Joseph Buchy is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to provide customized comprehensive wealth management solutions. His role involves helping clients articulate, plan, and achieve their unique financial goals by leveraging the investment resources of Merrill and banking services of Bank of America. Mr. Buchy has been in the financial services industry since 2015 and joined Merrill Lynch Wealth Management in 2018. His areas of expertise include college education planning, services for endowments, foundations and non-profits, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, sports and entertainment, tax minimization, and retirement income strategies. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's degree in Integrated Science and Technology from James Madison University in 2004 and a Master's in Business Administration from George Mason University in 2014. Mr. Buchy is involved in community activities, including volunteering with the organization Love.Futbol. His personal interests include cooking, golfing, music, soccer, and spending time with his family.

Arthur Chase is a financial advisor with UBS Financial Services in Chantilly, VA, holding Series 63 and Series 65 registrations and 44 years of industry experience. He has been with UBS and its predecessor Painewebber Incorporated since 1994. Outside of his advisory role, he serves on the board of directors for the Marian Woods Home Owners Association. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services through a network of financial advisors, utilizing proprietary research and model-based asset allocations.

Azan Piperno is a Series 66-credentialed financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and held prior roles at McAdam LLC and Purshe Kaplan Sterling Investments in 2016. Outside of his advisory work, he is a tennis instructor. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process.

Natalia Tafaro is a financial advisor with Fidelity in Reston, VA, holding a Series 66 designation and 9 years of industry experience. She has worked with Fidelity Brokerage Services since 2017 and joined Fidelity Investments in 2025. Her prior experience includes two years at PNC Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and AI in portfolio management, as well as its advisory role to multiple registered investment companies.

Jason Smoot is a Financial Consultant currently working at Fidelity Investments since 2023. He has held positions as Vice President - Financial Consultant at Charles Schwab & Company from 2021 to 2023, Senior Financial Consultant at TD Ameritrade from 2018 to 2021, and Licensed Financial Consultant at T Rowe Price from 2016 to 2018. Jason employs a disciplined approach to wealth management, assisting clients in defining their financial goals and developing plans to work toward their desired financial destinations. He lives in Ashburn with his wife and three children.

Mary Lynes is a Wealth Management Advisor at Merrill Lynch Wealth Management. She holds the CERTIFIED FINANCIAL PLANNER (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor (CRPC) designation. She also holds the Personal Investment Advisor (PIA) designation. Mary graduated from Georgetown University with a bachelor's degree and earned her master's degree at George Washington University, majoring in finance. She began her career in investments and financial markets in 1982. Her areas of focus include education planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. At Merrill Lynch, Mary and her team work with families and small business owners to assist in every aspect of their financial lives. They build structured plans based on clients' priorities to help achieve their financial goals. Outside of work, Mary enjoys cooking, dancing, fishing, gardening, hiking, music, spending time with her family, traveling, and yoga.

David Mead is a Wealth Management Advisor and managing team partner of Mead & Associates at Merrill Lynch Wealth Management. He has over 30 years of experience in the financial industry, beginning his career in 1988 as a Financial Consultant for PaineWebber, Incorporated. In 1996, he joined Merrill, where he has developed a planning-based wealth management team that provides customized advice and guidance to individuals, families, and foundations. Mead & Associates, headquartered in Reston Town Center, Virginia, collaborates with clients on various aspects of their financial lives, including asset management, cash management, liability management, education planning, retirement planning, and insurance planning. David has also contributed to the training of Merrill financial advisors through the National Faculty Program and the Advisor Growth Network. David graduated from The Catholic University of America with a bachelor's degree in finance in 1985 and earned a master's degree in financial management from the same institution in 1987. He holds the Certified Investment Management Analyst (CIMA) designation. David resides in Vienna, Virginia, with his wife Sheila and their three children.

John May is a financial advisor at OSAIC with 47 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corp for 23 years and VOYA Financial Advisors, Inc. for two years. He teaches Social Security and IRA planning classes at his church several times per year. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with portfolio optimization tools and provides access to discretionary strategies, third-party managers, and alternative investments.

Russell Day is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Edelman Financial Engines in Fairfax, VA, having joined the firm in 2025 following six years at Financial Engines Advisors L.L.C. His prior experience also includes roles at Boat America Corporation and McGladrey. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, managing diversified model portfolios with a long-term orientation.

