John Ferguson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His career includes prior roles at Equitable Advisors, Private Wealth Advisers, LLC, and Mony Securities Corporation. Outside of advising, he serves as treasurer of GW Community School, a private high school, and participates on its scholarship foundation committee. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

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.

Royeen Sanie is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones, United Brokerage Services, and Navy Federal Credit Union. Outside of finance, he was involved with Quality Floor Kitchen & Bath LLC for four years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with systematic and qualitative research, and includes capabilities in derivatives and commodities.

Gary Barnes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 19 years and was with LPL Financial from 1991 to 2005 before rejoining in 2025. Barnes is also president of The Barnes Group, a business he has owned since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management access.

Geoffrey Giffuni is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch Wealth Management in Garden City, NY in May 1987. Geoffrey works with both individuals and institutions, providing customized portfolio management and liability management services. His client base includes individuals and their families, public and private companies, endowments, foundations, and unions. He values the opportunity to work with successive generations within families, including children and grandchildren of long-term clients. He holds a Bachelor's Degree from Ithaca College and the professional designation of Personal Investment Advisor (PIA).

Kamalpreet Sidhu is a financial advisor with Edward Jones in Ashburn, VA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2025, Sidhu worked at Bank of America and Merrill from 2018 to 2025 and spent one year at PNC Financial Services Group Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of wealth segments. The firm offers both discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Anthony Tremonte is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill since 2003 and holds Series 63 and Series 66 credentials. 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.

Ryan Seward is the Market Leader responsible for overseeing five Fidelity branch locations in Northern Virginia, including Ashburn, Reston, Tysons Corner, Arlington, and Alexandria. In this role, he coaches branch leaders and associates to maximize their potential and ensure Fidelity's clients in the region receive an exceptional experience. Ryan has been with Fidelity Investments since 2011, holding various positions such as VP and Branch Leader, Assistant Branch Manager, Team Leader for Workplace Planning and Advice, Senior Workplace Guidance Manager, Workplace Guidance Manager, and WPS Service Delivery Manager. His extensive experience within Fidelity reflects a progressive leadership career focused on branch operations and client service. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Channing Blevins is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. Prior to joining Fidelity, Blevins held various positions including roles at several golf clubs and Radford University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies and AI-driven research.

Conor Mullee is a CFP®-certified financial advisor with Edward Jones, based in Leesburg, VA, and has eight years of industry experience. Before joining Edward Jones in 2018, he was involved with Diamond Sports Training for over a decade and spent a year with the Chicago Cubs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services and maintains a large network of financial advisors and branch offices across the country.

Anne Byerly is a Planning Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as a Financial Advisor at Edward Jones from 2018 to 2025. She holds a California Insurance License. Anne focuses on building personal relationships with clients by understanding their unique financial needs. She collaborates closely with clients to develop plans aimed at protecting, managing, and growing their wealth. Outside of her professional work, Anne enjoys spending time at the beach, engaging in family activities, social events with friends, reading, traveling, and volunteering.

Gerald Radican is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Mass Mutual and its affiliates since 1994. Outside of his advisory role, he serves as an advisor involved with life settlements and viatical settlements through Veritas and is engaged in wealth consulting activities. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships utilizing firm-approved analytical tools.

Michael Oswald is a Series 66 licensed advisor at Charles Schwab with nine years of industry experience. His prior roles include positions at Edward Jones, Pruco Securities LLC, and The Prudential Insurance Company of America. He is currently based in Leesburg, VA. Charles Schwab serves a large client base primarily composed of 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 offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios, alternative investment due diligence, and integrated custody and brokerage services.

Esterlyn Fernandez is a Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2023. In this role, she partners with clients and their families to develop and maintain financial plans tailored to their unique financial goals, emphasizing a relationship built on trust. Esterlyn's experience spans several roles within Fidelity Investments, including Financial Consultant, Planning Consultant, Relationship Manager, and Central Relationship Manager, dating back to 2016. Prior to joining Fidelity, she worked as a Universal Branch Associate at Capital One Bank from 2014 to 2016. Outside of her professional responsibilities, Esterlyn has interests in cooking and baking, family activities, gardening, parenthood, and softball.

Bryan Hale is a financial advisor with LPL Financial in Sterling, VA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2026, he worked at Edward Jones for three years and has experience in various roles including real estate and investment management. Outside of his advisory work, he manages several real estate investment entities. 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, model portfolio programs, and institutional platforms, with a focus on customizable investment strategies supported by research and technology tools.

Samuel Kerr is a Planning Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. His professional journey in financial planning is a second career, following his experience as an elementary and special education teacher. Samuel applies lessons learned from teaching—valuing relationships and simplifying complex concepts—to his work in financial planning. He focuses on understanding clients' goals and collaboratively developing plans to protect, manage, and grow their wealth.

Kevin Wamsley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in mortgage and real estate services through his positions at Distinctive Referral LLC and Main Street Home Loans LLC. 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, model portfolio programs, and institutional platforms.

Ben Knighton is a Financial Consultant currently working at Fidelity Investments since 2022. In his role, he focuses on understanding clients' individual circumstances and assisting them in creating financial plans aligned with their personal goals. Prior to his current position, Ben served as a Senior Registered Wealth Management Client Associate at Merrill Lynch from 2014 to 2022. Over his career, he has developed experience in wealth management and financial consulting. Ben's approach emphasizes meeting clients with care and thoughtfulness, aiming to support them effectively through their financial planning process.

Tricia Tripp is a CFP® with 32 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. She has worked with Raymond James since 1994 and previously operated her own firm, Tripp Financial Consultants, Inc. In addition to her advisory work, Ms. Tripp owns and manages Fox Hollow Farm LLC, where she employs staff to care for animals and property. 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 plans, corporations, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Consulting.

Richard Pollick is a financial advisor with Charles Schwab holding a Series 66 credential and approximately one year of experience in the industry. His prior experience includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Oppenheimer and Co Inc., as well as several periods dedicated to full-time education. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment offering process.