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.

Scott Sloan is a Series 66-licensed financial advisor with LPL Financial, based in Annandale, VA, with two years of industry experience. Prior to his advisory role, he has been an assistant lacrosse coach at Top Caliber Lacrosse since 2021. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jonathan Greenwich is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co, Royal Alliance, and Capitol Financial Group. Outside of his advisory role, he is president of ThinkFast Sports, a sports and performance training company, and serves as a council member for the FuturePlan Third Party Administrator. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform that supports both discretionary and advisor-managed investment strategies.

Chalee Ricciardi is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Wells Fargo Advisors. Ricciardi is based in Alexandria, VA. 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 financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Aaron Radtke is a financial advisor at Edward Jones in Springfield, VA, holding the ChFC® and Series 66 designations with one year of industry experience. Prior to joining Edward Jones in 2024, he served in the U.S. Army from 2005 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Adam Boone is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and employs algorithmic methods and AI in its investment process.

Justin Simoni is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at BB&T Bank for six years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Sheldon Stewart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include six years at UBS Financial Services and a total of nine years across various Morgan Stanley entities before joining Wells Fargo in 2016. 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 employs more than 14,000 financial advisors, offering a combination of brokerage and advisory solutions.

Jermaine Lowery is a Series 66 licensed financial advisor with Morgan Stanley, based in Alexandria, VA. He has 11 years of industry experience and has worked with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Shaun Kline is a financial advisor at Edward Jones in La Plata, MD, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he spent 12 years at American Girl. 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 under management and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Mark Walker is a financial advisor with Edward Jones in La Plata, MD. He holds the ChFC® designation and Series 66 license, and has 13 years of industry experience, having worked at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Brendan Nixon is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked as an advanced team rock climbing coach at Sportrock Climbing Centers, where he assisted in coaching youth teams. He also has a background in education with positions at several schools and colleges. Fidelity, through its Strategic Advisers division, provides investment management and advisory services to a diverse client base, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Julia Ebron is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Bank of America and Merrill for 33 years, providing comprehensive banking and investing advice. Julia focuses on helping individuals and families reach their financial goals through personalized wealth management strategies. Her areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. Julia holds professional designations such as Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Julia earned her Bachelor's Degree from the University of Virginia. She values long-standing client relationships and believes in collaboration to develop and achieve clients' goals. Outside of work, she enjoys spending time with her two children, as well as interests including basketball, cooking, fishing, reading, and swimming.

Hope Goetzman is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. She holds the Series 66 designation and has previously worked with Goetzman Nau Financial Partners and served in a role at Youngkin For Governor. Outside of advising, she is affiliated with Goetzman Nau Financial Partners LLC as a client service associate. 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, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to support client goals and employs specialized programs such as wrap-fee advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Aliou Sow is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He works closely with clients to develop comprehensive financial plans tailored to their individual needs and partners with them to implement and maintain these plans. Aliou has been with Fidelity Investments since 2015, progressing through roles including Investment Solutions Representative, Workplace Planning Consultant, and Investment Consultant. His experience encompasses various aspects of financial consulting and investment services. Outside of his professional work, Aliou has personal interests in cooking, baking, and parenthood.

Ryan Sprowls is a CFP® professional with 28 years of industry experience, currently serving with Wells Fargo Advisors since 2025. His prior experience includes nine years at Wells Fargo Clearing and seven years at A. G. Edwards & Sons, Inc. He has entrepreneurial involvement as a partial owner of an LLC focused on commercial real estate investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services delivered through tailored recommendations based on Wells Fargo research and planning tools.

Timothy Danehower is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1996. Outside of his advisory role, he serves as a board member for Keystone Ministries & Cedar Run Community Church and another nonprofit organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and offers specialized programs including divorce planning and employer-sponsored planning.

Mark Teodosio is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes 24 years at Waddell & Reed, Inc. and various insurance carriers before joining LPL Financial in 2019. He is also licensed as a non-variable insurance agent in Southeast Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, including model portfolios, third-party asset management, and institutional platforms.

Martha Kim is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She works directly with clients to develop financial plans that align with their long-term goals, adapting these plans as clients' situations evolve. Her client focus areas include college education planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income. With 18 years of experience, Martha helps individuals navigate complex financial decisions across various life stages, including pre-retirement planning, major purchases, and education funding. She holds professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Martha earned her Master of Business Administration degree from Sungkyunkwan University and a bachelor's degree from Duksung Women's University. She conducts her advisory services in both Korean and English. Outside of her professional role, Martha enjoys activities such as chess, music, painting, photography, reading, and spending time with her family.

Charlotte Huger is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and has six years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment implementation is model-driven, relying on portfolios developed by internal research and third-party strategists.