Luther Ensminger Jr. is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and totaling 31 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Ensminger serves on the board and investment committee of PST Advisors, LLC, an Equitable-approved RIA. Equitable Advisors provides financial planning, retirement plan consulting, and asset management to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, often implemented through third-party programs and sponsors, and offers services including ERISA fiduciary support for qualified plans.

Jonathan Kurtz is a CFP® and ChFC® financial advisor with 33 years of industry experience, currently with Cetera since 2021. His prior experience includes seven years at VOYA Financial Advisors and over two decades as an independent insurance agent. He serves as a board member and finance committee member for Innisfree Village, a nonprofit organization supporting adults with intellectual disabilities. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment strategies.

Zachary Buster is a CFP®-designated financial advisor with Mass Mutual Investors Services, with three years of industry experience. He has prior experience at MassMutual Life Insurance Company and served on the George Mason Financial Planning and Wealth Management Advisory Board, where he contributes as a NexGen board member to support program development and student education. Outside of finance, he manages Crystalis Treasures, a retail sales business he has operated for over a decade. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering structured, collaborative planning engagements with access to various asset management and educational resources.

Anthony Acampora is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Altaira Wealth Management and Straci Pizza, as well as having experience in the beverage industry. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Yufang Juan is a financial advisor at Equitable Advisors with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2004, including its predecessor Axa Advisors. Her outside business activities include operating an insurance brokerage. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of investment adviser representatives and third-party asset managers.

Aeda Chung is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill and Bank of America since 2020, with prior experience at Wells Fargo Advisors and UBS Financial Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Keshia Keene is a financial advisor with Charles Schwab in Tysons Corner, VA, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior roles include work at Florida Financial Advisors and a variety of positions outside finance, including work with the US Embassy in Nairobi and in the food service industry. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated custody and brokerage services.

Justin Scott is a Series 66-licensed financial advisor with Morgan Stanley in McLean, VA, bringing four years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and SBSB Financial Advisors, as well as a background in full-time education and work at the University of Maryland. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment programs without offering individual security recommendations in standalone planning.

Samuel Taylor is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, progressing through various roles including Financial Consultant, Investment Consultant, and positions in Retirement and Investment Solutions. Prior to joining Fidelity, he worked as a Gold Representative at E*trade. As a Certified Financial Planner®, Samuel focuses on financial planning with an emphasis on educating clients to help them understand the big picture before making decisions. He holds a California Insurance License, which supports his work in financial consulting. Outside of his professional duties, Samuel's personal interests include attending concerts, riding motorcycles, and playing tennis.

Margarita Reyes is a Series 66 licensed financial advisor with four years of industry experience. She has worked at Ameriprise Financial Services LLC since 2022 and previously held roles at LPL Financial LLC and State Farm Bank. Reyes’s background also includes experience in insurance and retail sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Rebecca Parker is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has been with RBC Capital Markets since 2009. Outside of her advisory role, she is a passive owner of a beach house in Nagshead, NC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients, including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Frank Barkanic is a CFP®-designated financial advisor at Edelman Financial Engines with 10 years of industry experience. His previous roles include positions at Fidelity Investments and EF Legacy Securities. 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 modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Elizabeth Updike is a financial advisor with Osaic Wealth, Inc., holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors, BB&T Investment Services, Inc., and Merrill. She serves as recording secretary for the Greater McLean Republican Women’s Club, a nonprofit organization. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, institutions, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk analysis, and access to multiple investment platforms and third-party managers.

Fawzi Beidas is a Financial Consultant currently working at Fidelity Investments since 2025. He has been engaged in the financial services industry since 2020, beginning his career as a Client Service Associate at Global Advisor Group. He advanced to the role of Financial Advisor at Global Advisor Group before joining Fidelity Investments as an Investment Consultant in 2023, and subsequently becoming a Financial Consultant in 2025. Fawzi focuses on understanding his clients' needs and desired outcomes to develop customized financial plans that address both expected and unexpected events. His professional experience spans client service, investment consultation, and financial advisory roles, providing a comprehensive foundation in financial planning and client partnership. Outside of his professional work, Fawzi enjoys attending concerts, watching football and soccer, and viewing movies.

Dianne Scott is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2020, following eight years at UBS Financial Services Inc. Outside of her advisory role, she is involved as an independent distributor for two network marketing companies focused on nutrigenomics and clean beauty products. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Gregory Popera is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in guiding families through significant financial transitions, particularly those involving the sale of private family businesses. He works closely with successful families to help them prepare for liquidity events and to thrive in the subsequent phases of their lives. His approach emphasizes careful listening to understand each family’s unique goals and defining their “Purpose of Wealth” to provide tailored coaching and wealth management strategies. With over three decades of experience, Gregory focuses on family wealth management strategies, legacy planning, liquidity management, philanthropic planning, and small business strategies. He has designed initiatives such as a Unit Budgeting Process and Paycheck Replacement Program to support clients’ financial goals. Gregory holds the Certified Private Wealth Advisor® (CPWA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA) designations. He earned a bachelor’s degree from the University of Dayton and has been recognized consistently in industry rankings, including Barron’s Top 1,200 Advisors (2009–2019) and Forbes Best-in-State Wealth Advisors (2018–2022). Outside of his professional work, Gregory is involved in youth sports, having coached girls' softball and boys' football, served as a swim team representative, and currently acts as a swim meet official. He resides in Bethesda, Maryland with his wife Lisa and their four children and enjoys cooking, football, reading, softball, swimming, and spending time with his family.

Christopher Gabrys is a financial advisor with LPL Financial in Fairfax, VA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has previously worked with Cuso Financial Services, CUNA Brokerage Services, Inc., and Citigroup Global Markets. Gabrys is also involved with Apple Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with tools and a range of investment strategies.

Tak Fung is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses, and has 27 years of industry experience. He has been with Equitable Advisors since 1999, including the period when the firm was known as AXA Advisors, LLC. Tak Fung is also appointed with several life and disability insurance carriers, providing group benefits as part of a consulting arrangement. Equitable Advisors serves a diverse client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Rebecca Paden is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In her position, she focuses on making complex financial concepts accessible and understandable for clients. Rebecca approaches each client with curiosity and determination, engaging in conversations by asking relevant questions and offering actionable next steps to help clients feel confident and in control of their finances. Rebecca is licensed in California as an insurance professional. Outside of her professional work, she enjoys a variety of personal interests including board games, cooking and baking, fitness, social events with friends, hiking, and theater.

Kent Ashley is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has been with Mass Mutual and its affiliated entities since 2001. In addition to his advisory role, he is also licensed as an agent with various insurance carriers focusing on life, long-term care, and health insurance. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved software tools to analyze client goals and deliver written recommendations.