Gene Summerlin II is a CFP® and holds a Series 66 license with 14 years of experience in the financial industry, all of which have been with Edward Jones since 2012. He is based in Fairfax, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a range of segments, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Isabel Cooper is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at several firms within the Edelman Financial Engines organization since 2009. Outside of her advisory role, she serves as a director for Cross Rivers Ministries, a nonprofit focused on life coaching, and is the founder of Coops Hoops and Foods, a podcast covering basketball and culinary topics. 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 both discretionary management and non-discretionary advice across various account types.

Flor Wanda is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America, N.A. for 12 years. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mohammad Aboudi is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo and PNC Bank. Charles Schwab serves a large client base primarily composed of 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 affiliated discretionary separately managed accounts and offers a centralized operational structure supporting its multi-asset model portfolio investment approach.

Kevin Okim is a CFP® professional with 21 years of experience in financial planning and wealth management. He has worked at Raymond James Financial Services Advisors, Inc. since 2023 and spent 18 years at Edward Jones prior to that. Okim is also the president of Okim Wealth Management LLC, where he focuses on financial planning and client wealth management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals, while supporting access to wrap-fee advisory programs and municipal and public finance work.

Erin Schmidinger is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2020. She has been with Fidelity Investments since 2014, progressing through positions including Relationship Manager and Senior Relationship Manager. Prior to joining Fidelity, Erin worked at Bank of America, Merrill Lynch from 2011 to 2014 in various capacities such as Wealth Management Client Services, Financial Solutions Advisor, and Investment Associate. Throughout her career in financial services, Erin focuses on understanding her clients, their families, and their priorities. She works to align Fidelity's resources to meet her clients' financial planning needs and is dedicated to advocating for them by addressing their financial and life goals.

Patrick Jacobeen is a financial advisor with Primerica Advisors in Catlett, VA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. Outside of financial advising, he is involved as a religious musician and speaker and owns businesses including Jacobeen Group LLC and Slantball, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while employing a tiered wrap-fee structure.

Michel Allen is a Financial Consultant at Fidelity Investments, a position he has held since 2022. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2021 to 2022. Michel has over a decade of experience in financial services, having worked in various roles including Senior Financial Consultant at TD Ameritrade, Investment Consultant at Scottrade, and Personal Banker at Citibank and First Niagara Bank. Throughout his career, Michel has focused on collaborating with individuals and families to create tailored financial plans that align with their unique goals and needs. He leverages resources, tools, and strategies supported by Fidelity to work toward clients' financial success. Outside of his professional work, Michel's personal interests include beach activities, cars, family activities, fitness, movies, and outdoor adventures.

Tammy Pierce is a financial advisor at Edward Jones with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Edward Jones since 2019. Her prior experience includes four years at UBS Financial Services and one year in forensic drug and alcohol testing. Edward Jones is a full-service wealth management firm with over 23,000 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets under management.

Jennifer Malone is a financial advisor with Merrill in Reston, VA, holding Series 63, Series 65, and Series 66 licenses and 14 years of industry experience. She worked at Nextek Dental Studios for nine years before joining Merrill in 2017. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Peter Chipouras is a financial advisor at OSAIC with 32 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. He has worked at both OSAIC and The Washington Insurance Group for over two decades. Chipouras also maintains a sole proprietorship focused on servicing existing life and disability insurance policies. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a range of brokerage and advisory services. The firm employs a model-based investment approach with tools for asset allocation and portfolio optimization, supporting various managed account programs and third-party money manager options.

Karnail Kooner is a financial advisor at LPL Financial with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at CUNA Brokerage Services, Inc. and Voya Financial Partners, LLC. 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 variety of investment advisory and brokerage services, including model portfolio programs and third-party asset management, supported by advanced operational and research tools.

Matthew Kelly is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade Inc. from 2010 to 2022. Outside of his advisory role, he serves as a committee member for the nonprofit Tuckahoe Recreation Club. Charles Schwab serves a large client base primarily composed of 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 offers both non-discretionary and discretionary investment solutions, combining centralized custody and order-routing with multi-asset model portfolios and access to alternative investments.

Zaina Bankwalla is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. She has been with MML Investors Services and MassMutual since 2016. In addition to her advisory role, she is the owner and CEO of Virid Financial LLC, a financial planning and wealth management firm. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning and offers specialized event-driven services such as divorce and estate-settlement planning.

Adam Searle is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2013 after three years at Morgan Stanley, where he worked closely with Susan Shields and Jennifer Abate. Adam specializes in helping clients identify long-term goals and develop strategies that align with their priorities. His areas of responsibility include portfolio construction and analytics, risk management strategies, cash-flow analysis, budgeting, wealth analysis, and long-term planning. He collaborates with colleagues as well as clients' external tax and legal advisors to integrate multiple financial disciplines, aiming to enhance and simplify clients' financial lives. Adam's professional designations include the Certified Plan Fiduciary Advisor® (CPFA®) awarded by the National Association of Plan Advisors (NAPA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds an Honours Bachelor degree in Finance, with Accounting and Management, from the University of Nottingham in the United Kingdom. Adam’s client focus areas include college education planning, executive compensation, family wealth management strategies, socially responsible investing, and retirement income planning. Outside of his financial advisory role, Adam has been actively involved as a volunteer firefighter and EMT with the Vienna Volunteer Fire Department and Fairfax County Fire and Rescue since 2012, currently serving as a Lieutenant. His personal interests include fly-fishing, playing golf, hiking, and traveling to less-traveled destinations with his fiancé.

William Beasley is a financial advisor with Charles Schwab, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., Scottrade, and ViBe, LLC. Outside of the financial industry, he works as a sales associate at Lowe's Home Improvement. 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 affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by comprehensive research and due diligence.

Sean Mcqueen is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Securian Capital of the Chesapeake and First Command Financial Services. Outside his advisory work, he is involved as a financial professional with Kinnect Advisors and acts as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and multiple program structures.

Zachary Intermill is a financial advisor at Ameriprise in Fairfax, VA, holding a Series 66 designation with five years of industry experience. He has been with Ameriprise and its affiliate since 2018. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with financial advisors.

Richard Caggiano is a financial advisor with Ameriprise in Herndon, VA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service delivered alongside client advisors, with a focus on assets held within Ameriprise Managed Accounts.

Nathaniel Parks is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Fairfax, VA. His work history includes multiple roles at Financial Engines Advisors L.L.C. dating back to 2018, as well as prior experience at Commonwealth Financial Network. 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 both discretionary and non-discretionary investment solutions across a broad range of portfolios and account types.