Ryan Banner is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and Axa Advisors. Banner also operates Banner Wanders LLC and is licensed as an insurance agent selling fixed insurance products. Cetera is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary program options.

Nathan Mc Laughlin is a Series 66-credentialed financial advisor with 15 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.

Susan Brown is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Cetera and its related entities since 2016 and owns an insurance sales business under Washington Equity, LLC. Brown is also licensed as an insurance agent, selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary account structures.

Heather Bull is a financial advisor with Ameriprise in Winchester, VA, holding Series 63 and Series 65 designations and six years of industry experience. Her prior roles include positions at Joseph Anderson, Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and Mark Fine. Outside of her advisory work, she has been involved with SF Janitorial since 2007. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, with a focus on assets held in Ameriprise managed accounts and the use of algorithmic tools to generate planning advice.

Christopher Richardson is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cambridge since 2012. He also serves as Director of Business Development for Aurora Healthcare Resources Inc. and owns a financial advisory and insurance business, RRG Inc. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers access to multiple platforms, proprietary model strategies, and third-party advisers.

Mary Davis is a CFP® with 41 years of industry experience and is currently an advisor at Edelman Financial Engines in Fairfax, VA. She has worked with affiliated firms since 1994, including Edelman Financial Services LLC and Financial Engines Advisors L.L.C. Davis serves as a board member of the McLean Project for the Arts, a nonprofit supporting contemporary artists. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Douglas Keegan is a CFP®-certified financial advisor with 26 years of industry experience. He has been with Edelman Financial Engines and its predecessor entities since 2010, including roles at Financial Engines Advisors L.L.C. Prior to his advisory work, he launched and manages Firebird Rising LLC, an entertainment business. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term strategies.

Joseph Buchy is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to provide customized comprehensive wealth management solutions. His role involves helping clients articulate, plan, and achieve their unique financial goals by leveraging the investment resources of Merrill and banking services of Bank of America. Mr. Buchy has been in the financial services industry since 2015 and joined Merrill Lynch Wealth Management in 2018. His areas of expertise include college education planning, services for endowments, foundations and non-profits, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, sports and entertainment, tax minimization, and retirement income strategies. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's degree in Integrated Science and Technology from James Madison University in 2004 and a Master's in Business Administration from George Mason University in 2014. Mr. Buchy is involved in community activities, including volunteering with the organization Love.Futbol. His personal interests include cooking, golfing, music, soccer, and spending time with his family.

Arthur Chase is a financial advisor with UBS Financial Services in Chantilly, VA, holding Series 63 and Series 65 registrations and 44 years of industry experience. He has been with UBS and its predecessor Painewebber Incorporated since 1994. Outside of his advisory role, he serves on the board of directors for the Marian Woods Home Owners Association. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services through a network of financial advisors, utilizing proprietary research and model-based asset allocations.

Andrew White is a financial advisor with Raymond James Financial in Reston, VA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Atlantic Union Bank Wealth Management, Citigroup, First Citizens Investor Services, and VALIC Financial Advisors. Outside of advising, he is involved in managing rental real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports a broad advisor network with specialized programs in municipal advisory and SIMPLE IRA consulting.

Azan Piperno is a Series 66-credentialed financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and held prior roles at McAdam LLC and Purshe Kaplan Sterling Investments in 2016. Outside of his advisory work, he is a tennis instructor. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process.

Natalia Tafaro is a financial advisor with Fidelity in Reston, VA, holding a Series 66 designation and 9 years of industry experience. She has worked with Fidelity Brokerage Services since 2017 and joined Fidelity Investments in 2025. Her prior experience includes two years at PNC Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and AI in portfolio management, as well as its advisory role to multiple registered investment companies.

