Soo Kim is a CFP® with 25 years of experience in the financial services industry. He has been with Ameriprise since 2005, including its predecessor Ameriprise Financial Services, Inc. In addition to his advisory work, Kim holds co-ownership interests in several retail and real estate ventures, including a restaurant in Seoul, South Korea, and multiple commercial and residential properties in Virginia. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary retirement income recommendations.

Eugene Mc Guire is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been providing financial and wealth management advice since 1993. He specializes in wealth planning, money management, retirement plan distribution strategies, management of concentrated stock positions, and estate-planning services. Eugene collaborates with estate planning attorneys to develop comprehensive estate plans for his clients. With over 30 years of experience, Eugene works primarily with affluent families, corporate executives, and successful business owners, helping them develop customized financial plans that serve as road maps to achieve long-term financial success. He periodically reviews these plans with clients to ensure alignment with their evolving financial needs and goals. Eugene holds a bachelor's degree in finance and economics from The Catholic University of America. He is a CERTIFIED FINANCIAL PLANNER® certificant and holds additional professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Eugene is involved in his community through activities with his church, Cub Scouts, and Little League Baseball. He enjoys fishing, golfing, reading, skiing, and spending time with his family.

Douglas Danosos is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at firms including Voya Financial Advisors and has been associated with Egan, Berger & Weiner, LLC since 2012. Danosos serves as a director of allied professionals for the Financial Planning Association National Capital Area chapter, where he connects with other professional organizations and helps plan co-sponsored events. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a wide range of account types and investment strategies.

James Allen is a financial advisor at Edward Jones in McLean, VA, holding a Series 66 designation. He has prior experience at Bank of America and Truist, as well as academic background at the University of Georgia. Allen has been with Edward Jones since 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of advisors and branch offices.

David Bjorklund is a Wealth Management Advisor and Senior Portfolio Advisor with the MacNamara Group at Merrill Lynch Wealth Management in Tysons Corner, VA. He began his career with Merrill Lynch as an intern in 2017 and joined the team full-time in June 2018. David is involved in managing client trades, onboarding new clients, and providing personalized financial advice during client meetings. As a CERTIFIED FINANCIAL PLANNER® professional, he focuses on delivering tailored financial strategies to help clients achieve their long-term goals. David holds a Bachelor's Degree in Business Administration with a concentration in Finance and a minor in Information Systems from Loyola University Maryland. During his time at Loyola, he was a varsity rower, participated in the first-year orientation program, studied abroad in Copenhagen, and contributed to managing the university's endowment fund. He also holds the designation of Personal Investment Advisor (PIA). He grew up in Potomac, Maryland, and currently lives in Silver Spring, Maryland with his fiancé. David is an Assistant Scoutmaster with the Boy Scouts of America and enjoys camping, hiking, scuba diving, skiing, traveling, and practicing yoga in his free time.

Nicholas Sorden is a financial advisor with Raymond James & Associates in Reston, VA, holding a Series 66 designation and 14 years of industry experience. He worked at Robert W. Baird & Co. for 10 years before joining Raymond James & Associates, where he has been since 2022. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Michael Shrauder is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sara Sharra is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Wells Fargo Bank, N.A. She also has experience working in early childhood education and small business operations outside the financial industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nicole Aguinaldo is a financial advisor with Ameriprise in Vienna, VA, holding a Series 66 designation and having eight years of industry experience. Her prior roles include positions at RBC Capital Markets, Wells Fargo Clearing Services, and CAM Private Wealth Services. Outside of financial advising, she is employed part-time in retail sales with LOCCITANE, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Vree is a financial advisor with Edward Jones in Manassas, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he held positions at the Texas Sunset Advisory Commission, Reynolds & Reynolds, and The Bush School of Government and Public Service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Juan Uribe is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and offers a wrap-fee structure with an operational model that includes ongoing oversight of manager selection.

Maleknaz Razjouyan is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63, 65, and 66 licenses and having 16 years of industry experience. She has worked at Wells Fargo Clearing since 2008, including a six-year period at Wells Fargo Advisors, LLC. 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, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment recommendations.

Robert Silva is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates since 2009, following six years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Justin Valadez is a financial advisor at Raymond James Financial Services Advisors, Inc. with 14 years of industry experience. He has previously worked at LPL Financial and Northwest Financial Advisors and served in roles at George Mason University. Valadez is also the CEO of Momentum Capitol Wealth Advisors, a separate wealth advisory firm. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network with specialized programs including municipal and SIMPLE IRA employer advisory services.

Taylor Smith is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63 and 65 licenses. Smith has 13 years of industry experience and has previously worked with Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Outside the financial industry, Smith serves as president of the StonePoint HOA, where responsibilities include approving expenses, conducting property inspections, and leading community meetings. 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 plan advisory services through independent financial professionals, utilizing various custody and platform options along with proprietary and third-party model strategies.

Rodney Tull is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at Wells Fargo Bank, Cetera, Voya Financial Advisors, and Ameriprise. Outside of financial advising, he works as a night auditor at the Residence Inn Marriott Fairfax City. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Justin Wilson, CFP®, serves as a Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management and is a financial advising partner of Cammiso, Wilson, and Associates in the Merrill Tysons Corner office. In this role, he works with hundreds of clients and their families to navigate complex financial decisions and help them achieve their financial planning goals. Justin's expertise spans a wide range of areas, including retirement planning, constructing goals-based investment portfolios, college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Prior to joining Merrill Lynch in 2016, he worked as a recruiter in the IT industry. He earned his Bachelor's degree in Entrepreneurship, Innovation and Technology Management from Virginia Tech's Pamplin College of Business in 2015. Justin holds the CERTIFIED FINANCIAL PLANNER® designation and is also a Personal Investment Advisor (PIA). He is a member of the Sigma Nu Fraternity. Justin lives in Sterling, Virginia, with his wife Jessica, daughter Reagan, and their Fox Red Labrador Retriever Stella.

Joshua Williford is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and seven years of industry experience. His prior roles include positions at Novavax, Inc., Triad Advisors, and Strategic Wealth Management Group, LLC. 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 integrates research and analytics in its diversified investment approach.

Pauline Malmgren is a financial advisor at Raymond James Financial with 38 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Since 2017, she has served as co-trustee of The Swenson Living Trust, where she also acts as financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Dustin Witmer is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial in McLean, VA. His prior experience includes roles at M&T Securities and Edward Jones. He also serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment options including model portfolios and third-party asset management, supported by advanced operational and research tools.