Linda Whittington is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Whittington also owns Whittington Wealth Management and Whittington GP, LLC, both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Chad Mc Michael is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2014, totaling 12 years of industry experience. He is based in South Riding, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mark Brooke is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014, based in Purcellville, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary strategies along with affiliated mutual funds and a proprietary money market fund.

Matthew Jacobeen is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2020, also working with Primerica Financial Services since 2016. In addition to his advisory role, Jacobeen serves at the Stafford County Sheriff's Office. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selective separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Kevin Hamel is a certified financial planner (CFP®) with 11 years of industry experience. He has worked at Edelman Financial Engines and its predecessor firms since 2016. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary modeling process combined with planner interaction and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.

Darian Neel is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He has been with Fidelity since 2012, progressing through various positions including Financial Consultant, Investment Consultant, Retirement Relationship Manager, and Retirement Solutions Representative. His extensive experience at Fidelity has provided him with a comprehensive understanding of financial planning and investment strategies. Darian is committed to creating transparent, comprehensive, and effective financial plans tailored to clients' goals, needs, and challenges. He emphasizes building trusting relationships to support clients' financial well-being now and in the future. He currently resides in Northern Virginia with his wife and two children.

Sean Kearns is a financial advisor at Morgan Stanley in Reston, VA, with 14 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its affiliated entities since 2014. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and analysis methods such as Monte Carlo simulations.

Gregory Chevrier is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill Lynch. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional financial products.

Denise Boyd is a financial advisor at Charles Schwab with three years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2022. Her prior roles include positions at Madison Wealth Management and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a comprehensive investment platform supported by centralized custody and operational infrastructure.

Christopher Berry Jr. is a financial advisor with Ameriprise in Chantilly, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked in educational roles at Virginia Commonwealth University and Collegiate School. He also serves as Operations Manager for YGB Operations LLC, overseeing day-to-day practice operations. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement planning advice through a centralized consulting team.

Robb Mitchell is a financial advisor with Ameriprise in Centreville, VA, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for five years and served 25 years in the US Army. Outside of his advisory role, he owns a real estate business, R&T Mitchell LLC. Ameriprise Financial Services is a large, diversified firm that serves individual and institutional clients and offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. Its retirement income planning involves collaboration between a centralized service team and advisors, using proprietary research and third-party data within a defined investment framework.

Fahima Shaw is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. Her prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary advice focused on diversified portfolios and long-term investment strategies.

Curtis Frazee is a financial advisor with Ameriprise in McLean, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations delivered in partnership with financial advisors.

John Estes Jr. is a financial advisor with Raymond James Financial in Fairfax, VA, holding CFP®, Series 63, and Series 65 credentials and 34 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1998 and with Raymond James Financial since 2009. Estes also operates Estes Wealth Strategies, a DBA for his financial planning practice. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a distinctive emphasis on non-discretionary advisory services.

Paul Luebbe Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is also a freelance musician based in Chantilly, Virginia. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside market modeling techniques in its financial planning process.

James Tringali is a financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019, following four years at Purshe Kaplan Sterling Investments. He also has a longstanding role with McAdam LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Sean Sinclair is a financial advisor with Edward Jones in Vienna, VA, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm supports a large network of financial advisors and branch offices and provides affiliated capabilities including a trust company and proprietary mutual funds.

Brendan Morahan is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior work experience at Eagle Strategies (NY Life), New York Life Securities LLC, New York Life Insurance Company, Prosperity Home Mortgage, and Boylan & Morahan PLC. 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 both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, centralized operations, and a formal alternative-investment onboarding process.

Christine Papadopoulos is a financial advisor at Merrill with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Merrill since 2017, following prior roles at JP Morgan Securities LLC and JPMorgan Chase Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients. The firm’s integration with Bank of America allows access to a broad set of products and services beyond typical managed account programs.

Maritza Hernandez is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. for nine years. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and has specialized capabilities in public finance and municipal work.