Jeffrey Eveland is a Wealth Management Advisor and Managing Director at Merrill, where he leads The Eveland Group, a wealth management team based in Loudoun County, Virginia. He has over two decades of experience advising affluent individuals, families, corporate executives, business owners, and professionals on comprehensive financial strategies. His practice is focused on client-centered service, helping clients navigate significant life events and financial decisions through personalized planning. Jeff earned a Bachelor's degree from the University of Virginia, where he studied Engineering and Economics. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized nationally, including listings in Barron's "Top 1,500 Financial Advisors" and Forbes' "Best-in-State Wealth Advisors." Residing in Leesburg, Virginia with his wife, Alyssa, Jeffrey is active in the community, including involvement with the Loudoun County United Way. Outside of work, he enjoys traveling with his family, golfing, hiking, attending concerts, and sporting events.

Noah Trone is a Financial Consultant at Fidelity Investments, where he currently works to help clients achieve their financial goals. His approach involves understanding the priorities of clients and their families to collaboratively create tailored financial plans. Noah has held several roles at Fidelity Investments since 2022, including Financial Representative, Relationship Manager, Investment Consultant, and Planning Consultant. This range of experience has contributed to his knowledge in financial planning and client relationship management. Outside of his professional work, Noah enjoys golf and spending time with his pets.

Brian Mc Donald is a CFP® and ChFC® credentialed advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Richard Jollon is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2014, including the Morgan Stanley Private Bank, National Association since 2015. He serves on the Investment Committee of the Community Foundation for Loudoun and Northern Fauquier Counties. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, delivering tailored financial planning and managing approximately $2.74 trillion in client assets.

Kamille Larrabee is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior work includes roles at Magellan Federal and the University of Denver, as well as a position at Coopers Hawk Winery and Restaurant. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that blends proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios delivered to intermediary platforms.

Christopher Claps is a financial advisor with Merrill in Leesburg, VA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Merrill since 2017 and previously spent three years with Archer Distributors, LLC. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joe Bartosic is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he partners with clients to develop customized financial plans tailored to their specific goals and needs. He has been with Fidelity Investments since 2019, progressing through several roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before becoming Vice President. His experience encompasses various aspects of financial consulting and client relationship management. Joe emphasizes the importance of having a sound financial plan as a key element in preparing for the future.

Gabriel Short is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Merrell and Virginia Tech, among others. Outside of his financial advisory role, he works as an independent food courier for Uber Eats. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and utilizes a combination of discretionary and non-discretionary asset management strategies.

William Wallace is a financial advisor with Primerica Advisors in Ashburn, VA, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in the sale of home security and automation products, as well as loan product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

James Wehr is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has worked with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2001. Mass Mutual Investors Services, LLC 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 offers collaborative, annual financial planning engagements and various investment programs tailored to client goals.

Michael Glozer is a financial advisor at Fisher Investments with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fisher Investments, he worked at Churchill Management Group for 18 years and Focus Partners Wealth, LLC for one year. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process utilizing quantitative and qualitative research, and offers tax-aware strategies and risk management techniques.

Carole Maloney is a financial advisor at Ameriprise with 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Maloney serves on the board of directors for Conversations at Oatlands, a nonprofit organization based in Leesburg, VA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jason Richards is a financial advisor with LPL Financial in Ashburn, VA, holding the CFP® designation and Series 63 and 66 licenses. He has 28 years of industry experience and has been with LPL Financial since 2009. Richards also engages in insurance brokerage activities involving term and fixed life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from multiple sources.

Robert Feisee is a CFP® professional with 25 years of industry experience. He is currently with Cambridge Investment Research Advisors and has been with the Cambridge group since 2017. Prior to this, he spent eight years at National Planning Corporation and practices law through Insight Law, PLLC. He is also involved in a marketing business, L35, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and platform options.

Erin Smith is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. She has held roles at Accordant Advisory Group and Raymond James Financial Services, reflecting a continuous career in financial advisory since 2000. Outside of her advisory work, she is president of Goose Creek Strategies, LLC, a support company, and serves as treasurer on the executive board of the Middleburg Hunt nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling and supports various advisory programs and specialized institutional consulting.

Jon Wasilausky is Vice President and Financial Consultant at Fidelity Investments, where he leads a wealth management team focused on creating customized financial plans for clients and their families. He employs a collaborative and consultative approach to understand individual and family concerns, aiming to develop financial strategies tailored to unique goals. Jon has been with Fidelity Investments since 1993, progressing through various roles including Market Leader, Senior Branch Office Manager, Regional Sales Manager, and Branch Manager. His extensive experience spans wealth management, investment consulting, and branch leadership. He holds a California Insurance License. He resides in Northern Virginia with his wife and four sons.

Jack Gill is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Jack applies lessons learned early in life about the importance of planning to his approach in financial consulting. He collaborates with clients to understand their goals and develop customized strategies to manage, protect, and grow their wealth. Outside of his professional work, Jack enjoys spending time at the beach, watching movies, and listening to music.

Clifford Boyle Jr. is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning using structured discovery conversations and proprietary planning tools.

Ryan Supplee is a financial advisor with Morgan Stanley in Leesburg, VA, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. 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 employs a structured, tool-based planning process that integrates Global Investment Committee estimates and scenario modeling.

Esther Searles is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant and Planning Consultant at Fidelity Investments from 2020 to 2023. Her experience also includes working as a Financial Consultant at TD Ameritrade from 2019 to 2020 and as a Licensed Insurance Agent at New York Life from 2018 to 2019. Esther focuses on collaborating with clients to develop financial plans tailored to their individual needs and goals. She resides in Northern Virginia with her husband and three children. Outside of her professional work, Esther enjoys interests such as food, skiing, and yoga.