Antonio Price is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has been with Wells Fargo Advisors since 2016 and previously worked at Morgan Stanley for one year. Outside of his advisory role, he is a 50% owner of KKAP LLC, a delivery contracting business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, using proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Jamila Pugh is a financial advisor at Fidelity with Series 65 and Series 63 licenses and five years of industry experience. Her prior roles include positions at Spire Wealth Management, Paragon Development Systems, Royal Bank of Canada, and Robert W. Baird. She works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction in delivering model portfolios and fund advisory services.

John Gerold is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Outside of his advisory role, he actively runs a lacrosse program called LAX4LIFE and serves as a committee member advising the business school at Old Dominion University. 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 multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Grisell Caberopalsson is a financial advisor with Cambridge Investment Research Advisors in McLean, VA, holding Series 63 and Series 65 licenses with 29 years of industry experience. She previously worked at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company for 23 years before joining Cambridge in 2019. Outside of her advisory work, she operates an independent insurance agency focusing on disability and long-term care insurance as well as variable and fixed annuities. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple platform options and proprietary model strategies while supporting both discretionary and non-discretionary management approaches.

Carrie Hughes is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She has worked with Avantax Investment Services and Englert Financial prior to joining LPL. Hughes also serves as a notary in Springfield, VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Charles Nardiello is a financial advisor at Edelman Financial Engines with 22 years of industry experience. He holds a Series 66 designation and has been with the firm and its predecessors since 2012. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering diversified portfolios and a long-term investment approach across multiple account types.

Charles Rucker Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Woodbury Financial Services, SunTrust Advisory Services, Capital One Financial Advisors, and Chevy Chase Financial Services. Outside of his advisory work, he is involved in insurance planning and operates a family real estate venture managing rental properties. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with both brokerage and advisory services, using model-based asset allocation and portfolio optimization to deliver a range of investment programs and financial planning solutions.

Stella Alaba is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for eight years before joining Wells Fargo Advisors in 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics alongside a mix of brokerage and advisory solutions.

John Gurley is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and one year of industry experience. His background includes multiple roles with the Wolf Trap Foundation for the Performing Arts and the University of Virginia. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated companies.

Yonatan Ruffin is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America N.A., Kenmos Structural Engineering, Asham Trade & Industry PLC, and Unity University. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Francis Hawkins IV is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and has been with Mass Mutual and its affiliates since 2025. Prior to entering the financial advisory field, he gained experience in various roles including at Earls Kitchen + Bar and Audio Visual Systems LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures financial planning as collaborative, ongoing relationships and offers specialized programs such as divorce planning and employer-sponsored planning.

Reynold Roy Jr. is a CFP® professional with 39 years of industry experience, currently with Edelman Financial Engines in Fairfax, VA. His career includes over 20 years at Edelman Financial Services LLC and prior roles within affiliated firms of Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term focus and operating as a fiduciary under ERISA and DOL guidance.

Patrick Kamfolt is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Johnny Yun is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at UBS Financial Services and City National Bank. Yun serves on the boards of several nonprofit organizations, including the Central Union Mission, Bridges Global Mission, and Trinity Christian School. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and wealth management services to a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, integrating both in-house and third-party managers along with tax management and responsible investing options.

Patrick Robertson is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with AXA Advisors. Outside of advising, he is involved in presenting retirement planning seminars and provides group benefits through general agency appointments. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs. The firm employs a network of Investment Adviser Representatives and utilizes both firm-offered and third-party advisory models to tailor investment solutions to client needs.

Jeffrey Schweighoffer is a CFP® with 10 years of industry experience, currently serving at UBS Financial Services since 2015. He holds a Series 66 license and is based in Bethesda, MD. Outside of his advisory role, he works as an adjunct professor with the Financial Educators Network. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Lipika Swarup is a financial advisor at Edelman Financial Engines with 12 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Edelman Financial Engines in 2025, she worked at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Outside of her advisory role, she owns a cake decorating business called My Cake Pals. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, offering diversified portfolio management and retirement income services across a broad client base.

Steven Singer is a CFP® professional with 37 years of industry experience. He is currently with OSAIC and previously spent 37 years at Lincoln Financial Advisors Corporation. Singer is also involved in insurance-related activities, offering dental and various life and disability insurance products. OSAIC Wealth serves a wide range of clients including retail investors, retirement plan sponsors, charities, and corporations, delivering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk assessments and offers multiple investment management options, including discretionary and third-party strategies.

Edward Peabody is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. Prior to his current role, he held various positions including educational roles at The Potomac School and McLean High School, as well as involvement with youth soccer organizations. 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 management using multi-asset model portfolios and provides centralized custody, brokerage, and advisory services at scale.

Dywane Hall is a financial advisor with LPL Financial in Springfield, VA, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with LPL Financial since 1985. Hall volunteers as a financial literacy presenter for the Society for Financial Development, focusing on programs for college students at historically Black universities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing a combination of proprietary research, third-party subadvisors, and customized strategies.