Aradhya Ray is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with SunTrust Advisory Services and its related entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies, supported by third-party manager relationships and AI-enabled research tools, to deliver tailored investment solutions.

Yukubu Carriker is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining the firm, Carriker served 21 years in the United States Air Force. Outside of financial advising, Carriker is the Lead Production Manager at National Community Church in Fairfax, VA, overseeing technical operations during services, and serves as Treasurer on the board of Ten Ten Life, providing financial oversight for the organization. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a range of mutual funds, ETFs, and third-party managed accounts.

Anthony Chapkey is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked at several First Command entities since 2025, as well as Van Clemens & Co. Inc. and various consulting roles. He is the founder of LateGame LLC, a business focused on budgeting and financial education for friends and family. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that are managed by a centralized Investment Management Team and Wealth Portfolio Managers selecting from prescreened third-party managers.

Lindsay Snyder is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 24 years of industry experience, including roles at Fulcrum Advisory Services, LLC, and Truist Investment Services, Inc. Outside of her advisory work, she is also an independent insurance agent representing various independent insurance companies. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Andrew Farrar is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved in several real estate-related businesses, including Hoosier Realtors LLC, Lark Realty, Ross Real Estate, and Restoration Enterprises, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brian Suto is a financial advisor with Charles Schwab based in Reston, VA, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Eduardo Guzman Valiente is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 22 years of industry experience. He has been with Raymond James since 2003 and has served in various capacities within the firm since 2010. Outside of his advisory role, Guzman Valiente is active as an attorney, owning and operating a law practice that provides legal and tax services related to retirement plans and trusts, as well as managing multiple business entities and estate responsibilities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides non-discretionary planning tailored to client goals using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Stephen Mohyla Jr. is a CFP®-designated financial advisor with over 32 years of industry experience. He currently works at OSAIC and has held prior roles at Woodbury Financial Services, Cetera Wealth Services, Equitable Advisors, and Mony Securities Corporation. Outside of his advisory work, he serves as a high school varsity basketball official. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through various programs and emphasizes model-based asset allocation, portfolio optimization, and multiple custodial arrangements.

Brent Olson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he served with the Arlington County Police Department for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, with a large network of financial advisors and extensive affiliated capabilities.

Julianne Okim is a financial advisor with Raymond James Financial, holding a Series 66 credential and three years of industry experience. Her background includes roles at Edward Jones and Montgomery County Public School, as well as founding Okim Wealth Management, LLC. She has also been involved in entrepreneurial ventures such as Game Day Glamerous. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jonathan Metcalfe is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he primarily focuses on implementing and directing investment strategies for Greene, Metcalfe, Cole, and Associates. He joined Merrill Lynch Wealth Management in 1996 and has experience in portfolio strategy, working closely with Merrill's senior investment research team. Jonathan applies his background in mathematics and quantitative analysis to adapt wealth management strategies to changing market conditions. Jonathan holds the Certified Investment Management Analyst® (CIMA®) designation and the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Science degree in Mechanical Engineering from Texas A&M University in 1987. His client focus areas include family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Jonathan's personal interests include adventure sports, boating, cooking, football, horseback riding, ice hockey, reading, spending time with his family, and traveling.

James Fitz Gerald is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Merrill and has prior experience at Bank of America and Equitable Advisors. 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 individuals, high-net-worth clients, and various institutional investors.

Ken Desmond is a financial advisor with Ameriprise in Reston, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2006. Outside of his advisory role, he serves as Vice President and a member of the Board of Directors for Sterling Park Golf Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Charles Nardiello is a financial advisor at Edelman Financial Engines with 22 years of industry experience. He holds a Series 66 designation and has been with the firm and its predecessors since 2012. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering diversified portfolios and a long-term investment approach across multiple account types.

John Gurley is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and one year of industry experience. His background includes multiple roles with the Wolf Trap Foundation for the Performing Arts and the University of Virginia. Ameriprise offers retirement-income planning services aimed at individuals nearing 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 combines research and modeling with advisory and brokerage solutions through affiliated companies.

Reynold Roy Jr. is a CFP® professional with 39 years of industry experience, currently with Edelman Financial Engines in Fairfax, VA. His career includes over 20 years at Edelman Financial Services LLC and prior roles within affiliated firms of Edelman Financial Engines. 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, managing diversified portfolios with a long-term focus and operating as a fiduciary under ERISA and DOL guidance.

Lipika Swarup is a financial advisor at Edelman Financial Engines with 12 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Edelman Financial Engines in 2025, she worked at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Outside of her advisory role, she owns a cake decorating business called My Cake Pals. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, offering diversified portfolio management and retirement income services across a broad client base.

Steven Singer is a CFP® professional with 37 years of industry experience. He is currently with OSAIC and previously spent 37 years at Lincoln Financial Advisors Corporation. Singer is also involved in insurance-related activities, offering dental and various life and disability insurance products. OSAIC Wealth serves a wide range of clients including retail investors, retirement plan sponsors, charities, and corporations, delivering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk assessments and offers multiple investment management options, including discretionary and third-party strategies.

Sherri Phillips is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 designations and bringing 34 years of industry experience. Her career includes prior roles at Morgan Stanley, Citigroup Global Markets, and MetLife Investment Fund Services LLC. She is based in Warrenton, VA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics from its investment institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Douglas Rabil is a CFP® professional with 42 years of experience in the financial advisory industry. He currently works at Edelman Financial Engines and has been with affiliated firms since 1996, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process alongside planner delivery and online tools, offering a range of discretionary and non-discretionary management options with a focus on diversified, long-term portfolios.