Laurie Blackburn is a CFP®-designated financial advisor with 30 years of industry experience, currently with Wells Fargo Advisors since 2024. Her prior roles include positions at Wells Fargo Clearing, McLaughlin Ryder Advisory Services, Coburn & Meredith, Inc., and Morgan Stanley DW Inc. She serves as Investment Committee Chair for the Goodwin Living Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically discrete and optional implementation through brokerage or advisory programs.

Mary Robinson Carter is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she specializes in advising first-generation wealth creators, business owners, and executives through complex financial transitions. Her expertise includes assisting clients with business succession, leadership and equity changes, retirement planning, and managing life after liquidity events. Mary’s work is informed by her own experience as a first-generation wealth creator. She understands the multifaceted nature of wealth, encompassing identity, responsibility, family dynamics, and legacy. She serves a diverse clientele including founders, women business owners, entrepreneurs, executives, and nonprofit leaders, many of whom navigate wealth without extensive family history of financial education or guidance. Mary coordinates closely with wealth, legal, and tax professionals to offer comprehensive support aligned with clients' values and long-term goals. Mary holds a bachelor's degree from Elon University and is a Personal Investment Advisor (PIA). In addition to her professional role, she actively participates in community organizations such as the Coco Coalition, Merrill Washington D.C Women's Exchange, Ronald McDonald House, and Together We Bake.

Anton Reese is a financial advisor with Charles Schwab in Alexandria, VA, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., Bank of America, N.A., and Merrill. He owns a home where his mother resides and pays rent. 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 investment approach supported by research from the Schwab Center for Financial Research.

Nicole Wright is a financial advisor at LPL Financial with nine years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill Lynch, Bank of America, Fidelity Investments, and Raymond James. Outside of advisory roles, she was involved with Parallel Wine Bistro in 2022. 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 portfolios, third-party asset management, and institutional platforms, with advisory strategies supported by advanced research and technology tools.

Elyse Dawn Fragata is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked previously at Merrill, Bank of America, Ameriprise, and other financial firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process features centralized due diligence combining quantitative and qualitative research to offer written asset allocation advice and customized performance reporting.

John Armati is a CFP® professional with 21 years of experience in the financial services industry. He has been associated with Raymond James Financial Services Advisors, Inc. since 2010. Outside of his advisory role, he serves as a member-at-large on a local condominium association board in Manassas, VA. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, along with specialized municipal and public finance advisory services.

Joseph Castelli is a financial advisor at Edward Jones in Manassas, VA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.

Harry Horning II is a financial advisor at OSAIC with a Series 66 designation and 13 years of industry experience. He previously worked at SagePoint Financial for 10 years and serves in the U.S. Marine Corps. Outside of his advisory role, he is the founder and CFO of Phase II, LLC, a government contracting business focused on community and enterprise development. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through multiple programs such as financial planning, managed portfolios, and retirement consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by various tools and strategies.

Sharolyn Wood is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to her current role, she worked at Primerica Financial Services and spent nine years with Prison Fellowship International. Outside of her advisory work, she is a co-host and speaker for a church-based multi-session conference. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Andrew Armati is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 license and six years of industry experience. He has been with Raymond James and its affiliated entities since 2020 and is also associated with McDermott-Armati Wealth Strategies, LLC. Prior to his advisory career, he worked in education and the food service industry. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools for tailored, non-discretionary planning and supports clients through various advisory programs, with a notable presence in municipal and public finance advisory.

Chris Palmer is a financial advisor at Edward Jones in Springfield, VA, holding CFP®, ChFC®, and Series 63 designations with 31 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Timothy Kirby is a financial advisor with Edward Jones in Woodbridge, VA, holding the ChFC® designation and Series 66 license. He has 12 years of industry experience and has been with Edward Jones since 2013. Outside of his advisory role, he performs occasional sacerdotal duties as a minister, including wedding and funeral services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

Bezawit Dessyalew is a financial advisor at LPL Financial with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at HSBC Securities, Wells Fargo, Sun Trust Bank, and PNC Bank. Dessyalew is also involved with Justice Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

David Basinger is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior experience includes roles at VSR Financial Services, Wells Fargo Advisors, and UBS Financial Services. Outside of advisory work, he owns a business focused on selling blank journals and engages in small-scale marketing of creative works. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a retirement income planning service that provides written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies. The firm uses proprietary research and third-party data for its advisory process, with enrollment criteria requiring a minimum level of investable assets.

Robert Schneider is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Outside of his advisory role, he is involved with Certainty of Uncertainty, LLC, an advisor-owned entity focused on managing his practice. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic automation.

Cuaduana Terry is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, PNC Wealth Management, and Equitable Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement planning with a focus on dependable income and tax-aware withdrawal strategies. The firm’s approach involves a centralized service team collaborating with advisors and utilizes proprietary research and third-party data to generate recommendations within a defined investment universe.

Jason Lesnik is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has been with Cambridge since 2016 and also serves as president of Custos Financial Services, LLC. Lesnik is actively involved in his community as a member and president of the Manassas Volunteer Fire Company. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through various platforms and provides access to third-party advisers and proprietary model strategies.

Jessica Marxer is a financial advisor with Wells Fargo Advisors in Alexandria, VA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked within the Wells Fargo organization since 2016, including eight years at Wells Fargo Clearing prior to joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with tailored recommendations delivered through meetings and summary letters, and clients may implement these recommendations through various brokerage or advisory options.

Seddon Nelson is a financial advisor at SCN Capital Management with 28 years of industry experience. He holds a Series 65 designation and has been with SCN Capital Management since 1997. Outside of his advisory role, he operates a sole proprietorship focused on information system administration. SCN Capital Management is an independent firm managing approximately $58.5 million in client assets for about 48 individual clients. The firm provides ongoing portfolio management and investment advisory services with a focus on individualized client relationships.

Glenn Ryhanych is a CFP®, CFA®, and Series 63 credentialed advisor with 19 years of industry experience. He has worked at BlueList Partners, LLC since 2019 and previously at Spire Investment Partners, LLC from 2015 to 2019. BlueList Partners, LLC is an independent, fee-only investment adviser serving high-net-worth individuals, families, corporate executives, business owners, medical professionals, retirees, qualified retirement plans, associations, and charitable organizations. The firm specializes in discretionary asset management with a focus on taxable and tax-exempt municipal bond portfolios and managed asset-allocation strategies.