Michael Marrocco is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Raymond James in 2019, Marrocco worked for Ameriprize Financial Services for 11 years. He is also an insurance agent providing non-variable insurance solutions. 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, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized employer advisory programs.

Anthony Walsh is a financial advisor with Ameriprise in Vienna, VA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing advice. The firm’s approach includes proprietary research and third-party data, with service features that require minimum investable assets and incorporate Ameriprise managed accounts.

Mark Hughes is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors, Oppenheimer & Co. Inc., UBS Financial Services, Truist Investment Services, and Wells Fargo Clearing. In addition to his advisory role, he offers fixed and indexed annuities, long-term care insurance, and traditional life insurance as a licensed insurance agent. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and third-party managers.

Darby Huffines is a Financial Advisor with The Dettra, Wedel & Leygraaf Group, where she focuses on team growth and client relationship building. She joined the team in 2022 as a Wealth Management Specialist following her tenure as an Analyst at The Federal Reserve Bank of Richmond. Darby's client focus areas include education planning, family wealth management strategies, and personal retirement planning. She holds a Bachelor of Science degree in Business Administration with a concentration in Finance and a minor in Economics from Longwood University, graduating in 2020. During her time at university, she was a sister leader of the Kappa Delta sorority, Alpha Chapter. Darby has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). A native of Northern Virginia, Darby currently resides in Reston with her husband, Will. Outside of work, she enjoys following D.C.'s sports teams, traveling, spending time with family and friends, as well as participating in activities such as football, golfing, skiing, volleyball, watching movies, and yoga.

Matthew Huling is a financial advisor at Charles Schwab in Tysons Corner, VA, with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2018. Prior to that, he held positions at the University of Alabama and Bishop & Kent. 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 advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Richard Kilroy is a financial advisor with Raymond James & Associates in Clarksburg, MD. He holds a Series 66 designation and has six years of industry experience, including prior roles at Morgan Stanley, Wells Fargo Clearing, and Burke & Herbert Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base—including individuals, institutions, pension plans, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional consulting supported by a range of portfolio management styles and affiliated research.

Michael Brennan is a CFP® professional with 28 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at UBS Financial Services from 1998 to 2006. Outside of his financial advisory role, Brennan is active in acting, participating in local theater productions and projects in television, radio, and film. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages over $600 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.

Alejandro Castellanos is a Financial Advisor at Merrill Lynch Wealth Management. He holds FINRA Series 7 and 66 registrations and has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation as well as the Personal Investment Advisor (PIA) credential. Alejandro's approach to wealth management focuses on education and personalization, ensuring clients understand the rationale behind their investment strategies and long-term financial plans. He has expertise in areas including family wealth management strategies, retirement planning, personal retirement income, education planning, and managing new wealth. Alejandro's professional experience involves helping clients develop strategies to pursue short-, mid-, and long-term financial goals, providing guidance across various areas such as wealth management, concentrated stock positions, cash management, retirement plans, and executive financial services. Alejandro holds a Masters of Business Administration (MBA) and an Accredited Certificate Program in Marketing from Pontifical Catholic University of Peru, a Master's Degree in Finance from EADA Business School, and an Accredited Certificate Program in Neuroscience from the University of Monterrey. He is bilingual in Spanish and English. Outside of work, Alejandro lives in Vienna, VA, is a father of two daughters, and enjoys playing tennis, pickleball, and soccer, as well as designing and building custom terrariums and aquariums.

Kanad Tiwari is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been a member of The Greene, Metcalfe, Cole, and Associates Team since 2007 and initially started his career at Merrill in 2001 as an intern. In his current role, Kanad serves as a key point of contact for business development, client relations, and trade activities related to client portfolios. He also supports The Greene, Metcalfe, Cole, and Associates Team with their syndicate portfolios. Kanad holds an Accredited Certificate from George Mason University and maintains the designation of Personal Investment Advisor (PIA). Outside of his professional responsibilities, he is engaged in charitable and nonprofit organizations including the US India Security Forum and Pratham USA. Kanad lives in Washington, DC with his wife, Seema, and they share interests in traveling, playing tennis, snowboarding, and spending time with their families. He is also active in his homeowners association in Reston, VA.

