Anton Reese is a financial advisor with Charles Schwab in Alexandria, VA, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., Bank of America, N.A., and Merrill. He owns a home where his mother resides and pays rent. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

Andrew Mika is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial. He previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, United Planners Financial Services, and Pegasus Financial Group. Mika is also involved with Meighan Wealth Management Group in a non-variable insurance capacity. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on combining scale and diverse financial offerings.

Song Park is a financial advisor with LPL Financial in Centreville, VA, holding a Series 66 credential and 22 years of industry experience. His career includes prior roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated before joining LPL Financial in 2009. Outside of advisory work, he provides notary public services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, 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.

Michael Cunningham is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has built a career assisting a diverse clientele including corporate executives, attorneys, physicians, families, and non-profit organizations across twenty-five states. With more than 28 years of experience, he focuses on preserving clients' wealth and achieving reasonable growth through consistent investing without unnecessary risk. He emphasizes understanding clients’ priorities, helping them prepare for new financial situations, and providing access to various lending options through his extensive contacts within Bank of America. Michael launched his career in 1997 with Merrill Lynch Wealth Management in New York City and later joined Bank of America in the D.C. area, remaining with the firm through its merger with Merrill. He holds a Bachelor of Science degree, cum laude, in Biology and Psychology from James Madison University, where he was a member of the varsity rugby team. He also carries the designation of Personal Investment Advisor (PIA). Outside of his professional work, Michael is a father of three and actively participates in his children’s sporting events. An avid fisherman, he volunteers at his local parish and supports the Stop Soldier Suicide organization. His approach is guided by a personal philosophy of working one-on-one with clients to develop personalized financial strategies aligned with their long-term goals.

James O Donnell is a Series 66-credentialed financial advisor with 18 years of industry experience. He has worked at firms including Merrill, Stifel Nicolaus & Co Inc, Principal Securities Inc, and currently serves at Cetera and Kinnect Advisors. Outside of his advisory roles, he consults on individual tax return data entry for a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of program structures and third-party managers.

Marcela Arimany is a financial advisor with LPL Financial in Alexandria, VA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Carr Workplaces and the South Florida Educational Federal Credit Union. Outside of advising, she is engaged in online sales through Mercari and serves as a public notary in Virginia. 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, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Maureen O'Brien is a financial advisor with LPL Financial in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at LPL Financial since 2007 and previously spent four years at First Heartland Consultants, Inc. Outside of her advisory work, Maureen operates an online retail business specializing in antiques and collectibles. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research technology.

Deanna Lyons is a financial advisor with Ameriprise in Manassas, VA, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, Lyons works part-time as a hairstylist at Valon Salon. Ameriprise serves clients primarily through retirement-income planning services tailored for individuals with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, supported by a centralized consulting team and algorithmic tools.

Nicole Wright is a financial advisor at LPL Financial with nine years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill Lynch, Bank of America, Fidelity Investments, and Raymond James. Outside of advisory roles, she was involved with Parallel Wine Bistro in 2022. 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 portfolios, third-party asset management, and institutional platforms, with advisory strategies supported by advanced research and technology tools.

Breanna Tavernini is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Her prior roles include positions at the United States Patent and Trademark Office, Thrivent, and Northwestern Mutual. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment entities. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad range of funds and portfolios.

Melissa Geracimos is a CFP® and ChFC® credentialed financial advisor at Cetera with 30 years of industry experience. Her work history includes roles at Aurelius Family Office, Charles Schwab, HUB International Investment Services, and Campbell Wealth Management. She is based in Alexandria, VA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Victoria Neeley is a financial advisor with Thrivent Investment Management in Fairfax, VA, holding a Series 66 designation and six years of industry experience. Her prior work includes a five-year role with Virginia Cooperative Extension and consulting in 2020. She has been with Thrivent Financial and Thrivent Investment Management since 2020. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of financial planning topics. The firm delivers holistic, goal-based analyses and allows clients to integrate planning with managed-account programs under a consolidated billing option, while maintaining separate services.

James Ebron is a Financial Advisor at Merrill Lynch Wealth Management. He holds both a Bachelor's and a Master's Degree from East Carolina University. His professional background includes expertise in financial planning and wealth management. Further details about his experience, credentials, or personal interests were not provided.

Elyse Dawn Fragata is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked previously at Merrill, Bank of America, Ameriprise, and other financial firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process features centralized due diligence combining quantitative and qualitative research to offer written asset allocation advice and customized performance reporting.

Joshua Blackman is a Series 66-licensed financial advisor with Morgan Stanley in Alexandria, VA, with three years of industry experience. Prior to joining Morgan Stanley, he held roles at Fuel Sales Academy, SV Academy, Talend, and Nath, Goldberg, & Meyer. He is also a partner in AJ Digital Marketing Group, a website design business. Morgan Stanley Wealth Management serves individual and institutional clients by providing financial planning and advisory services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs and planning strategies.

John Kidwell is a financial professional with Cetera and holds a Series 66 designation. He has nine years of industry experience and also maintains ownership of a law firm, John Kent Kidwell PC, where he practices as an attorney. In addition, he is an author of self-published books and owns a title services business. Cetera Investment Advisers LLC provides financial advisory services through a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Aaron Kniss is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Equitable Advisors since 2011, including the period when the firm operated as AXA Advisors LLC. Outside of his advisory role, he works directly with Lincoln Financial’s insurance offering group on universal life and disability products. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm employs a range of advisory models and third-party program sponsors, offering both proprietary and external investment solutions through a large network of investment adviser representatives.

John Armati is a CFP® professional with 21 years of experience in the financial services industry. He has been associated with Raymond James Financial Services Advisors, Inc. since 2010. Outside of his advisory role, he serves as a member-at-large on a local condominium association board in Manassas, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, along with specialized municipal and public finance advisory services.

Brian Shanley is a financial advisor with Ameriprise in Centreville, VA, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked extensively in the music industry as a professional musician and operated his own music education business for over 16 years. Outside of advising, he continues to engage in music-related activities as a sole proprietor. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to support client financial goals. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Hongmei Deng is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and nine years of industry experience. Prior to joining Equitable Advisors in 2021, she worked at LPL Financial from 2017 to 2021. Deng is also the president and owner of HMD Wealth Management Inc. and serves as a trustee for a family revocable trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm’s approach includes matching clients to program models or discretionary managers, utilizing a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.