Richard Morrison is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving affluent clients through personalized and responsive wealth planning. As a Senior Vice President and CFP®, he specializes in designing, implementing, and managing equity and debt portfolios tailored to individual financial goals. His expertise includes college education planning, corporate benefits, executive compensation, family wealth management strategies, and retirement income planning. With many years of experience advising corporate executives and decision-makers, Richard provides comprehensive recommendations on securities selection, succession planning for private and public companies, and working capital management. He holds a Bachelor's Degree from Old Dominion University and a High School Diploma from Groveton. Richard maintains professional designations as a CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor. Committed to community involvement, Richard volunteers with organizations such as First Tee - NoVA, Kent's Foundation for Child Life, and Reston Little League, also participating in coaching activities. His personal interests include adventure sports, baseball, billiards, boating, cooking, fishing, golfing, scuba diving, spending time with family, and watching movies.

Serena Dupuy serves as a Senior Resident Director at Merrill, where she leads a nine-person team focused on delivering tailored financial solutions to clients with complex financial lives. In her role, she advises clients on asset and liability management as well as trust and estate planning strategies. Additionally, Serena manages an office of ten advisors who provide comprehensive advisory services to their clients. With extensive experience working closely with ultra-high net worth individuals, families, and business owners across the United States, Serena concentrates on areas including corporate executive services, executive compensation, family wealth management, legacy planning, liquidity management, philanthropic planning, portfolio management, and tax minimization. Her approach embraces a broad range of strategies such as investment and risk management, concentrated stock strategies, credit and lending services, insurance, family office access, private banking, and alternative investments. She collaborates with attorneys, CPAs, valuation experts, and real estate specialists to create integrated and customized plans addressing the complexities of wealth management. Serena holds a Bachelor’s Degree from Western New Mexico University, a certificate from New York University’s Accredited Certificate Program, and an MBA from the University of Chicago. She holds professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond her professional responsibilities, Serena lives in Scottsdale, Arizona with her wife and three daughters and is actively involved in community organizations such as the City of Scottsdale Planning Commission, Scottsdale ARTS AG2 (Young Professionals), Scottsdale Museum of Contemporary Art, and Scottsdale Prevention Institute. Her personal interests include boating, cooking, horseback riding, reading, spending time with family, traveling, and practicing yoga.

William Councill is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His previous roles include positions at Cetera, Anchor Financial Group, OneAmerica Securities, and MML Investors Services. Councill also owns Councill Wealth Management and serves as a soccer coach in Franklin, VA. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple investment implementation platforms with tailored strategies ranging from discretionary to non-discretionary management, incorporating both proprietary and third-party models.

Terence Gross is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as a Wealth Planning Associate at RBC Wealth Management from 2020 to 2023 and participated in the Advisor Development Program as a banker at JPMorgan Chase from 2019 to 2020. Before entering the financial services industry, Terence spent 10 years serving in the U.S. Coast Guard. He collaborates closely with clients to develop comprehensive financial plans and customized investment strategies aimed at growing and protecting their wealth. His process involves exploring clients' present and future financial goals through a disciplined and collaborative approach. Terence's personal interests include cars, fitness, golf, military service, parenthood, and soccer.

Julie Anne Lewis is a Series 66-licensed financial advisor with 25 years of industry experience. She currently works at RBC Capital Markets and previously held roles at Kestra Investment Services, LLC and Kestra Private Wealth Services, LLC. Outside of her advisory role, she serves as Co-Chair of the Northern Virginia Student Visionary of the Year campaign for The Leukemia & Lymphoma Society. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored strategies using a combination of in-house and third-party managers, along with a range of portfolio management and financial planning services.

Noble Canterbury is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to entering the financial services field, he worked in education for over a decade, including roles at Prince William County Public Schools and Randolph-Macon College. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary accounts.

