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 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.

Michael Kramer is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with a team of Merrill and Bank of America banking specialists to develop and customize disciplined strategies for individuals and companies aiming to reach their financial goals. His focus areas include investment management, wealth planning, banking, and corporate retirement plans such as 401(k), profit sharing, and defined benefits plans. Michael holds a B.S. in business management with a minor in economics from George Mason University. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and is a Retirement Benefits Consultant (RBC). Residing in Loudoun County, VA, Michael enjoys outdoor activities such as playing golf and is involved in charity and volunteer work. He is an avid sports fan and values the opportunity to make a positive impact on the financial lives of his clients.

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 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Fidelity Investments and Charles Schwab Bank, as well as experience in retail with Golf and Ski Warehouse and Morano Gelato. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a range of alternative investment options.

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®-certified financial advisor with LPL Financial in Sterling, VA, with 32 years of industry experience. She has worked at LPL Financial since 2002 and was previously with Independent Financial Partners from 2017 to 2019. In addition to her advisory role, Wright is involved in financial education, delivering seminars and writing for nonprofit organizations focused on financial literacy, and teaching biblically based financial management and empowerment classes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by in-house and third-party research and provides access to diversified investment strategies and advanced portfolio management tools.

Harold Vorndran III serves as a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial planning and investment management services to his clients. He holds a degree in Business Management from the Pamplin School of Business at Virginia Tech. Harold is proficient in English, French, and Polish.

Clifford Boyle Jr. is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning using structured discovery conversations and proprietary planning tools.

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 at LPL Financial with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2023, he worked at Ameriprise Financial Services Inc for six years and held advisory roles at Ic Advisory Services, Inc. and The Investment Center, Inc. for nine years each. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a broad range of financial planning and advisory programs, utilizing model portfolios, third-party research, and technologies such as machine learning to support a diversified investment approach.

Mary Elizabeth Galvan is a financial advisor at Edward Jones in Purcellville, VA, holding a Series 66 designation with seven years at the firm and one year of industry experience overall. Prior to joining Edward Jones in 2019, she worked at George Mason Mortgage from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Justin Lee is a CFP® professional affiliated with Charles Schwab, with four years of industry experience. He has held roles at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2023, and prior to that worked at McAdam LLC. Outside of finance, he has experience in the restaurant industry and academic settings. Charles Schwab & Co., Inc. serves a large client base of 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 a mix of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a centralized operational structure.

Charles Maloney III is a financial advisor with Ameriprise in Leesburg, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, Maloney serves as chairman of the board for Conversations at Oatlands and is involved in his family-owned business, ROYCO, Inc., which operates non-residential properties. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Malcolm Jews is a CFP® and holds a Series 66 license with four years of industry experience. He is currently affiliated with LPL Financial and M&T Bank. Prior to these roles, he worked at United Brokerage Services, Truist Investment Services, Wells Fargo, and Morgan Stanley. Malcolm serves as Treasurer and a board member of The Smart Cookie Foundation, which provides scholarships and grants for higher education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Jennifer Damme is a CFP® and ChFC® credentialed financial advisor with eight years of industry experience. She has worked at Edward Jones since 2021 and previously held roles at Bankers Life Securities Inc and Bankers Life and Casualty. Jennifer also operated her own business, Jenn Damme Strategist, from 2014 to 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 financial advisors.