Francesca Lefrancois is a Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill full-time in 2022 after completing an internship with the firm during college. In her role, she focuses on financial planning, client communication, and ongoing relationship management, working closely with her team to ensure recommendations align with clients' evolving priorities. Francesca graduated from the University of Virginia with a degree in Economics and double minors in Data Analytics and Psychology. She holds FINRA Series 7 and 66 registrations, the CERTIFIED FINANCIAL PLANNER® certification, and the Chartered Retirement Planning Counselor™ (CRPC™) designation. Her expertise includes college education planning, legacy planning, LGBT wealth planning, liquidity management, and personal retirement planning among other areas. Born and raised in Vienna, VA, Francesca enjoys serving clients in her hometown community. Outside of work, she engages in activities such as biking, cooking, pickleball, reading, traveling, and spending time with her family. She is also involved with community organizations including The Women's Center and Vienna Youth Volleyball.

Bennett Whitlock III is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1993 and worked with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, Whitlock holds ownership interests in a co-working space and a commercial real estate partnership, and serves on the boards of the Manassas Ballet Theatre and the Prince William County Chamber of Commerce. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Alina Pinkard is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include twelve years at Merrill and four years at Financial Engines Advisors L.L.C. before joining her current firm in 2026. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios, periodic rebalancing, and long-term strategy.

Elizabeth Burnette is a Wealth Management Advisor at Merrill Lynch Wealth Management. She works with individuals and families to develop personalized financial strategies that align with their goals, values, and family dynamics. Her approach focuses on helping clients pursue both short-term and long-term objectives through comprehensive wealth management. Elizabeth's areas of expertise include college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, individual and corporate investment strategy, and retirement income. She holds professional designations as a Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Ohio State University. Outside of her professional role, Elizabeth enjoys cooking, scuba diving, spending time with her family, traveling, and practicing yoga.

Maurice Tawil is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to providing tailored investment advice. Maurice earned a bachelor's degree from George Mason University. His academic background supports his expertise in financial planning and wealth management.

George Swygert Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Capital One for six years before joining Merrill in 2018. Merrill, along 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

Saleha Azimi Ghomi is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that serves both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Marc Broderick is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2013. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Richard Gentry is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He holds Series 63, 65, and 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that extend across both retail and institutional markets.

David Rasdolsky is a financial advisor with Morgan Stanley in Reston, VA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His career includes roles at Merrill Lynch, Pierce, Fenner & Smith from 1993 to 2017 and Bank of America from 2009 to 2017 before joining Morgan Stanley Private Bank and Morgan Stanley in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes tools such as Monte Carlo simulations and input from its Global Investment Committee.

Bradford Brown is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked for Arlington County and in the education sector. 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, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for both non-discretionary and discretionary management, including insurance-related investment vehicles.

Anton Hammock Jr. is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at John Hancock for 19 years before joining OSAIC in 2018. Outside of his advisory role, he is also involved as a financial advisor with Signature Financial Partners, LLC. OSAIC serves a diverse range of clients including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and various third-party solutions to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Slobodanka Radulovic is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill prior to joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Daniel Maner is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at EF Legacy Securities, LLC and Financial Engines Advisors L.L.C. no notable outside activities are reported. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary management solutions.

Rodney Willyerd is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior roles include positions at Charles Schwab and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Abhijit Basu is a financial advisor at Edward Jones in Woodbridge, VA, holding a Series 66 designation with one year of industry experience. He is also the founder and president of Basu Strategies, Inc., a consulting business advising companies on public policy issues. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Lesia Bowman is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. She has worked at Cetera and its affiliates since 2013 and has managed Bowman Gaskins Financial Group since 2005. Outside of her advisory role, she is an independent insurance agent specializing in disability, life, accident, and health insurance. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

Tiffany Kim is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and one year of industry experience. Prior to her current role, she spent nine years at Karlsruhe Music University and has been involved in teaching violin and performing at events such as weddings and concerts. She also teaches music lessons to children. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice based on proprietary research and third-party analysis.

Stephanie Sullenger is a financial advisor with Wells Fargo Clearing in McLean, VA, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources while offering both brokerage and advisory solutions.

Ashley Dunnington is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America Merrill Lynch and the Securities and Exchange Commission. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary management, fund advisory, and model portfolio delivery, with notable involvement in regulated commodity pool operations and advisory roles for multiple registered investment companies.