Peggy Peters is a financial advisor with UBS Financial Services in McLean, VA, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. She has been with UBS since 1982. Outside of her advisory role, she is the proprietor of a private residency occupied by her son and a renter. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Kevin Vavreck is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2018, following prior roles at Lincoln Financial Advisors Corporation and Burkholder & Associates. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers IPS-driven investment advice grounded in modern portfolio theory and includes a broader set of financial products than many institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Russell Jones is a CFP® professional with four years of industry experience currently with Cetera in McLean, VA. He has previously worked with Northwestern Mutual and is also involved with KCBP, LLC, where he serves as an investment assistant. Additionally, he holds a notary public role and acts as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers.

Charlie Romero is the Vice President Private Wealth Management Advisor at Fidelity Investments, where he currently serves as a Wealth Management Advisor. In this role, he works closely with families to develop comprehensive and personalized wealth strategies focused on growth, preservation, philanthropy, and wealth transfer. He is part of a team dedicated to building strong client relationships and coordinating resources to achieve clients' family plans and visions. Charlie has been with Fidelity Investments since 1996, holding various positions including Vice President and Branch Office Manager from 2007 to 2023, Assistant Branch Office Manager from 2006 to 2007, Regional Planning and Product Specialist from 2004 to 2006, Financial Planning Consultant from 1999 to 2004, Investment Consultant from 1997 to 1999, and Brokerage Service and Trading Specialist from 1996 to 1997. This extensive experience spans multiple facets of wealth management and financial planning. Outside of his professional responsibilities, Charlie enjoys family activities, exploring food as a foodie, participating in social events with friends, listening to music, traveling, and volunteering.

Elyse Dawn Fragata is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Ameriprise. Fragata is based in Woodbridge, VA. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Erin Jones is a financial advisor at Wells Fargo Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo Advisors, she worked in education with Prince William County Schools and Cherry Creek Academy. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, education, and niche services, using Wells Fargo’s research and planning tools to develop tailored recommendations.

John Kidwell is a financial professional with Cetera and holds a Series 66 designation. He has nine years of industry experience and also maintains ownership of a law firm, John Kent Kidwell PC, where he practices as an attorney. In addition, he is an author of self-published books and owns a title services business. Cetera Investment Advisers LLC provides financial advisory services through a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Aaron Kniss is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Equitable Advisors since 2011, including the period when the firm operated as AXA Advisors LLC. Outside of his advisory role, he works directly with Lincoln Financial’s insurance offering group on universal life and disability products. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm employs a range of advisory models and third-party program sponsors, offering both proprietary and external investment solutions through a large network of investment adviser representatives.

Austin Pfeiffer is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2019, progressively advancing through roles including Financial Consultant, Investment Consultant, and Financial Consultant 1. Prior to joining Fidelity, Austin worked as an Investment Consultant and Fund Analyst at The Vanguard Group between 2016 and 2019. Austin is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant®. His approach involves working collaboratively with clients through a two-step process to provide a foundational understanding of their current financial situation and to develop strategies that assist in achieving their future goals. Outside of work, Austin has interests in fitness, food, football, golf, tennis, and traveling.

Todd Davis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors LLC. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions, utilizing research and analytics for investment evaluation.

Craig Harshey is a financial advisor with Wells Fargo Advisors in McLean, VA, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior work includes roles at UBS Financial Services, Financial Engines Advisors, and SunTrust Securities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services through a broad range of planning options and tailored recommendations using proprietary research and tools.

William Smart is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he manages a family-owned property in Solana Beach, CA. 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 multiple advisory programs tailored to clients’ risk profiles and implements portfolios through a combination of in-house and third-party managers, providing services such as portfolio management, financial planning, and brokerage.

John Armati is a CFP® professional with 21 years of experience in the financial services industry. He has been associated with Raymond James Financial Services Advisors, Inc. since 2010. Outside of his advisory role, he serves as a member-at-large on a local condominium association board in Manassas, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, along with specialized municipal and public finance advisory services.

Nicholas Rettle is a financial advisor at Morgan Stanley in McLean, VA, holding a Series 66 designation. He has one year of industry experience, including positions at Morgan Stanley and Hudson Group, as well as earlier roles outside the financial sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and investment models, managing approximately $2.74 trillion in client assets.

George Angulo is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following earlier roles within Wells Fargo Advisors and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Zanelle Diamond is a financial advisor with Merrill in McLean, VA, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at Bank of America and has a background including roles at Johns Hopkins and Boston University. Outside of her advisory work, she manages a Shopify store selling merchandise designed by her daughters and assists with content creation for a minor daughter’s video editing projects on Capcut. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily for 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.

Colleen Chrisman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she partners with her father, Paul Chrisman, to deliver personalized wealth management strategies. She joined Merrill in June 2022, bringing a multigenerational perspective and commitment to tailored financial planning for individual clients and families. Prior to joining Merrill, Colleen spent nearly three years as an analyst in Capital Markets at Freddie Mac, specializing in mortgage product research and portfolio interest rate risk management. She holds dual bachelor's degrees in Mathematics and Economics, along with a minor in French from Virginia Tech. Colleen is also credentialed with the Chartered Financial Analyst (CFA) designation, CERTIFIED FINANCIAL PLANNER (CFP) certification, Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Outside of her professional work, Colleen is involved with the Humane Rescue Alliance. She enjoys reading, continuing her French studies, and walking her yellow Labrador Retriever, Ivy, in Washington, D.C.

Christian Cropper is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation. He has around one year of industry experience and has previously worked at firms including BlackRock and Pastis DC. Outside of finance, he has experience in the food service industry and has attended Drexel University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Brian Shanley is a financial advisor with Ameriprise in Centreville, VA, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked extensively in the music industry as a professional musician and operated his own music education business for over 16 years. Outside of advising, he continues to engage in music-related activities as a sole proprietor. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to support client financial goals. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Hongmei Deng is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and nine years of industry experience. Prior to joining Equitable Advisors in 2021, she worked at LPL Financial from 2017 to 2021. Deng is also the president and owner of HMD Wealth Management Inc. and serves as a trustee for a family revocable trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm’s approach includes matching clients to program models or discretionary managers, utilizing a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.