Brande Coleman is a financial advisor at Charles Schwab with 10 years of industry experience and holds a Series 66 designation. Prior to joining Charles Schwab in 2026, Coleman worked at Morgan Stanley, TD Ameritrade, Merrill, Bank of America, and Edward Jones. Outside of advising, Coleman is the sole proprietor of Nicco LLC, a retail and online store, and is employed at Elite Formation Studio of Dance in Chantilly, Virginia. Charles Schwab 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 solutions, delivering multi-asset model portfolios alongside centralized custody and operational support.

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.

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 licenses and possessing 24 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2014 and previously with Fulcrum Advisory Services. Hazen also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms and custodians, supports discretionary and non-discretionary management, and provides proprietary model strategies under the Founders Gate Capital brand.

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.

Jon Wasilausky is Vice President and Financial Consultant at Fidelity Investments, where he leads a wealth management team focused on creating customized financial plans for clients and their families. He employs a collaborative and consultative approach to understand individual and family concerns, aiming to develop financial strategies tailored to unique goals. Jon has been with Fidelity Investments since 1993, progressing through various roles including Market Leader, Senior Branch Office Manager, Regional Sales Manager, and Branch Manager. His extensive experience spans wealth management, investment consulting, and branch leadership. He holds a California Insurance License. He resides in Northern Virginia with his wife and four sons.

Adil Salah Ahmed is a financial advisor at Wells Fargo Clearing with Series 63, 65, and 66 credentials and two years of industry experience. He has previously worked at Bank of America/Merrill Lynch and UBS Financial Services. 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 manages approximately $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions.

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.

Michael Kramer is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in investment management, wealth planning, and generational wealth preservation, working closely with both individuals and companies to develop customized financial strategies. His focus areas include college education planning, employee financial health, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Michael joined Merrill Lynch Wealth Management in 2012 as an intern with The Andraos Group and has since expanded his role, gaining designations such as Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). He also serves as a Retirement Benefits Consultant, assisting companies across the country with retirement program development and management. He holds a B.S. in business management with a minor in economics from George Mason University. Outside of his professional work, Michael enjoys a variety of personal interests including basketball, boating, cooking, football, golfing, hiking, ice hockey, spending time with his family, traveling, and watching movies. He resides in Loudoun County, VA with his wife, newborn son, and Great Dane.

Jack Gill is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Jack applies lessons learned early in life about the importance of planning to his approach in financial consulting. He collaborates with clients to understand their goals and develop customized strategies to manage, protect, and grow their wealth. Outside of his professional work, Jack enjoys spending time at the beach, watching movies, and listening to music.

Brad Blaisdell is a financial advisor at Raymond James Financial Services Advisors, Inc. with 22 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Raymond James, he worked at Edward Jones for 10 years. Blaisdell is also the president of Blaisdell Wealth Management, where he provides financial advising. 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, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Logan Wahrenberger is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Schwab, he worked at Fidelity Investments and has experience in both financial services and retail sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management through multi-asset model portfolios and a range of advisory services.

Garrett Boyd is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 10 years of industry experience. Prior to his current role, he worked at LPL Financial, Northwest Federal Credit Union, Amundi Pioneer Asset Management, Inc., and Pioneer Investments. He is also a managing partner and vice president of Momentum Capitol Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supports municipal and public-finance work, and delivers a range of advisory and consulting services across a large network of advisors.

Daphne Wright is a CFP® professional with over 33 years of experience in financial advising, currently affiliated with LPL Financial since 2002. She previously worked at Independent Financial Partners from 2017 to 2019. Outside of advisory work, Wright is involved in financial education through seminar presentations and blogging for a nonprofit focused on financial literacy, and she teaches biblically-based financial management and empowerment classes. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad suite of financial services.

Harold Vorndran III is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing long-term relationships with companies and executives in the technology and government services sectors, assisting them with liquidity events, exit planning strategies, and wealth growth. Harold designs customized strategies for entrepreneurs, venture capitalists, and private equity partners. His approach emphasizes comprehensive wealth planning strategies, including asset and risk management, cash management and lending solutions, alternative investments, tax management planning, and navigation of concentrated equity holdings. Harold facilitates connections to Merrill's resources such as the Bank of America Securities team for emerging growth company planning, and provides expertise in treasury management, corporate retirement plans, and lending solutions. He leverages investment research and capital markets expertise to address complex financial challenges through personalized strategies. Harold holds a Personal Investment Advisor (PIA) designation and earned a degree in Business Management from the Pamplin School of Business at Virginia Tech. He communicates professionally in English, French, and Polish.

Clifford Boyle Jr. is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Ryan Supplee is a financial advisor with Morgan Stanley in Leesburg, VA, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process that integrates Global Investment Committee estimates and scenario modeling.

Esther Searles is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant and Planning Consultant at Fidelity Investments from 2020 to 2023. Her experience also includes working as a Financial Consultant at TD Ameritrade from 2019 to 2020 and as a Licensed Insurance Agent at New York Life from 2018 to 2019. Esther focuses on collaborating with clients to develop financial plans tailored to their individual needs and goals. She resides in Northern Virginia with her husband and three children. Outside of her professional work, Esther enjoys interests such as food, skiing, and yoga.

Andrew Bonk is a CFP®-designated financial advisor with Edward Jones in Reston, VA, where he has worked since 2017. He has eight years of industry experience, including three years at Americans for Prosperity Foundation prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

George Khalsa is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 40 years of industry experience. His prior positions include roles at Ameriprise Financial Services Inc, IC Advisory Services, Inc., The Investment Center, Inc., and Mass Mutual Investors Services. 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.