Deidree Campana is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2013. Prior to her current role, she worked at Bank of America, N.A. since 2024. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 designations and 12 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, PNC Wealth Management, Merrill, and Wells Fargo Clearing. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Han Saem Hur is a financial advisor at Morgan Stanley with Series 66 registration and three 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. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through various investment and financial planning platforms.

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.

Patrick Heijmen is a CFP® with 23 years of industry experience, currently serving at Wells Fargo Clearing. His prior roles include positions at LPL Financial, The Fauquier Bank, and Middleburg Bank. He is an investment committee member for the Highland School in Warrenton, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a wider range of financial products, including insurance-related vehicles and bank deposit sweep options.

Maxim Naumenko is a financial advisor at Edward Jones, holding Series 66 and Series 63 licenses, with 10 years of industry experience. He was previously with Lime Rock Partners for 13 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Chase Hinderstein is a financial advisor with Raymond James & Associates in Reston, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked for Robert W. Baird & Co. for 15 years before joining Raymond James in 2022. 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 diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Kevin Sourk is a financial advisor at Osaic Wealth with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Inc. and Capital One Financial Advisors. Outside of his advisory role, he manages Actaeon Wealth Management LLC and provides insurance quotes and recommendations through a sole proprietorship. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Manish Mukhi is a financial advisor with LPL Financial in Vienna, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior experience includes roles at Ameriprise Financial Services and Choreo, 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Hallett Gates III is a financial advisor with Ameriprise in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliate firms since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.