Meet Our Team

As Managing Partner of Riverfront Wealth Advisors, Tristan Caudron brings extensive experience in long-term investment strategies, as well as specialized knowledge in comprehensive investment planning.

Tristan is a CERTIFIED FINANCIAL PLANNER™ certificant, and has also earned the designations of Accredited Asset Management Specialist, and a Chartered Retirement Planning Counselor, enabling him to provide a wide range of financial services and counsel to clients. Tristan has been consistently recognized as leader in the field. Tristan has been named to the Barron's Top 1,200 Financial Advisors State By State in the U.S. each year (2015-2024). He was also recognized as one of the Forbes Magazine's top 250 Wealth Advisors (2017-2024). A DC-area native, Tristan attended Georgetown University and earned his bachelor’s degree in economics and psychology and a master's in business administration. His background in behavioral finance helps him advise clients on making sound financial decisions by understanding the factors that influence investors.

Active in the community, Tristan has served on many boards and committees, including the Alexandria Seaport Foundation, Carderock Springs Elementary School Educational Foundation, Commonwealth Academy, the Campagna Center, the Leadership Alexandria Program Committee, the Alexandria Chamber of Commerce, and the Walt Whitman High School Lacrosse Foundation. Tristan is also a 2008 graduate of Leadership Alexandria. Tristan and his wife, Melanie have four wonderful children – Will, Ben, Ryan, and Emma – and he enjoys and playing tennis, platform tennis, skiing, paddle boarding and cycling.

CA Insurance License 3026069, Resident State VA

*2024 Barron’s Top 1,200 State By State Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023 (Source: Barrons.com). 2023 Barron’s Top 1,200 State By State Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022 (Source: Barrons.com). 2022 Barron’s Top 1,200 State By State Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021 (Source: Barrons.com). 2021 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020 (Source: Barrons.com). 2020 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019 (Source: Barrons.com). 2019 Barron’s Top 1,200 State By State Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018 (Source: Barrons.com). 2018 Barron’s Top 1,200 State By State Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017 (Source: Barrons.com). 2017 Barron’s Top 1,200 State By State Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016 (Source: Barrons.com). 2016 Barron’s Top 1,200 State By State Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015 (Source: Barrons.com). 2015 Barron’s Top 1,200 State By State Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014 (Source: Barrons.com). The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

*2024 Forbes Top 250 Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Top 250 Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Top 250 Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). 2021 Forbes Top 250 Wealth Advisors: Awarded August 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Forbes.com). The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Matt Megary is a Managing Partner with Riverfront Wealth Advisors. With more than 30 years of financial investment experience, Matt advises clients on strategies designed to grow and preserve their assets through investment planning and personalized investment management.

He received his BA in Economics from Rutgers University, where he also served as Team Captain of the Men’s Cross-Country and Track and Field teams. In addition, he received his MBA with a concentration in Finance from The Johns Hopkins University.

Before joining Wells Fargo Advisors Financial Network, Matt was the Director and Regional Executive of Deutsche Bank's Washington, DC region. He was responsible for the region's regulatory supervision. Prior to taking over Regional Management responsibilities, Matt headed various Product and Services groups at Deutsche Bank including Investment Analytics, Mutual Funds and Retirement Plan Services. In addition, he served on Deutsche Bank's Global Third Party Investment Committee and Recommended Mutual Funds Committee.

Matt and his wife, Betsy live in Potomac, MD, where they are active in the community and busy keeping up with their two sets of twins, Emma and Jackson and Kate and Tess. In his spare time, Matt enjoys running, cycling, pickleball and golf.  


CA Insurance License 0L78049, Resident State VA

With over twenty years of experience in the practice of investment, and retirement planning, Laurie Blackburn focuses her practice on helping individuals and businesses develop, implement and evaluate individual investment plans. She also advises local foundations and endowments on the management of their investment assets. Although she is not currently a practicing attorney, her legal background and training give her an ability to identify highly specialized issues of concern.

Originally from Kansas, Laurie received both her Bachelor of Arts and Juris Doctor degrees at the University of Kansas. She practiced law for six years before moving to Alexandria in 1995, and transitioning into the financial services industry.

Laurie earned the CFP® (Certified Financial Planner™) certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. She also is a CDFA® professional (Certified Divorce Financial Analyst®), indicating her knowledge in advising on the financial issues around divorce.

Laurie’s extensive community involvement includes board chair for Senior Services of Alexandria, and current service on the boards of the Goodwin House Foundation and the At Home in Alexandria Advisory Council. Past service includes the boards of Volunteer Alexandria, Alexandria Economic Development Partnership, United Community Ministries, and Washington Area Women's Foundation Finance Committee. She also participated in Leadership Alexandria.

