Shane Mclaughlin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment approach 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.

Kamille Larrabee is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior work includes roles at Magellan Federal and the University of Denver, as well as a position at Coopers Hawk Winery and Restaurant. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that blends proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios delivered to intermediary platforms.

Matthew Melton is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Edward Jones in Herndon, VA, where he has worked since 2022. Prior to that, he held positions at RBC Wealth Management, United Brokerage, and other firms. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Elizabeth Winstedt is a CFP® with 27 years of industry experience, currently practicing at Cetera since 2010. She has worked with Cetera Financial Specialists LLC since 2003 and operates Winstedt Business Services, providing tax, accounting, and planning services to individual small businesses. She serves as co-financial secretary at Community of Faith United Methodist Church in Herndon, VA. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Ali Ganjian is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is involved with DC College Counseling, a business he has been part of since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Kenneth Peretin is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market-return modeling.

Mark Sweeney is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, NYLife Securities LLC, and New York Life Insurance Co. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to various investment programs supported by model portfolios and third-party asset managers.

Benjamin Adams is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Mass Mutual Investors Services, Bank of America, and Merrill. Outside of his advisory work, he serves as an officer of a nonprofit providing low-cost inline hockey programs and coaches adult and youth ice hockey leagues. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining adviser programs with active product sales.

Nabil Mufti is a CFP® with 33 years of experience in the financial industry. He has worked at Osaic since 2024 and previously spent 19 years at Woodbury Financial. Mufti also serves as an adjunct professor teaching investments for the CFP program at Virginia Commonwealth University. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, including high-net-worth individuals and pension plans, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, automated rebalancing, and multiple advisory platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Maynur Karluk is a CFP® professional with 16 years of industry experience. He has worked at OSAIC since 2024 and previously spent 15 years at Woodbury Financial Services, Inc. He is a senior partner at Miye Wire LLC, where he develops and delivers financial plans and meets with clients to provide investment advice. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios and offers integrated brokerage, advisory, and third-party managed account services.

Jennifer Abate is a Senior Financial Advisor at Merrill Lynch Wealth Management with nearly 20 years of experience in the financial services industry. She specializes in helping clients achieve financial freedom and reach their objectives, including retirement, income planning, and wealth management. Jennifer's areas of expertise encompass college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Jennifer holds a Bachelor's Degree from the University of Virginia and a Master of Business Administration (MBA) from Tulane University's AB Freeman School of Business. She has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in both English and Spanish, Jennifer serves a diverse client base. Outside of her professional role, Jennifer is involved in her community as a volunteer with Ashburn Volunteer Fire & Rescue. She enjoys cooking, running, and spending time with her family.

Melanie Kelly is a Financial Advisor at Merrill Lynch Wealth Management, where she has been practicing since 2005. She works with individuals, families, and businesses to develop strategies and provide advice through a goals-based planning process. Her client focus areas include education planning, family wealth management strategies, personal retirement planning, women and wealth, and tax minimization. With over 20 years of experience in the financial services industry, Melanie applies a comprehensive approach to wealth management that begins with listening to her clients' needs and priorities. She specializes in creating personalized, goals-based strategies and collaborates with clients' tax and legal advisors to facilitate clear communication and understanding, especially concerning estate planning. Melanie holds a Bachelors Degree from the University of Delaware and the CERTIFIED FINANCIAL PLANNER® (CFP) certification. She is a member of the CFP Board. Residing in Clifton, Virginia, Melanie enjoys spending time with her husband and two daughters, participating in family activities such as hiking, soccer, swim team, and dance.

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 previously worked at Lincoln Financial Advisors and Oppenheimer & Co. Inc. He also acts as an insurance agent offering fixed and indexed annuities, long-term care insurance, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of investment strategies and third-party platforms.

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, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo Clearing, Burke & Herbert Bank, Redmayne Bentley, and Investec Wealth & Investment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through various advisory programs.

Michael Brennan is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Brennan is involved in acting, participating in theater productions and various media projects. 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 employs an IPS-driven advisory process grounded in modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Alejandro Castellanos is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients develop strategies to pursue their short-, mid-, and long-term financial goals. His client focus areas include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. Alejandro provides guidance across a broad range of areas such as wealth management, concentrated stock positions, cash management, retirement plans, initial public offerings, and executive financial services. He emphasizes ongoing advice and support to clients as their needs evolve. Alejandro 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) designation. He earned a Bachelor's Degree from Ricardo Palma University, a Master of Business Administration from Pontifical Catholic University of Peru, an Accredited Certificate Program from Pontifical Catholic University of Peru, a Master's Degree from EADA Business School, and an Accredited Certificate Program from University of Monterrey. He approaches wealth management centered on education, ensuring clients understand the rationale behind their investment strategies and long-term plans. Alejandro lives in Vienna, VA, and is the father of two daughters. Outside of work, he enjoys playing tennis, pickleball, and soccer, and has a hobby in designing and building custom terrariums and aquariums, particularly habitats for betta fish and tetras.