Kaitlyn Dehoff is the Vice President and Financial Consultant at Fidelity Investments, where she has been serving since 2020 and advancing through roles from Relationship Manager to her current position. She collaborates with individuals and families to develop comprehensive financial plans and investment strategies tailored to their lifestyles and financial goals. Throughout her career, Kaitlyn has gained experience in financial consulting and investment management, focusing on delivering planning solutions that address her clients' long-term needs. She previously worked as a Financial Advisor at HUB International from 2018 to 2020 before joining Fidelity Investments. Kaitlyn is dedicated to providing a valuable planning experience by prioritizing what matters most to her clients and deeply understanding their financial objectives.

Gerald Lyon is a financial advisor at Raymond James Financial with 21 years of industry experience and holds a Series 66 designation. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 14 years before joining Raymond James and Goetzman Nau Financial Partners, where he serves as a director. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors and state and municipal entities, with a range of non-discretionary advisory services and specialized programs for small businesses.

Melanie Kahrs is a CFP® professional with 19 years of experience in the financial industry. She currently works at Edward Jones, where she has been since 2021. Her prior experience includes roles at Madison Avenue Securities, Campbell Wealth Management, and Fidelity Investments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Jessica Marxer is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She has held various roles within Wells Fargo, including positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Marxer holds Series 63 and Series 66 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and tailored recommendations supported by Wells Fargo research and planning tools.

Barbara Oleary is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 32 years of industry experience. She has worked at Cetera since 2013 and previously spent 20 years at Dondero & Associates, Limited. Outside of advising, she is involved in will and trust planning through her firm Barbara J. O'Leary, LLC, where she serves as a Master Certified Estate Planner, and provides tax preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures with over 10,000 advisors and $256 billion in assets under management.

Alex Slone is a Financial Consultant at Fidelity Investments, a role held since 2023. He has been with Fidelity Investments since 2018, serving in various capacities including Investment Consultant, Relationship Manager, Investment Solutions Representative, Workplace Planning and Advice Associate, and Client Representative Advocate. Throughout his tenure at Fidelity Investments, Alex has developed expertise in client relationship management and investment consulting. He emphasizes understanding clients' individual circumstances through detailed discussions to create financial plans tailored to their unique needs. His approach aims to provide clients with peace of mind and confidence in their financial future. Outside of his professional role, Alex has personal interests in golf, music, running, snowboarding, and traveling.

Tareq Khattar is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2011, including time when the firm operated as Axa Advisors LLC. Outside of his advisory role, Khattar is involved in group benefits brokerage through Ascend Planning & Consulting and holds sales associate positions with Dergalis Associates LLC and Realty Benefit Services. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charities, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services with a focus on individualized financial planning and fiduciary engagements.

Brandt Zimmerman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with former federal employees, nonprofit organizations, business owners, and families to navigate complex financial decisions. His expertise includes education planning, family wealth management strategies, institutional investment consulting, legacy planning, philanthropic planning, personal retirement planning, small business strategies, tax minimization, and retirement income. He assists nonprofit leadership with sustainable growth and financial stability planning, guides former federal employees through retirement and career transitions, and supports business owners during critical phases such as succession planning and liquidity events. Zimmerman holds a Bachelor's Degree from Clemson University and a Master's Degree from Northeastern University. He is a Personal Investment Advisor (PIA) and is involved professionally with organizations such as the Arlington Chamber of Commerce and the Clemson Alumni Club of Washington DC. His approach emphasizes long-term relationships and ongoing planning, delivering clear and tailored guidance according to each client's goals and needs. Outside of his professional career, Zimmerman is active in community involvement, assisting with assisted living communities in Northern Virginia. He lives in Burke, VA, with his wife and two seven-year-old sons, Linden and Keller. His personal interests include baseball, camping, cooking, fishing, football, hiking, music, reading, running, and spending time with his family.

Allen Tefft is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has operated his own financial services business since 2007 and has been affiliated with Cetera Advisors LLC since 2013. He also holds an insurance agent license, selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing both affiliated and third-party managers across multiple program structures.

