Kedisha Ebanks is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Ernst & Young, LLP for 17 years. In addition to her advisory role, Ebanks owns Aspiro Consulting Group, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions through both proprietary and third-party platforms.

Arthur Washer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has held roles at several Ameritas entities since 2016 and has been associated with ICS Financial Group, Inc. since 2017. Outside of his advisory work, Washer serves on the Board of Supervisors for Fauquier County, Virginia. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios and a variety of investment vehicles across discretionary and non-discretionary programs.

Jonathan Myers is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Truist Advisory Services since 2021 and previous positions at Bb&T Securities, Bb&T Investments, and Bb&T Bank dating back to 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation, fiduciary support, and a manager-selection program. The firm utilizes a combination of discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled equity research, with a distinctive integrated approach involving affiliated broker-dealer and bank services.

Nicolette Davicino is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC. Her prior roles include positions at Commonwealth Financial Network and Armstrong, Fleming & Moore. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive investment strategies across various asset classes.

Robert Lee is a CFP® with 34 years of experience in the financial services industry. He is currently with Ameritas Advisory Services, LLC and has previously worked with firms including OneAmerica Securities, American United Life, The O.N. Equity Sales Company, Ohio National, and Securities America Advisors, Inc. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies, including model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Grant Zauner is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager‑selection programs, using a combination of discretionary manager relationships and non‑discretionary consulting supported by third‑party platforms and AI-enabled research tools.

Jeffrey Armstrong is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding a Series 66 designation and 24 years of industry experience. He has worked at Integrated Wealth Concepts since 2016 and has prior experience with LPL Financial, Osaic FA, Inc., and Ameriprise. Armstrong is involved in managing his own business entity, JMA Wealth Management, for tax and investment purposes. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Bryan Stretton is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2015. He holds Series 63 and Series 65 licenses and is based in Reston, VA. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio reviews.

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.

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.

Connell Lee is a financial advisor with Ameriprise in Ashburn, VA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise since 2011, including its predecessor Ameriprise Financial Services, Inc. Outside of his advisory role, Lee teaches financial planning topics such as retirement and investing through adult education programs in Fairfax and Loudoun counties. Ameriprise is a large institutional firm offering a retirement-income planning service primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.