Sharolyn Wood is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to her current role, she worked at Primerica Financial Services and spent nine years with Prison Fellowship International. Outside of her advisory work, she is a co-host and speaker for a church-based multi-session conference. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Kevin Caulfield Jr. is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and The Andean Group. His background also includes positions outside of the financial sector and studies at Virginia Commonwealth University and Northern Virginia Community College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured discovery processes and planning tools such as Monte Carlo simulations to help clients develop financial plans.

James Kress is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Bank of America, Bloomberg Industry Group, and several other firms. He serves on a committee of the Association for Corporate Growth, where he participates in evaluating GovCon companies for notable deals. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Fields is a CFP® professional with over 33 years of experience in the financial industry. He is currently with Wells Fargo Clearing, where he has worked since 2016. 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 a combination of brokerage and advisory solutions.

William Keen is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding the ChFC® designation and Series 63 and 65 licenses. He has 50 years of industry experience, including 30 years with MassMutual Life Insurance Company and Mass Mutual Investors Services. Keen is the owner of Professional Benefit Services, a brokerage specializing in group insurance products, and serves as a board member of the National Capitol Chapter Society of Financial Services Professionals. MassMutual 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, wrap and money-manager programs, and educational seminars.

Dante Williams is a financial advisor at Primerica Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2005. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap-fee structure.

Matthew Hixon is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2021, with prior experience at Voya Financial Advisors and McAdam Financial Group. In addition to his advisory role, he provides administrative support at Egan, Berger & Weiner, LLC. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Claire Meade is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs structured planning tools and global market models to support client outcomes while primarily acting in an advisory capacity.

Coty Backmon is a financial advisor with Equitable Advisors in Gainesville, VA, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, PNC Wealth Management, Merrill, and Wells Fargo Clearing. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Vinh Lu is a Financial Consultant at Fidelity Investments, a role he has held since 2020. In this capacity, he collaborates with clients and their families, utilizing the resources of his team to develop personalized and comprehensive financial plans. With over 20 years of industry experience, Vinh has held various positions across the financial sector. Prior to his current role, he served as a Planning Consultant, Relationship Manager, and Financial Representative at Fidelity Investments. His earlier experience includes roles at TD Bank NA, HSBC Bank USA NA, New York Life, and Apple Federal Credit Union. The information provided does not include details on Vinh's educational background, credentials, personal interests, or community involvement.

Han Saem Hur is a financial advisor at Morgan Stanley with Series 66 registration and three years of industry experience. Prior to joining Morgan Stanley in 2023, Hur worked for eight years at KOTRA (Korea Trade-Investment Promotion Agency) in New York. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through various investment and financial planning platforms.

Robert Goodson II is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise since 2003 and was previously with Edward Jones from 2015 to 2023. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory services and offers a broad range of financial solutions through its affiliated companies.

Susan Stadsklev is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 38 years of industry experience. Her career includes roles at Voya Financial Advisors and the U.S. Government General Services Administration, along with long-term involvement with various insurance carriers. She serves as secretary and chair of the governance committee on the board of the Insight Memory Care Center. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of over 10,000 independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Milind Parekh is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 credential and 24 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Gory Sharma is a Financial Advisor at Merrill Lynch Wealth Management, specializing in creating tailored financial strategies for business owners, individuals, and families. He focuses on helping clients build strategies for growth, cash flow, and long-term goals such as retirement and homeownership. Sharma employs a relationship-first approach to provide clear, personalized guidance aimed at enabling confident financial decisions. With expertise spanning divorce transition planning, family wealth management strategies, institutional investment consulting, and special needs planning, Sharma works closely with clients to define their goals and develop portfolio strategies designed to achieve them. He offers ongoing advice to adapt clients' portfolios as their situations evolve, covering areas that include tax minimization, personal retirement planning, and individual and corporate investment strategy. Sharma holds a Bachelor's Degree from Panjab University Chandigarh and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He communicates fluently in English, Hindi, and Punjabi. In his personal time, Sharma enjoys activities such as badminton, biking, football, golfing, hiking, pickleball, reading, traveling, yoga, and spending time with his family.

Andrew Armati is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 license and six years of industry experience. He has been with Raymond James and its affiliated entities since 2020 and is also associated with McDermott-Armati Wealth Strategies, LLC. Prior to his advisory career, he worked in education and the food service industry. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools for tailored, non-discretionary planning and supports clients through various advisory programs, with a notable presence in municipal and public finance advisory.

Allison Blake is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Banc of America Investment Services, Inc. for eight years. 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.

Maha Saffarini is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, she is the author of several children’s books, including titles on Ramadan and Arab American history, and regularly gives presentations about the writing process. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory services supported by structured planning tools and a range of investment programs.

Mustafa Al Jadooa is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, N.A., and Bank of America, N.A. Outside of finance, he has work experience with Doordash and the Fairfax County Park Authority. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Shaffer is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to his advisory role, he worked in the food service industry, including six years with The Bone BBQ. He also serves as an administrative assistant at VLP Financial Advisors. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutions. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, utilizing both affiliated and third-party managers across discretionary and non-discretionary accounts.