Christopher Claps is a financial advisor with Merrill in Leesburg, VA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Merrill since 2017 and previously spent three years with Archer Distributors, LLC. 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 plans, corporations, and charitable organizations.

Joe Bartosic is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he partners with clients to develop customized financial plans tailored to their specific goals and needs. He has been with Fidelity Investments since 2019, progressing through several roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before becoming Vice President. His experience encompasses various aspects of financial consulting and client relationship management. Joe emphasizes the importance of having a sound financial plan as a key element in preparing for the future.

Sarah Cammiso is a Wealth Management Advisor and the senior partner of The Cammiso Group at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1993 and has gained over 35 years of experience in the financial services industry. Sarah has worked with hundreds of families, helping them pursue their financial goals by creating customized investment strategies aligned with their immediate priorities and long-term aspirations. She holds several professional designations, including Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Sarah earned her Bachelor of Business Administration from The College of William & Mary and studied internationally at the Rossall School in Lancashire, England. She has also served on the faculty of Merrill Lynch University in Princeton, New Jersey for fifteen years and has been a frequent lecturer on retirement planning, wealth management, professional money management, and portfolio diversification. Sarah lives in Vienna, Virginia, with her husband, Marty. She is involved with the Church of the Holy Comforter.

Michael Reyes is a Senior Financial Advisor at Merrill Lynch Wealth Management, focusing on delivering comprehensive financial strategies tailored to the unique needs of his clients. He works extensively with entrepreneurs, professionals including venture capitalists, private equity and technology executives, attorneys, and physicians, as well as government employees and contractors. Michael assists clients in areas such as family wealth management, retirement income planning, corporate benefits, managing new wealth, and small business strategies. Michael began his financial services career in 1999 and has held positions at Deutsche Bank Alex Brown, UBS, and Morgan Stanley before joining Merrill Lynch in 2015. He holds a Bachelor's degree from George Washington University and maintains several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also active in professional organizations such as the Association of Corporate Growth - National Capital Region and the Tower Club of Tysons. Outside of his professional work, Michael lives in the Washington Metropolitan area with his wife and two children. His personal interests include basketball, golfing, running, soccer, and spending time with his family. He is involved with community organizations such as AALEAD, Alexandria Chamber of Commerce, HBI-DC, The Women Center, and Warrior Ethos.

John Aras is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked for UBS Financial Services for 11 years before joining RBC in 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a range of in-house and third-party investment managers and tailored portfolio strategies.

Gabriel Short is a financial advisor with Equitable Advisors in Leesburg, VA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Merrell and Virginia Tech. Outside of advising, he is self-employed as a food delivery driver for Uber Eats. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes various third-party advisory models and offers ERISA fiduciary services, with a focus on both proprietary and third-party investment solutions.

Esther Tobbin is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing personalized financial planning and portfolio management services to individuals and families at various life stages. Esther's approach involves collaborating with clients to define their financial goals and adapt strategies as their needs evolve. She focuses on areas such as family wealth management, retirement planning, philanthropic planning, portfolio management, special needs planning, and tax minimization. With over 10 years of experience in the financial services industry, Esther combines her professional expertise with sincere care in client relationships. She began her career in financial management and operations at Tobinco Pharmaceuticals in Ghana and later worked at Navy Federal Credit Union in the United States, providing financial counseling. Prior to joining Merrill Lynch, she was a financial advisor at the Global Advisor Group at LPL Financial. Esther earned a Bachelor's Degree in Banking and Finance from the University of Ghana and an MBA in Finance from George Mason University. She holds the Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Outside of her professional role, she is involved in the Washington D.C. chapter of the Women's Caucus for Art and enjoys activities such as cooking, dancing, music, photography, running, sewing, singing, traveling, watching movies, and writing.

William Wallace is a financial advisor with Primerica Advisors in Ashburn, VA, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in the sale of home security and automation products, as well as loan product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Joseph Mundie is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at RBC Capital Markets since 2009 and also has experience with City National Bank beginning in 2019. Mundie serves on the finance committee of a homeowners' association, attending meetings to oversee operating and capital budgets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers and implementing strategies based on client risk profiles.

Johnson Chen is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at New York Life and several other firms. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented planning without discretionary investment authority.

James Wehr is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has worked with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2001. Mass Mutual 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 and various investment programs tailored to client goals.