Scott Aune is a CFP® credentialed financial advisor with 26 years of industry experience. He is currently with Raymond James Financial Services Advisors, where he has worked since 2026. Prior to that, he spent a decade at LPL Financial and Northwest Financial Group. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Trent Smith is the Vice President and Branch Leader at Fidelity Investments' Reston, Virginia Investor Center. In this role, he leads a team of Financial Consultants focused on delivering client-centric experiences through holistic planning and guidance. He aims to foster an empowering and motivating environment to support associates in achieving their long-term personal and professional objectives. Smith has held various positions at Fidelity Investments since 2013, including Assistant Branch Leader, Workplace Guidance Manager, Guidance Support Specialist, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. This progression reflects his experience across multiple facets of financial services and leadership within the organization.

Jahaad Martin is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities, JP Morgan Chase Bank, and Merrill. Outside of his advisory role, he owns a rental property in Houston, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the expertise of its Financial Advisors and Estate Planning Strategies Group.

John Moriarty is a financial advisor with Charles Schwab in Reston, VA, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab Bank and Charles Schwab since 2015. Outside his advisory role, he is a member of Fitz Mori LLC, a non-agent real estate business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. Schwab’s model includes both non-discretionary and discretionary investment management, supported by centralized operations and a formal alternative investment process.

Nicholas Unis is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Forvis Mazars LLP and New York Life Insurance Co. He has also operated entrepreneurial ventures such as UnisBrands LLC and Unis Footwear. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services, financial planning, and access to a range of portfolios and third-party money managers through multiple advisory platforms.

Vipul Talati is a financial advisor with Wells Fargo Clearing in Falls Church, VA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is involved in managing small business ventures including Cleaners Inc and Green Realty. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Dharamhet Khangura is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked with KW Metro Center, Long & Foster, Berkshire Hathaway Home Services Peter Realty, Roscoe Mart, and Triumvirate Environmental. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Gene Summerlin II is a CFP® professional with 13 years of industry experience, currently working at Edward Jones since 2012. He holds the Series 66 designation and is based in Fairfax, VA. 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, alongside affiliated mutual funds and overlay tax-efficient services.

Joanne Claypoole is a financial advisor at Ameriprise with 7 years of industry experience. She holds Series 66 and Series 63 designations and has been with Ameriprise since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Mohammad Aboudi is a financial advisor with Charles Schwab in Reston, VA, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing, PNC Bank, and Capital One. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Kevin Okim is a financial advisor with Raymond James Financial in Reston, VA, holding the CFP® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including 18 years at Edward Jones before joining Raymond James in 2023. Okim is also the president of Okim Wealth Management LLC, a financial planning and client wealth management firm. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm provides non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis, modeling tools, and firm research to develop tailored financial plans.

Erin Schmidinger is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2020. She has been with Fidelity Investments since 2014, progressing through positions including Relationship Manager and Senior Relationship Manager. Prior to joining Fidelity, Erin worked at Bank of America, Merrill Lynch from 2011 to 2014 in various capacities such as Wealth Management Client Services, Financial Solutions Advisor, and Investment Associate. Throughout her career in financial services, Erin focuses on understanding her clients, their families, and their priorities. She works to align Fidelity's resources to meet her clients' financial planning needs and is dedicated to advocating for them by addressing their financial and life goals.

Patrick Jacobeen is a financial advisor with Primerica Advisors in Catlett, VA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. Outside of financial advising, he is involved as a religious musician and speaker and owns businesses including Jacobeen Group LLC and Slantball, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while employing a tiered wrap-fee structure.

Michel Allen is a Financial Consultant at Fidelity Investments, a position he has held since 2022. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2021 to 2022. Michel has over a decade of experience in financial services, having worked in various roles including Senior Financial Consultant at TD Ameritrade, Investment Consultant at Scottrade, and Personal Banker at Citibank and First Niagara Bank. Throughout his career, Michel has focused on collaborating with individuals and families to create tailored financial plans that align with their unique goals and needs. He leverages resources, tools, and strategies supported by Fidelity to work toward clients' financial success. Outside of his professional work, Michel's personal interests include beach activities, cars, family activities, fitness, movies, and outdoor adventures.

Tammy Pierce is a financial advisor at Edward Jones with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Edward Jones since 2019. Her prior experience includes four years at UBS Financial Services and one year in forensic drug and alcohol testing. Edward Jones is a full-service wealth management firm with over 23,000 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets under management.

Jennifer Malone is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Merrill in 2017, she worked for nine years at Nextek Dental Studios. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Karnail Kooner is a financial advisor at LPL Financial with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2023, he worked at Cuna Brokerage Services, Inc. for 23 years. 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 offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and access to research from LPL Research and third-party subadvisors.

Matthew Kelly is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade Inc. from 2010 to 2022. Outside of his advisory role, he serves as a committee member for the nonprofit Tuckahoe Recreation Club. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining centralized custody and order-routing with multi-asset model portfolios and access to alternative investments.

Zaina Bankwalla is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. She has been with MML Investors Services and MassMutual since 2016. In addition to her advisory role, she is the owner and CEO of Virid Financial LLC, a financial planning and wealth management firm. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning and offers specialized event-driven services such as divorce and estate-settlement planning.

Adam Searle is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2013 after three years at Morgan Stanley, where he worked closely with Susan Shields and Jennifer Abate. Adam specializes in helping clients identify long-term goals and develop strategies that align with their priorities. His areas of responsibility include portfolio construction and analytics, risk management strategies, cash-flow analysis, budgeting, wealth analysis, and long-term planning. He collaborates with colleagues as well as clients' external tax and legal advisors to integrate multiple financial disciplines, aiming to enhance and simplify clients' financial lives. Adam's professional designations include the Certified Plan Fiduciary Advisor® (CPFA®) awarded by the National Association of Plan Advisors (NAPA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds an Honours Bachelor degree in Finance, with Accounting and Management, from the University of Nottingham in the United Kingdom. Adam’s client focus areas include college education planning, executive compensation, family wealth management strategies, socially responsible investing, and retirement income planning. Outside of his financial advisory role, Adam has been actively involved as a volunteer firefighter and EMT with the Vienna Volunteer Fire Department and Fairfax County Fire and Rescue since 2012, currently serving as a Lieutenant. His personal interests include fly-fishing, playing golf, hiking, and traveling to less-traveled destinations with his fiancé.