Lucile Ionescu is a financial advisor at Morgan Stanley with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Prior to joining Morgan Stanley in 2026, she also worked at Universita della Svizzera Italiana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory process.

Michael Baker is a financial advisor at Morgan Stanley in McLean, VA, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, with a focus on tailored financial planning and diversified investment solutions.

Stephen Jones is a Senior Financial Advisor and leader of The Jones Group in Reston, Virginia. He has over 19 years of experience in helping highly successful individuals, families, and business owners address the challenges of building and preserving wealth. As the senior leader of his team, he oversees portfolio construction, asset allocation, and income distribution strategies. His practice focuses on wealth accumulation, trust and estate strategies, and retirement income planning. Stephen earned a Bachelor's degree in Economics and Finance from the College of Charleston. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). As a second-generation Merrill Lynch Wealth Management advisor, many of his client relationships extend back four decades, reflecting his commitment to long-term client partnerships. In his personal time, Stephen enjoys golf, baseball, and hiking. He resides in Reston, Virginia.

Cotter Smart is a financial advisor with RBC Capital Markets holding a Series 66 designation and two years of industry experience. His career includes roles at RBC Wealth Management, City National Bank, and Vulcan Value Partners. Outside of finance, he co-developed an AI project during school that was recognized for its potential commercial value. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs and integrates proprietary and third-party managers to implement customized portfolio strategies.

Louis Sitnik is a financial advisor at RBC Capital Markets with 35 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a FINRA arbitrator and is involved with the Alliance College Alumni Association as a board member and treasurer. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations with a range of advisory programs and portfolio management services tailored to clients’ risk profiles.

Abdulrahaman Mohammed is a financial advisor at Wells Fargo Clearing with credentials including Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at USI Insurance Services, Mutual of America, and J.P. Morgan Securities LLC. Outside of financial services, he has worked with both Instacart and DoorDash for several years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Matt Solomon is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Merrill and Bank of America since 2015, following a brief tenure at Valic Financial Advisors. 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 individuals, high-net-worth clients, and institutional accounts.

Ryan Mcgonigal is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of financial planning, advisory, and brokerage services with a diverse suite of investment strategies and operational support tools.

Austin Fernandez is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work history includes roles outside of financial services, such as positions at Middleburg Tennis Club and various educational institutions. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Kirk Brooks Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Rockville, MD, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Morgan Stanley and Suntrust Advisory Services. Outside of his advisory work, he is involved as an associate at two non-investment support companies, Lee, Sipe and Associates, and Serving Those Who Serve. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary advisory services using risk profiling and analytical modeling and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Aya Funahashi is a financial advisor at Raymond James Financial with three years of industry experience. Prior to joining Raymond James, she worked for LastPass c/o GoTo, Inc. for 11 years. She also serves as a financial advisor at McNellis & Asato, Ltd. in a non-owner capacity. 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, and institutional clients. The firm utilizes tailored planning and analytical tools to support client goals and offers specialized services such as municipal and public-finance advisory and SIMPLE IRA Employer Advisory programs.

Jeff Leclair is a financial advisor with Wells Fargo Clearing in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as power of attorney for his father. 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 investment 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.

Hay Wong is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a mix of proprietary and third-party advisory models and offers ERISA fiduciary services to qualified plans.

David Mount is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Robert W. Baird for 15 years before joining Raymond James in 2022. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

Thomas Harsanyi is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 63, Series 65, and Series 66 designations and bringing 26 years of industry experience. He previously worked at UBS Financial Services Inc for 10 years before joining Wells Fargo Clearing in 2020. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Rios is a financial advisor with Ameriprise in Fredericksburg, VA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Edward Jones and SunTrust Bank. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team in partnership with the client’s advisor.

Steven Marshall is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in a business ownership entity related to office leasing. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Myles Stokes Suggs is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Navy Federal Credit Union. Outside of his advisory role, he is the sole proprietor of Vector Skyline, LLC, an AI digital content creation business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse portfolios and advisory mandates.

Michael Magruder is a CFP® with over 32 years of experience in financial advisory and tax preparation. He has served in various roles at Avantax and Cetera since 2002 and currently operates his own tax preparation and accounting business. He is affiliated with Cetera Investment Advisers LLC, a large SEC-registered advisory firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services.

Michael Moore is a financial advisor with Merrill in Vienna, VA, holding a Series 66 designation and 25 years of industry experience. He has worked with Merrill since 2009 and has been associated with Bank of America, N.A. since 2011. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes managed account strategies supported by its CIO and platform oversight and integrates closely with Bank of America affiliates to provide a comprehensive banking and capital markets platform.