Anaita Wali Zada is a financial advisor at Merrill with a Series 66 designation. She has been with Merrill since 2024 and previously worked at Bank of America, N.A., Chico's FAS, Inc., and has experience in media production ventures. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Aroson Randle is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, where he has been employed since 2021. In this role, he utilizes Fidelity's planning tools and services to assist executives in maximizing the benefits provided by their workplace plans. He focuses on delivering customer service and partnering with clients to support their short and long-term financial goals. Prior to joining Fidelity, Aroson worked as a Financial Solutions Advisor at Bank of America from 2019 to 2021, and before that, he served as a Financial Advisor at Securian Financial Advisor of the Great Lakes from 2017 to 2019. His professional experience spans various aspects of financial advising and planning. Outside of his professional responsibilities, Aroson has personal interests in fitness, football, movies, and traveling.

Timothy Plush is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at T. Rowe Price Advisory Services, TD Ameritrade, and Human Security, Inc. Outside of his advisory role, he provides voiceover services as an independent contractor. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Trevor Ikwild is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2011 and joined Merrill Lynch Wealth Management in 2014. Trevor focuses on developing strategies for high-net-worth individuals, their families, and businesses to help them pursue both short and long-term financial goals, including areas such as college education planning, corporate executive services, executive compensation, equity compensation services, liquidity management, personal retirement planning, small business strategies, sports and entertainment, tax minimization, and retirement income. Trevor holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Economics and Commerce from Hampden-Sydney College. He is also a member of the Rotary Club of Purcellville and involved with Loudoun Fair and Associates. Originally from Purcellville, Virginia, Trevor lives there with his wife, Shannon, and their three children. Outside of work, he enjoys football, golfing, and running. He has completed ten marathons across nine different states and is working toward running a marathon in all 50 states.

Christopher Van Pelt is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including over two decades with Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he is involved in operating Van Vixen Farm, 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 management services, including access to model portfolios and third-party subadvisors, supported by advanced operational tools.

Samet Degismen is a financial advisor at Edward Jones in Gainesville, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for 15 years at Dulles Glass and Mirror. He is also the owner of Spark and Shine Cleaning Services, a residential and commercial cleaning business. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions and is notable for its extensive advisor network and affiliated financial services.

Ann Williams is a financial advisor at Edward Jones in Ashburn, VA, holding a Series 66 credential with one year of industry experience. Her prior roles include positions at Centrifuge LLC, STEELE Strategies, Strategy and Management Services, Inc., and the United States Conference of Catholic Bishops. Outside of her advisory work, she owns a commercial real estate business and operates a freelance photography service. 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 and offers a range of discretionary and non-discretionary investment strategies through a nationwide network of financial advisors and branch offices.

Stephen Gray is a Wealth Management Advisor based in Leesburg, Virginia, affiliated with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2009 and focuses on retirement planning, wealth strategies, tax minimization, and small business retirement plans. His approach involves a disciplined process to deliver a consistent yet customized wealth management experience, taking the time to understand each client’s individual and professional priorities to establish objectives and develop appropriate strategies. Stephen’s expertise includes education planning, managing new wealth, portfolio management services, tax minimization, and retirement income. He conducts regular reviews with clients to monitor progress toward their goals and to adjust strategies as needed to reflect changes in their lives or businesses. Stephen holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Stephen earned a Bachelor's Degree from George Mason University. He grew up in Fauquier County, Virginia, and is a skilled horseman and animal lover. He has volunteered with Habitat for Humanity and the Humane Foundation. His personal interests include fishing, horseback riding, running, scuba diving, skiing, spending time with family, and traveling.

Benjamin Devine is a financial advisor with Ameriprise in Broadlands, VA, holding a Series 66 designation and over 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory work, he is involved in a business entity, JBRC Companies LLC, and participates in solar energy generation through a solar panel system that produces and sells Solar Renewable Energy Certificates (SRECs). Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Ahmed Idlibi is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, Wells Fargo, and Truist. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with a range of market-facing registrations and investment management capabilities.

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.

Conor Fitzpatrick is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He spent 11 years at Wells Fargo Advisors before joining LPL Financial in 2024. Fitzpatrick is also associated with CMF Advisors, Inc., a business entity for tax and investment purposes. 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 services, including access to model portfolios, third-party asset management, and institutional platforms.

Coty Backmon is a financial advisor with Equitable Advisors in Gainesville, VA, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, PNC Wealth Management, Merrill, and Wells Fargo Clearing. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Deborah Trnka is a financial advisor with Edward Jones in Haymarket, VA, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Arthur Hall is the sole advisor at StrategicGlobal Insight, LLC, holding Series 63 and Series 65 designations with 20 years of experience at the firm and 32 years in the industry overall. He has been self-employed since 1994, managing internet sales, online teaching, and talent services alongside his advisory work. StrategicGlobal Insight, LLC operates as an independent firm serving clients with personalized financial guidance.