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.

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.

Susan Shields is a financial advisor at Merrill with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2013. Outside of her advisory role, she serves on the board of The Women’s Center, a nonprofit providing mental health services, where she contributes to governance, development, and finance committee activities. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samantha Cafferty is a Wealth Management Advisor with Merrill Lynch Wealth Management. She holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and Personal Investment Advisor (PIA) credential. Samantha began her career in 2012 after earning an Honors Bachelor of Science degree in Finance with a minor in Economics from George Mason University. She is also a member of The GWIM Women's Exchange. In her role, Samantha works with individuals and families through all stages of life, focusing on areas such as wealth planning strategies, college education planning, divorce transition planning, family wealth management, liquidity management, retirement income, tax minimization, and portfolio management services. Her team's disciplined approach involves a deep understanding of clients' goals, financial modeling, and coordination with clients' other advisors to deliver tailored wealth management services. A native of Northern Virginia, Samantha resides in Ashburn with her husband, two young sons, and a rescue dog. Her personal interests include cooking, football, reading, spending time with her family, and practicing yoga.

William Keen is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding the ChFC® designation and Series 63 and 65 licenses. He has 50 years of industry experience, including 30 years with MassMutual Life Insurance Company and Mass Mutual Investors Services. Keen is the owner of Professional Benefit Services, a brokerage specializing in group insurance products, and serves as a board member of the National Capitol Chapter Society of Financial Services Professionals. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Jessica Cline is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes positions at Blazing Adventures and roles in educational and community organizations such as The Key School and Bay Ridge Pool Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a diverse range of funds and assets.

Ann Summerson is a CFP® professional with 27 years of industry experience. She is currently with Raymond James & Associates, where she has worked since 2022, following a 15-year tenure at Robert W. Baird & Co. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, and offers a range of financial planning and consulting services with an emphasis on tailored, non-discretionary advice.

Abel Chavez Lopez is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has previously worked at Robert W. Baird & Co. and Tax Hub Solutions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional clients, charitable organizations, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Coty Backmon is a financial advisor with Equitable Advisors in Gainesville, VA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. Prior to joining Equitable Advisors, their work history includes roles at Purshe Kaplan Sterling Investments and McAdam, LLC. Equitable Advisors serves a broad range of clients including individuals, high-net-worth investors, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that emphasizes LPL-sponsored programs and a combination of discretionary and non-discretionary asset management solutions.

Han Saem Hur is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2023, Hur worked for eight years at KOTRA (Korea Trade-Investment Promotion Agency) in New York. Hur holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Andrew Armati is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 license and six years of industry experience. He has been with Raymond James and its affiliated entities since 2020 and is also associated with McDermott-Armati Wealth Strategies, LLC. Prior to his advisory career, he worked in education and the food service industry. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools for tailored, non-discretionary planning and supports clients through various advisory programs, with a notable presence in municipal and public finance advisory.

Mustafa Al Jadooa is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, N.A., and Bank of America, N.A. Outside of finance, he has work experience with Doordash and the Fairfax County Park Authority. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Kirby is a financial advisor with Edward Jones in Woodbridge, VA, holding the ChFC® designation and Series 66 license. He has 12 years of industry experience and has been with Edward Jones since 2013. Outside of his advisory role, he performs occasional sacerdotal duties as a minister, including wedding and funeral services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

Lyle Martin is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and previously worked for AT&T/Cricket Wireless for 21 years. Outside of finance, he works as a brick specialist, providing customer service and selling LEGO sets. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides comprehensive, goal-based financial planning without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called WealthPlan.

James Tobias is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and having 23 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Tobias serves as a board member for the Liberty Run HOA, vice president of the Liberty High School Boosters, and treasurer/secretary of the Great Creek Hunt Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning on a wide range of topics, with the option to combine planning services with managed accounts under a consolidated billing structure.