Nazzareno Spurio III is a financial advisor at LPL Enterprise with 10 years of industry experience and holds the Series 66 designation. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, McAdam LLC, and Purshe Kaplan Sterling Investments. He is also involved with Pillar Wealth Partners as a financial advisor. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active product sales.

Seddon Nelson is a financial advisor at SCN Capital Management with 28 years of industry experience. He holds a Series 65 designation and has been with SCN Capital Management since 1997. Outside of his advisory role, he operates a sole proprietorship focused on information system administration. SCN Capital Management is an independent firm managing approximately $58.5 million in client assets for about 48 individual clients. The firm provides ongoing portfolio management and investment advisory services with a focus on individualized client relationships.

Michael Churchill is a Series 65-licensed advisor with 19 years of industry experience. He has been with Churchill Research Inc., an independent firm he has operated since 2002. Churchill Research Inc. is a single-advisor independent firm based in Falls Church, VA.

Mark Katzenberger is the sole advisor at 401K and More, an independent firm based in Arlington, VA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Prior to his current role, Katzenberger worked at Accenture Federal Services as a Senior Manager and Data Management Lead. He is also engaged in IT consulting outside of his advisory work. 401K and More serves clients with retirement planning and investment advisory services, operating as an independent firm focused on personalized financial strategies.

Frank Nelson is a CFP® professional with 14 years of experience at Nelson Financial Planning Services, LLC, an independent firm based in White Plains, MD. He has provided financial planning and consulting services since 2012. In addition to his advisory work, Nelson offers income tax preparation services. Nelson Financial Planning Services specializes in personal financial planning for individuals, corporations, trusts, estates, and charitable organizations. The firm employs a fundamental research approach and emphasizes tailored investment policy statements, non-discretionary account management, and extensive non-securities advice including tax preparation and business consulting.

Leighton Roper Jr. is a financial advisor at Net Worth Advisory Services in Arlington, VA, with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with his current firm since 1994. Net Worth Advisory Services is an independent firm focused on providing personalized financial guidance.

Glenn Ryhanych is a CFP®, CFA®, and Series 63 credentialed advisor with 19 years of industry experience. He has worked at BlueList Partners, LLC since 2019 and previously at Spire Investment Partners, LLC from 2015 to 2019. BlueList Partners, LLC is an independent, fee-only investment adviser serving high-net-worth individuals, families, corporate executives, business owners, medical professionals, retirees, qualified retirement plans, associations, and charitable organizations. The firm specializes in discretionary asset management with a focus on taxable and tax-exempt municipal bond portfolios and managed asset-allocation strategies.

Christopher Nie is the owner and sole advisor at Astra Investment Advisers, holding a Series 65 credential with two years of industry experience. He has a background in aerospace, working as a business development manager at Sierra Space Corporation since 2019, and he also owns a small real estate rental business. Prior to his current roles, he was employed at Lockheed Martin Corporation from 2015 to 2019. Astra Investment Advisers provides investment advisory services through flat-fee, hourly engagements focused on portfolio review and recommendations without managing client assets or accepting discretionary authority. The firm’s approach centers on value-based investing combined with financial planning and quantitative analysis, offering advice tailored to individual client goals and preferences.

Marwan Jabbour is an independent financial advisor with USA Retirement Income Solutions, LLC, based in Fairfax, VA. He holds Series 65 and Series 66 designations and has 18 years of industry experience. Prior to his current firm, he worked with United Security Advisors and Financial Planning Partners, Inc. He also works as an independent insurance agent. USA Retirement Income Solutions serves clients seeking retirement income strategies through personalized financial planning.

John Ellison is the sole advisor at Ellison Investment Advisors in Fairfax, VA, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has led Ellison Investment Advisors since its founding in 1996. Ellison Investment Advisors provides investment management and written financial planning to individuals, families, professionals, trusts, and small-business retirement plans. The firm employs a disciplined, long-term approach combining value and growth styles, emphasizes client-specific investment policies, and offers both discretionary and non-discretionary portfolio management across equity, fixed-income, and balanced strategies.