Patrick Bischoff is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2002 after beginning his career at Manulife in Stamford, CT. Patrick and his team assist individuals and families in developing strategies designed to preserve, grow, and transition their wealth. Their approach centers on goals-based planning, structuring customized asset allocation strategies aligned with clients' unique financial objectives. Leveraging resources from Merrill and Bank of America, they provide comprehensive guidance for a wide range of financial situations. Locally, Patrick collaborates with a network of specialized partners, including Walker & Associates. He holds several professional designations, including Certified Investment Management Analyst® (CIMA®), Retirement Management Advisor® (RMA®), and Retirement Income Certified Professional® (RICP®). Patrick earned a B.S. in Finance from George Mason University and an M.S. in Finance from Colorado State University – Global. His expertise encompasses areas such as college education planning, liquidity management, retirement income, and tax minimization. Patrick lives in Leesburg, VA with his wife, Sarah, their three sons, and their golden doodle. He is active in the community through involvement with Keep Loudoun Beautiful and youth athletic coaching. Outside of work and family time, he enjoys golfing, ice hockey, running, skiing, and spending time with his family.

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.

Joseph Bridge is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and Scottrade. 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 offers both non-discretionary and discretionary investment options, using multi-asset model portfolios and a centralized operational structure.

Gary Frey is a Certified Financial Planner (CFP®) with 36 years of experience. He has been with Raymond James Financial Services Advisors since 2010 and previously worked at The Kavits/Frey Group, LLC. He is also the owner of The Frey Group, LLC, a support company based in Reston, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client decision-making and maintains unique capabilities in municipal and public finance advising.

Andrew Massaro is a CFP® professional with 36 years of industry experience, currently serving at Edelman Financial Engines in Fairfax, VA. He has been with affiliated firms since 1994, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines delivers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm utilizes a committee-based modeling process combined with planner support and online tools, offering a range of discretionary and non-discretionary investment solutions with an emphasis on diversified, long-term portfolios.

Stephen Tucker is a CFP® professional with 29 years of industry experience, currently serving at Cetera since 2023. He previously worked at Cetera Wealth Services, LLC for nine years and Ameriprise Financial Services, Inc. for twelve years. Tucker is also the owner of Potomac Asset Strategies, a financial services DBA, and holds a role as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 advisors and approximately 800,000 clients. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and a range of program structures tailored to individual, corporate, institutional, and charitable clients.

Meredith Hazen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Cambridge Investment Research Advisors since 2014. Hazen is also active as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party investment strategies.

Jessica Ashby is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Edward Jones, where she has worked since 2021, and previously held roles at LPL Financial, infinex Investments, Inc., and The Fauquier Bank. Ashby serves as Treasurer of the Mental Health Association of Fauquier County, providing oversight on financial statements without direct access to funds. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large national network of advisors and branch offices. The firm offers a range of managed solutions, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Brian Bloxom is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2014. Outside of advising, he serves as vice chairman of the Salvation Army in Prince William County, participates on the advisory board of Freedom Bank, and acts as a director consultant for the Business Networking Institute. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals utilizing a variety of portfolio management strategies and platform arrangements.

Christian De Falco is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley, as well as various positions related to teaching and service at Virginia Tech. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas O'gwin is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise. He previously worked at LPL Financial, LLC for 13 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily focusing on assets held within Ameriprise Managed Accounts.

Anthony Badillo is a CFP® and ChFC® with 14 years of experience in the financial services industry. He is currently with Edelman Financial Engines and has previously worked at firms including Financial Engines Advisors L.L.C., Charles Schwab, and The Vanguard Group. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.

Adil Salah Ahmed is a financial advisor with Wells Fargo Clearing in Reston, VA, holding Series 66, 63, and 65 licenses with two years of industry experience. He previously worked at Bank of America/Merrill Lynch for seven years and has been with Wells Fargo since 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, including retirement plan investment selection and participant education based on research from Wells Fargo Investment Institute and third-party sources.

Justin Hayes is a financial advisor at Raymond James Financial with 28 years of industry experience. He previously worked at Bank of America, N.A. and Merrill from 2016 to 2023. Hayes is the owner of Cape Henry Private Wealth Reston, a business established for tracking business expenses and providing tax relief. 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, corporations, and institutions. The firm focuses on non-discretionary planning and uses various analytical tools to tailor recommendations to client goals.