Christopher Aime is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2022. He previously worked for 15 years at Robert W. Baird & Co. Outside of his advisory role, he owns a rental real estate property in Leesburg, VA, with minimal day-to-day involvement. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, pension plans, and municipal entities. The firm provides financial planning and non-discretionary investment consulting using a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Deidree Campana is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2013. Prior to her current role, she worked at Bank of America, N.A. since 2024. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Susan Shields is a financial advisor at Merrill with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2013. Outside of her advisory role, she serves on the board of The Women’s Center, a nonprofit providing mental health services, where she contributes to governance, development, and finance committee activities. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samantha Cafferty is a Wealth Management Advisor with Merrill Lynch Wealth Management. She holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and Personal Investment Advisor (PIA) credential. Samantha began her career in 2012 after earning an Honors Bachelor of Science degree in Finance with a minor in Economics from George Mason University. She is also a member of The GWIM Women's Exchange. In her role, Samantha works with individuals and families through all stages of life, focusing on areas such as wealth planning strategies, college education planning, divorce transition planning, family wealth management, liquidity management, retirement income, tax minimization, and portfolio management services. Her team's disciplined approach involves a deep understanding of clients' goals, financial modeling, and coordination with clients' other advisors to deliver tailored wealth management services. A native of Northern Virginia, Samantha resides in Ashburn with her husband, two young sons, and a rescue dog. Her personal interests include cooking, football, reading, spending time with her family, and practicing yoga.

Jessica Cline is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes positions at Blazing Adventures and roles in educational and community organizations such as The Key School and Bay Ridge Pool Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a diverse range of funds and assets.

Ann Summerson is a CFP® professional with 27 years of industry experience. She is currently with Raymond James & Associates, where she has worked since 2022, following a 15-year tenure at Robert W. Baird & Co. 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, pension plans, and charitable organizations, and offers a range of financial planning and consulting services with an emphasis on tailored, non-discretionary advice.

Abel Chavez Lopez is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has previously worked at Robert W. Baird & Co. and Tax Hub Solutions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional clients, charitable organizations, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Coty Backmon is a financial advisor with Equitable Advisors in Gainesville, VA, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, PNC Wealth Management, Merrill, and Wells Fargo Clearing. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Han Saem Hur is a financial advisor at Morgan Stanley with Series 66 registration and three years of industry experience. Prior to joining Morgan Stanley in 2023, Hur worked for eight years at KOTRA (Korea Trade-Investment Promotion Agency) in New York. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through various investment and financial planning platforms.

Andrew Armati is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 license and six years of industry experience. He has been with Raymond James and its affiliated entities since 2020 and is also associated with McDermott-Armati Wealth Strategies, LLC. Prior to his advisory career, he worked in education and the food service industry. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools for tailored, non-discretionary planning and supports clients through various advisory programs, with a notable presence in municipal and public finance advisory.

Mustafa Al Jadooa is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, N.A., and Bank of America, N.A. Outside of finance, he has work experience with Doordash and the Fairfax County Park Authority. Merrill 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.

Timothy Kirby is a financial advisor with Edward Jones in Woodbridge, VA, holding the ChFC® designation and Series 66 license. He has 12 years of industry experience and has been with Edward Jones since 2013. Outside of his advisory role, he performs occasional sacerdotal duties as a minister, including wedding and funeral services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

Lyle Martin is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and previously worked for AT&T/Cricket Wireless for 21 years. Outside of finance, he works as a brick specialist, providing customer service and selling LEGO sets. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides comprehensive, goal-based financial planning without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called WealthPlan.

James Tobias is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and having 23 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Tobias serves as a board member for the Liberty Run HOA, vice president of the Liberty High School Boosters, and treasurer/secretary of the Great Creek Hunt Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning on a wide range of topics, with the option to combine planning services with managed accounts under a consolidated billing structure.

Patrick Heijmen is a CFP® with 23 years of industry experience, currently serving at Wells Fargo Clearing. His prior roles include positions at LPL Financial, The Fauquier Bank, and Middleburg Bank. He is an investment committee member for the Highland School in Warrenton, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a wider range of financial products, including insurance-related vehicles and bank deposit sweep options.

Chase Hinderstein is a financial advisor with Raymond James & Associates in Reston, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked for Robert W. Baird & Co. for 15 years before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jason Lesnik is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has been with Cambridge since 2016 and also serves as president of Custos Financial Services, LLC. Lesnik is actively involved in his community as a member and president of the Manassas Volunteer Fire Company. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through various platforms and provides access to third-party advisers and proprietary model strategies.

Victoria Ross is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at JPMorgan Chase Bank, NA and LPL Financial LLC. Ross also serves as Chief Operations Officer and Registered Associate at Momentum Capitol Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting supported by advanced analytical tools and maintains specialized services such as municipal advisory support and SIMPLE IRA Employer Advisory programs.

Jason Snyder is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various firms, including Capitol Securities Management and Lee Sipe & Associates. Snyder is involved with Serving Those Who Serve, supporting partners in the business. 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 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.

Dylan Herrmann is a CFP® professional with four years of industry experience, currently advising at Charles Schwab in Reston, VA. His prior roles include positions at American Express and Grand Canyon University. Dylan holds Series 63 and Series 66 licenses. 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 discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and order-routing infrastructure.