Aaron Kirkland is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade and Financial Engines Advisors L.L.C. 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 proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Bronson Farr is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Wegmans Food Markets for six years. Farr is based in Centreville, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Evelyn Scott is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning her advisory career in 2026. Her prior experience includes roles at Exchange Roots and academic affiliations with the Robert H. Smith School of Business and the University of Maryland. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on goal-based financial planning without discretionary trading authority and offers integrated planning and managed-account services via its “WealthPlan” consolidated billing option.

Nancy Gallagher is a financial professional with 13 years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked with firms including OneAmerica Securities, MassMutual, and Springhouse Financial, LLC. Outside of advisory roles, she serves as secretary and treasurer for a nonprofit organization and is a board member of an educational institution. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management options and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Madison Pond is a financial advisor at Edward Jones in Ashburn, VA, holding a Series 66 designation. Madison has two years of experience at Edward Jones, with previous roles at Centrifuge LLC and Pernix Consulting LLC. Outside of finance, Madison has worked with WeSellEvents and was involved with Celebrate Fairfax, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of advisors and branches.

Joseph Castelli is a financial advisor at Edward Jones in Manassas, VA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2002. 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 with approximately $1.01 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.

Mary Conroy is a financial advisor with Charles Schwab who holds Series 65 and Series 63 licenses and has nine years of industry experience. She has worked at multiple Charles Schwab entities since 2017 and previously worked at Lowry & Associates and Onespace. Outside of her advisory role, she serves in the US Army Reserve as an Intelligence Analyst and operates a small craft-making retail business on Etsy. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized custody and supervisory infrastructure.

Ahmed Idlibi is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, Wells Fargo, and Truist. Idlibi also founded Resu Consulting LLC, which he operated for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence that combines quantitative screening and qualitative research.

Carlos Viera is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner and managing partner of a financial planning practice structured as an LLC. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Noah Wiggins is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Stratos Wealth Partners, LPL Financial, and First Genesis Virginia. Outside of finance, he has worked in waste management with 1-800-Got Junk. 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, offering model-based and discretionary strategies for a range of client types including individuals, high-net-worth clients, and institutions.

James Giunchi is a financial advisor with Ameriprise in Vienna, VA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has been with Ameriprise and its related entities since 2016. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Harry Horning II is a financial advisor at OSAIC with a Series 66 designation and 13 years of industry experience. He previously worked at SagePoint Financial for 10 years and serves in the U.S. Marine Corps. Outside of his advisory role, he is the founder and CFO of Phase II, LLC, a government contracting business focused on community and enterprise development. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through multiple programs such as financial planning, managed portfolios, and retirement consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by various tools and strategies.

Nancy Popovich is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Baird since 2007. Outside of her advisory role, she serves on the Virginia Hospital Center Health Board’s Investment Finance Committee and is involved as a board member, troop leader, and treasurer for a local Girl Scouts troop. Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

April Du Bois is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and previously worked at McKinsey & Company for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Alisa Schultz is a financial advisor at Raymond James Financial in Fairfax, VA, with 17 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to her current role, she has worked at Raymond James Financial Services, Inc. and has had diverse experience including positions outside the financial industry. She is also involved as an associate employee at Estes Wealth Strategies, providing financial advisory and support services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and investment consulting using analytical tools and supports its clients through a broad network of advisors and specialized programs.

Jochebed Bogunjoko is a Series 65-licensed financial advisor at Edelman Financial Engines with one year of industry experience. Prior to joining Edelman Financial Engines, she held roles at National General and Tiedemann Advisors LLC. She serves as Board President and Chair of Urban Trends Collective, Inc., a housing nonprofit. 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 both discretionary management and non-discretionary advice with a focus on diversified portfolios and long-term strategies.

Gregory Smith is a financial advisor with Raymond James & Associates in Reston, VA, holding the CFP® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including 22 years at Robert W. Baird & Co. prior to joining Raymond James in 2022. Smith is also the owner of Wise Investor Group, LLC. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management strategies and affiliated research.

Andrew Greene is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1992. He has also held the position of Resident Manager in multiple Merrill branch offices. Andrew leads the Greene, Metcalfe, Bizic, and Associates team, focusing on relationship management and providing clients access to Merrill's extensive resources to support their financial goals. With over 25 years of experience, Andrew and his team assist affluent individuals and families in pursuing their financial objectives through a customized approach that emphasizes wealth planning and asset management. His practice areas include college education planning, corporate benefits, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, and support for clients in sports and entertainment sectors. Andrew holds the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA) designations. He earned his Bachelor's Degree from the University of Maryland. Andrew is engaged with his local community and participates in the University of Maryland Mentor Program. He resides in Chevy Chase, Maryland, with his wife Mary Beth, and enjoys spending time with their children.

Matthew Hickes is a financial advisor with Edelman Financial Engines in Fairfax, VA, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. His career includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, Edelman Financial Services LLC, and The Mutual Fund Store. 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 modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

William Frogale is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2013, initially serving as an Investments Representative before his current role. Prior to joining Fidelity, he worked as a Financial Planner at PRUCO Securities, LLC from 2010 to 2013, a Financial Advisor at VALIC Financial Advisors, Inc from 2006 to 2009, and as a Registered Marketing Associate at Citigroup Global Markets Inc from 2005 to 2006. With over 20 years of experience in financial services, William has worked with a diverse range of investors and client families. He focuses on wealth planning and helping clients work toward their financial goals. He holds a California Insurance License.