Kevin Sourk is a Series 66-credentialed financial advisor with 16 years of industry experience. He is currently with OSAIC and has previously worked at Woodbury Financial Services, Sharebuilder 401k, and Capital One Financial Advisors. Outside of his advisory role, he manages Actaeon Wealth Management LLC and provides insurance quotes and recommendations through his sole proprietorship. OSAIC serves a wide range of clients including individual, high-net-worth, institutional, and charitable investors through an extensive network of advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing firm-provided tools to construct diversified portfolios across various asset classes.

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 in Reston, VA, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and LPL Financial. She serves as Chief Operations Officer and Registered Associate at Momentum Capitol Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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.

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.

Emily Maffey is a financial advisor with CST Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She is also the Chief Operating Officer and a Certified Public Accountant at CST Group CPAs, PC, a certified public accounting firm affiliated with her advisory practice. CST Advisory Services, LLC provides referral services by introducing clients to third-party money managers rather than managing assets directly. The firm serves individuals, retirement plans, charitable organizations, and businesses, and is affiliated with accounting firms, allowing for coordinated referral activities between accounting and advisory services.