Aya Funahashi is a financial advisor at Raymond James Financial with three years of industry experience. Prior to joining Raymond James, she worked for LastPass c/o GoTo, Inc. for 11 years. She also serves as a financial advisor at McNellis & Asato, Ltd. in a non-owner capacity. 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, and institutional clients. The firm utilizes tailored planning and analytical tools to support client goals and offers specialized services such as municipal and public-finance advisory and SIMPLE IRA Employer Advisory programs.

Michael Magruder is a CFP® with over 32 years of experience in financial advisory and tax preparation. He has served in various roles at Avantax and Cetera since 2002 and currently operates his own tax preparation and accounting business. He is affiliated with Cetera Investment Advisers LLC, a large SEC-registered advisory firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services.

Joseph Esparolini is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017, following a year at Facebook and six years with the U.S. Army's Department of Defense. Outside of financial advising, he is involved with Hunting Hawk Farm, LLC, a horse boarding and apartment rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Sima Zahid is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA before joining Primerica in 2019. Outside of her advisory work, she serves as an anchorwoman for Arian Afghanistan TV, is the treasurer of the Carterwood Community Association, and leads the cultural committee of the Afghan Academy nonprofit. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, managing potential conflicts through disclosure and oversight.

Matthew Wright is a financial advisor with Merrill in Leesburg, VA, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill Lynch and Bank of America since 2011. Outside of his advisory role, he participates in the Loudoun County Chamber of Commerce, engaging in general business networking. Merrill, along 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kaitlyn Powell is a financial advisor with Robert Baird & Co. She holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Baird in 2024, she worked for Financial Engines Advisors L.L.C. from 2020 to 2024 and Wegmans Food Markets from 2015 to 2020. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, and advisory strategies supported by internal research and tools, managing approximately $394 billion in regulatory assets as of December 2025.

Timothy Ashley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Microsoft Corporation, 6A Management Corp., and Global Integration Partners. Outside of his advisory work, he serves as a Principal Program Manager at Microsoft Corporation. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering a range of financial planning and advisory programs supported by model portfolios, research, and technology-driven solutions.

Chad Williams is a CFP® and ChFC® with 12 years of experience in financial advising. He has worked at Edward Jones since 2013, with a brief tenure at Raymond James Financial Services in 2020. Outside of his advisory work, he is involved in freelance photography, specializing in headshots for financial advisors, and participates as an alumni committee member at the College for Financial Planning, assisting with diversity scholarship candidate interviews. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Pamela Sams is a financial advisor with OSAIC, holding a Series 66 designation and bringing 24 years of industry experience. She has worked with firms including Securities America Advisors and Voya Financial Advisors and has owned Jackson Sams Financial Services since 2012. Outside of her advisory work, she is involved in community activities such as substitute teaching in Loudoun County Public Schools, volunteering to provide financial consultations for women in transition, contributing articles on retirement planning, and serving as an AARP Community Ambassador. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm integrates brokerage and advisory services with a variety of investment tools and third-party solutions to construct and manage tailored portfolios.

Joely Mauck is a CFP® professional with 34 years of industry experience, currently advising clients at LPL Financial since 2009. She has also been affiliated with American United Life since 2002. Mauck holds Series 63 and Series 65 licenses and dedicates a small portion of her time to non-variable insurance sales with various carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a broad range of advisory programs and planning services, utilizing model portfolios, third-party research, and technologies including machine learning.

Joshua Best is a financial advisor with J.P. Morgan Securities in Purcellville, VA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Equitable and NY Life. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a manager-solutions team to support customized recommendations within an ESG eligibility framework.

Matthew Smolsky Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for 19 years and The Barnes Group for 23 years. In addition to his advisory role, he serves as Assistant Fire Chief with the Prince William County Department of Fire & Rescue. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Gunnar Laasanen is a CFP® with nine years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Northwestern Mutual Wealth Management Company and several other financial firms. He serves on the board of Hope For Grieving Families, a charity supporting local families coping with loss. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm supports a range of investment strategies with over 10,000 advisors and approximately $256 billion in assets under management.

Scott A. Spiers serves as the Resident Director and Wealth Management Advisor at Merrill. He has been in the financial services industry since January 2015 and is a fully licensed financial advisor. Scott's approach centers on building wealth management strategies tailored to individual client needs, focusing on tax-efficient portfolios and retirement planning. Before joining Merrill, Scott began his financial services career with a smaller firm, achieving the highest level of production distinction in his third year. Prior to his financial career, he served nearly 21 years as a commissioned officer in the U.S. Air Force, commanding three squadrons and deploying to Iraq, Afghanistan, and Qatar. His educational background includes a Bachelor of Science from the U.S. Air Force Academy, a Master of Science in Finance from the University of Texas at San Antonio, an MBA from the College of William & Mary, and a Master of Arts in Homeland Security from the Naval Postgraduate School. He holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Scott emphasizes that his work is about understanding clients' life priorities and creating personalized financial plans that align with their goals and aspirations. He is committed to community involvement, reflecting the Merrill tradition of service by volunteering with local organizations. His personal interests include a variety of sports and endurance activities such as baseball, basketball, biking, football, running, running marathons, soccer, and swimming.

Bryan Holoman is a financial advisor with LPL Financial in Herndon, VA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with LPL Financial since 2012. Outside of advisory services, he is involved in tax preparation for individuals and operates a ride-sharing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources along with technology-driven strategies.

Joseph Myer is a financial advisor with LPL Financial in Ashburn, VA, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is involved with Courser Capital Management, LLC, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Tom Gerstenschlager is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024, and has held positions including Associate Financial Representative at Northwestern Mutual in 2023, Financial Advisor at LPL Financial from 2020 to 2022, and Licensed Agent at NYLife Securities LLC in 2020. Throughout his career, Tom has focused on building personalized financial plans tailored to clients' goals, objectives, and concerns. His approach emphasizes understanding clients' current and future financial situations to co-create effective strategies. Outside of his professional work, Tom enjoys baseball and spending time with family.

Nathan Myers is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2008. Outside his advisory role, he is a board member of the Wholehearted Foundation and serves as a board trustee for Providence Academy, where he participates in governance and financial oversight. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm 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.

Samuel Kim is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 28 years of industry experience. Prior to joining LPL Financial in 2025, he held roles at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by proprietary and third-party research.

Gregory Souchack is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked for International Business Machines for 20 years. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.