Samuel Kim is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior firms include Raymond James & Associates, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technological tools and a broad non-advisory financial platform.

Gregory Souchack is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked for International Business Machines for 20 years. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Eric Sengstack is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Bank of America, N.A. since 2024 and has been with Merrill since 2008. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Isabel Cooper is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at several firms within the Edelman Financial Engines organization since 2009. Outside of her advisory role, she serves as a director for Cross Rivers Ministries, a nonprofit focused on life coaching, and is the founder of Coops Hoops and Foods, a podcast covering basketball and culinary topics. 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 management and non-discretionary advice across various account types.

Peter Chipouras is a financial advisor with OSAIC in Leesburg, VA, holding CFP®, Series 63, and Series 65 designations and bringing 32 years of industry experience. He has worked with OSAIC since 1996 and The Washington Insurance Group since 2005. Outside of his advisory role, he also provides life and disability insurance services for existing policies. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a wide network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios tailored to client preferences.

William Beasley is a financial advisor with Charles Schwab, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., Scottrade, and ViBe, LLC. Outside of the financial industry, he works as a sales associate at Lowe's Home Improvement. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by comprehensive research and due diligence.

Aniyah Jones is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she held roles in various organizations including Apple Federal Credit Union and Capstone Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Punchai Vutiprichar is a financial advisor at Fidelity with 21 years of industry experience and holds a Series 66 designation. His prior work includes five years at Equitable Advisors before joining Fidelity, where he has held various roles since 2010. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with unique capabilities such as CFTC registration and advisory roles to multiple registered investment companies.

Cortney Heykoop is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services, NYLIFE Securities, New York Life Insurance, and Chevy Chase Financial Services. Heykoop serves on the board of directors for The Arc of Loudoun and provides community and home-based services to Medicaid patients focused on independent living skills through her company, Clover Leaf Wealth Strategies. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple investment platforms, providing portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments managed on discretionary or non-discretionary bases.

Adam Skitol is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior roles include positions at Trimmer Associates and Bankers Life Securities Inc. Outside of his advisory work, he occasionally conducts property inspections as an independent contractor for Trimmer Associates. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and maintaining a large network of advisors and branch offices nationwide.

Luke Cullen is a Financial Consultant at the Fidelity Investor Center located in the Ashburn - One Loudoun office. In his role, he serves as a local dedicated advisor for clients seeking deeper financial planning and long-term partnerships to achieve their financial goals. His focus is on understanding clients' objectives and collaborating with them to develop plans that inspire confidence and comfort. Luke's professional experience includes his current position as a Financial Consultant at Fidelity Investments since 2023. Prior to this, he was an Investment Consultant at Fidelity Investments from 2022 to 2023, and he worked as a Financial Advisor at Edward Jones Investments from 2019 to 2022.

Diego Figueroa is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at MassMutual and spent three years at TopGolf. Outside of his advisory role, he operates an online store listing and selling trading cards. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Stephen Ide is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been associated with Merritt Properties since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jason Gulosh is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His career includes roles at USAA Financial Planning Services and Bogart Wealth, with multiple positions within Edelman Financial Engines and its predecessor firms. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Jennifer Ford is a financial advisor at Edward Jones in Ashburn, VA, holding a Series 66 designation with one year of industry experience. Her prior career includes over two decades at the Department of Veterans Affairs and ongoing work at George Washington University since 2014. She is also the owner of Whole Health Coaching, LLC, a consulting and coaching business based in Arlington, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of more than 23,700 advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard, with approximately $1.01 trillion in assets under management.

Rachel Elkins is a financial advisor at Edward Jones in Berryville, VA, holding the CFP® and Series 66 designations with 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a network of more than 23,700 advisors nationwide. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary managed solutions along with affiliated mutual funds and overlay tax-efficient services.

Cheng Zhao is a financial advisor at Ameriprise in Alexandria, VA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Ameriprise in 2025, Zhao worked for Capital One N.A. for 16 years. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Lauren Conkright is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has six years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to her financial services career, she worked at Bowie Produce Company for 16 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

John Ferguson is a financial advisor with Cambridge Investment Research Advisors in Ashburn, VA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015 and serves as treasurer and scholarship committee member for GW Community School, a private high school in Springfield, VA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of discretionary and non-discretionary strategies across multiple custody platforms.

Sean Connolly is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2026. Prior to this role, he worked at Financial Engines Advisors L.L.C. for seven years and has held positions at Raymond James Financial Services, TIAA, and several firms focused on federal employee benefits. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process alongside planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.