Tareq Khattar is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 2011. Outside of his advisory role, Khattar is involved in an insurance brokerage business through Ascend Planning & Consulting and holds sales associate positions with Dergalis Associates LLC and Realty Benefit Services. Equitable Advisors serves individuals across income levels, as well as pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and collaborates with third-party asset managers and LPL-sponsored advisory programs to tailor solutions for clients.

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. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, McAdam LLC, and Purshe Kaplan Sterling Investments. Spurio is also involved with Pillar Wealth Partners, a DBA for his LPL business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales and affiliated trust services.

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.

William Richardson is a Series 65–licensed financial professional with five years of experience, currently serving as the sole advisor at RV Strategies in Fairfax, VA. He has been with RV Strategies LLC since 2020 and concurrently holds a long-term role in legal and regulatory affairs for the Recreation Vehicle Dealers Association of North America. Richardson is also a 50% owner of Richardson Capitol Strategies Group, LLC, a company established with his wife that no longer conducts business. RV Strategies primarily refers prospective clients to an independent third-party investment adviser, providing information and disclosures but not offering direct investment advice or portfolio management. The firm serves individuals and high-net-worth clients while maintaining separation between its advisory and legal activities.

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, an independent firm based in Arlington, VA. He holds a Series 65 credential and has three years of experience in the financial advisory industry. Outside of his advisory role, Nie works as a business development manager at Sierra Space Corporation and owns a small real estate rental business. Astra Investment Advisers provides investment advisory services to individuals through flat-fee, hourly engagements focused on portfolio reviews and recommendations. The firm does not manage client assets or maintain custody of funds and emphasizes value-based investing combined with financial planning and quantitative analysis.

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.