Bradley Dean is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Bethany College and completed his high school education at Yorktown High School. Bradley also attended the University of Virginia without obtaining a degree.

Philip Cocce is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including TIAA-CREF, HSBC Securities, and Prudential Insurance Company of America. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Vera Shaker is a financial advisor with Merrill in Ashburn, VA, holding a Series 66 designation and six years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2009, serving in advisory roles throughout this period. Outside of her advisory work, she is a co-trustee of a revocable living trust. 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 plans, corporations, and charitable organizations.

Kyle Flinton is a CFP®-certified financial advisor with eight years of industry experience, currently with Raymond James Financial in Leesburg, VA. He has previously worked with Northwestern Mutual Wealth Management Company and Mark Anderson. Outside of his advisory role, he co-owns a family lake house in South Carolina that is rented out for short-term stays, managing maintenance and guest coordination. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary advice based on detailed risk profiling and analytical modeling. The firm also supports institutional consulting and portfolio management across a broad network and is affiliated with a municipal advisor to enhance its public finance services.

Ashlen Garcia Rodriguez is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals and business owners to develop personalized financial strategies that support their goals today and into the future. Her services include financial planning, investment management, and ongoing guidance to help clients make informed decisions about wealth accumulation, retirement planning, risk management, and legacy planning. Ashlen's client focus encompasses areas such as college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Ashlen earned a Bachelor's Degree from George Mason University. Outside of her professional work, Ashlen engages in activities including adventure sports, biking, boxing, hiking, rock climbing, running, spending time with her family, traveling, watching movies, and yoga.

Linda Whittington is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. She also owns and operates Whittington Wealth Management and Whittington GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Mark Brooke is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014, based in Purcellville, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary strategies along with affiliated mutual funds and a proprietary money market fund.

Gregory Chevrier is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill Lynch. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional financial products.

Denise Boyd is a financial advisor at Charles Schwab with three years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2022. Her prior roles include positions at Madison Wealth Management and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a comprehensive investment platform supported by centralized custody and operational infrastructure.

Heidi Partida is a Series 66-licensed financial advisor with two years of industry experience. She has worked at Edward Jones since 2025 and previously held roles at Guidance Investments LLC, Guidance Securities LLC, and Guidance Residential. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory strategies and maintains a large nationwide network of advisors and branch offices.

Arlisa Whitby is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Peloton. Outside of her advisory work, she operates an online shop called Brazen Creations by Arlisa on Etsy. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Krystyna King is a financial advisor at Ameriprise with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise since 2011. Outside of her advisory role, she serves as an Operations Manager for CFI Management Group LLC, supporting Ameriprise advisory practices. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendation reports. The firm delivers a wide range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Christopher Thompson is a Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 1997 and currently holds a leadership role where he works closely with clients to address their financial concerns and help them understand their options. Over his more than 25 years at Fidelity Investments, Christopher has gained extensive experience in financial markets and client relationship management. His career progression at Fidelity includes roles as Financial Representative from 1997 to 2004, Financial Planning Consultant from 2004 to 2010, and Vice President Financial Consultant from 2010 to the present. Christopher emphasizes listening and careful planning in his approach to financial consulting. No additional information on education, credentials, personal interests, or community involvement has been provided.

Brandon Price is a Financial Consultant who works with families and individuals to help them pursue their financial goals. He focuses on understanding clients' unique financial aspirations and collaborates with them to develop tailored investment plans that align with their specific goals and risk tolerance. His approach aims to assist clients in navigating the complexities of the financial industry. Brandon has held multiple roles at Fidelity Investments, including Financial Representative in 2022, Planning Consultant in 2023, and Relationship Manager in 2023. These positions have contributed to his experience in financial planning, investment strategies, and client relationship management. Outside of his professional work, Brandon engages in family activities, fitness, football, social events with friends, parenthood, and softball.

Tony Nerantzis is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 39 years of industry experience. Tony operates his own businesses, including Tony Nerantzis & Associates and Nerantzis Investment Advisory Group, both structured as S-corporations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools while supporting a wide network of advisors and affiliated firms.

Stefan Lambert is a financial advisor with Equitable Advisors in Leesburg, VA, holding Series 63 and Series 65 credentials and 36 years of industry experience. His career includes roles at Equitable Advisors, Lincoln Financial Advisors, Waddell & Reed, and UBS Financial Services. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers to deliver personalized investment solutions.

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.