Christopher Neary is a Financial Advisor at Merrill Lynch Wealth Management. As a second-generation Merrill Financial Advisor from Northern Virginia, he was exposed to the financial services industry early on, which influenced his decision to pursue a career in financial advising. He works closely with clients to understand their individual financial situations and goals, focusing on thoughtful planning and clear communication. His expertise includes family wealth management strategies, legacy planning, and managing new wealth. Christopher holds the Chartered Retirement Planning Counselor™ (CRPC™), Accredited Asset Management Specialist™ (AAMS®), and Personal Investment Advisor (PIA) designations. Christopher graduated from Pennsylvania State University with a bachelor's degree in Economics and earned the Smeal College of Business Certificate. Outside of work, he enjoys golfing, spending time with his family, traveling, supporting Penn State athletics, and following Washington, D.C. sports teams.

Mark Menzel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Fulcrum Advisory Services. Outside of advisory work, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies through its Founders Gate Capital brand.

Anaita Wali Zada is a financial advisor at Merrill with a Series 66 designation. She has been with Merrill since 2024 and previously worked at Bank of America, N.A., Chico's FAS, Inc., and has experience in media production ventures. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Aroson Randle is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, where he has been employed since 2021. In this role, he utilizes Fidelity's planning tools and services to assist executives in maximizing the benefits provided by their workplace plans. He focuses on delivering customer service and partnering with clients to support their short and long-term financial goals. Prior to joining Fidelity, Aroson worked as a Financial Solutions Advisor at Bank of America from 2019 to 2021, and before that, he served as a Financial Advisor at Securian Financial Advisor of the Great Lakes from 2017 to 2019. His professional experience spans various aspects of financial advising and planning. Outside of his professional responsibilities, Aroson has personal interests in fitness, football, movies, and traveling.

Joe Altschuler is a Financial Consultant currently working at Fidelity Investments since 2024. He assists individuals and families in creating financial plans that focus on their priorities, helping them make decisions to protect, grow, and manage their wealth while working toward their financial goals. Joe has experience in various roles within the financial industry. Prior to his current position, he served as a Relationship Manager at E*TRADE from Morgan Stanley in 2023, and as a Financial Consultant at E*TRADE from Morgan Stanley from 2021 to 2023. He also worked as a Financial Consultant at T. Rowe Price between 2019 and 2021, and as an Investment Consultant at Merrill Lynch from 2018 to 2019. Outside of his professional work, Joe enjoys attending concerts, participating in family activities, and engaging in sports such as football and golf. He also spends time on outdoor adventures and traveling.

Timothy Plush is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including T. Rowe Price Advisory Services and TD Ameritrade. Outside of his advisory work, he provides voiceover services as an independent contractor. Fidelity’s Strategic Advisers LLC, where Timothy works, offers investment management and advisory services to both retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver diversified model portfolios.

Trevor Ikwild is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2011 and joined Merrill Lynch Wealth Management in 2014. Trevor focuses on developing strategies for high-net-worth individuals, their families, and businesses to help them pursue both short and long-term financial goals, including areas such as college education planning, corporate executive services, executive compensation, equity compensation services, liquidity management, personal retirement planning, small business strategies, sports and entertainment, tax minimization, and retirement income. Trevor holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Economics and Commerce from Hampden-Sydney College. He is also a member of the Rotary Club of Purcellville and involved with Loudoun Fair and Associates. Originally from Purcellville, Virginia, Trevor lives there with his wife, Shannon, and their three children. Outside of work, he enjoys football, golfing, and running. He has completed ten marathons across nine different states and is working toward running a marathon in all 50 states.

Christopher Van Pelt is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including over two decades with Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he is involved in operating Van Vixen Farm, 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 range of financial planning and investment management services, including access to model portfolios and third-party subadvisors, supported by advanced operational tools.

Rachel Nelliot is a CFP® and Series 66 licensed financial advisor with three years of industry experience. She has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2024, and previously held roles at Janney Montgomery Scott LLC. Prior to her financial services career, she worked at Emirates Airline from 2014 to 2020. Charles Schwab & Co., Inc. serves a large client base of 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 multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Thomas Wood is a CFP® and ChFC® professional with 35 years of experience in the financial services industry. He has been with Edelman Financial Engines and its predecessor firms since 1999, including Financial Engines Advisors L.L.C. since 2018. Wood holds Series 63 and Series 65 licenses. He is a passive investor in ventures related to casino management. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary advisory options.

Matthew Kuhns is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2022. Outside of his advisory role, Kuhns is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies and offers various financial products and institutional platforms.