Daryl Brockman is a financial advisor with OSAIC in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with OSAIC since 2018 and has a longstanding career dating back to 1989 with Signator Investors, Inc. and John Hancock Life Insurance Company. Brockman is also President and CEO of Signature Financial Partners, LLC. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

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.

Marco Jauregui Flores is a financial advisor with Edward Jones in Manassas, VA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Upskill Training Partners LLC and held positions with American Airlines in Peru and Bolivia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors and 15,000 branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Hutto is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, Inc. since 2018 and at Signator Investors, Inc. from 1992 to 2018. Outside of his advisory role, he serves as chair of the Finance Committee for the town of Clifton, Virginia, a position focused on recommending financial policies and budgeting. OSAIC serves a diverse client base including individual, high-net-worth, corporate, pension, and charitable clients through a broad network of advisers. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage a wide range of investment products on discretionary or non-discretionary bases.

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.

John May is a financial advisor at OSAIC with 47 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he spent 23 years with Lincoln Financial Advisors Corp. In addition to his advisory work, he teaches Social Security and IRA planning classes at his church several times a year. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charities through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with investment strategies that utilize asset allocation tools, risk-tolerance assessments, and automated rebalancing across diverse asset classes.

Russell Day is a financial advisor at Edelman Financial Engines with five years of industry experience. He holds a Series 65 designation and has worked at firms including Financial Engines Advisors L.L.C. and McGladrey. Prior to joining Edelman Financial Engines, he was employed at Boat America Corporation and New Virginia Majority. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, offering diversified model portfolios and a fiduciary investment process emphasizing long-term management.

Christopher Neary is a Financial Advisor at Merrill Lynch Wealth Management. He serves clients by helping them develop strategies to pursue their short-, mid-, and long-term financial goals. His areas of expertise include family wealth management strategies, legacy planning, and managing new wealth. He also provides guidance on general investing, retirement planning, and saving for the unexpected, with access to Bank of America specialists for banking, credit, home financing, and small business solutions. Christopher combines his background as a second-generation Merrill advisor with insights into the financial opportunities and challenges faced by today's professionals and families. He holds a Bachelor's Degree in Economics from the Pennsylvania State University System and has earned the Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Outside of his professional work, Christopher enjoys golfing, spending time with his family, and traveling.

Mark Menzel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2014. Menzel is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody and platform arrangements and a range of portfolio 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.

Joe Altschuler is a Financial Consultant currently working at Fidelity Investments since 2024. He assists individuals and families in creating financial plans that focus on their priorities, helping them make decisions to protect, grow, and manage their wealth while working toward their financial goals. Joe has experience in various roles within the financial industry. Prior to his current position, he served as a Relationship Manager at E*TRADE from Morgan Stanley in 2023, and as a Financial Consultant at E*TRADE from Morgan Stanley from 2021 to 2023. He also worked as a Financial Consultant at T. Rowe Price between 2019 and 2021, and as an Investment Consultant at Merrill Lynch from 2018 to 2019. Outside of his professional work, Joe enjoys attending concerts, participating in family activities, and engaging in sports such as football and golf. He also spends time on outdoor adventures and traveling.

Timothy Plush is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Human Security, Inc. Outside of his advisory work, he provides voiceover services as an independent contractor. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Rachel Nelliot is a CFP® and Series 66 licensed financial advisor with three years of industry experience. She has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2024, and previously held roles at Janney Montgomery Scott LLC. Prior to her financial services career, she worked at Emirates Airline from 2014 to 2020. Charles Schwab & Co., Inc. serves a large client base of 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 multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

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.

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.

Matthew Kuhns is a financial advisor with LPL Financial and holds a Series 66 designation. He has 11 years of industry experience, including eight years at Edward Jones before joining LPL Financial in 2022. Outside of his advisory work, Kuhns is also commissioned as a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research from multiple sources, including LPL Research and third-party subadvisors.

Peiliang Cui is a CFP® with 23 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax entities for over two decades and leads Cui's Financial Group Inc, a firm focused on tax preparation and accounting services. Additionally, he is the owner of a business consulting firm and serves as a director of the Bedrock Foundation, a charitable organization providing educational grants. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and consulting services delivered through a nationwide network of independent advisors and features multiple program structures and affiliations.

Samet Degismen is a financial advisor at Edward Jones in Gainesville, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for 15 years at Dulles Glass and Mirror. He is also the owner of Spark and Shine Cleaning Services, a residential and commercial cleaning business. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions and is notable for its extensive advisor network and affiliated financial services.

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.