Joseph Mc Clenny is a financial advisor at Edward Jones in Gainesville, VA, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Life Time Fitness from 2011 to 2017. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kevin Underwood is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. His career includes roles at Avantax Advisory Services, Pension Benefit Guaranty Corporation, and Badger Sumrall, where he also provides tax preparation and planning services. In addition to his advisory work, he owns and operates a CPA firm and has experience as an independent health insurance agent. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to various third-party money managers through a multi-manager platform. The firm supports over 10,000 advisors and manages more than $256 billion in assets.

John Noble is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TIAA-CREF and Financial Engines Advisors L.L.C. There are no additional notable outside activities reported. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Thomas Stichter is a Financial Consultant currently employed with Fidelity Investments. He has been serving in this role since 2025, following a position as an Investment Consultant at the same firm from 2024 to 2025. Prior to joining Fidelity, Thomas accumulated experience as an Investment Associate at Halite Partner in 2018 and as an Investment Analyst at Cambridge Associates from 2014 to 2018. In his professional capacity, Thomas focuses on building strong, long-term relationships with clients by understanding their priorities and helping them make confident financial decisions. His background includes various roles concentrating on investment analysis and consulting, contributing to his expertise in the financial services sector. Outside of his professional activities, Thomas enjoys engaging in golf, hiking, reading, skiing, and surfing.

Ryan Shane is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he collaborates closely with clients to develop financial plans that align with their individual priorities, values, and long-term objectives. Ryan employs a team-based approach to provide comprehensive guidance and customized strategies. Prior to his current role, Ryan served as a Financial Representative at Fidelity Investments in 2024 and worked as a Junior Financial Consultant at Tristate Financial Advisors in 2023. These experiences have contributed to his expertise in financial planning and client advisory services. Outside of his professional work, Ryan has personal interests in cars, golf, outdoor adventures, snowboarding, tennis, and traveling.

Deborah Okim is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Prior to joining Raymond James in 2023, she spent 19 years at Edward Jones. She serves as a trustee for a 401(k) plan affiliated with her firm and is an officer and vice president of Okim Wealth Management LLC, which provides financial planning and client wealth management services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes non-discretionary planning and analytical tools tailored to client goals and maintains specialized services such as municipal advisory support and SIMPLE IRA Employer Advisory & Consulting Services.

Susan Estes is a Series 66-licensed financial advisor with Raymond James Financial in Fairfax, VA, having 14 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2001 and Raymond James Financial Services Advisors Inc. since 2014. In addition to her advisory role, she is involved in marketing, communications, and business strategy for Estes Wealth Strategies. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance advisory services along with specialized employer advisory programs.

Bradford Jeter is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles at Morgan Stanley entities since 2000. Jeter is also a partner in Blue Chip Associates Investment Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

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.

Cillian Tyrrell is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Navy Federal Credit Union and ICS Financial, among other roles. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities through its regulatory registrations.

Brian Bausman is a financial advisor at Ameriprise with 27 years of industry experience. He has held various roles within Ameriprise since 2005. Outside of his advisory work, he manages a small non-investment business activity. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, with a focus on assets held in Ameriprise-managed accounts.

Derek Sorensen is a ChFC®-designated financial advisor with Edward Jones, based in Herndon, VA, and has 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is a 25% owner of the Bentley Beach Hotel in Miami, FL, which is managed by Hilton Hotel Management. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Nathan Hellman is a financial advisor at Charles Schwab with 10 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018 and was previously employed at TD Ameritrade and Scottrade. He holds a Series 66 designation. 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 both non-discretionary and discretionary investment options, combining centralized custody and order-routing with multi-asset model portfolios and alternative investment programs.

Miye Wire is a financial advisor at OSAIC with 36 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, she has operated MiyeWire, LLC since 1990, which provides investment advisory services alongside life, long-term care, and disability insurance. Additionally, she serves as a notary public. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, retirement, charity, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization with various managed account strategies and supports alternative investments via third-party platforms.

Jordan Johnson is a financial advisor at Edelman Financial Engines based in Fairfax, VA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Charles Schwab & Co., TIAA-CREF, Fisher Investments, and several other firms. 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 proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice, with a focus on diversified model portfolios and long-term investment orientation.

Jaclyn Hackett is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Merrill and Bank of America since 2016, following earlier roles at Ameriprise and Avantax Advisory Services. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeremy Noel is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Oak View National Bank and Tri-County Feeds, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

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 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.