Harry Horning II is a financial advisor at OSAIC with a Series 66 designation and 13 years of industry experience. He previously worked at SagePoint Financial for 10 years and serves in the U.S. Marine Corps. Outside of his advisory role, he is the founder and CFO of Phase II, LLC, a government contracting business focused on community and enterprise development. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through multiple programs such as financial planning, managed portfolios, and retirement consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by various tools and strategies.

Nancy Popovich is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Baird since 2007. Outside of her advisory role, she serves on the Virginia Hospital Center Health Board’s Investment Finance Committee and is involved as a board member, troop leader, and treasurer for a local Girl Scouts troop. Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

April Du Bois is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and previously worked at McKinsey & Company for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Alisa Schultz is a financial advisor at Raymond James Financial in Fairfax, VA, with 17 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to her current role, she has worked at Raymond James Financial Services, Inc. and has had diverse experience including positions outside the financial industry. She is also involved as an associate employee at Estes Wealth Strategies, providing financial advisory and support services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and investment consulting using analytical tools and supports its clients through a broad network of advisors and specialized programs.

Jochebed Bogunjoko is a Series 65-licensed financial advisor at Edelman Financial Engines with one year of industry experience. Prior to joining Edelman Financial Engines, she held roles at National General and Tiedemann Advisors LLC. She serves as Board President and Chair of Urban Trends Collective, Inc., a housing nonprofit. 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 management and non-discretionary advice with a focus on diversified portfolios and long-term strategies.

Matthew Hickes is a financial advisor with Edelman Financial Engines in Fairfax, VA, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. His career includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, Edelman Financial Services LLC, and The Mutual Fund Store. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Shawn White is a financial advisor at Fisher Investments with nine years of industry experience. He holds the Series 65 and Series 63 designations. His prior experience includes roles at UBS Financial Services Inc. and The Vanguard Group, Inc. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk using tax-aware strategies and defensive tactics.

Sharolyn Wood is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to her current role, she worked at Primerica Financial Services and spent nine years with Prison Fellowship International. Outside of her advisory work, she is a co-host and speaker for a church-based multi-session conference. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

William Keen is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding the ChFC® designation and Series 63 and 65 licenses. He has 50 years of industry experience, including 30 years with MassMutual Life Insurance Company and Mass Mutual Investors Services. Keen is the owner of Professional Benefit Services, a brokerage specializing in group insurance products, and serves as a board member of the National Capitol Chapter Society of Financial Services Professionals. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Coty Backmon is a financial advisor with Equitable Advisors in Gainesville, VA, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, PNC Wealth Management, Merrill, and Wells Fargo Clearing. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Han Saem Hur is a financial advisor at Morgan Stanley with Series 66 registration and three years of industry experience. Prior to joining Morgan Stanley in 2023, Hur worked for eight years at KOTRA (Korea Trade-Investment Promotion Agency) in New York. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through various investment and financial planning platforms.

Andrew Armati is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 license and six years of industry experience. He has been with Raymond James and its affiliated entities since 2020 and is also associated with McDermott-Armati Wealth Strategies, LLC. Prior to his advisory career, he worked in education and the food service industry. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools for tailored, non-discretionary planning and supports clients through various advisory programs, with a notable presence in municipal and public finance advisory.

Mustafa Al Jadooa is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, N.A., and Bank of America, N.A. Outside of finance, he has work experience with Doordash and the Fairfax County Park Authority. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Timothy Kirby is a financial advisor with Edward Jones in Woodbridge, VA, holding the ChFC® designation and Series 66 license. He has 12 years of industry experience and has been with Edward Jones since 2013. Outside of his advisory role, he performs occasional sacerdotal duties as a minister, including wedding and funeral services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with diverse 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 nationwide network of advisors and branches.

Lyle Martin is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and previously worked for AT&T/Cricket Wireless for 21 years. Outside of finance, he works as a brick specialist, providing customer service and selling LEGO sets. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides comprehensive, goal-based financial planning without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called WealthPlan.

James Tobias is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and having 23 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Tobias serves as a board member for the Liberty Run HOA, vice president of the Liberty High School Boosters, and treasurer/secretary of the Great Creek Hunt Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning on a wide range of topics, with the option to combine planning services with managed accounts under a consolidated billing structure.

Patrick Heijmen is a CFP® with 23 years of industry experience, currently serving at Wells Fargo Clearing. His prior roles include positions at LPL Financial, The Fauquier Bank, and Middleburg Bank. He is an investment committee member for the Highland School in Warrenton, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a wider range of financial products, including insurance-related vehicles and bank deposit sweep options.

Maxim Naumenko is a financial advisor at Edward Jones, holding Series 66 and Series 63 licenses, with 10 years of industry experience. He was previously with Lime Rock Partners for 13 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Robert Schneider is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Outside of his advisory role, he is involved with Certainty of Uncertainty, LLC, an advisor-owned entity focused on managing his practice. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic automation.

Cuaduana Terry is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, PNC Wealth Management, and Equitable Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement planning with a focus on dependable income and tax-aware withdrawal strategies. The firm’s approach involves a centralized service team collaborating with advisors and utilizes proprietary research and third-party data to generate recommendations within a defined investment universe.