Katherine Kohler is a financial advisor at Thrivent Investment Management with 20 years of industry experience. She holds the Series 66 credential and has been with Thrivent and its affiliated entities since 2006. Outside of her advisory role, she serves as an adjunct faculty member at the University of Maryland Baltimore County, teaching an undergraduate course on Intercultural Communication. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a broad range of topics and integrates with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment management services separate.

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.

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 has worked previously at T. Rowe Price Advisory Services, TD Ameritrade, and Human Security, Inc. Outside of his advisory role, he provides voiceover services as an independent contractor. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Trevor Ikwild is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2011 and joined Merrill Lynch Wealth Management in 2014. Trevor focuses on developing strategies for high-net-worth individuals, their families, and businesses to help them pursue both short and long-term financial goals, including areas such as college education planning, corporate executive services, executive compensation, equity compensation services, liquidity management, personal retirement planning, small business strategies, sports and entertainment, tax minimization, and retirement income. Trevor holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Economics and Commerce from Hampden-Sydney College. He is also a member of the Rotary Club of Purcellville and involved with Loudoun Fair and Associates. Originally from Purcellville, Virginia, Trevor lives there with his wife, Shannon, and their three children. Outside of work, he enjoys football, golfing, and running. He has completed ten marathons across nine different states and is working toward running a marathon in all 50 states.

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.

Mark Mueller is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and its affiliated investment management firm since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers retirement, tax, estate, business continuation, divorce, and special needs topics, with clients able to combine planning with managed-account services under a consolidated billing option.

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, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2022. Outside of his advisory role, Kuhns is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies and offers various financial products and institutional platforms.

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.

Song Park is a financial advisor with LPL Financial in Centreville, VA, holding a Series 66 credential and 22 years of industry experience. His career includes prior roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated before joining LPL Financial in 2009. Outside of advisory work, he provides notary public services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Theodore Davis is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise since 2020 and previously spent 18 years with American Express Financial Advisors Inc. Davis is co-owner of YGB Operations LLC, a business involved in managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James O Donnell is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Merrill Lynch, Stifel Nicolaus & Co Inc, Principal Securities Inc, and Kinnect Advisors, where he currently serves as an independent contractor. He also consults for Geddes & Co, a tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing multiple program platforms and a multi-manager approach.