George Khalsa is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2023, he worked at Ameriprise Financial Services Inc for six years and held advisory roles at Ic Advisory Services, Inc. and The Investment Center, Inc. for nine years each. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a broad range of financial planning and advisory programs, utilizing model portfolios, third-party research, and technologies such as machine learning to support a diversified investment approach.

Mee Teng Tan is a financial advisor at Merrill with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Merrill and Bank of America in 2026, Tan worked at Wells Fargo Bank and Wells Fargo Clearing from 2022 to 2026. Outside of financial advising, Tan co-owns a rental property in Singapore with a spouse. 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. The firm offers model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Morton is a financial advisor with Ameriprise in Manassas, VA, holding a Series 66 credential and two years of industry experience. Prior to joining Ameriprise in 2023, he worked in various roles including managerial support at CFI Management Group LLC and positions at George Mason University Recreation and Enterprise Rent a Car. He provides managerial support to co-owners at CFI Management Group LLC as an outside business activity. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized retirement income recommendations in partnership with its financial advisors.

Jennifer Damme is a CFP® and ChFC® credentialed financial advisor with eight years of industry experience. She has worked at Edward Jones since 2021 and previously held roles at Bankers Life Securities Inc and Bankers Life and Casualty. Jennifer also operated her own business, Jenn Damme Strategist, from 2014 to 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 financial advisors.

Faisal Syed Haq is a CFP® professional with 26 years of industry experience, currently advising at OSAIC Wealth, Inc. He has held prior roles at Royal Alliance Associates, Inc. and Signator Inv Inc. Haq also provides financial and insurance planning through Signature Financial Partners, LLC and serves as an insurance agent specializing in life and long-term care coverage. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with various platforms and tools to construct diversified portfolios, supporting both discretionary and non-discretionary management.

Muhammad Khan is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at HSBC Bank USA, N.A. In addition to his advisory role, he owns Elijah Pret LLC, an online business selling commodity and household products. Merrill, along 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.

Eric Cherkauskas is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, and he serves as a board member of the National Guard Association of the United States, representing Area II Army interests. In addition to his advisory work, he is a Captain and Battery Commander in the Pennsylvania Army National Guard. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides investment and planning strategies without delivering individual security recommendations as part of standalone planning.

Mounir Benbatoul is a financial advisor at Morgan Stanley with 24 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Ryan Banner is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Banner is also involved in fixed insurance sales and serves as a financial advisor for Kinnect Advisors. Cetera Investment Advisers LLC provides financial planning, portfolio management, and retirement services through a nationwide network of independent advisors, serving a broad client base from individual investors to institutional accounts. The firm offers a multi-manager platform with diverse program options, including model portfolios, third-party managers, and bespoke strategies.

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 at Cetera with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Investors Capital Corporation and Washington Equity, LLC, where she serves as owner and president. Brown is also an insurance agent involved in life, disability, annuities, and long-term care insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

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.

Brian Kurrus is a financial advisor with OSAIC in Vienna, VA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience, including 16 years at SII/John Hancock and 8 years at Royal Alliance Associates, INC. He also conducts financial planning presentations for federal employees. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers brokerage and investment advisory services, managing a range of portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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 licenses and bringing 43 years of industry experience. He has been with UBS and its predecessor Painewebber Incorporated since 1994. He also serves on the board of directors for the Marian Woods Home Owners Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a range of capital markets services.

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.