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 Pitts is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He previously worked for Cambridge Investment Research Advisors, Inc. for ten years. Outside of his advisory role, he owns a fishing charter business and serves as secretary of a condominium association. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including specialized areas such as business-owner transition and special-needs analysis.

Victoria Ross is a financial advisor with Raymond James Financial who holds Series 65 and Series 63 licenses and has 14 years of industry experience. She previously worked at JPMorgan Chase Bank and LPL Financial and currently serves as Chief Operations Officer at Momentum Capitol Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisors with specialized municipal and employer plan advisory services.

Jason Snyder is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple firms, including Capitol Securities Management and Lee Sipe & Associates. He is also involved as a financial planner with Lee Sipe & Associates. 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 investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client decision-making, with specialized services in municipal and public finance.

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.

Christopher Kaiser is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at firms including Mason Investment Advisory Services and TD Ameritrade prior to joining Edward Jones. 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 large network of financial advisors and branch offices nationwide.

Kathryn Okusa is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and previously worked for FSC Securities Corp for seven years. Outside of her advisory role, she manages SAVAL Livestock LLC, overseeing herd operations and related financial matters. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and third-party solutions to construct portfolios across a range of investment vehicles.

Mckay Mertz is a financial advisor with Charles Schwab in Reston, VA, holding a Series 66 designation and five years of industry experience. Prior to joining Schwab, Mertz worked at Allstate Insurance and Topo Financial. Outside of his advisory role, he self-published a science fiction novel through a hybrid publisher that is available on Amazon. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of brokerage, advisory, custody, and financial planning services. The firm utilizes a client relationship model that includes both non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Nathaniel George is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he manages rental properties in Virginia. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Michael Mc Shea is a financial advisor with Morgan Stanley in Reston, VA, holding a Series 66 credential and four years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Merrill Lynch, Paycom, FMC Corporation, and teaching positions at The Catholic University of America and Radnor Senior High School. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by investment research and scenario modeling.

Susan Prince is a Wealth Management Advisor with Merrill Lynch Wealth Management. She provides personalized financial strategies and wealth management services tailored to meet the complex needs of individuals with substantial wealth. Her services include retirement and education planning, portfolio management, life insurance analysis, and wealth preservation and transfer strategies. Susan collaborates with clients' other advisors, such as attorneys and accountants, to integrate tax, estate, and wealth transfer planning. Susan holds a Bachelor of Science degree from Miami University. Before joining Merrill in 2003, she spent 14 years working with the global management consulting firm Accenture. Her professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA) designations.

Ian Osborn is a Vice President and Wealth Planner at Fidelity Investments. In this role, he partners with clients to understand their financial goals and assists in building customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Ian has been with Fidelity Investments since 2021, initially serving as a Financial Consultant before his current position. Prior to joining Fidelity, he worked as a Senior Portfolio Advisor at Merrill Lynch from 2014 to 2021. His professional experience includes financial consulting and portfolio advisory services. No information regarding Ian's education, credentials, personal interests, or community involvement has been provided.

Arthur Hall is the sole advisor at StrategicGlobal Insight, LLC, holding Series 63 and Series 65 designations with 20 years of experience at the firm and 32 years in the industry overall. He has been self-employed since 1994, managing internet sales, online teaching, and talent services alongside his advisory work. StrategicGlobal Insight, LLC operates as an independent firm serving clients with personalized financial guidance.