Kyle Dews is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of advisors in helping clients define financial goals and develop strategies to meet their financial objectives. He leverages the resources available at Fidelity to educate clients on risks and opportunities associated with their financial plans. Kyle has extensive experience in the financial services industry, with a career spanning roles at Fidelity Investments since 2006, including positions such as Financial Consultant, Investment Consultant, and Retirement Relationship Manager. Prior to Fidelity, he worked as a Financial Advisor at Merrill Lynch and Waddell & Reed. This breadth of experience supports his leadership in guiding clients and managing advisory teams. Outside of his professional work, Kyle has personal interests that include art, the beach, fitness, movies, music, and parenthood.

Nick Caputo is a financial advisor at Morgan Stanley based in Alexandria, VA. He holds a Series 66 designation and began his career at Morgan Stanley in 2022 after graduating from the University of Maryland. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

James Boltz II is a financial advisor at Edward Jones in Manassas, VA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gus Mask is a CFP® professional with 17 years of industry experience, currently with Charles Schwab in Alexandria, VA. His prior roles include positions at USAA Investment Management Company and USAA Financial Planning Services. Mask has been self-employed in a non-investment-related capacity since 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed account solutions. The firm integrates brokerage, advisory, custody, and cash-sweep services with a multi-asset investment approach supported by due diligence and strategic asset allocation.

Abraham Jones is a Financial Advisor at Merrill Lynch Wealth Management. He assists clients in managing their wealth by creating personalized strategies that reflect their individual financial goals and adapt to the evolving market conditions. Abraham offers access to insights from Merrill as well as banking and lending solutions through Bank of America. His areas of focus include college education planning, corporate executive services, divorce transition planning, services for endowments, foundations and non-profits, managing new wealth, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategies, and retirement income. Abraham holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Abraham earned a Bachelor's Degree from the University of Pennsylvania and a High School Diploma from Ensley High School. Outside of work, he enjoys basketball, football, golfing, softball, spending time with his family, and traveling.

John Mccafferty is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various affiliates of Edelman Financial Engines since 2015. 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 and managing approximately $326 billion for roughly 477,000 clients.

Jerry Whitmire is a financial advisor with Morgan Stanley in Alexandria, VA, holding a Series 66 designation and 23 years of industry experience. His prior firms include Citigroup Global Markets and Legg Mason Wood Walker. Outside of his advisory role, he is involved with a family real estate partnership in South Carolina, holding an equal interest with his siblings. Morgan Stanley Wealth Management serves both individual and institutional clients through a range of advisory programs, emphasizing structured financial planning and a broad offering of investment products.

Jonathan Phan is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding the ChFC® and Series 63 designations. He has 34 years of industry experience and has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2009. Outside of his advisory role, he is involved in a non-MLM insurance brokerage specializing in property/casualty and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved tools and a range of investment programs and educational seminars.

Anna Tcirkunova is a financial advisor at Merrill with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at 11 Invest LLC for six years and Most LLC for ten years. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Mary Stralka is a CFP® and PFS™-designated financial advisor with 29 years of industry experience. She is currently with Cetera and has held prior roles at Avantax Investment Services, Inc., 1st Global Advisors, Inc., and operates a sole proprietorship under her name. She also serves as administrator for her deceased sister’s estate, a role involving annual filings with Fairfax County Probate Court. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning through a multi-manager platform with access to third-party managers and a variety of program structures.

Shannon Rowan is a CFP® professional with 37 years of industry experience, currently serving as an advisor at LPL Financial since 2012. Prior to joining LPL, Rowan worked at Chevy Chase Financial Services for 16 years and had roles at Capital One Financial Advisors LLC and Burke & Herbert Bank, where she is also Executive Vice President of Wealth. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment solutions using both proprietary and third-party strategies, supported by technology tools, and manages over $819 billion in discretionary assets through a large network of advisors.

Richard Levy is a Series 66-licensed financial advisor with Equitable Advisors in Woodbridge, VA, with 27 years of industry experience. He has worked at Equitable Advisors since 2010 and previously at Axa Advisors and Medallion Advisory Services. In addition to his advisory work, he is an independent certified public accountant. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Aurora Mcnear is a financial advisor with Primerica Advisors in Alexandria, VA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of her advisory role, Mcnear is President and CEO of Global Recruitment LLC, a business that recruits international teachers. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

William Councill is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with several firms including MML Investors Services, MassMutual Life Insurance, and Cetera before joining Cambridge. Outside of his advisory role, Councill is involved in coaching soccer. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through multiple platforms, including proprietary model strategies and access to third-party advisers.

Jason Ice is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1ST Global Advisors. He is also involved in managing his practice through Certainty of the Uncertainty, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Abrahim Kassim is a financial advisor with Edward Jones in Woodbridge, VA, holding Series 63 and Series 66 credentials with 16 years of industry experience. His prior roles include positions at Western Southern Life, Merrill, Mutual of Omaha, Wells Fargo Bank, and HSBC Securities. Kassim also serves as a full-time agency manager for Western & Southern Life. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marcos Sagastizado is a financial advisor at Merrill with 19 years of experience at the firm and one year at Bank of America N.A. He holds a Series 66 designation. Outside of his advisory role, he owns a limited-liability company without active business operations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a variety of individual and institutional clients.

John Fleming is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Cetera in 2025, he was associated with Schlosser Fleming & Associates, Ltd. since 2004 and Avantax Advisory Services since 2011. Fleming serves as a trustee for the Attilus and Associates Retirement Plan. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services across various program structures and custodial relationships.

Matthew Wiest is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. His career includes prior roles at Morgan Stanley and A. G. Edwards & Sons, Inc. He is currently based in Alexandria, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo research and tools, with clients able to choose implementation through various brokerage or advisory programs.

Brian Bloxom is a financial advisor with Cambridge Investment Research Advisors in Woodbridge, VA, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His previous roles include positions at Fulcrum Advisory Services and Truist Investment Services. Outside of his advisory work, he serves as vice chairman of the local Salvation Army chapter and is an advisory board member for Freedom Bank. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.