Daniel Koester is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held multiple roles at James Madison University and Kestra Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jeffrey Perry is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 16 years of industry experience. Prior to his current role, he worked at Covenant Capital, Wealthcare Advisory Partners LLC, and LPL Financial. Outside of his advisory work, he serves as Treasurer at Trinity Church of Loudoun, where he collaborates on the church’s financial matters. 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 employs tailored, non-discretionary planning using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Anthony Marx is a financial advisor with Ameriprise in Sterling, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ameriprise and its predecessor entity since 2009. Outside of his advisory role, he is a co-owner of Unity Squared, a pass-through entity associated with a team practice structure. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools with advisor input to deliver these plans and also provides a broad range of advisory, brokerage, and insurance solutions.

John Bocek is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing a data-driven and research-backed approach to wealth management. Since beginning his financial services career in 2008, John focuses on delivering tailored wealth strategies that address individual client needs, emphasizing precision and informed decision-making rather than generic diversification. He specializes in areas such as college education planning, executive and equity compensation, family wealth management, retirement planning, portfolio management, and tax minimization. John holds a Bachelor's Degree from the Virginia Military Institute and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He incorporates both fundamental and technical analysis to position client portfolios to adapt to evolving market conditions, including shifts in economic trends, policy changes, and interest rate movements. Committed to community involvement, John participates in volunteer activities aligned with the Merrill tradition of service. Outside of his professional work, his personal interests include camping, hiking, rock climbing, running marathons, skiing, traveling, woodworking, and spending time with his family.

Catherine Kalweit is a CFP® professional with 28 years of industry experience, currently serving at Edelman Financial Engines. She has previously worked within various Edelman-affiliated entities since 2007. Kalweit serves on the Board of Directors for the Center for Object Relations, a nonprofit focused on education and resources related to the theory of Object Relations. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions.

Nicholas Blue is a Financial Consultant at Fidelity Investments. He is focused on co-creating and implementing personalized investment plans tailored to his clients' unique financial objectives. His professional experience at Fidelity Investments includes roles as Financial Consultant starting in 2024, Investment Consultant from 2023 to 2024, Investment Solutions Representative in 2023, and Customer Relationship Advocate from 2022 to 2023. Outside of his professional work, Nicholas has interests in comedy, fishing, golf, and spending time with his pets.

James Bennett is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Cetera Advisors, Anchor Financial Group, OneAmerica Securities, and Ryan Bennett LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms.

Tara Bonilla is a financial advisor with Merrill in Reston, VA, holding a Series 66 designation and 12 years of industry experience. She has been with Merrill since 2013. Merrill, along 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Young Jung is a financial advisor with Edward Jones in Fairfax, VA, holding CFP® and ChFC® designations and 14 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2017 to 2024, as well as Penn Mutual Life Insurance and Hornor Townsend & Kent. Outside of his advisory role, he serves as a youth soccer referee for the US Soccer Association. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,000 financial advisors.

Thomas Dellinger is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at FSC Securities Corporation and LPL Financial. Outside of his advisory role, he serves as president of The Okusa Dellinger Foundation, a private 501(c)(3) foundation, and is a board member of the Fellowship of Christian Athletes Northern Virginia Chapter. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering advisory and brokerage services through a multi-advisor platform. The firm employs a model-based investment process emphasizing portfolio optimization, risk assessment, and the use of various managed account strategies.

Phillip Shubinsky is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Bank of America, Merrill, and several other firms. Raymond James & Associates is a large firm that serves individuals, institutional clients, charitable organizations, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles supported by affiliated research and sub-advisers.

Matthew Edgar is a CFP® with 16 years of industry experience and has been with Edward Jones since 2009. He is based in Fairfax, VA. Outside of his advisory work, he is a guitarist in a local band that performs regularly at venues and private events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a network of more than 23,000 financial advisors and 15,000 branch offices.

Kevin Matthews is a financial advisor at Cetera with over two years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Cetera, he was affiliated with Avantax Advisory Services and operates Stoic Investments, LLC, his own advisory business. Matthews is also the managing member of Beta Solutions CPA LLC, a CPA firm providing tax preparation and financial consulting services, and serves as treasurer and secretary for a local homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform that includes both affiliated and third-party strategies.

Stephen Jones is a Senior Financial Advisor and leader of The Jones Group in Reston, Virginia. He has over 19 years of experience in helping highly successful individuals, families, and business owners address the challenges of building and preserving wealth. As the senior leader of his team, he oversees portfolio construction, asset allocation, and income distribution strategies. His practice focuses on wealth accumulation, trust and estate strategies, and retirement income planning. Stephen earned a Bachelor's degree in Economics and Finance from the College of Charleston. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). As a second-generation Merrill Lynch Wealth Management advisor, many of his client relationships extend back four decades, reflecting his commitment to long-term client partnerships. In his personal time, Stephen enjoys golf, baseball, and hiking. He resides in Reston, Virginia.

Aya Funahashi is a financial advisor at Raymond James Financial with three years of industry experience. Prior to joining Raymond James, she worked for LastPass c/o GoTo, Inc. for 11 years. She also serves as a financial advisor at McNellis & Asato, Ltd. in a non-owner capacity. 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, and institutional clients. The firm utilizes tailored planning and analytical tools to support client goals and offers specialized services such as municipal and public-finance advisory and SIMPLE IRA Employer Advisory programs.

David Mount is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Robert W. Baird 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

Steven Marshall is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in a business ownership entity related to office leasing. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Magruder is a CFP® with over 32 years of experience in financial advisory and tax preparation. He has served in various roles at Avantax and Cetera since 2002 and currently operates his own tax preparation and accounting business. He is affiliated with Cetera Investment Advisers LLC, a large SEC-registered advisory firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services.

Matias Rodlauer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. He previously worked at Baird and Harbour Capital Advisors before joining Raymond James. 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Scott Salerno is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. In addition to his advisory role, he serves as Managing Director and Portfolio Manager at Wealthbridge Capital Consulting, focusing on market research and portfolio management. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services across various programs. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by risk-tolerance analysis and multiple investment strategy options.