John Maginnis is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Maginnis is a founding partner of Harvest Wealth LLC, where he provides financial advice and solutions to corporate executives, retirees, and their families. He is also involved as an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a large nationwide network of independent advisors.

Matthew Tyler is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he worked at Ted Britt Automotive for two years. 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 offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Ryan Seward is the Market Leader responsible for overseeing five Fidelity branch locations in Northern Virginia, including Ashburn, Reston, Tysons Corner, Arlington, and Alexandria. In this role, he coaches branch leaders and associates to maximize their potential and ensure Fidelity's clients in the region receive an exceptional experience. Ryan has been with Fidelity Investments since 2011, holding various positions such as VP and Branch Leader, Assistant Branch Manager, Team Leader for Workplace Planning and Advice, Senior Workplace Guidance Manager, Workplace Guidance Manager, and WPS Service Delivery Manager. His extensive experience within Fidelity reflects a progressive leadership career focused on branch operations and client service. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Jose Gomez is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Charles Schwab Bank, TD Ameritrade, and work with nonprofit and legal organizations. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative investment process.

Channing Blevins is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. Prior to joining Fidelity, Blevins held various positions including roles at several golf clubs and Radford University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies and AI-driven research.

Conor Mullee is a CFP®-certified financial advisor with Edward Jones, based in Leesburg, VA, and has eight years of industry experience. Before joining Edward Jones in 2018, he was involved with Diamond Sports Training for over a decade and spent a year with the Chicago Cubs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services and maintains a large network of financial advisors and branch offices across the country.

Anne Byerly is a Planning Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as a Financial Advisor at Edward Jones from 2018 to 2025. She holds a California Insurance License. Anne focuses on building personal relationships with clients by understanding their unique financial needs. She collaborates closely with clients to develop plans aimed at protecting, managing, and growing their wealth. Outside of her professional work, Anne enjoys spending time at the beach, engaging in family activities, social events with friends, reading, traveling, and volunteering.

Tinotenda Nyawata is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and NewWave Trading LLC. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and research-driven investment guidance.

Gerald Radican is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Mass Mutual and its affiliates since 1994. Outside of his advisory role, he serves as an advisor involved with life settlements and viatical settlements through Veritas and is engaged in wealth consulting activities. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships utilizing firm-approved analytical tools.

Michael Oswald is a Series 66 licensed advisor at Charles Schwab with nine years of industry experience. His prior roles include positions at Edward Jones, Pruco Securities LLC, and The Prudential Insurance Company of America. He is currently based in Leesburg, VA. 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 a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios, alternative investment due diligence, and integrated custody and brokerage services.

Esterlyn Fernandez is a Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2023. In this role, she partners with clients and their families to develop and maintain financial plans tailored to their unique financial goals, emphasizing a relationship built on trust. Esterlyn's experience spans several roles within Fidelity Investments, including Financial Consultant, Planning Consultant, Relationship Manager, and Central Relationship Manager, dating back to 2016. Prior to joining Fidelity, she worked as a Universal Branch Associate at Capital One Bank from 2014 to 2016. Outside of her professional responsibilities, Esterlyn has interests in cooking and baking, family activities, gardening, parenthood, and softball.

Taryn Marshall is a Series 66 credentialed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill, she worked at Victory Housing, Inc. and has experience in educational roles at Furman University and Christian Heritage School. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Bonnell is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Sagepoint Financial Advisors for 12 years. Bonnell is also president of InvestOne Wealth Management, Inc., which involves sales and office management. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a wide range of investment programs and maintains a complex network of affiliated entities.

Ellen Police is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Virtual Partners Group, Moore Wealth, RBC Capital Markets, Morgan Stanley Smith Barney, and Wells Fargo Clearing. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services that leverage Wells Fargo research and tools, with clients able to choose how to implement tailored recommendations.

Artur Durro is a financial advisor at Merrill with 11 years at the firm and 4 years of industry experience. He holds the Series 66 designation and is based in North Bethesda, MD. Outside of his advisory role, he is the sole owner of a rental property business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Sandra Presgraves is a CFP® professional with 35 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. Her prior roles include positions at Financial Engines Advisors, EF Legacy Securities, Edelman Financial Services, and Berg Faircloth Investment Advisors. Outside of her advisory work, she is involved with Serving Those Who Serve (STWS) as an associate and relationship manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients as well as institutional clients. The firm utilizes tailored, non-discretionary planning and risk-profiling tools to support client goals and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Trung Vu is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously spent 19 years at Ameriprise before joining LPL Financial in 2016. Outside of his advisory role, he is an author and involved with Vu Entertainment LLC, a home-based TV show and script business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technology tools but not relying on them for investment decisions.

Kevin Rowe is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 1995. Prior to joining Merrill Lynch, he spent two years at Morgan Stanley. Kevin focuses on providing clients with full transparency, clear communication, and education to build strong advisor-client relationships. He holds the Chartered Retirement Planning Counselor (CRPC™) designation from the College for Financial Planning Institutes Corp and a Bachelor’s degree in History from the University of Vermont. Kevin’s areas of expertise include college education planning, divorce transition planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. Kevin grew up in Rockville, Maryland, where he currently lives with his wife, Joanie, and their four children. He is an avid Washington Commanders football and University of Maryland Terrapins basketball fan. Outside of his professional work, Kevin enjoys spending time with his family—especially at the beach—coaching youth sports, playing golf, and serving on the boards of his community, church, children's schools, and the Lilabean Foundation.

Shay Thomson is a CFP® with 10 years of experience at Edward Jones in Bethesda, MD. He has served at Edward Jones since 2016. Outside of his advisory role, Thomson is a managing partner of McDonogh LLC, a real estate investment business in York, PA, where he provides periodic consultation on significant portfolio transactions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,000 financial advisors.

Jason Wright is a financial advisor at OSAIC with 17 years of industry experience and holds a Series 66 designation. His prior work includes roles at Woodbury Financial Services, Capital One Investment Services, and Chevy Chase Financial Services. Outside of his advisory work, he has been involved with Manor Country Club for over two decades. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and access to multiple custodial and third-party platforms.