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.

Timothy Kirby is a financial advisor with Edward Jones in Woodbridge, VA, holding the ChFC® designation and Series 66 license. He has 12 years of industry experience and has been with Edward Jones since 2013. Outside of his advisory role, he performs occasional sacerdotal duties as a minister, including wedding and funeral services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

Diasolua Mangituka is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. Mangituka has prior experience working at Semaisim Immigration Law Office and various hospitality businesses before joining Wells Fargo in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions across a range of financial products.

Lyle Martin is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and previously worked for AT&T/Cricket Wireless for 21 years. Outside of finance, he works as a brick specialist, providing customer service and selling LEGO sets. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides comprehensive, goal-based financial planning without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called WealthPlan.

Rebecca Krashin is a CFP®-certified financial advisor with seven years of industry experience. She is currently with Cetera and has held positions at Egan, Berger & Weiner, LLC, and Voya Financial Advisors, Inc. Outside of her advisory work, she serves as an assistant dance coach for a high school varsity dance team and has been a guest instructor at a local performing arts center. Cetera Investment Advisers LLC serves a broad client base including individuals, 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, leveraging affiliated and third-party managers across various program structures.

Hakima Benchalh is a financial advisor at Wells Fargo Clearing with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Maxim Naumenko is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously spent 13 years at Lime Rock Partners before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kimberly Broome is a Financial Consultant at Fidelity Investments, joining the firm in 2024. She brings over 20 years of experience in wealth planning and investment roles, serving families, individuals, and institutions. Throughout her career, Kimberly has held several positions including Vice President and Senior Portfolio Manager roles at Wells Fargo Investment Institute and Wells Fargo Advisors, as well as financial advisory roles at Bank of America Merrill Lynch and US Trust Bank of America Private Bank. Her professional focus is on working with clients to create and preserve wealth across generations, aiming to provide clarity and confidence through tailored investment strategies and financial planning. Kimberly holds insurance licenses in Arkansas and California. Outside of her professional life, Kimberly has interests in barre, baseball, family activities, food, parenthood, and volunteering.

Douglas Menorca is a financial advisor with Equitable Advisors in Washington, DC, holding a Series 66 designation and 10 years of industry experience. Prior to joining Equitable Advisors in 2019, he worked at AXA Advisors and served six years in the U.S. House of Representatives. He is a committee member on the investment and finance committees at Capitol Hill Presbyterian Church and provides voluntary political consulting for a congressional campaign. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, providing advisory and brokerage services tailored through a client intake process that documents goals, risk tolerance, and time horizon.

James Mcintire Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a 50% partner and owner of Prezzies, a retail gift shop, alongside his spouse. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Tashara Drayton is a financial advisor at Merrill with Series 65 and Series 63 licenses and four years of industry experience. She has previously worked at Morgan Stanley and Southern Management Companies, among other firms, and was employed by the Department of Energy NNSA for nine years prior to entering the financial sector. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Hallett Gates III is a financial advisor with Ameriprise in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliate firms since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Sodiq Kaitow is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and proprietary planning tools, managing approximately $2.74 trillion in client assets.

David Basinger is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns a business selling blank journals and is a co-owner of K&D Partners. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.

Timothy Judson is a financial advisor with OSAIC in McLean, VA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with OSAIC since 1989. Judson conducts a limited amount of insurance business, typically at the request of existing clients. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services through a large network of financial advisers and multiple platforms. The firm utilizes various portfolio construction tools and supports both discretionary and non-discretionary accounts, with access to third-party money managers and wrap programs.

Robert Schneider is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Outside of his advisory role, he is involved with Certainty of Uncertainty, LLC, an advisor-owned entity focused on managing his practice. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic automation.

Khoanam Duong is a Series 66 licensed financial advisor at J.P. Morgan Securities with 17 years of industry experience. Prior to joining J.P. Morgan in 2022, he worked at Fidelity Brokerage Services and Charles Schwab. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework. The firm delivers non-discretionary services through a select group of Wealth Advisors.

Diane Kraft Dziedzic is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Faith Steinmetz is a financial advisor with Fidelity located in Tysons Corner, VA. She holds a Series 66 designation and began her advisory career in 2025. Her prior work experience includes roles at H&R Block and various educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory, and model portfolios.