Elizabeth Mc Kie is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Ropes & Gray LLP and Cambridge Associates LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Janet Haley is a CFP®-certified financial advisor with over 31 years of industry experience. She is currently with Charles Schwab, where she has worked since 2020. Prior to that, she held roles at USAA Investment Management Company and USAA Financial Planning Services. Outside of her advisory work, she co-authored the book *Value Investing for Dummies* in 2002. 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 multi-asset model portfolios supported by centralized custody and operational infrastructure.

Ben Baldwin is a Financial Consultant currently working at Fidelity Investments since 2022. His professional focus is on understanding clients' financial priorities through an established process, developing tailored strategies to achieve their goals, and supervising and maintaining these plans to adapt to life and market changes. He has experience as a Financial Advisor at several firms, including Ameriprise Financial (2021-2022), Merrill Lynch (2020-2021), and Edward Jones (2016-2020). This background reflects a continuous career in financial advisory roles over multiple years.

Kieran Watson is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2022, following previous roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Carl Trevisan is a CFP® certificant with 45 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and previously held roles at McLaughlin Ryder Advisory Services, Coburn & Meredith, Inc., and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Amante Decastro is a Series 66-licensed financial advisor with Ameriprise in Woodbridge, VA, and has 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Jessica Collazo is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Raymond James Financial Services, Sullivan & Associates, and T. Rowe Price. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including multi-manager and fund-of-funds structures.

Stefan Maric is a Planning Consultant at Fidelity Investments, where he provides guidance on investment strategies, retirement planning, and wealth planning. He works closely with clients to support them in making informed financial decisions aligned with their unique goals. Stefan has held various roles at Fidelity Investments, progressing from Financial Representative in 2024 to Relationship Manager in 2025, before becoming a Planning Consultant in 2026. This experience has given him insight into different facets of financial advising and client relationship management. Outside of his professional responsibilities, Stefan has interests that include cars, football, social events, golf, movies, and traveling.

Erik Steudle is a financial advisor with LPL Financial in Alexandria, VA, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Merrill, Truist Investment Services, and Wells Fargo Clearing. He is also engaged as an investment adviser representative through Good Life Advisors, LLC, an independent registered investment advisory firm. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tristan Caudron is a CFP®-certified financial advisor with over 31 years of industry experience. He currently works at Wells Fargo Advisors and has previously been with Wells Fargo Clearing. Caudron is also the owner of Riverfront Wealth TC LLC and holds a majority stake in Riverfront Wealth Advisors LLC, both financial practices based in Virginia. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools to develop personalized recommendations.

Bennett Whitlock III is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1993 and worked with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, Whitlock holds ownership interests in a co-working space and a commercial real estate partnership, and serves on the boards of the Manassas Ballet Theatre and the Prince William County Chamber of Commerce. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Randy Lakes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Grove Point Advisors, LLC, RLMM Enterprises, LLC, Grove Point Investments, LLC, and IFG Advisory Services Inc. Lakes is also involved in managing Lakes Investment Solutions Group, LLC as a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party strategies.

Andres Vitalis is a financial advisor with Charles Schwab in Alexandria, VA, holding a Series 66 license and 14 years of industry experience. His prior roles include positions at TD Ameritrade, Wells Fargo, and PNC Wealth Management. Outside of his advisory work, he is involved with Vitalis Ventures LLC, which manages real estate holdings through an LLC structure. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combined brokerage, advisory, and custody platform with both non-discretionary and discretionary investment options featuring multi-asset model portfolios and alternative investment access.

Debra Chandler is a financial advisor at OSAIC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Signator Investors, Inc. and H.D. Banker & Company, LLC. Outside of her advisory role, she is the founder of K F Enterprises, LLC, a social media network representation business. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various strategies and third-party managers.

Pablo Morantes Saa is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to define their financial goals and develop portfolio strategies aimed at achieving them. His approach involves ongoing advice and adapting portfolios as clients' situations change, with a focus on education planning, family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. Pablo holds a Bachelor's Degree from Purdue University and a High School Diploma from Paul VI Catholic High School. He is a Personal Investment Advisor (PIA) and is a member of the Country Club of Fairfax. Fluent in English and Spanish, Pablo leverages his background to support diverse client needs. Originally from Colombia, Pablo enjoys playing and watching tennis, football, golfing, traveling, spending time by the beach, and exploring dining experiences in Washington, DC.

Michael Cradler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at several firms including Avantax and Van Buren Financial, and has been with Wells Fargo Clearing or related entities since 2022. Outside of his advisory work, he contributes as a freelance content writer for The Washington Update, providing non-partisan content. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with a broad range of financial products distributed through its bank and insurance affiliates.

Jessica Light is a CFP® professional with nine years of industry experience, currently affiliated with LPL Enterprise. Her prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, Community Bank of the Chesapeake, Infinex Investments, and ISI of Maryland. She also serves as an adjunct professor at the College of Southern Maryland and assists clients with Medicare Supplement and drug plan purchases through her business, Retirement Light, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Daniel Kim is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has worked at Prudential Insurance Company of America since 2002 and has been with LPL Enterprise since 2024. In addition to his advisory role, he is involved in property and casualty insurance as well as health insurance activities related to Medicare. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers a range of financial planning and consulting services along with access to third-party asset managers and insurance products.

Jeffrey Callan is a CFP® professional with 23 years of experience currently affiliated with LPL Financial. He has previously worked at Apple Federal Credit Union, Cuso Financial Services, LP, and Cetera Investment Services 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 financial planning and investment solutions, combining advisory and brokerage services supported by advanced operational tools and a broad platform of non-advisory financial products.

Kurtis Frogale is a CFP® professional with 10 years of experience at Edward Jones, where he has worked since 2016. He holds the Series 66 designation and is based in Springfield, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.