industry arbitrator on FINRA dispute resolution panels. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to construct portfolios comprising various investment types, and supports both discretionary and non-discretionary account management.

Ben Beriss is a financial advisor with Ameriprise in Alexandria, VA. He holds a Series 66 designation and has been with Ameriprise since 2019, with a brief interval working at Starbucks and prior experience in education. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Aruzhan Ablyazova is a financial advisor at Merrill with Series 66 credentials and less than one year of industry experience. Prior to joining Merrill, she held positions at Bank of America, Citibank, and Uniqlo. Outside of finance, she is involved with Beauty by Aidana / MKP. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Patrizia Adriazola is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. She previously worked at PSC Investments LLC and has a background that includes multiple roles in counseling and education. Outside of financial advising, she is the managing member of PFA Property Group LLC, a residential property management business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Alem Lakew is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2017 and previously worked at America's Kids LLC from 2016 to 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Alex Li is a financial advisor with Charles Schwab, holding the Series 66 designation and beginning his industry experience in 2025. Prior to joining Schwab, his background includes roles outside the financial sector such as working at Big Blue Swim School and the Fund For The Public Interest. 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 models with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

Sabrina Anderson is a financial advisor with Wells Fargo Clearing in Herndon, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has prior experience with Wachovia Bank and Wells Fargo Advisors. Her spouse owns a separate business, ANDERSON GT, LLC, for which she serves as a check signer. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable breadth of investment options that include insurance-related vehicles and bank deposit sweep programs.

Jennifer James is a financial advisor with Edward Jones in Ashburn, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at REI Systems Inc, Dogtopia, and Shift 7 Digital. Outside of financial advising, she owns several Dogtopia dog daycare locations and is involved in business planning and oversight for these ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various advisory programs, investment strategies, and affiliated financial services. The firm is notable for its extensive retail advisor and branch network and its range of affiliated capabilities beyond advisory services.

Nainoksha Kaushal is a Series 66 licensed financial advisor with four years of industry experience. She has worked at several major firms including Morgan Stanley Private Bank, Fidelity Investments, Merrill, and currently Edward Jones since 2025. Her career also includes roles in education and tutoring. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors.

Gregory Hills is a financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he serves as Treasurer and Director on the Board of The Milligan-Hills Farm Company in Cedar Rapids, Iowa. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.