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.

William Councill is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His previous roles include positions at Cetera, Anchor Financial Group, OneAmerica Securities, and MML Investors Services. Councill also owns Councill Wealth Management and serves as a soccer coach in Franklin, VA. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple investment implementation platforms with tailored strategies ranging from discretionary to non-discretionary management, incorporating both proprietary and third-party models.

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.

Julie Anne Lewis is a Series 66-licensed financial advisor with 25 years of industry experience. She currently works at RBC Capital Markets and previously held roles at Kestra Investment Services, LLC and Kestra Private Wealth Services, LLC. Outside of her advisory role, she serves as Co-Chair of the Northern Virginia Student Visionary of the Year campaign for The Leukemia & Lymphoma Society. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored strategies using a combination of in-house and third-party managers, along with a range of portfolio management and financial planning services.

Patrick Bischoff is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2002 after beginning his career at Manulife in Stamford, CT. Patrick and his team assist individuals and families in developing strategies designed to preserve, grow, and transition their wealth. Their approach centers on goals-based planning, structuring customized asset allocation strategies aligned with clients' unique financial objectives. Leveraging resources from Merrill and Bank of America, they provide comprehensive guidance for a wide range of financial situations. Locally, Patrick collaborates with a network of specialized partners, including Walker & Associates. He holds several professional designations, including Certified Investment Management Analyst® (CIMA®), Retirement Management Advisor® (RMA®), and Retirement Income Certified Professional® (RICP®). Patrick earned a B.S. in Finance from George Mason University and an M.S. in Finance from Colorado State University – Global. His expertise encompasses areas such as college education planning, liquidity management, retirement income, and tax minimization. Patrick lives in Leesburg, VA with his wife, Sarah, their three sons, and their golden doodle. He is active in the community through involvement with Keep Loudoun Beautiful and youth athletic coaching. Outside of work and family time, 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.

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.

Stephen Tucker is a CFP® professional with 29 years of industry experience, currently serving at Cetera since 2023. He previously worked at Cetera Wealth Services, LLC for nine years and Ameriprise Financial Services, Inc. for twelve years. Tucker is also the owner of Potomac Asset Strategies, a financial services DBA, and holds a role as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 advisors and approximately 800,000 clients. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and a range of program structures tailored to individual, corporate, institutional, and charitable clients.

Meredith Hazen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Cambridge Investment Research Advisors since 2014. Hazen is also active as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party investment strategies.

Christian De Falco is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley, as well as various positions related to teaching and service at Virginia Tech. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Badillo is a CFP® and ChFC® with 14 years of experience in the financial services industry. He is currently with Edelman Financial Engines and has previously worked at firms including Financial Engines Advisors L.L.C., Charles Schwab, and The Vanguard Group. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.

Jon Wasilausky is Vice President and Financial Consultant at Fidelity Investments, where he leads a wealth management team focused on creating customized financial plans for clients and their families. He employs a collaborative and consultative approach to understand individual and family concerns, aiming to develop financial strategies tailored to unique goals. Jon has been with Fidelity Investments since 1993, progressing through various roles including Market Leader, Senior Branch Office Manager, Regional Sales Manager, and Branch Manager. His extensive experience spans wealth management, investment consulting, and branch leadership. He holds a California Insurance License. He resides in Northern Virginia with his wife and four sons.

Adil Salah Ahmed is a financial advisor with Wells Fargo Clearing in Reston, VA, holding Series 66, 63, and 65 licenses with two years of industry experience. He previously worked at Bank of America/Merrill Lynch for seven years and has been with Wells Fargo since 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, including retirement plan investment selection and participant education based on research from Wells Fargo Investment Institute and third-party sources.

Justin Hayes is a financial advisor at Raymond James Financial with 28 years of industry experience. He previously worked at Bank of America, N.A. and Merrill from 2016 to 2023. Hayes is the owner of Cape Henry Private Wealth Reston, a business established for tracking business expenses and providing tax relief. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm focuses on non-discretionary planning and uses various analytical tools to tailor recommendations to client goals.

Farah Stewart is a Series 66 licensed financial advisor with Edward Jones in Fairfax, VA, and has 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Michael Kramer is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with a team of Merrill and Bank of America banking specialists to develop and customize disciplined strategies for individuals and companies aiming to reach their financial goals. His focus areas include investment management, wealth planning, banking, and corporate retirement plans such as 401(k), profit sharing, and defined benefits plans. Michael holds a B.S. in business management with a minor in economics from George Mason University. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and is a Retirement Benefits Consultant (RBC). Residing in Loudoun County, VA, Michael enjoys outdoor activities such as playing golf and is involved in charity and volunteer work. He is an avid sports fan and values the opportunity to make a positive impact on the financial lives of his clients.

Jason Adams is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 25 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Adams serves on the Board of Directors for the Vienna Little League as Safety Director and contributed to founding Friends of Tribe Baseball, supporting athletic and academic initiatives for William and Mary student athletes. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm leverages proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

Joshua Roberts is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds the Series 66 designation and has previously worked at OSAIC, Cassaday & Company, Inc., and Clark & Associates Inc. Financial Solutions. Prior to his financial career, he was employed at Ballast Point Brewing & Spirits and Roanoke College. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage/custody services. The team customizes strategies based on client goals and risk tolerances, utilizing a mix of in-house and third-party managers alongside both traditional and complex investment approaches.

Lindsay Veleber is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, Lindsay owns a service-based business specializing in birth chart readings. 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, supported by a nationwide network of more than 23,700 financial advisors.