Mark Mueller is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and its affiliated investment management firm since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers retirement, tax, estate, business continuation, divorce, and special needs topics, with clients able to combine planning with managed-account services under a consolidated billing option.

Howard Lynes is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked with Merrill Lynch since 2001 and Bank of America since 2011. Outside of his advisory role, he is involved in managing an aircraft leasing business and operates a guest house rental in Leesburg, Virginia. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Matthew Owens is a CFP® professional with seven years of experience in financial advising, currently with Edward Jones since 2019. Prior to joining Edward Jones, he spent nine years at PGC Landscape. He serves as a board member at the Delaplaine Arts Center in Frederick, MD, where he supports the organization’s community engagement efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

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.

Zach Plaster is a Financial Consultant with Fidelity Investments, where he has been serving since 2025. Prior to this role, he held positions as a Planning Consultant and Relationship Manager at Fidelity Investments from 2023 to 2025. He also worked as a Financial Consultant with Equitable Advisors in 2023. Zach helps local families and individuals create personalized financial plans centered on their unique objectives. He collaborates closely with clients to understand their goals and develop strategies aimed at achieving financial success. Having grown up and spent much of his professional life in Northern Virginia, Zach is committed to supporting his local community. He holds a California Insurance License. Outside of his professional work, Zach enjoys bowling, attending social events with friends, playing musical instruments, reading, and playing tennis.

Jessica Perry is a CFP®-certified financial advisor with two years of industry experience, currently affiliated with LPL Financial. She has previously worked at Bank of America, Merrill, and Sandy Spring Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and nonprofit organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Robyn Crossan is a financial advisor with Thrivent Investment Management in Germantown, MD, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her career includes roles at Thrivent Financial and XML Financial Group. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written financial plans without implementation, and allowing clients to combine planning with managed-account programs under a consolidated WealthPlan billing option.

Nancy Gallagher is a financial professional with 13 years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked with firms including OneAmerica Securities, MassMutual, and Springhouse Financial, LLC. Outside of advisory roles, she serves as secretary and treasurer for a nonprofit organization and is a board member of an educational institution. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management options and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

William Frogale is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2013, initially serving as an Investments Representative before his current role. Prior to joining Fidelity, he worked as a Financial Planner at PRUCO Securities, LLC from 2010 to 2013, a Financial Advisor at VALIC Financial Advisors, Inc from 2006 to 2009, and as a Registered Marketing Associate at Citigroup Global Markets Inc from 2005 to 2006. With over 20 years of experience in financial services, William has worked with a diverse range of investors and client families. He focuses on wealth planning and helping clients work toward their financial goals. He holds a California Insurance License.

Conor Fitzpatrick is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors for 11 years. Fitzpatrick also manages a separate business entity, CMF Advisors, Inc., for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

Alexander Neishell is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Herc Rentals and Temp Power Generator Rental. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Samuel Winkler is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to his advisory role, he served 24 years in the United States Army. Outside of his advisory work, he owns a business selling patriotic apparel for military organizations and occasionally works as a food delivery driver. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and written recommendations on various planning topics without portfolio management or discretionary trading authority.

Jason Pitts is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He previously worked for Cambridge Investment Research Advisors, Inc. for ten years. Outside of his advisory role, he owns a fishing charter business and serves as secretary of a condominium association. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including specialized areas such as business-owner transition and special-needs analysis.

Michael Rodriguez is a financial advisor at Edelman Financial Engines with a Series 65 designation and experience at multiple firms since 2018. His prior roles include positions at Fiduciary Decisions and Facet Wealth, as well as work at First United Land Transfer and Kutztown University of Pennsylvania. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services to other financial institutions, and supports a large participant base through both advisor-led and online offerings.

Nathaniel George is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he manages rental properties in Virginia. 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 solutions, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.