Dylan Herrmann is a CFP® professional with four years of industry experience, currently advising at Charles Schwab in Reston, VA. His prior roles include positions at American Express and Grand Canyon University. Dylan holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves 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 discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and order-routing infrastructure.

Christopher Kaiser is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at firms including Mason Investment Advisory Services and TD Ameritrade prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kathryn Okusa is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and previously worked at FSC Securities Corp for seven years. Outside of advising, she manages SAVAL Livestock LLC, overseeing herd size, financial coordination, and operational decisions related to livestock management. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a diverse client base that includes individual investors, retirement plans, charities, and corporate clients.

Mckay Mertz is a financial advisor with Charles Schwab in Reston, VA, holding a Series 66 designation and five years of industry experience. Prior to joining Schwab, Mertz worked at Allstate Insurance and Topo Financial. Outside of his advisory role, he self-published a science fiction novel through a hybrid publisher that is available on Amazon. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of brokerage, advisory, custody, and financial planning services. The firm utilizes a client relationship model that includes both non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Nathaniel George is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he manages rental properties in Virginia. 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 solutions, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Robert Cox is a financial advisor with Thrivent Investment Management in Chantilly, VA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory work, he is a drummer and percussionist, performing primarily with the bands Cracked Sky and Big Bad Juju. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management or discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option but keeps the services separate.

Michael Mc Shea is a financial advisor with Morgan Stanley in Reston, VA, holding a Series 66 credential and four years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Merrill Lynch, Paycom, FMC Corporation, and teaching positions at The Catholic University of America and Radnor Senior High School. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by investment research and scenario modeling.

Deborah Trnka is a financial advisor with Edward Jones in Haymarket, VA, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Susan Prince is a Wealth Management Advisor with Merrill Lynch Wealth Management. She provides personalized financial strategies and wealth management services tailored to meet the complex needs of individuals with substantial wealth. Her services include retirement and education planning, portfolio management, life insurance analysis, and wealth preservation and transfer strategies. Susan collaborates with clients' other advisors, such as attorneys and accountants, to integrate tax, estate, and wealth transfer planning. Susan holds a Bachelor of Science degree from Miami University. Before joining Merrill in 2003, she spent 14 years working with the global management consulting firm Accenture. Her professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA) designations.

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.

Ian Osborn is a Vice President and Wealth Planner at Fidelity Investments. In this role, he partners with clients to understand their financial goals and assists in building customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Ian has been with Fidelity Investments since 2021, initially serving as a Financial Consultant before his current position. Prior to joining Fidelity, he worked as a Senior Portfolio Advisor at Merrill Lynch from 2014 to 2021. His professional experience includes financial consulting and portfolio advisory services. No information regarding Ian's education, credentials, personal interests, or community involvement has been provided.

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.

David Lewis is the sole advisor at Lewis-Berkeley Asset Management in Vienna, VA. He holds the CFA® designation and Series 65 license, with 19 years of industry experience. Prior to his current role, he worked at CW Capital, Inc. for 17 years. Outside of advising, he is a member-manager of a real estate management company. Lewis-Berkeley Asset Management is an independent firm serving clients with tailored investment management solutions.

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.

Zhaogang Qiao is a CFA® charterholder with five years of industry experience. He is currently the sole advisor at Missions Services, LLC and has worked at CTAC since 2012. Missions Services, LLC is an independent firm based in Vienna, VA.

Arthur Hall is the sole advisor at StrategicGlobal Insight, LLC, holding Series 63 and Series 65 designations with 20 years of experience at the firm and 32 years in the industry overall. He has been self-employed since 1994, managing internet sales, online teaching, and talent services alongside his advisory work. StrategicGlobal Insight, LLC operates as an independent firm serving clients with personalized financial guidance.

Emily Maffey is a financial advisor with CST Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She is also the Chief Operating Officer and a Certified Public Accountant at CST Group CPAs, PC, a certified public accounting firm affiliated with her advisory practice. CST Advisory Services, LLC provides referral services by introducing clients to third-party money managers rather than managing assets directly. The firm serves individuals, retirement plans, charitable organizations, and businesses, and is affiliated with accounting firms, allowing for coordinated referral activities between accounting and advisory services.