Breanna Tavernini is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Her prior roles include positions at the United States Patent and Trademark Office, Thrivent, and Northwestern Mutual. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment entities. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad range of funds and portfolios.

Melissa Geracimos is a CFP® and ChFC® credentialed financial advisor at Cetera with 30 years of industry experience. Her work history includes roles at Aurelius Family Office, Charles Schwab, HUB International Investment Services, and Campbell Wealth Management. She is based in Alexandria, VA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Victoria Neeley is a financial advisor with Thrivent Investment Management in Fairfax, VA, holding a Series 66 designation and six years of industry experience. Her prior work includes a five-year role with Virginia Cooperative Extension and consulting in 2020. She has been with Thrivent Financial and Thrivent Investment Management since 2020. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of financial planning topics. The firm delivers holistic, goal-based analyses and allows clients to integrate planning with managed-account programs under a consolidated billing option, while maintaining separate services.

Lauren Escribano is a financial advisor at Raymond James Financial with nine years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing, Morgan Stanley, and Iberia Bank. Outside of advisory work, she provides operations and administrative support as an independent contractor for Argentum Private Wealth. 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, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to deliver non-discretionary planning and supports municipal and public finance work through a municipal advisor affiliation.

James Ebron is a Financial Advisor at Merrill Lynch Wealth Management. He holds both a Bachelor's and a Master's Degree from East Carolina University. His professional background includes expertise in financial planning and wealth management. Further details about his experience, credentials, or personal interests were not provided.

Juan Mendieta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Bank of America, PNC Financial Services, and Carmax. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions through a large network of financial advisors.

Elyse Dawn Fragata is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Ameriprise. Fragata is based in Woodbridge, VA. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Joshua Blackman is a Series 66-licensed financial advisor with Morgan Stanley in Alexandria, VA, with three years of industry experience. Prior to joining Morgan Stanley, he held roles at Fuel Sales Academy, SV Academy, Talend, and Nath, Goldberg, & Meyer. He is also a partner in AJ Digital Marketing Group, a website design business. Morgan Stanley Wealth Management serves individual and institutional clients by providing financial planning and advisory services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs and planning strategies.

John Kidwell is a financial professional with Cetera and holds a Series 66 designation. He has nine years of industry experience and also maintains ownership of a law firm, John Kent Kidwell PC, where he practices as an attorney. In addition, he is an author of self-published books and owns a title services business. Cetera Investment Advisers LLC provides financial advisory services through a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Aaron Kniss is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Equitable Advisors since 2011, including the period when the firm operated as AXA Advisors LLC. Outside of his advisory role, he works directly with Lincoln Financial’s insurance offering group on universal life and disability products. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm employs a range of advisory models and third-party program sponsors, offering both proprietary and external investment solutions through a large network of investment adviser representatives.

Mary O'Reilly is a financial advisor at Merrill with 29 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1994. 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 plans, corporations, and charitable organizations.

Hongmei Deng is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and nine years of industry experience. Prior to joining Equitable Advisors in 2021, she worked at LPL Financial from 2017 to 2021. Deng is also the president and owner of HMD Wealth Management Inc. and serves as a trustee for a family revocable trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm’s approach includes matching clients to program models or discretionary managers, utilizing a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Erich Hoffman is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Fairfax, VA. He has been with the firm since 2005, including prior roles at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. 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 a range of discretionary and non-discretionary management options with an emphasis on diversified model portfolios and long-term investment orientation.

Kenneth Murray III is a financial advisor with Robert W. Baird & Co. in Fairfax, VA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities LLC, and Edelman Financial Services LLC. Outside of his advisory work, he is a musician who plays guitar in a musical group. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, with ongoing research and monitoring by home-office professionals.

Yue Yang is a Financial Advisor specializing in personalized wealth management strategies for clients. Based in Virginia, Yue focuses on helping families fund college education, plan for retirement, and build a legacy. Affiliated with Merrill Lynch Wealth Management, Yue leverages the resources of Merrill and Bank of America to support clients in navigating the complexities of today's financial markets. Yue employs a consistent approach to asset management aimed at growing wealth over time and assisting clients in coping with market uncertainties. Yue holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Syracuse University. Originally from Shenzhen, China, Yue has lived in several locations across the United States, including Delaware, New York City, Massachusetts, and Upstate New York. In addition to professional activities, Yue participates in community service as a high school volunteer math tutor. Personal interests include cooking, dancing, golfing, music, painting, spending time with family, swimming, tennis, traveling, and volleyball.

Torry Dell is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Bogart Wealth, Voya Financial, Willis Towers Watson, and Principal Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified model portfolios and long-term orientation.

Aaron Kirkland is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade and Financial Engines Advisors L.L.C. 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 and non-discretionary investment solutions.

Cameron Blackwood is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services, and UBS Financial Services. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Mary Conroy is a financial advisor with Charles Schwab holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at multiple Charles Schwab entities since 2017 and previously at Lowry & Associates and Onespace. Outside of her advisory role, she serves as an intelligence analyst in the US Army Reserve and operates a retail craft business on Etsy. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s integrated structure combines advisory, brokerage, custody, and cash management services for a large client base.

Rosa Gonzalez is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She focuses on gaining a full understanding of her clients and their families to develop customized financial strategies. Rosa works closely with clients to connect various aspects of their financial lives and leverages Fidelity's resources and technology to create comprehensive financial plans. Her professional experience includes roles as an Investment Consultant at Fidelity Investments from 2020 to 2021, a Financial Advisor at Edward Jones Investments from 2018 to 2019, and a Relationship Manager at Bank of America from 2014 to 2018. Throughout her career, she has developed expertise in financial consulting and investment advising. Outside of her professional work, Rosa is interested in fitness, social events with friends, caring for pets, reading, and volunteering.