Laurie lives in the Mount Vernon area of Fairfax County with her family.


CA Insurance License 0D28978, Resident State VA.

*The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

Ivana has been with Riverfront Wealth Advisors since 2017. Ivana is a graduate of the University of Virginia, where she studied Economics. She earned the Certified Financial Planner™ certification by completing a comprehensive educational program, passing a rigorous examination, and meeting experience requirements. 

Ivana follows a collaborative planning approach, advising families on strategies to achieve short-term and long-term financial goals. She works with families to build, maintain, and transfer wealth across generations. Ivana develops and implements personalized investment plans that evolve as her client’s lives and priorities change. Her favorite part of planning is helping clients build the confidence to make informed financial decisions. 

A DC-area native, Ivana has strong ties to the local community. She now lives in Bethesda with her husband, Sean, daughters, Eliza and Quinn, and dog, Bodhi. She enjoys running, cooking, and spending time with her family.  


CA Insurance License 4026933, Resident State VA

Lori Polonsky has worked in the financial-services industry for 30+ years and has been associated with the team since 1997. She began her career in 1991 as an administrative associate at StockCross, Inc., in Boston. She later served at Davenport & Co., and A.G. Edwards & Sons, predecessor firm of Wells Fargo Advisors. Lori earned a bachelor’s degree in management from Suffolk University in Boston, and she holds Series 7, 9, 10, 63 and 66 registrations. Lori enjoys helping clients every day and plays a vital role in the personal and financial relationship we have with you. In her spare time, she enjoys activities including cycling, hiking, running, yoga and going on active vacations. Lori loves being an aunt and spending time with her nieces and great-niece.

Jessica Marxer brings over 20 years of financial services experience to the Riverfront Wealth Advisors. She joined Wells Fargo Advisors in 1998, after completing a college internship with the firm. Prior to joining the group, she served as a registered account associate at UBS and RBC Dain Rauscher. Jessica is a graduate of Richard Stockton College in Pomona, New Jersey, with a bachelor’s degree in finance. She maintains her Series 7. 63, and 66 securities registrations. Jessica has two children, Marley and Chase.

Chalee Ricciardi is a Senior Registered Client Associate that brings over 30 years of experience in the financial-services industry. She earned her bachelor’s degree from Virginia Polytechnic Institute where she met her husband, William Ricciardi III. Chalee started her career in 1991 with Wheat First Securities in Alexandria, Virginia. She then joined A.G. Edwards & Sons, another predecessor firm of Wells Fargo Advisors. She holds Series 7, 63 and 66 securities registrations. Chalee considers her clients more like an extended family since she has worked with many of them for 30 years. She considers relationship building as the best part of her job because it requires trust and a commitment from both sides. As an empty nester her new passions are exploring new art mediums, playing pickleball with her husband, and travelling to new destinations.

Melissa Rush has over 15 years of experience in the financial-service industry.  Before joining the Riverfront Wealth Advisors group, she worked in the Washington DC office of Wells Fargo Advisors, serving as the primary operations contact for clients. She earned her degree from IMM South Africa in marketing management.  Melissa is from South Africa and now lives in Alexandria with her husband Scott and son, Connor.  She has 3 French Bulldogs named Patches, Peaches and Pickles. In her spare time she enjoys the outdoors, gardening and family travel.

Amy is a Senior Client Associate with over 20 years of financial services experience.  She started her career as a client associate for Paine Webber in 1995 and eventually joined A. G. Edwards (a predecessor firm of Wells Fargo Advisors) in the Boston office in 2005, relocated to DC for Wells Fargo Advisors in 2010 as the Branch Liaison.  Amy managed the day-to-day operations of the Washington, DC office for 12 years. She holds a Series 7, 9, 10 and 63 FINRA registrations. A graduated with honors from Northeastern University in Boston, MA with a Bachelor of Science in Business Administration. Amy enjoys laughing and eating, never leaves home without her “TOBASCO” sauce, and spends her time between Boston (love those New England Patriots) and Maryland with her family.

Lichelle Yalung began her career with Wachovia Securities, one of the predecessor firms to Wells Fargo Advisors, in 2000. Lichelle is responsible for creating and implementing all team events and seminars, as well as all administrative, operational and service-related matters for the team. Lichelle attended Marymount University where she studied Business Administration. Lichelle lives in Maryland with her husband Raymond and three children – Aaron, Alyssa, and Aldrick. In her spare time she enjoys spending quality time with her family, attending her children's activities, and going to the gym with her husband.