Jessica Perry is a CFP®-certified financial advisor with LPL Financial in Ashburn, VA, bringing two years of industry experience. She has worked at several financial institutions, including Potomac Bank Trust & Wealth, Bank of America, Merrill, and Sandy Spring Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Kevin Haddon is a CFP® professional with 10 years of industry experience, currently serving at Raymond James Financial. His prior experience includes seven years at Robert W. Baird & Co. before joining Raymond James and its affiliates, where he has worked since 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Nancy Gallagher is a financial professional with 13 years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked with firms including OneAmerica Securities, MassMutual, and Springhouse Financial, LLC. Outside of advisory roles, she serves as secretary and treasurer for a nonprofit organization and is a board member of an educational institution. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management options and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Noah Wiggins is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Stratos Wealth Partners, LPL Financial, and First Genesis Virginia. Outside of finance, he has worked in waste management with 1-800-Got Junk. 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, offering model-based and discretionary strategies for a range of client types including individuals, high-net-worth clients, and institutions.

James Giunchi is a financial advisor with Ameriprise in Vienna, VA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has been with Ameriprise and its related entities since 2016. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Gregory Smith is a financial advisor with Raymond James & Associates in Reston, VA, holding the CFP® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including 22 years at Robert W. Baird & Co. prior to joining Raymond James in 2022. Smith is also the owner of Wise Investor Group, LLC. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management strategies and affiliated research.

Andrew Greene is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1992. He has also held the position of Resident Manager in multiple Merrill branch offices. Andrew leads the Greene, Metcalfe, Bizic, and Associates team, focusing on relationship management and providing clients access to Merrill's extensive resources to support their financial goals. With over 25 years of experience, Andrew and his team assist affluent individuals and families in pursuing their financial objectives through a customized approach that emphasizes wealth planning and asset management. His practice areas include college education planning, corporate benefits, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, and support for clients in sports and entertainment sectors. Andrew holds the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA) designations. He earned his Bachelor's Degree from the University of Maryland. Andrew is engaged with his local community and participates in the University of Maryland Mentor Program. He resides in Chevy Chase, Maryland, with his wife Mary Beth, and enjoys spending time with their children.

William Frogale is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2013, initially serving as an Investments Representative before his current role. Prior to joining Fidelity, he worked as a Financial Planner at PRUCO Securities, LLC from 2010 to 2013, a Financial Advisor at VALIC Financial Advisors, Inc from 2006 to 2009, and as a Registered Marketing Associate at Citigroup Global Markets Inc from 2005 to 2006. With over 20 years of experience in financial services, William has worked with a diverse range of investors and client families. He focuses on wealth planning and helping clients work toward their financial goals. He holds a California Insurance License.

Kate Okusa is a financial advisor at Osaic Wealth, Inc. with nine years of industry experience. She previously worked at FSC Securities Corp for seven years before joining Osaic in 2023. In addition to her advisory role, she is a licensed life insurance broker who provides life insurance solutions to clients as part of comprehensive financial planning. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated portfolio rebalancing across various investment types, supported by multiple third-party platforms and complex corporate structures.

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.

Conor Fitzpatrick is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He spent 11 years at Wells Fargo Advisors before joining LPL Financial in 2024. Fitzpatrick is also associated with CMF Advisors, Inc., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including access to model portfolios, third-party asset management, and institutional platforms.

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.

Alexander Neishell is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Herc Rentals and Temp Power Generator Rental. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

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.

Samuel Winkler is a financial advisor at Thrivent Investment Management with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Thrivent, he served in the United States Army for 24 years. Outside of his advisory role, he owns a business that produces custom patriotic apparel for military organizations and occasionally works as a food delivery driver. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers planning on a range of topics and allows clients to combine planning with managed accounts under a consolidated billing option while keeping the services separate.

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.