Matthew Figueroa is a financial advisor with Charles Schwab in Alexandria, VA, holding a Series 66 designation and one year of industry experience. His prior experience includes working under his own name and periods of full-time education. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and utilizes a multi-asset model portfolio approach supported by centralized supervisory and operational infrastructure.

Patrick Kan Yek is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2022, serving in various capacities including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Personal Banker at PNC Financial Services from 2021 to 2022. Patrick partners with individuals and families to identify their financial priorities by understanding their unique goals and circumstances. He provides clarity and confidence in financial decisions by offering tailored strategies and options for the future. He holds a California Insurance License. Outside of his professional work, Patrick enjoys spending time at the beach, fitness activities, exploring food, hiking, watching movies, and caring for pets.

Alexis Kennedy is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Kennedy held positions at MDMS Capital, Google via Nelson Connects, and The Washington Post. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, delegating management to sub-advisers while maintaining oversight.

Jisook Anderson is a financial advisor with Merrill in Fairfax, VA, holding a Series 66 designation and one year of industry experience. She has previously worked at Sheklee and Bank of America, N.A. Anderson is also an independent contractor member of Melaleuca, a consumer goods company, and volunteers at Virginia Agape International Baptist Church, assisting with collection and deposit of weekly offerings. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual, institutional, and charitable clients.

Ibrahim Bah is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' individual priorities to develop strategies that address short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and preparing for unforeseen expenses. Additionally, he facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ibrahim holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Illinois System and communicates fluently in English and Arabic. Outside of his professional duties, Ibrahim is involved with the charitable organization Feed My Starving Children.

Gabriel Hoernig is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He has held roles at Edward Jones, Kingsview Wealth Management, Catalyst CBC, and James Madison University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, managed solutions, and affiliated investment products through a large national network of financial advisors and branches.

Thomas Wood is a CFP® and ChFC® professional with 35 years of experience in the financial services industry. He has been with Edelman Financial Engines and its predecessor firms since 1999, including Financial Engines Advisors L.L.C. since 2018. Wood holds Series 63 and Series 65 licenses. He is a passive investor in ventures related to casino management. 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 model portfolios and both discretionary and non-discretionary advisory options.

Angela Sampson is a Planning Consultant at Fidelity Investments. She has progressed through several roles within Fidelity, including Life Event Consultant III, Life Event Consultant II, Transition Service Help Desk, and Transition Service Specialist. Her professional experience reflects a steady advancement in the field of financial planning and client service within the company. Angela's approach to financial planning emphasizes understanding the individual behind the portfolio. She focuses on building genuine relationships, listening attentively, and assisting clients in making decisions that align with their personal goals, values, and life priorities. Outside of her professional role, Angela has interests in food, football, and swimming.

Anton Reese is a financial advisor with Charles Schwab in Alexandria, VA, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., Bank of America, N.A., and Merrill. He owns a home where his mother resides and pays rent. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

Andrew Mika is a CFP® with 10 years of industry experience, currently serving at LPL Financial since 2025. He previously worked at Grove Point Advisors and Grove Point Investments from 2021 to 2025, and at United Planners Financial Services and Pegasus Financial Group from 2016 to 2021. His business activities include work with Meighan Wealth Management Group related to insurance and investment services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and nonprofits. The firm offers a range of financial planning and advisory programs, utilizing discretionary and non-discretionary management alongside research and model portfolios from multiple sources.

Song Park is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory role, he is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with a focus on both discretionary and non-discretionary management supported by in-house research and third-party resources.

Theodore Davis is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise since 2020 and previously spent 18 years with American Express Financial Advisors Inc. Davis is co-owner of YGB Operations LLC, a business involved in managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Cunningham is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with a diverse clientele including corporate executives, attorneys, physicians, families, and non-profit organizations across twenty-five states. Michael focuses on preserving clients' wealth and achieving reasonable growth through consistent investing over time while avoiding needless risk. Michael began his career in 1997 with Merrill Lynch Wealth Management in New York City before returning to the Washington, D.C. area to join Bank of America, where he has remained through the firm's merger with Merrill. He offers clients comprehensive financial guidance, including advice on Social Security, long-term care insurance, Medicare, and lending options such as residential, securities-based, and commercial loans through Bank of America. His approach emphasizes understanding clients' priorities and preparing for new financial situations and opportunities. He earned a Bachelor of Science degree, cum laude, in Biology and Psychology from James Madison University, where he was a member of the varsity rugby team. Michael resides in Mount Vernon with his three children. He volunteers at his local parish and children's schools and supports the American Parkinson Disease Association.

James O Donnell is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Merrill Lynch, Stifel Nicolaus & Co Inc, Principal Securities Inc, and Kinnect Advisors, where he currently serves as an independent contractor. He also consults for Geddes & Co, a tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing multiple program platforms and a multi-manager approach.

Woodroe Leach is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His prior work includes more than three decades at Money Concepts Capital Corp and ongoing roles at Chesapeake Life. Leach is also involved in entrepreneurial activities, owning Leach Wealth Management Group and The Woodlyn LLC, and he works as an independent insurance agent. Additionally, he plans to offer clients access to estate planning documents through the Estate Guru platform. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers a range of portfolio management options, including proprietary models and third-party strategies, delivered across multiple platforms with both discretionary and non-discretionary investment implementations.

Danielle Thompson is a financial advisor at Equitable Advisors with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Equitable Advisors since 2012, with prior experience at AXA Advisors and Valic Financial Advisors. Based in Washington, DC, her career spans multiple established advisory firms. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of proprietary and third-party solutions tailored to client risk tolerance and investment needs.

Marcela Arimany is a financial advisor with LPL Financial in Alexandria, VA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Carr Workplaces and South Florida Educational Federal Credit Union. Outside of her advisory duties, she is involved in online sales through Mercari and serves as a public notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research from LPL and third-party providers.

Maureen Obrien is a financial advisor with LPL Financial in Alexandria, VA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory work, she operates an online retail business selling antiques and collectibles through platforms such as eBay and Amazon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 plan consulting, and brokerage services, incorporating both discretionary and non-discretionary management along with research and model portfolio options.

John Davis is a financial advisor at Edelman Financial Engines with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Edelman Financial Engines and its predecessors since 1997. 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 both discretionary and non-discretionary investment options across a broad range of portfolios and retirement solutions.

Deanna Lyons is a financial advisor with Ameriprise in Manassas, VA, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, Lyons works part-time as a hairstylist at Valon Salon. Ameriprise serves clients primarily through retirement-income planning services tailored for individuals with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, supported by a centralized consulting team and algorithmic tools.