Satnam Khalsa is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His previous roles include positions at Ameriprise and the Federal Judicial Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jacqueline Terry is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2008. Outside of her advisory role, she serves as the executor of an estate in Sterling, Virginia. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for a wide range of clients, including individuals, high-net-worth clients, and institutions.

Haris Mutapcic is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments in various capacities since 2013, progressing through positions including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to his current role, he also held the position of Senior Financial Consultant at TD Ameritrade in 2018. Over the course of more than 10 years, Haris has worked closely with clients and their families to plan and prepare for their financial goals. He employs a tailored approach based on the unique needs of each client and serves as a consistent source of guidance and support throughout their financial journey. Haris is fluent in Bosnian, Croatian, and Serbian.

Adam Skitol is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior roles include positions at Trimmer Associates and Bankers Life Securities Inc. Outside of his advisory work, he occasionally conducts property inspections as an independent contractor for Trimmer Associates. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and maintaining a large network of advisors and branch offices nationwide.

Luke Cullen is a Financial Consultant at the Fidelity Investor Center located in the Ashburn - One Loudoun office. In his role, he serves as a local dedicated advisor for clients seeking deeper financial planning and long-term partnerships to achieve their financial goals. His focus is on understanding clients' objectives and collaborating with them to develop plans that inspire confidence and comfort. Luke's professional experience includes his current position as a Financial Consultant at Fidelity Investments since 2023. Prior to this, he was an Investment Consultant at Fidelity Investments from 2022 to 2023, and he worked as a Financial Advisor at Edward Jones Investments from 2019 to 2022.

Max Hutsell is a financial advisor at LPL Financial with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Edward Jones, Morgan Stanley, H. Beck, Inc., and managing his own enterprises such as Max Everett Enterprises and Grove Point Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Mehrak Aliaskari is a Private Wealth Manager with Merrill Private Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Mehrak earned a Bachelor's Degree from George M. His professional role involves providing wealth management services to clients.

Matthew Thompson is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he held roles at Potomac Financial Private Client Group and Carradice Wealth Advisors. He has been involved in paraplanning through VMCK Associates, Inc. outside of his primary advisory work. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Diego Figueroa is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His prior work includes a year at MassMutual and several years with TopGolf. Outside of advisory work, he operates an online trading business selling collectibles. Fidelity’s Strategic Advisers LLC serves retail and institutional clients with investment management and advisory services, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Stephen Ide is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been associated with Merritt Properties since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jason Gulosh is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His career includes roles at USAA Financial Planning Services and Banc of America Investment Services, among others. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual and institutional clients, utilizing a committee-driven modeling process combined with planner delivery and online tools. The firm manages approximately $326 billion across various account types and provides a range of investment options including discretionary management and direct-indexing SMAs.

Lisa Albrecht is a financial advisor with Ameriprise in Ashburn, VA, holding a Series 66 designation and 23 years of industry experience. She previously worked at American Express Financial Advisors for 18 years before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm delivers these services through a centralized retirement-income consulting team and combines research, modeling, and tax analysis to tailor recommendations.

Nathan Parrish is a financial advisor with Charles Schwab in Reston, VA, holding the Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Charles Schwab since 2009 and also works with Charles Schwab Bank, SSB since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account services. The firm offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and alternative investment options, supported by a large-scale, integrated operational structure.

Michael Pasco is a financial advisor with LPL Financial in Sterling, VA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include six years at M&T Securities and 13 years at Truist Investment Services. 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 and access to model portfolios and third-party asset management, supported by extensive advisor tools and a broad platform of non-advisory financial activities.

Tessa Barrett is a Wealth Management Advisor with Merrill Lynch, specializing in providing comprehensive wealth planning and advice to women and families in transition. She works with clients undergoing various life changes such as career changes, divorce, widowhood, childbirth, grandparenting, or starting new businesses, focusing on managing new wealth, retirement planning, education planning, and estate planning among other areas. Tessa holds a Bachelor's Degree from Pennsylvania State University's Smeal College of Business and carries professional designations including CERTIFIED FINANCIAL PLANNER®, Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her approach combines her competitive spirit and discipline developed as a six-time All-American athlete and captain of Penn State's track and field/cross country teams with a commitment to personalized client service. Outside of her professional role, Tessa enjoys golfing, reading, running marathons competitively, and spending time with her family. She is also involved in community activities such as DC Diamonds and the Special Olympics.

Robert Freddino is a financial advisor at Charles Schwab with 26 years of industry experience. He has held his current roles at Charles Schwab and Charles Schwab Bank since 2012. He holds Series 63 and Series 65 registrations. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment opportunities.

Logan Ryan is an Investment Consultant at Fidelity Investments, a role he has held since 2025. In this position, he focuses on understanding each client's story, values, and goals to develop tailored strategies that support their financial objectives. Prior to his current role, Logan served as a Help Desk representative in Workplace Planning and Advice at Fidelity Investments from 2023 to 2025. Before that, he worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023. Outside of his professional responsibilities, Logan enjoys participating in board games, exploring culinary experiences, attending social events with friends, visiting museums, playing soccer, and traveling.

Rebecca Borton is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. Her work history includes roles at firms such as Raymond James Financial Services, Commonwealth Financial Network, and Morgan Stanley. She is also involved with Timothy Richardson LLC dba Greenspace Financial, providing client service support and financial planning services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutions, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jennifer Ford is a financial advisor at Edward Jones in Ashburn, VA, holding a Series 66 designation with one year of industry experience. Her prior career includes over two decades at the Department of Veterans Affairs and ongoing work at George Washington University since 2014. She is also the owner of Whole Health Coaching, LLC, a consulting and coaching business based in Arlington, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of more than 23,700 advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard, with approximately $1.01 trillion in assets under management.

Jwala Shivakoti is a financial advisor with Merrill in Reston, VA, holding a Series 66 designation and bringing nine years of industry experience. He has been associated with both Merrill and Bank of America, N.A. since 2008. 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. The firm serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.