Alexander Jordan is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. His prior work includes six years at Allstate Insurance Company and a brief employment at George Mason University. 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 modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified portfolios and long-term strategies.

Houry Kachadorian is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2008 and focuses on providing a comprehensive approach to managing wealth that starts with understanding each client's individual needs and goals. Houry assists clients in managing family wealth, legacy planning, personal retirement planning, philanthropic planning, socially responsible investing, women and wealth, tax minimization, and retirement income strategies. Before joining Merrill Lynch Wealth Management, Houry served clients at Bank of America for over ten years. She holds a Bachelor's Degree from Ramapo College of New Jersey and has earned professional designations including Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Houry is fluent in English and Armenian. Her personal interests include interior decorating, music, reading, running, and spending time with family. She resides in Gainesville, Virginia with her husband and children. Houry emphasizes adapting investment strategies to reflect changes in clients' lives and aims to provide thoughtful guidance that meets their evolving financial goals.

Casey Muhtadi is a financial advisor at Wells Fargo Clearing in McLean, VA, holding Series 63 and Series 65 credentials with 11 years of industry experience. His work history includes multiple roles at Wells Fargo and Truist Investment Services between 2013 and the present. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering both brokerage and advisory solutions with over $671 billion in assets under management.

David Sheehan is a CFP® with 23 years of industry experience, currently serving at Edelman Financial Engines. He has worked with the firm and its predecessors since 2009, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. 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 diversified model portfolios with a long-term orientation.

Kevin Buckley is a CFP® professional affiliated with Morgan Stanley in McLean, VA, with five years of industry experience. His prior work includes five years at Wells Fargo Clearing Services and 14 years at Georgetown Preparatory School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenarios to support client financial goals.

Michael Gainor is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Bank of America, Merrill, Charles Schwab, and T. Rowe Price. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.

Andrew Krosnowski is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes extensive tenure at First Allied Advisory Services and First Allied Securities prior to joining Cetera. Outside of advisory work, he is a partner in a real estate firm and serves as a trustee and power of attorney for clients’ living trusts. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services and operates a multi-manager platform that allows advisors to implement a range of investment strategies across multiple program structures.

Justin Willis is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and Pinnacle Financial Partners, where he manages client portfolios and develops new business. Prior to this, he worked at JP Morgan Chase Bank and Bank of America Private Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, along with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Scott Aune is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at LPL Financial and Northwest Financial Group LLC for a decade. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm uses analytical tools and non-discretionary services tailored to client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Cecilia Zurita is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2006. Outside of her advisory role, she is involved in several business activities including managing a publishing company and serving as a managing member in multiple real estate-related LLCs. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Michael Macintyre is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 scenario modeling to support its financial planning process.

Trent Smith is the Vice President and Branch Leader at Fidelity Investments' Reston, Virginia Investor Center. In this role, he leads a team of Financial Consultants focused on delivering client-centric experiences through holistic planning and guidance. He aims to foster an empowering and motivating environment to support associates in achieving their long-term personal and professional objectives. Smith has held various positions at Fidelity Investments since 2013, including Assistant Branch Leader, Workplace Guidance Manager, Guidance Support Specialist, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. This progression reflects his experience across multiple facets of financial services and leadership within the organization.

Michael Zoskey is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and seven years of industry experience. He previously worked at Cambridge Associates for three years before joining Morgan Stanley and its Private Bank division, where he has been since 2018 and 2019, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and models, though clients are responsible for plan implementation and updates.

Jahaad Martin is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities, JP Morgan Chase Bank, and Merrill. Outside of his advisory role, he owns a rental property in Houston, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the expertise of its Financial Advisors and Estate Planning Strategies Group.

Thomas Westmoreland is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He has held roles at Mass Mutual Investors Services since 2017 and previously worked at MetLife Resources from 2006 to 2017. His credentials include Series 63 and Series 65 licenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements using firm-approved analytical tools and offers specialized programs such as Divorce Planning and estate-settlement services.

Paul Barbieri is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and BBTIS. He is also involved in a Prudential-sponsored non-variable insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services along with access to model portfolios, third-party asset management, and a range of financial products through its integrated platform.

Evelina Delyakova Plummer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. She previously worked at PNC Bank from 2015 to 2023 before joining Wells Fargo in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s 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.

Damien Barros is a Financial Advisor specializing in wealth management through Merrill Lynch Wealth Management. He focuses on international wealth management, liquidity management, and portfolio management services, tailoring strategies to meet clients' long-term financial goals. Damien works closely with clients, emphasizing collaboration to align investment portfolios with their aspirations. He holds a Bachelor's degree from Virginia Commonwealth University and has earned the Chartered Retirement Planning Counselor (CRPC) designation. Damien integrates insights from Merrill and resources from Bank of America to provide comprehensive financial services. Beyond his professional role, Damien contributes to his community by volunteering with local organizations. He also engages in personal interests such as biking, cooking, golfing, running, scuba diving, and traveling.

Jason Crabb is a financial advisor with Ameriprise in Aldie, VA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm’s approach combines research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and recent algorithmic automation to generate tailored retirement income recommendations.

Lauren Tuite is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of her advisory role, she serves as a power of attorney for her mother. 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’s advisory process 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.