Punchai Vutiprichar is a financial advisor at Fidelity with 20 years of industry experience and holds a Series 66 designation. He has been with Fidelity Investments since 2010 and has worked with Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from a broad investable universe, and it is notable for its registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Gregory Nerantzis Jr. is a financial advisor with Merrill based in Reston, VA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Outside of his advisory role, he serves as Chairperson for parish stewardship and the church renovation fund at Saints Peter & Paul Greek Orthodox Church in Frederick, MD. 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, pension plans, charitable organizations, and corporate fiduciaries.

Sean Romero is a financial advisor with Charles Schwab, holding a Series 66 designation and nine years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Charles Schwab and Charles Schwab Bank in 2021. 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 client relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios supported by centralized custody and a formal alternative-investment process.

William Cory is a financial advisor with Ameriprise in Washington, DC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Suntrust Advisory Services, Wells Fargo Clearing, and Wells Fargo Advisors. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Cortney Heykoop is a financial advisor at Osaic with 12 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Woodbury Financial Services and New York Life. Outside of her advisory role, she serves on the board of directors for The Arc of Loudoun and owns Clover Leaf Wealth Strategies, which provides community and home-based services for Medicaid patients. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that include various investment types and supports both discretionary and non-discretionary account management.

Jesse Campion is a financial advisor with Charles Schwab in Reston, VA, holding Series 63 and Series 66 credentials and 16 years of industry experience. His career includes ten years at TD Ameritrade Investment Management and TD Ameritrade, followed by his current role at Charles Schwab since 2022. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed-account, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and emphasizes a multi-asset model portfolio approach supported by research and due diligence.

Paul Jordan is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2025. His prior roles include over a decade with related entities within the Edelman Financial Engines organization, including Financial Engines Advisors and Edelman Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling and planner delivery with online tools, offering diversified portfolios and both discretionary and non-discretionary management across a broad range of accounts.

Rita Chehoeva Head is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various entities affiliated with Edelman Financial Engines since 2016. Outside of her financial advisory role, she serves as the pianist and accompanist for Round Hill United Methodist Church. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a broad range of discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term strategies.

Satnam Khalsa is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services and the Federal Judicial Center prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Jordan Albert is a financial advisor at Ameriprise with four years of industry experience. Prior to joining Ameriprise in 2021, he worked at CIM Group LP and KPMG LLP. He holds a Series 66 designation. Outside of his advisory role, he serves as an IT Committee Board Member for the Potomac Appalachian Trail Club. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines centralized consulting with algorithmic tools and emphasizes managed accounts and affiliated investment products.

Jacqueline Terry is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2008. Outside of her advisory role, she serves as an executor for an estate in Sterling, Virginia. 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 diverse client base including individuals, high-net-worth clients, and institutional investors.

Haris Mutapcic is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments in various capacities since 2013, progressing through positions including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to his current role, he also held the position of Senior Financial Consultant at TD Ameritrade in 2018. Over the course of more than 10 years, Haris has worked closely with clients and their families to plan and prepare for their financial goals. He employs a tailored approach based on the unique needs of each client and serves as a consistent source of guidance and support throughout their financial journey. Haris is fluent in Bosnian, Croatian, and Serbian.

Adam Skitol is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to this, he worked at Trimmer Associates and Bankers Life in various roles. Outside of his advisory work, he occasionally assists with property inspections as an independent contractor for Trimmer Associates. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors and more than 15,000 branch offices. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Luke Cullen is a Financial Consultant at the Fidelity Investor Center located in the Ashburn - One Loudoun office. In his role, he serves as a local dedicated advisor for clients seeking deeper financial planning and long-term partnerships to achieve their financial goals. His focus is on understanding clients' objectives and collaborating with them to develop plans that inspire confidence and comfort. Luke's professional experience includes his current position as a Financial Consultant at Fidelity Investments since 2023. Prior to this, he was an Investment Consultant at Fidelity Investments from 2022 to 2023, and he worked as a Financial Advisor at Edward Jones Investments from 2019 to 2022.

Max Hutsell is a Series 66-licensed financial advisor at LPL Financial with 15 years of industry experience. His prior roles include positions at Edward Jones and H. Beck, Inc., as well as managing entities such as Max Everett Enterprises and Grove Point Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of advisers. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Mehrak Aliaskari is a Private Wealth Manager with Merrill Private Wealth Management. He provides wealth management services to clients, focusing on financial planning and investment strategies. Mehrak holds a Bachelor's Degree from George M.

Diego Figueroa is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at MassMutual and spent three years at TopGolf. Outside of his advisory role, he operates an online store listing and selling trading cards. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Michelle Kim is a financial advisor at Mass Mutual Investors Services with the Series 66 designation and one year of industry experience. Her prior work includes three years at Cornerstone Insurance Group. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software and also provides specialized services such as divorce planning and employer-sponsored planning programs.

Stephen Ide is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been associated with Merritt Properties since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Mahmoud Harb is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He serves as a resource for a range of financial needs, including investing, retirement planning, and saving for unexpected expenses. Mahmoud also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Mahmoud holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Atlantic City High School. He emphasizes a client-centered approach, aiming to assist clients in uncovering what matters most to them and their families to create tailored financial strategies.