Morgan Russo is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at Grove Point Advisors, Grove Point Investments, MassMutual Investors Services, MassMutual Life Insurance Company, MSI Financial Services, Best Western Historic Frederick, and Mutual of Omaha. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

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.

Tara Bonilla is a financial advisor with Merrill in Reston, VA, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Merrill since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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 previously worked at FSC Securities Corporation from 2016 to 2023. 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 and C You In: The Major Leagues, a charitable organization. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates brokerage and investment advisory services with financial planning, retirement consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.

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 with Cetera and holds the CFP® designation and Series 66 license. He has two years of industry experience and currently operates Stoic Investments, LLC, offering advisory services alongside his role at Cetera. Matthews also manages Beta Solutions CPA LLC, a CPA firm providing tax preparation and consulting services, and serves as treasurer and secretary for a homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with various program structures, including model portfolios and third-party manager access.

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 two years of industry experience. She holds a Series 66 designation and previously worked for LastPass c/o GoTo, Inc. for eleven years. Outside of her advisory role, she is also an associate at McNellis & Asato, Ltd., a support company based in Chantilly, VA. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, with a significant portion of its business focused on advisory and implementation support rather than discretionary management.

David Mount is a financial advisor with Raymond James & Associates in Reston, VA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Robert W. Baird for 15 years before joining Raymond James in 2022. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and maintains capabilities in public finance and municipal work.

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 at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and has previously worked at Baird and Harbour Capital Advisors. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and sponsors wrap fee advisory programs.

Scott Salerno is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services Inc. and Morgan Stanley in various capacities. In addition to his advisory role, he serves as Managing Director and Portfolio Manager at WealthBridge Capital Consulting, focusing on investment-related market research and portfolio management. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple investment types, managed on both discretionary and non-discretionary bases.

Joseph Esparolini is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017, following a year at Facebook and six years with the U.S. Army's Department of Defense. Outside of financial advising, he is involved with Hunting Hawk Farm, LLC, a horse boarding and apartment rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Sima Zahid is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA before joining Primerica in 2019. Outside of her advisory work, she serves as an anchorwoman for Arian Afghanistan TV, is the treasurer of the Carterwood Community Association, and leads the cultural committee of the Afghan Academy nonprofit. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, managing potential conflicts through disclosure and oversight.

Jordan Gault is a Financial Consultant at Fidelity Investments, where they collaborate with clients to develop personalized financial plans aligned with their unique goals. Drawing on Fidelity's extensive resources, Jordan works closely with clients to support their financial aspirations. Jordan's experience at Fidelity includes roles as a Planning Consultant, Relationship Manager, and Financial Representative, all contributing to a comprehensive understanding of financial services and client needs. This progression reflects a commitment to client partnership and financial planning. Outside of their professional role, Jordan has interests in art, music, parenthood, photography, soccer, and yoga.

Walter Mcmann is a Series 65-credentialed financial advisor at OSAIC with one year of industry experience. His prior work includes roles at SC Advisors, American Bank, Park Fowler & Co., Walter Calvin LTD, and Ritz Carlton. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes and supports both discretionary and non-discretionary management options.