Derek Sorensen is a ChFC®-designated financial advisor with Edward Jones, based in Herndon, VA, and has 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is a 25% owner of the Bentley Beach Hotel in Miami, FL, which is managed by Hilton Hotel Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Rebecca Hall is a financial advisor with Ameriprise in Falls Church, VA, holding CFP® and ChFC® designations and over 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 1995. Outside of her advisory role, she is a co-owner of MHA Financial LLC, a business unrelated to investments. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, delivering retirement income recommendations through a centralized consulting team that uses research, modeling, and tax-efficiency analysis.

Nathan Hellman is a financial advisor at Charles Schwab with 10 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018 and was previously employed at TD Ameritrade and Scottrade. He holds a Series 66 designation. 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 offers both non-discretionary and discretionary investment options, combining centralized custody and order-routing with multi-asset model portfolios and alternative investment programs.

Miye Wire is a financial advisor at OSAIC with 36 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, she has operated MiyeWire, LLC since 1990, which provides investment advisory services alongside life, long-term care, and disability insurance. Additionally, she serves as a notary public. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, retirement, charity, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization with various managed account strategies and supports alternative investments via third-party platforms.

Jason Richards is a financial advisor at LPL Financial with 28 years of industry experience. He has held roles at Mutual Service Corporation, FSC Securities Corporation, and Capitol Wealth Management, Inc. He holds the CFP® designation and securities licenses Series 63 and Series 66. Outside of his advisory work, Richards is involved in insurance brokerage activities focusing on term and fixed life insurance. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment strategies.

Jordan Johnson is a financial advisor at Edelman Financial Engines based in Fairfax, VA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Charles Schwab & Co., TIAA-CREF, Fisher Investments, and several other firms. 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 proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice, with a focus on diversified model portfolios and long-term investment orientation.

Ernest Massenberg III is a CFP® with 25 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at Woodbury Financial Services, Lincoln Financial Advisors, and Equitable Advisors. Outside of his advisory work, he is a keyboardist in the Deja Gruv band. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering financial planning, portfolio management, and retirement consulting services. The firm employs model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies across diverse account types.

Jaclyn Hackett is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Merrill and Bank of America since 2016, following earlier roles at Ameriprise and Avantax Advisory Services. 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.

Robert Feisee is a CFP® professional with 25 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2017 and previously worked at National Planning Corporation and Morgan Stanley. In addition to his advisory role, he is a practicing attorney at Insight Law, PLLC. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides access to multiple platforms and custodians, proprietary model strategies, and support for both discretionary and non-discretionary management.

Alfred Keyser is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., Ameriprise Advisor Services, Wells Fargo Clearing, and Morgan Stanley. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Erin Smith is a CFP®-credentialed financial advisor with 26 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. She previously worked at Accordant Advisory Group, Inc. and has been with Raymond James since 2000. Beyond her advisory role, she serves as Treasurer on the executive board of the nonprofit Middleburg Hunt and is president of Goose Creek Strategies, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using analytical and risk-profiling tools to support client goals.

Richard Morrison is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving affluent clients through personalized and responsive wealth planning. As a Senior Vice President and CFP®, he specializes in designing, implementing, and managing equity and debt portfolios tailored to individual financial goals. His expertise includes college education planning, corporate benefits, executive compensation, family wealth management strategies, and retirement income planning. With many years of experience advising corporate executives and decision-makers, Richard provides comprehensive recommendations on securities selection, succession planning for private and public companies, and working capital management. He holds a Bachelor's Degree from Old Dominion University and a High School Diploma from Groveton. Richard maintains professional designations as a CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor. Committed to community involvement, Richard volunteers with organizations such as First Tee - NoVA, Kent's Foundation for Child Life, and Reston Little League, also participating in coaching activities. His personal interests include adventure sports, baseball, billiards, boating, cooking, fishing, golfing, scuba diving, spending time with family, and watching movies.

