Samuel Kim is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Raymond James & Associates, Wells Fargo Clearing, Banc of America Investment Services, and Raymond James Financial 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 financial planning and investment programs, utilizing both proprietary and third-party strategies, supported by advanced research tools.

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.

Young Kim is a Series 66-licensed financial advisor at Osaic with eight years of industry experience. He previously worked at Lincoln Financial Advisors and MCB Consulting LLC. In addition to his advisory role, Kim provides consulting services to business owners on operations and business strategies and works part-time as a home caregiver. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and risk management tools.

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 at OSAIC with 32 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. He has worked at both OSAIC and The Washington Insurance Group for over two decades. Chipouras also maintains a sole proprietorship focused on servicing existing life and disability insurance policies. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a range of brokerage and advisory services. The firm employs a model-based investment approach with tools for asset allocation and portfolio optimization, supporting various managed account programs and third-party money manager options.

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.

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 licenses and has worked previously at Woodbury Financial Services, NYLIFE Securities, New York Life Insurance, and Chevy Chase Financial Services. Heykoop is a member of the board of directors at The Arc of Loudoun, a nonprofit organization. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Satnam Khalsa is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His previous roles include positions at Ameriprise and the Federal Judicial Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Matthew Thompson is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he held roles at Potomac Financial Private Client Group and Carradice Wealth Advisors. He has been involved in paraplanning through VMCK Associates, Inc. outside of his primary advisory work. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Diego Figueroa is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His prior work includes a year at MassMutual and several years with TopGolf. Outside of advisory work, he operates an online trading business selling collectibles. Fidelity’s Strategic Advisers LLC serves retail and institutional clients with investment management and advisory services, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

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 25 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His career includes roles at USAA Financial Planning Services and Banc of America Investment Services, among others. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual and institutional clients, utilizing a committee-driven modeling process combined with planner delivery and online tools. The firm manages approximately $326 billion across various account types and provides a range of investment options including discretionary management and direct-indexing SMAs.

Michael Pasco is a financial advisor with LPL Financial in Sterling, VA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include six years at M&T Securities and 13 years at Truist 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 management, supported by extensive advisor tools and a broad platform of non-advisory financial activities.

Jeffrey White is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at firms including Northwestern Mutual Wealth Management Company and Joseph Greenwald and Laake. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses across various planning topics, delivered as one-time or ongoing engagements, without discretionary trading authority or institutional portfolio management.

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.

Kelly Kreis is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at Thrivent Financial and Wells Fargo in various capacities since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without managing discretionary portfolios for institutional clients.

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.