Nathaniel George is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he manages rental properties in Virginia. 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 solutions, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Robert Cox is a financial advisor with Thrivent Investment Management in Chantilly, VA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory work, he is a drummer and percussionist, performing primarily with the bands Cracked Sky and Big Bad Juju. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management or discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option but keeps the services separate.

Michael Mc Shea is a financial advisor with Morgan Stanley in Reston, VA, holding a Series 66 credential and four years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Merrill Lynch, Paycom, FMC Corporation, and teaching positions at The Catholic University of America and Radnor Senior High School. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by investment research and scenario modeling.

Deborah Trnka is a financial advisor with Edward Jones in Haymarket, VA, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Susan Prince is a Wealth Management Advisor with Merrill Lynch Wealth Management. She provides personalized financial strategies and wealth management services tailored to meet the complex needs of individuals with substantial wealth. Her services include retirement and education planning, portfolio management, life insurance analysis, and wealth preservation and transfer strategies. Susan collaborates with clients' other advisors, such as attorneys and accountants, to integrate tax, estate, and wealth transfer planning. Susan holds a Bachelor of Science degree from Miami University. Before joining Merrill in 2003, she spent 14 years working with the global management consulting firm Accenture. Her professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA) designations.

Ian Osborn is a Vice President and Wealth Planner at Fidelity Investments. In this role, he partners with clients to understand their financial goals and assists in building customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Ian has been with Fidelity Investments since 2021, initially serving as a Financial Consultant before his current position. Prior to joining Fidelity, he worked as a Senior Portfolio Advisor at Merrill Lynch from 2014 to 2021. His professional experience includes financial consulting and portfolio advisory services. No information regarding Ian's education, credentials, personal interests, or community involvement has been provided.

Arthur Hall is the sole advisor at StrategicGlobal Insight, LLC, holding Series 63 and Series 65 designations with 20 years of experience at the firm and 32 years in the industry overall. He has been self-employed since 1994, managing internet sales, online teaching, and talent services alongside his advisory work. StrategicGlobal Insight, LLC operates as an independent firm serving clients with personalized financial guidance.