Ryan Shane is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he collaborates closely with clients to develop financial plans that align with their individual priorities, values, and long-term objectives. Ryan employs a team-based approach to provide comprehensive guidance and customized strategies. Prior to his current role, Ryan served as a Financial Representative at Fidelity Investments in 2024 and worked as a Junior Financial Consultant at Tristate Financial Advisors in 2023. These experiences have contributed to his expertise in financial planning and client advisory services. Outside of his professional work, Ryan has personal interests in cars, golf, outdoor adventures, snowboarding, tennis, and traveling.

Scott Mann is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Prior to joining LPL in 2025, he worked at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement consulting, and brokerage services, supported by research and technology solutions.

Jonathan Phan is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding the ChFC® and Series 63 designations. He has 34 years of industry experience and has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2009. Outside of his advisory role, he is involved in a non-MLM insurance brokerage specializing in property/casualty and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved tools and a range of investment programs and educational seminars.

Deborah Okim is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Prior to joining Raymond James in 2023, she spent 19 years at Edward Jones. She serves as a trustee for a 401(k) plan affiliated with her firm and is an officer and vice president of Okim Wealth Management LLC, which provides financial planning and client wealth management services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes non-discretionary planning and analytical tools tailored to client goals and maintains specialized services such as municipal advisory support and SIMPLE IRA Employer Advisory & Consulting Services.

Susan Estes is a Series 66-licensed financial advisor with Raymond James Financial in Fairfax, VA, having 14 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2001 and Raymond James Financial Services Advisors Inc. since 2014. In addition to her advisory role, she is involved in marketing, communications, and business strategy for Estes Wealth Strategies. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance advisory services along with specialized employer advisory programs.

Bradford Jeter is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2014 and 2015, respectively. Outside of his advisory role, he is a partner in the Blue Chip Associates Investment Club. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Mary Stralka is a CFP® and PFS™-designated financial advisor with 29 years of industry experience. She is currently with Cetera and has held prior roles at Avantax Investment Services, Inc., 1st Global Advisors, Inc., and operates a sole proprietorship under her name. She also serves as administrator for her deceased sister’s estate, a role involving annual filings with Fairfax County Probate Court. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning through a multi-manager platform with access to third-party managers and a variety of program structures.

Harris Adams is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc. since 2018 and at Jhfn Sii from 2013 to 2018. In addition to his advisory role, Adams is involved in insurance brokerage, specializing in life, annuities, long-term care, disability, health, and group benefits. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party investment managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Cillian Tyrrell is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Navy Federal Credit Union and ICS Financial. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, she has operated Miyewire, LLC since 1990, serving as president and managing partner. Outside of advisory work, she also sells life, long-term care, and disability insurance and serves as a notary. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various asset-allocation tools and access to third-party managers to construct diversified portfolios.

Jason Richards is a financial advisor with LPL Financial in Ashburn, VA, holding the CFP® designation and Series 63 and 66 licenses. He has 28 years of industry experience and has been with LPL Financial since 2009. Richards also engages in insurance brokerage activities involving term and fixed life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from multiple sources.

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 industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. for four years and Lincoln Financial Advisors Corporation for eleven years. Outside of his advisory work, he is a keyboardist in the Deja Gruv band. OSAIC Wealth, Inc. serves a wide range of clients, including individual investors, pension plans, corporations, and nonprofits, through a large network of financial advisers and multiple advisory platforms. The firm employs firm-provided asset-allocation tools and offers integrated brokerage and advisory services, unified managed accounts, and access to third-party money managers.

Jaclyn Hackett is a financial advisor at Merrill with 13 years of industry experience. She has held positions at Merrill and Bank of America since 2016 and previously worked at Ameriprise Financial Services. Hackett holds Series 63 and Series 65 designations. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Robert Feisee is a CFP® professional with 25 years of industry experience. He is currently with Cambridge Investment Research Advisors and has been with the Cambridge group since 2017. Prior to this, he spent eight years at National Planning Corporation and practices law through Insight Law, PLLC. He is also involved in a marketing business, L35, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and platform options.

Alfred Keyser is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2009, including its predecessor entities, as well as at Charles Schwab and Charles Schwab Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by both in-house and third-party research.

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.