Christopher Walmsley Jr. is a financial advisor at LPL Enterprise with five years of industry experience. He holds the Series 66 designation and has worked at firms including Prudential Insurance Company of America and Pruco Securities, LLC. Walmsley is currently conducting business under the DBA Estia Focused Financial through LPL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm combines advisory programs with brokerage and insurance products through an integrated platform.

Scott Mann is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Prior to joining LPL in 2025, he worked at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement consulting, and brokerage services, supported by research and technology solutions.

Jonathan Phan is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding the ChFC® and Series 63 designations. He has 34 years of industry experience and has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2009. Outside of his advisory role, he is involved in a non-MLM insurance brokerage specializing in property/casualty and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved tools and a range of investment programs and educational seminars.

John Santmyer III is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and BB&T Investments. Outside of his advisory work, he serves as a basketball lead trainer for the Catoctin Basketball Club in Purcellville, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Daniel Shannon is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm‑approved tools and models.

Deborah Okim is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Prior to joining Raymond James in 2023, she spent 19 years at Edward Jones. She serves as a trustee for a 401(k) plan affiliated with her firm and is an officer and vice president of Okim Wealth Management LLC, which provides financial planning and client wealth management services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes non-discretionary planning and analytical tools tailored to client goals and maintains specialized services such as municipal advisory support and SIMPLE IRA Employer Advisory & Consulting Services.

Hyun Woo Hung is a financial advisor with Wells Fargo Clearing based in McLean, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Bank of America, Capital One, and Wells Fargo Bank, NA. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

James Mcnamara is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has more than 15 years of experience in trust, estate, gifting, and charitable planning. His career includes time with Merrill Lynch Trust Company and Bank of America. Previously, he served as an internal trust specialist in the Private Bank, assisting colleagues, clients, CPAs, and attorneys in intergenerational wealth planning. James earned a Bachelor's degree in Political Science with an International Affairs concentration, along with a minor in Economics, from Gettysburg College. He holds professional designations as a Personal Investment Advisor (PIA) and a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Before relocating to Virginia, James was active as a coach and athletic director for the Hopewell American Legion Post 339 baseball team and served on the Mercer County American Legion League Executive Board. He remains involved in youth sports leagues, including Ashburn Girls Softball League, Dulles Little League, and Dulles Youth Basketball. James coaches his own children in youth soccer, softball, and baseball, and is a sports fan with particular interest in baseball and the Buffalo Bills.

Alexander Hardy is a financial advisor with Ameriprise in McLean, VA, holding the Series 66 designation and four years of industry experience. His prior work includes a variety of roles outside finance, including managing a liquor store and employment in retail and food service. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning advice through a centralized team working alongside advisors. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools to address income planning strategies, with enrollment criteria focused on clients with substantial investable assets.

Pamela Murphy is a CFP® and ChFC® with 35 years of experience in the financial services industry. She has worked at Morgan Stanley and its affiliated entities since 2017 and previously held roles at Bank of America and Merrill. She is affiliated with Morgan Stanley Wealth Management, a firm that provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Susan Estes is a Series 66-licensed financial advisor with Raymond James Financial in Fairfax, VA, having 14 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2001 and Raymond James Financial Services Advisors Inc. since 2014. In addition to her advisory role, she is involved in marketing, communications, and business strategy for Estes Wealth Strategies. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance advisory services along with specialized employer advisory programs.

Bradford Jeter is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles at Morgan Stanley entities since 2000. Jeter is also a partner in Blue Chip Associates Investment Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Joseph Waluk is a financial advisor with Ameriprise in Delaplane, VA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, and he operated an art business, Artworks By Roxan Dba Waluk Studios, for 20 years. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mark Lester is a CFP® professional with 25 years of industry experience, currently serving clients at MassMutual Investors Services in McLean, VA. He has been with MML Investors and MassMutual since 2001. Outside of his advisory role, he is involved as a sales agent in life and health insurance and participates occasionally in paid surveys. MassMutual Investors Services, LLC 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 offers a collaborative planning process supported by technology and specializes in event-driven planning programs such as divorce and estate settlement.

Mary Stralka is a CFP® and PFS™-designated financial advisor with 29 years of industry experience. She is currently with Cetera and has held prior roles at Avantax Investment Services, Inc., 1st Global Advisors, Inc., and operates a sole proprietorship under her name. She also serves as administrator for her deceased sister’s estate, a role involving annual filings with Fairfax County Probate Court. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning through a multi-manager platform with access to third-party managers and a variety of program structures.

Harris Adams is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc. since 2018 and at Jhfn Sii from 2013 to 2018. In addition to his advisory role, Adams is involved in insurance brokerage, specializing in life, annuities, long-term care, disability, health, and group benefits. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party investment managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Cillian Tyrrell is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Navy Federal Credit Union and ICS Financial. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Sam Sayyad is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management with experience in the financial services industry since 1997. He earned a Bachelor of Arts from the University of Oklahoma and a Master of Business Administration from Johns Hopkins University. Sam holds the Certified Private Wealth Advisor® designation and is a qualified Portfolio Manager capable of creating and managing personalized investment strategies that may use individual stocks and bonds, Merrill model portfolios, or third-party investment strategies. He leads The Sayyad Group, focusing on serving high net worth families, senior-level executives, entrepreneurs, and business owners with services that include investment management, concentrated stock management, hedging and monetization, trust and estate planning, and custom lending. Prior to his financial career, Sam served four years in the US Army, stationed both domestically and overseas. He resides in Northern Virginia with his wife and two children. Outside of his professional commitments, Sam is an aviation enthusiast holding a Commercial Pilot's license and is a member of the Aircraft Owners and Pilots Association (AOPA). He is also involved in community service through the Boys and Girls Club. His personal interests include adventure sports, chess, football, reading, and traveling.

Derek Sorensen is a ChFC®-designated financial advisor with Edward Jones, based in Herndon, VA, and has 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is a 25% owner of the Bentley Beach Hotel in Miami, FL, which is managed by Hilton Hotel Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Rebecca Hall is a financial advisor with Ameriprise in Falls Church, VA, holding CFP® and ChFC® designations and over 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 1995. Outside of her advisory role, she is a co-owner of MHA Financial LLC, a business unrelated to investments. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, delivering retirement income recommendations through a centralized consulting team that uses research, modeling, and tax-efficiency analysis.