Ian Osborn is a Vice President and Wealth Planner at Fidelity Investments. In this role, he partners with clients to understand their financial goals and assists in building customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Ian has been with Fidelity Investments since 2021, initially serving as a Financial Consultant before his current position. Prior to joining Fidelity, he worked as a Senior Portfolio Advisor at Merrill Lynch from 2014 to 2021. His professional experience includes financial consulting and portfolio advisory services. No information regarding Ian's education, credentials, personal interests, or community involvement has been provided.

David Lewis is the sole advisor at Lewis-Berkeley Asset Management in Vienna, VA. He holds the CFA® designation and Series 65 license, with 19 years of industry experience. Prior to his current role, he worked at CW Capital, Inc. for 17 years. Outside of advising, he is a member-manager of a real estate management company. Lewis-Berkeley Asset Management is an independent firm serving clients with tailored investment management solutions.

Glenn Ryhanych is a CFP®, CFA®, and Series 63 credentialed advisor with 19 years of industry experience. He has worked at BlueList Partners, LLC since 2019 and previously at Spire Investment Partners, LLC from 2015 to 2019. BlueList Partners, LLC is an independent, fee-only investment adviser serving high-net-worth individuals, families, corporate executives, business owners, medical professionals, retirees, qualified retirement plans, associations, and charitable organizations. The firm specializes in discretionary asset management with a focus on taxable and tax-exempt municipal bond portfolios and managed asset-allocation strategies.

Marwan Jabbour is an independent financial advisor with USA Retirement Income Solutions, LLC, based in Fairfax, VA. He holds Series 65 and Series 66 designations and has 18 years of industry experience. Prior to his current firm, he worked with United Security Advisors and Financial Planning Partners, Inc. He also works as an independent insurance agent. USA Retirement Income Solutions serves clients seeking retirement income strategies through personalized financial planning.

James Griffin is the sole advisor at Griffin Financial Services in Manassas, VA, holding a Series 65 license with three years of industry experience. He is also a part owner of Air Treatment Company, a full-service HVAC business, and operates a tax preparation service, Render Unto Caesar, which he has managed since 2011. Griffin Financial Services is an independent advisory firm serving individuals, high-net-worth clients, trusts, and business entities, managing approximately $12.1 million. The firm employs fundamental and cyclical analysis alongside modern portfolio theory to create tailored investment strategies, offering discretionary and non-discretionary asset management, portfolio monitoring, and optional financial planning.

John Ellison is the sole advisor at Ellison Investment Advisors in Fairfax, VA, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has led Ellison Investment Advisors since its founding in 1996. Ellison Investment Advisors provides investment management and written financial planning to individuals, families, professionals, trusts, and small-business retirement plans. The firm employs a disciplined, long-term approach combining value and growth styles, emphasizes client-specific investment policies, and offers both discretionary and non-discretionary portfolio management across equity, fixed-income, and balanced strategies.

Zhaogang Qiao is a CFA® charterholder with five years of industry experience. He is currently the sole advisor at Missions Services, LLC and has worked at CTAC since 2012. Missions Services, LLC is an independent firm based in Vienna, VA.

Arthur Hall is the sole advisor at StrategicGlobal Insight, LLC, holding Series 63 and Series 65 designations with 20 years of experience at the firm and 32 years in the industry overall. He has been self-employed since 1994, managing internet sales, online teaching, and talent services alongside his advisory work. StrategicGlobal Insight, LLC operates as an independent firm serving clients with personalized financial guidance.

Emily Maffey is a financial advisor with CST Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She is also the Chief Operating Officer and a Certified Public Accountant at CST Group CPAs, PC, a certified public accounting firm affiliated with her advisory practice. CST Advisory Services, LLC provides referral services by introducing clients to third-party money managers rather than managing assets directly. The firm serves individuals, retirement plans, charitable organizations, and businesses, and is affiliated with accounting firms, allowing for coordinated referral activities between accounting and advisory services.