Owen Grady is an Investment Consultant at Fidelity Investments. In this role, he collaborates with clients to develop custom financial plans tailored to their specific needs and priorities, aiming to provide a positive client experience. Prior to his current position, Owen served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. These roles have contributed to his understanding of client relationship management and financial services. Outside of his professional work, Owen has personal interests that include cooking and baking, golf, music, skiing, and traveling.

Stephanie Zebrowski is a Wealth Management Advisor at Merrill Lynch Wealth Management. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Stephanie's expertise centers on helping clients navigate life transitions and achieve both short-term and long-term financial goals through a detailed, collaborative planning approach. She has assisted clients with planning for events such as marriage or divorce, funding children's education, employment changes, and retirement. Additionally, she has completed ongoing training through Merrill's Insurance Accreditation Program, enabling her to provide services involving Life Insurance, Annuities, and Long Term Care Insurance. She graduated from the University of Mary Washington and joined Merrill Lynch Wealth Management in 2000. Outside of work, Stephanie enjoys antiquing, gardening, scrapbooking, spending time with her family, and watching movies.

Sonja Faison is a financial advisor with J.P. Morgan Securities in Oakton, VA, holding a Series 66 designation and 10 years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A., Bank of America, N.A., and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Cassandra Lipp is a financial advisor with Edward Jones in Haymarket, VA, holding a Series 66 designation and one year of industry experience. She previously worked at Wells Fargo Bank for 12 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Eric Candelori is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He focuses on portfolio management and is responsible for developing investment strategies and disciplines for the Evans-Candelori Group. His client expertise includes education planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Before joining Merrill Lynch Wealth Management, Eric served as an officer in the United States Marine Corps. He holds a Bachelor’s degree from American University and an MBA from National University, which he earned while on active duty. He holds professional designations as a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA). Eric has been involved with nonprofit organizations and currently serves as Vice Chairman of the Marine Corps Scholarship Foundation as well as a director with Navy Mutual Aid Association. He resides in Vienna, Virginia with his wife and two children. His personal interests include biking, golfing, reading, running, swimming, and traveling.

Patrick Gaffney is a financial advisor at Morgan Stanley with 21 years of industry experience. He has held roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He serves on the board of Community Ventures of Vienna, Inc., a civic organization in Virginia. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets.

Douglas Randolph is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing comprehensive wealth management services tailored to individual client needs. His approach begins with understanding the client's family and financial situation to develop flexible strategies aligned with their long-term goals. Douglas offers access to Merrill's investment insights and the banking services of Bank of America to address various aspects of his clients' financial lives. His expertise includes college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, sports and entertainment, and tax minimization. Douglas holds a Bachelor's Degree from the University of Notre Dame and is a Personal Investment Advisor (PIA). Douglas is actively involved in his community, participating in organizations such as Herb and Temple, Old City Cemetery, ND Club of Richmond, Grass Roots Soccer South Africa, Resume Support for College Students, and Trash Clean Up in Virginia. He follows Merrill's tradition of community participation through volunteering. Outside of his professional work, he enjoys adventure sports, basketball, camping, chess, cooking, fishing, gardening, hiking, and woodworking.

Dante Moncrieffe is a financial advisor at Charles Schwab with the Series 66 designation and two years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and several organizations outside finance such as Chesapeake Lighthouse Foundation and MOM's Organic. 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’s investment approach features a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Simon Moon is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan entities since 2023, following a prior role at Wells Fargo from 2020 to 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Benjamin Harbaugh is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Charles Schwab Bank, SSB and Charles Schwab since 2021. His prior experience includes roles at Berkshire Hathaway Carolinas Realty, American Logistics Company, and Liberty University. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

Gregory Nerantzis Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Merrill since 2009 and also has a 15-year tenure at Bank of America. Outside of his advisory work, he serves as Chairperson for stewardship and the church renovation fund at Saints Peter & Paul Greek Orthodox Church in Frederick, MD. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, delivering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.

Christopher Arduini is a financial advisor with Wells Fargo Clearing in McLean, VA, holding Series 65 and Series 63 licenses with two years of industry experience. His work history is primarily with Wells Fargo Bank and Wells Fargo Clearing since 2015, with a one-year gap in 2023-2024. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, using research and analytics from Wells Fargo Investment Institute alongside third-party data.

Bryan Carter is a CFP® professional with 17 years of industry experience. He is currently affiliated with Charles Schwab, where he has worked since 2022. Prior to this, he spent over a decade at Fidelity, including four years with Fidelity Personal and Workplace Advisors. 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 a non-discretionary advisory model with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Sean Romero is a financial advisor with Charles Schwab in Reston, VA, holding a Series 66 designation and 10 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2021, and previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2016 to 2021. 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 offers a mix of non-discretionary and discretionary investment options, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Feby Mekhael is a financial advisor with Wells Fargo Clearing in McLean, VA. She holds Series 65 and Series 63 licenses and has one year of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and John Marshall Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Caprice Benfield is a financial advisor at Edward Jones in Springfield, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she served in the US Navy for seven years and held roles at NextEra Energy Operating Services, Bowhead, and UCLA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

William Cory is a financial advisor with Ameriprise in Washington, DC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Suntrust Advisory Services, Wells Fargo Clearing, and Wells Fargo Advisors. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

William Lang Jr. is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 1997 and 2005, respectively. Located in Tysons Corner, VA, he provides advisory services within a large institutional firm. 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and brokerage services.

Jesse Campion is a financial advisor with Charles Schwab in Reston, VA, holding Series 63 and Series 66 credentials and 16 years of industry experience. His career includes ten years at TD Ameritrade Investment Management and TD Ameritrade, followed by his current role at Charles Schwab since 2022. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed-account, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and emphasizes a multi-asset model portfolio approach supported by research and due diligence.

Paul Jordan is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2025. His prior roles include over a decade with related entities within the Edelman Financial Engines organization, including Financial Engines Advisors and Edelman Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling and planner delivery with online tools, offering diversified portfolios and both discretionary and non-discretionary management across a broad range of accounts.