Douglas Keegan is a CFP®-certified financial advisor with 26 years of industry experience. He has been with Edelman Financial Engines and its predecessor entities since 2010, including roles at Financial Engines Advisors L.L.C. Prior to his advisory work, he launched and manages Firebird Rising LLC, an entertainment business. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term strategies.

Arthur Chase is a financial advisor with UBS Financial Services in Chantilly, VA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS and its predecessor Painewebber Incorporated since 1994. He also serves on the board of directors for the Marian Woods Home Owners Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a range of capital markets services.

Marco Jauregui Flores is a financial advisor with Edward Jones in Manassas, VA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Upskill Training Partners LLC and held positions with American Airlines in Peru and Bolivia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors and 15,000 branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John May is a financial advisor at OSAIC with 47 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he spent 23 years with Lincoln Financial Advisors Corp. In addition to his advisory work, he teaches Social Security and IRA planning classes at his church several times a year. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charities through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with investment strategies that utilize asset allocation tools, risk-tolerance assessments, and automated rebalancing across diverse asset classes.

Adrienne Rowles is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Thrivent Financial, Ameriprise Financial Services, and Raymond James Financial Services. Outside of her advisory work, she is the founder and director of Shiba Rescue of New England, an animal rescue organization focused on rehoming Shiba dogs. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Robert Potter is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2010. Outside of his advisory role, he serves as senior pastor of Journey Worship Centre and is president of Breakthrough Ministries, where he is involved in speaking engagements and leadership training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products.

Russell Day is a financial advisor at Edelman Financial Engines with five years of industry experience. He holds a Series 65 designation and has worked at firms including Financial Engines Advisors L.L.C. and McGladrey. Prior to joining Edelman Financial Engines, he was employed at Boat America Corporation and New Virginia Majority. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, offering diversified model portfolios and a fiduciary investment process emphasizing long-term management.

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.

Caleb Wines is a financial advisor at Edward Jones with nine years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2016. Outside of his advisory role, he works as a food delivery driver in Woodbridge, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Gabriel Hoernig is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He has held roles at Edward Jones, Kingsview Wealth Management, Catalyst CBC, and James Madison University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, managed solutions, and affiliated investment products through a large national network of financial advisors and branches.

Thomas Wood is a CFP® and ChFC® professional with 35 years of experience in the financial services industry. He has been with Edelman Financial Engines and its predecessor firms since 1999, including Financial Engines Advisors L.L.C. since 2018. Wood holds Series 63 and Series 65 licenses. He is a passive investor in ventures related to casino management. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary advisory options.

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.

Song Park is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory role, he is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with a focus on both discretionary and non-discretionary management supported by in-house research and third-party resources.

Theodore Davis is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise since 2020 and previously spent 18 years with American Express Financial Advisors Inc. Davis is co-owner of YGB Operations LLC, a business involved in managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Davis is a financial advisor at Edelman Financial Engines with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Edelman Financial Engines and its predecessors since 1997. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options across a broad range of portfolios and retirement solutions.

Deanna Lyons is a financial advisor with Ameriprise in Manassas, VA, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, Lyons works part-time as a hairstylist at Valon Salon. Ameriprise serves clients primarily through retirement-income planning services tailored for individuals with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, supported by a centralized consulting team and algorithmic tools.

Elena Lazo Perez is a financial advisor at Edelman Financial Engines with a Series 65 designation and four years of industry experience. She previously worked at Citibank and Truist, among other firms. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment management with a focus on diversified portfolios and long-term orientation.

Victoria Neeley is a financial advisor with Thrivent Investment Management in Fairfax, VA, holding a Series 66 designation and six years of industry experience. Her prior work includes a five-year role with Virginia Cooperative Extension and consulting in 2020. She has been with Thrivent Financial and Thrivent Investment Management since 2020. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of financial planning topics. The firm delivers holistic, goal-based analyses and allows clients to integrate planning with managed-account programs under a consolidated billing option, while maintaining separate services.

John Armati is a CFP® professional with 21 years of experience in the financial services industry. He has been associated with Raymond James Financial Services Advisors, Inc. since 2010. Outside of his advisory role, he serves as a member-at-large on a local condominium association board in Manassas, VA. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, along with specialized municipal and public finance advisory services.

Brian Shanley is a financial advisor with Ameriprise in Centreville, VA, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked extensively in the music industry as a professional musician and operated his own music education business for over 16 years. Outside of advising, he continues to engage in music-related activities as a sole proprietor. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to support client financial goals. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.