Torry Dell is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Bogart Wealth, Voya Financial, and Willis Towers Watson. 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 modeling process with planner delivery and online tools, offering a range of discretionary and non-discretionary management options focused on diversified model portfolios and long-term investment strategies.

Aaron Kirkland is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Edelman Financial Engines since 2026, following four years at Financial Engines Advisors L.L.C. and twelve years at TD Ameritrade. 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 portfolios with a long-term orientation and fiduciary oversight under ERISA and DOL guidelines.

Bronson Farr is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Wegmans Food Markets for six years. Farr is based in Centreville, 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Evelyn Scott is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning her advisory career in 2026. Her prior experience includes roles at Exchange Roots and academic affiliations with the Robert H. Smith School of Business and the University of Maryland. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on goal-based financial planning without discretionary trading authority and offers integrated planning and managed-account services via its “WealthPlan” consolidated billing option.

Nancy Gallagher is a financial professional with 13 years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked with firms including OneAmerica Securities, MassMutual, and Springhouse Financial, LLC. Outside of advisory roles, she serves as secretary and treasurer for a nonprofit organization and is a board member of an educational institution. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management options and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Joseph Castelli is a financial advisor at Edward Jones in Manassas, VA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.

Ahmed Idlibi is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, Wells Fargo, and Truist. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with a range of market-facing registrations and investment management capabilities.

Noah Wiggins is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Stratos Wealth Partners, LPL Financial, and First Genesis Virginia. Outside of finance, he has worked in waste management with 1-800-Got Junk. 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 strategies for a range of client types including individuals, high-net-worth clients, and institutions.

James Giunchi is a financial advisor with Ameriprise in Vienna, VA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has been with Ameriprise and its related entities since 2016. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Nancy Popovich is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Baird since 2007. Outside of her advisory role, she serves on the Virginia Hospital Center Health Board’s Investment Finance Committee and is involved as a board member, troop leader, and treasurer for a local Girl Scouts troop. Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

April Du Bois is a financial advisor with Edward Jones in Herndon, VA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, she worked at McKinsey & Company from 2016 to 2019. Outside of her advisory role, she owns a residential condo rental property in Alexandria, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

Alisa Schultz is a financial advisor at Raymond James Financial in Fairfax, VA, with 17 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to her current role, she has worked at Raymond James Financial Services, Inc. and has had diverse experience including positions outside the financial industry. She is also involved as an associate employee at Estes Wealth Strategies, providing financial advisory and support services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and investment consulting using analytical tools and supports its clients through a broad network of advisors and specialized programs.

Gregory Smith is a financial advisor with Raymond James & Associates in Reston, VA, holding the CFP® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including 22 years at Robert W. Baird & Co. prior to joining Raymond James in 2022. Smith is also the owner of Wise Investor Group, LLC. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management strategies and affiliated research.

Andrew Greene is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1992. He has also held the position of Resident Manager in multiple Merrill branch offices. Andrew leads the Greene, Metcalfe, Bizic, and Associates team, focusing on relationship management and providing clients access to Merrill's extensive resources to support their financial goals. With over 25 years of experience, Andrew and his team assist affluent individuals and families in pursuing their financial objectives through a customized approach that emphasizes wealth planning and asset management. His practice areas include college education planning, corporate benefits, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, and support for clients in sports and entertainment sectors. Andrew holds the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA) designations. He earned his Bachelor's Degree from the University of Maryland. Andrew is engaged with his local community and participates in the University of Maryland Mentor Program. He resides in Chevy Chase, Maryland, with his wife Mary Beth, and enjoys spending time with their children.

Matthew Hickes is a financial advisor with Edelman Financial Engines in Fairfax, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, providing diversified portfolio management and fiduciary services across various account types.

William Frogale is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2013, initially serving as an Investments Representative before his current role. Prior to joining Fidelity, he worked as a Financial Planner at PRUCO Securities, LLC from 2010 to 2013, a Financial Advisor at VALIC Financial Advisors, Inc from 2006 to 2009, and as a Registered Marketing Associate at Citigroup Global Markets Inc from 2005 to 2006. With over 20 years of experience in financial services, William has worked with a diverse range of investors and client families. He focuses on wealth planning and helping clients work toward their financial goals. He holds a California Insurance License.

Shawn White is a financial advisor with Fisher Investments, holding Series 65 and Series 63 licenses and nine years of industry experience. He previously worked at UBS Financial Services Inc. and The Vanguard Group, Inc. before joining Fisher Investments in 2021. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm utilizes a centralized investment process with quantitative and qualitative research and employs tax-aware strategies and risk management techniques in portfolio construction.

Sharolyn Wood is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to her current role, she worked at Primerica Financial Services and spent nine years with Prison Fellowship International. Outside of her advisory work, she is a co-host and speaker for a church-based multi-session conference. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Kate Okusa is a financial advisor at Osaic Wealth, Inc. with nine years of industry experience. She previously worked at FSC Securities Corp for seven years before joining Osaic in 2023. In addition to her advisory role, she is a licensed life insurance broker who provides life insurance solutions to clients as part of comprehensive financial planning. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated portfolio rebalancing across various investment types, supported by multiple third-party platforms and complex corporate structures.

Christopher Aime is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2022. He previously worked for 15 years at Robert W. Baird & Co. Outside of his advisory role, he owns a rental real estate property in Leesburg, VA, with minimal day-to-day involvement. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, pension plans, and municipal entities. The firm provides financial planning and non-discretionary investment consulting using a range of portfolio management styles supported by firm research and affiliated sub-advisers.