Serena Dupuy serves as a Senior Resident Director at Merrill, where she leads a nine-person team focused on delivering tailored financial solutions to clients with complex financial lives. In her role, she advises clients on asset and liability management as well as trust and estate planning strategies. Additionally, Serena manages an office of ten advisors who provide comprehensive advisory services to their clients. With extensive experience working closely with ultra-high net worth individuals, families, and business owners across the United States, Serena concentrates on areas including corporate executive services, executive compensation, family wealth management, legacy planning, liquidity management, philanthropic planning, portfolio management, and tax minimization. Her approach embraces a broad range of strategies such as investment and risk management, concentrated stock strategies, credit and lending services, insurance, family office access, private banking, and alternative investments. She collaborates with attorneys, CPAs, valuation experts, and real estate specialists to create integrated and customized plans addressing the complexities of wealth management. Serena holds a Bachelor’s Degree from Western New Mexico University, a certificate from New York University’s Accredited Certificate Program, and an MBA from the University of Chicago. She holds professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond her professional responsibilities, Serena lives in Scottsdale, Arizona with her wife and three daughters and is actively involved in community organizations such as the City of Scottsdale Planning Commission, Scottsdale ARTS AG2 (Young Professionals), Scottsdale Museum of Contemporary Art, and Scottsdale Prevention Institute. Her personal interests include boating, cooking, horseback riding, reading, spending time with family, traveling, and practicing yoga.

Terence Gross is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as a Wealth Planning Associate at RBC Wealth Management from 2020 to 2023 and participated in the Advisor Development Program as a banker at JPMorgan Chase from 2019 to 2020. Before entering the financial services industry, Terence spent 10 years serving in the U.S. Coast Guard. He collaborates closely with clients to develop comprehensive financial plans and customized investment strategies aimed at growing and protecting their wealth. His process involves exploring clients' present and future financial goals through a disciplined and collaborative approach. Terence's personal interests include cars, fitness, golf, military service, parenthood, and soccer.

Aaron Paolozzi is a financial advisor at Edward Jones based in South Riding, VA. He holds the Series 66 designation and has been with Edward Jones since 2026. Prior to joining Edward Jones, he worked at Alaska Airlines, WideNet Consulting, and Milgard Windows and Doors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Patrick Bischoff is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2002 after beginning his career on the annuity desk at Manulife in Stamford, CT. Patrick and his team assist individuals and families in developing strategies to preserve, grow, and transition their wealth, utilizing a goals-based planning approach to structure customized asset allocation strategies aligned with clients' unique financial objectives. They leverage resources from Merrill and Bank of America and collaborate with local partners such as Walker & Associates to provide comprehensive financial guidance. Patrick holds a B.S. in Finance from George Mason University and an M.S. in Finance from Colorado State University – Global. He has earned several professional designations, including Certified Investment Management Analyst (CIMA), Retirement Management Advisor (RMA), and Retirement Income Certified Professional (RICP). His expertise encompasses college education planning, liquidity management, managing new wealth, retirement planning, portfolio management services, tax minimization, and retirement income. Residing in Leesburg, VA with his wife Sarah, their three sons, and a golden doodle, Patrick stays active in the community through youth athletic coaching and participation in initiatives such as Keep Loudoun Beautiful. Outside of work, he enjoys golfing, ice hockey, running, skiing, and spending time with his family.

Joseph Bridge is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and Scottrade. 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 options, using multi-asset model portfolios and a centralized operational structure.

Brande Coleman is a financial advisor at Charles Schwab with 10 years of industry experience and holds a Series 66 designation. Prior to joining Charles Schwab in 2026, Coleman worked at Morgan Stanley, TD Ameritrade, Merrill, Bank of America, and Edward Jones. Outside of advising, Coleman is the sole proprietor of Nicco LLC, a retail and online store, and is employed at Elite Formation Studio of Dance in Chantilly, Virginia. Charles Schwab 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, delivering multi-asset model portfolios alongside centralized custody and operational support.

Gary Frey is a Certified Financial Planner (CFP®) with 36 years of experience. He has been with Raymond James Financial Services Advisors since 2010 and previously worked at The Kavits/Frey Group, LLC. He is also the owner of The Frey Group, LLC, a support company based in Reston, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client decision-making and maintains unique capabilities in municipal and public finance advising.

Andrew Massaro is a CFP® professional with 36 years of industry experience, currently serving at Edelman Financial Engines in Fairfax, VA. He has been with affiliated firms since 1994, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines delivers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm utilizes a committee-based modeling process combined with planner support and online tools, offering a range of discretionary and non-discretionary investment solutions with an emphasis on diversified, long-term portfolios.