Gabriel Short is a financial advisor with Equitable Advisors in Leesburg, VA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Merrell and Virginia Tech. Outside of advising, he is self-employed as a food delivery driver for Uber Eats. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes various third-party advisory models and offers ERISA fiduciary services, with a focus on both proprietary and third-party investment solutions.

James Fitze Jr. is a financial advisor with Mass Mutual Investors Services in Rockville, MD, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2017, following four years at Applied Network Solutions, Inc. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and event-driven planning programs, including a recent addition of Divorce Planning.

William Wallace is a financial advisor with Primerica Advisors in Ashburn, VA, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in the sale of home security and automation products, as well as loan product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

James Wehr is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has worked with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2001. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various investment programs tailored to client goals.

John Stohlman is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 34 years of industry experience. His prior roles include positions at Grove Point Advisors, Federal Navigators, and Medallion Financial Group. He serves on the board of the Cedarbrook Community Church and has authored investment-related materials since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Victor Concha is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He joined Fidelity Investments in 2022 as a Financial Consultant and has built his career in financial advisory roles for over a decade. Victor has experience working with a range of clients to develop customized financial plans that align with their short-term and long-term goals. Prior to his current role, Victor served as a Financial Advisor at GEBA Wealth Management from 2020 to 2022 and as a Wealth Management Advisor at TIAA from 2018 to 2020. He also worked as a Private Banking Advisor at Wells Fargo Advisors and PNC Wealth Management between 2012 and 2018, and began his career as a Financial Analyst at PNC Institutional Investments from 2008 to 2012. Outside of his professional work, Victor has interests in cooking and baking, enjoys food-related activities, participates in soccer, values parenthood, and engages in volunteering within his community.

Scott Mann is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Prior to joining LPL in 2025, he worked at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement consulting, and brokerage services, supported by research and technology solutions.

Andrea Vice is a financial advisor with Morgan Stanley in Potomac, MD, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Merrill, Bank of America, PNC Wealth Management, Fidelity, Deutsche Bank Securities, and Citigroup. Outside of her advisory work, she supports a family-owned online business selling vintage Americana and antiques by providing marketing and social media assistance. Morgan Stanley Wealth Management offers a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes but does not provide individual security recommendations as part of standalone plans.

Michael Glozer is a financial advisor at Fisher Investments with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fisher Investments, he worked at Churchill Management Group for 18 years and Focus Partners Wealth, LLC for one year. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process utilizing quantitative and qualitative research, and offers tax-aware strategies and risk management techniques.

Shawn Barnes is a CFA® charterholder and holds a Series 63 license, with 27 years of experience in the financial industry. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Carole Maloney is a financial advisor at Ameriprise with 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Maloney serves on the board of directors for Conversations at Oatlands, a nonprofit organization based in Leesburg, VA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Yapheth Norris is a financial advisor at Raymond James & Associates with credentials including Series 65 and Series 63, and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Bank, and Impaq International. He also operated a sports and recreation business in 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Ernest Massenberg III is a CFP® with 25 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. for four years and Lincoln Financial Advisors Corporation for eleven years. Outside of his advisory work, he is a keyboardist in the Deja Gruv band. OSAIC Wealth, Inc. serves a wide range of clients, including individual investors, pension plans, corporations, and nonprofits, through a large network of financial advisers and multiple advisory platforms. The firm employs firm-provided asset-allocation tools and offers integrated brokerage and advisory services, unified managed accounts, and access to third-party money managers.

Carla Lindblad is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for seven years. Outside of her advisory role, she is involved in operational and client service support at two local organizations in Rockville, MD. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to help clients understand potential outcomes, supporting implementation through advisory programs or other providers.

Justin Gore is a financial advisor at RBC Capital Markets in Rockville, MD, with one year of industry experience. He holds a Series 66 designation and previously worked at Jones Lang LaSalle for nine years. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Robert Feisee is a CFP® professional with 25 years of industry experience. He is currently with Cambridge Investment Research Advisors and has been with the Cambridge group since 2017. Prior to this, he spent eight years at National Planning Corporation and practices law through Insight Law, PLLC. He is also involved in a marketing business, L35, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and platform options.

Erin Smith is a CFP®-credentialed financial advisor with 26 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. She previously worked at Accordant Advisory Group, Inc. and has been with Raymond James since 2000. Beyond her advisory role, she serves as Treasurer on the executive board of the nonprofit Middleburg Hunt and is president of Goose Creek Strategies, LLC. 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, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using analytical and risk-profiling tools to support client goals.

Cameron Duncan is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services, utilizing both in-house and third-party investment managers to tailor strategies according to each client’s risk profile.

Bobby Morton is a CFP® with nine years of experience in the financial services industry. He is currently an advisor with Raymond James Financial Services Advisors, Inc. He has held roles at several firms, including Strategic Financial Associates, NYLIFE Securities LLC, Mariner Wealth, and Cresset Asset Management. Morton served in the Army National Guard for 12 years. 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 plans, corporations, and institutional clients. The firm employs non-discretionary planning and analytical tools tailored to client goals and supports its offerings with municipal advisory services and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

John Kelly is a financial advisor at Morgan Stanley with 12 years of industry experience. He has held various positions within Morgan Stanley since 2015, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Kelly holds the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.