Mohammad Aboudi is a financial advisor with Charles Schwab in Reston, VA, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing, PNC Bank, and Capital One. 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 provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Kevin Okim is a financial advisor with Raymond James Financial in Reston, VA, holding the CFP® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including 18 years at Edward Jones before joining Raymond James in 2023. Okim is also the president of Okim Wealth Management LLC, a financial planning and client wealth management firm. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm provides non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis, modeling tools, and firm research to develop tailored financial plans.

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 at Merrill with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Merrill in 2017, she worked for nine years at Nextek Dental Studios. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Peter Chipouras is a financial advisor with OSAIC in Leesburg, VA, holding CFP®, Series 63, and Series 65 designations and bringing 32 years of industry experience. He has worked with OSAIC since 1996 and The Washington Insurance Group since 2005. Outside of his advisory role, he also provides life and disability insurance services for existing policies. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a wide network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios tailored to client preferences.

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. Prior to joining LPL Financial in 2023, he worked at Cuna Brokerage Services, Inc. for 23 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and access to research from LPL Research and third-party subadvisors.

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.

Pamela Gonzalez is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has previously worked in both academic and healthcare settings, including roles at George Mason University and Dr. Michael Bermel & Associates. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, institutions, and corporate fiduciaries. The firm integrates investment management with broader Bank of America services, including lending and custody.

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® professional with 12 years of experience, currently serving as a financial advisor at Edelman Financial Engines in Fairfax, VA. His career includes multiple roles within Financial Engines Advisors L.L.C. since 2018, as well as prior experience at Commonwealth Financial Network. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online offerings, and operates a range of discretionary and non-discretionary programs overseen by an internal Investment Committee.

Sonja Faison is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A. and Merrill. Faison is based in Oakton, VA. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Cassandra Lipp is a financial advisor at Edward Jones, holding a Series 66 designation. She began her career in finance at Wells Fargo Bank, where she worked for 12 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a network of over 23,000 financial advisors and managing approximately $1.01 trillion in assets under management.