John Taliaferro III is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise in various capacities since 2011. He is also the owner of Taliaferro & Associates, PLLC, where he provides tax preparation services. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

John Davis is a financial advisor at Edelman Financial Engines with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Edelman Financial Engines and its predecessors since 1997. 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, offering both discretionary and non-discretionary investment options across a broad range of portfolios and retirement solutions.

Anie Zarookian is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2007 to 2022 before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Deanna Lyons is a financial advisor with Ameriprise in Manassas, VA, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, Lyons works part-time as a hairstylist at Valon Salon. Ameriprise serves clients primarily through retirement-income planning services tailored for individuals with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, supported by a centralized consulting team and algorithmic tools.

Chun Chau is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has been with Ameriprise in various capacities since 2008. Outside of his advisory role, he is involved with DSKG, LLC, an investment specialist firm he established in Vienna, VA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm employs a collaborative, non-discretionary approach supported by proprietary research, algorithmic tools, and distinct enrollment criteria.

Victoria Roberts is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 14 years of industry experience. She has previously worked at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing in-house and third-party investment managers to tailor strategies to each client’s risk profile.

Mezekir Amezene is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Wells Fargo Clearing in 2025, Mezekir held positions at Wells Fargo Bank, N.A., Towne Park, and Mutual of America, among others. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Rex Marshall is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory role, he serves as Treasurer for the Hillsdale Homeowners Association. 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 supported by research from Wells Fargo Investment Institute.

Jeremy Newton is a CFP® professional with 18 years of industry experience, currently advising at RBC Capital Markets. His prior roles include positions at Truist Advisory Services, SunTrust Bank, and UBS Financial Services. RBC Wealth Management serves a diverse clientele, including individual investors, institutions, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm integrates in-house and third-party investment managers and provides customizable portfolio solutions tailored to clients’ advisory risk profiles.

Brian Fitzgerald is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Investment Consultant, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. In his current position, Brian assists clients with the complexities of investing and financial planning. He takes a personalized approach to understand each client's hopes, dreams, and goals, which informs the development of individualized investment plans and strategies. Brian's personal interests include football, golf, hiking, outdoor adventures, parenthood, and traveling.

Abril Azmi is a financial advisor with Merrill in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Merrill since 2008 and previously spent two years with Morgan Stanley in different capacities. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

Elena Lazo Perez is a financial advisor at Edelman Financial Engines with a Series 65 designation and four years of industry experience. She previously worked at Citibank and Truist, among other firms. Edelman Financial Engines offers 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 combined with planner delivery and online tools, providing both discretionary and non-discretionary investment management with a focus on diversified portfolios and long-term orientation.

Daniel Price is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and 65 licenses. Prior to joining RBC in 2025, he worked at Truist Advisory Services and BB&T Securities. RBC Wealth Management serves individual investors, institutional clients, and various organizations, offering a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Mark Sherno is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Advisors Corporation for 27 years. Sherno is also involved in the insurance business as an agent offering various insurance products. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to multiple investment platforms and third-party managers.

Victoria Neeley is a financial advisor with Thrivent Investment Management in Fairfax, VA, holding a Series 66 designation and six years of industry experience. Her prior work includes a five-year role with Virginia Cooperative Extension and consulting in 2020. She has been with Thrivent Financial and Thrivent Investment Management since 2020. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of financial planning topics. The firm delivers holistic, goal-based analyses and allows clients to integrate planning with managed-account programs under a consolidated billing option, while maintaining separate services.

Courtney Davis is a financial advisor at Ameriprise with 22 years of industry experience. She has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Davis holds Series 65 and Series 66 designations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing annual planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Sean Keller is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 designation and two years of industry experience. His background includes work with Hartz Plumbing, LLC, where he assists with materials and inventory on an as-needed basis. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients, offering a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s Advisory Risk Profile.

Jonathan Olsen is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Wells Fargo Clearing and previously worked at Edward Jones. His background includes roles at the Republican National Committee and The Henry Jackson Foundation, as well as involvement with Vet2Fed, LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm integrates research and analytics to support its investment approach and offers a wide range of brokerage and advisory solutions.

Todd Trzaskoma is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Raymond James Financial Services, Inc. since 1998. He is also the owner of Trzaskoma Wealth Management, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses various analytical tools to support client goals, and it is notable for its municipal advisor affiliation and specialized SIMPLE IRA advisory program.

Vinton Mclaughlin is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with MassMutual Life Insurance Co since 2016 and previously with Metlife Securities, Inc. from 2011 to 2017. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, along with educational seminars.