Jason Smoot is a Financial Consultant currently working at Fidelity Investments since 2023. He has held positions as Vice President - Financial Consultant at Charles Schwab & Company from 2021 to 2023, Senior Financial Consultant at TD Ameritrade from 2018 to 2021, and Licensed Financial Consultant at T Rowe Price from 2016 to 2018. Jason employs a disciplined approach to wealth management, assisting clients in defining their financial goals and developing plans to work toward their desired financial destinations. He lives in Ashburn with his wife and three children.

Mary Lynes is a Wealth Management Advisor at Merrill Lynch Wealth Management. She holds the CERTIFIED FINANCIAL PLANNER (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor (CRPC) designation. She also holds the Personal Investment Advisor (PIA) designation. Mary graduated from Georgetown University with a bachelor's degree and earned her master's degree at George Washington University, majoring in finance. She began her career in investments and financial markets in 1982. Her areas of focus include education planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. At Merrill Lynch, Mary and her team work with families and small business owners to assist in every aspect of their financial lives. They build structured plans based on clients' priorities to help achieve their financial goals. Outside of work, Mary enjoys cooking, dancing, fishing, gardening, hiking, music, spending time with her family, traveling, and yoga.

David Mead is a Wealth Management Advisor and managing team partner of Mead & Associates at Merrill Lynch Wealth Management. He has over 30 years of experience in the financial industry, beginning his career in 1988 as a Financial Consultant for PaineWebber, Incorporated. In 1996, he joined Merrill, where he has developed a planning-based wealth management team that provides customized advice and guidance to individuals, families, and foundations. Mead & Associates, headquartered in Reston Town Center, Virginia, collaborates with clients on various aspects of their financial lives, including asset management, cash management, liability management, education planning, retirement planning, and insurance planning. David has also contributed to the training of Merrill financial advisors through the National Faculty Program and the Advisor Growth Network. David graduated from The Catholic University of America with a bachelor's degree in finance in 1985 and earned a master's degree in financial management from the same institution in 1987. He holds the Certified Investment Management Analyst (CIMA) designation. David resides in Vienna, Virginia, with his wife Sheila and their three children.

Russell Day is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Edelman Financial Engines in Fairfax, VA, having joined the firm in 2025 following six years at Financial Engines Advisors L.L.C. His prior experience also includes roles at Boat America Corporation and McGladrey. 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, managing diversified model portfolios with a long-term orientation.

Christopher Neary is a Financial Advisor at Merrill Lynch Wealth Management. As a second-generation Merrill Financial Advisor from Northern Virginia, he was exposed to the financial services industry early on, which influenced his decision to pursue a career in financial advising. He works closely with clients to understand their individual financial situations and goals, focusing on thoughtful planning and clear communication. His expertise includes family wealth management strategies, legacy planning, and managing new wealth. Christopher holds the Chartered Retirement Planning Counselor™ (CRPC™), Accredited Asset Management Specialist™ (AAMS®), and Personal Investment Advisor (PIA) designations. Christopher graduated from Pennsylvania State University with a bachelor's degree in Economics and earned the Smeal College of Business Certificate. Outside of work, he enjoys golfing, spending time with his family, traveling, supporting Penn State athletics, and following Washington, D.C. sports teams.

Mark Menzel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Fulcrum Advisory Services. Outside of advisory work, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies through its Founders Gate Capital brand.

Anaita Wali Zada is a financial advisor at Merrill with a Series 66 designation. She has been with Merrill since 2024 and previously worked at Bank of America, N.A., Chico's FAS, Inc., and has experience in media production ventures. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Aroson Randle is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, where he has been employed since 2021. In this role, he utilizes Fidelity's planning tools and services to assist executives in maximizing the benefits provided by their workplace plans. He focuses on delivering customer service and partnering with clients to support their short and long-term financial goals. Prior to joining Fidelity, Aroson worked as a Financial Solutions Advisor at Bank of America from 2019 to 2021, and before that, he served as a Financial Advisor at Securian Financial Advisor of the Great Lakes from 2017 to 2019. His professional experience spans various aspects of financial advising and planning. Outside of his professional responsibilities, Aroson has personal interests in fitness, football, movies, and traveling.