Sarah Brasington is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Previously, she has been involved with Herndon Youth Soccer and Trinity Presbyterian Church. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market modeling techniques in its financial planning process.

Steven Kim is a financial advisor with Merrill, holding a Series 66 credential and three years of industry experience. His work history includes roles at Bank of America N.A., Merrill, NYLife Securities LLC, and New York Life Insurance Co. Outside of his advisory work, he is a general partner and managing member of SKRD LLC, an automotive parts sales and service business. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm integrates with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by multiple program strategies and tax-efficient implementation tools.

James Bennett is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Cetera Advisors, Anchor Financial Group, OneAmerica Securities, and Ryan Bennett LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms.

Kleo Curry is a CFP® professional with 20 years of industry experience, currently affiliated with Morgan Stanley in McLean, VA. Prior to joining Morgan Stanley in 2023, Curry worked at UBS Financial Services for eight years. Outside of the financial industry, Curry serves on the Investment Committee of the Community Foundation for Loudoun and Northern Fauquier Counties. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside broad retail and institutional offerings.

Tara Bonilla is a financial advisor with Merrill in Reston, VA, holding a Series 66 designation and 12 years of industry experience. She has been with Merrill since 2013. Merrill, along 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Young Jung is a financial advisor with Edward Jones in Fairfax, VA, holding CFP® and ChFC® designations and 14 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2017 to 2024, as well as Penn Mutual Life Insurance and Hornor Townsend & Kent. Outside of his advisory role, he serves as a youth soccer referee for the US Soccer Association. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,000 financial advisors.

Thomas Dellinger is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at FSC Securities Corporation and LPL Financial. Outside of his advisory role, he serves as president of The Okusa Dellinger Foundation, a private 501(c)(3) foundation, and is a board member of the Fellowship of Christian Athletes Northern Virginia Chapter. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering advisory and brokerage services through a multi-advisor platform. The firm employs a model-based investment process emphasizing portfolio optimization, risk assessment, and the use of various managed account strategies.

Phillip Shubinsky is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Bank of America, Merrill, and several other firms. Raymond James & Associates is a large firm that serves individuals, institutional clients, charitable organizations, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles supported by affiliated research and sub-advisers.

Henry Mosher is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked in educational roles at Michigan State University, Washtenaw Community College, and Community High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics into its investment approach.

Matthew Edgar is a CFP® with 16 years of industry experience and has been with Edward Jones since 2009. He is based in Fairfax, VA. Outside of his advisory work, he is a guitarist in a local band that performs regularly at venues and private events. 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 network of more than 23,000 financial advisors and 15,000 branch offices.

Pearl Maalouf is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2019. Prior to that, she held positions at Sagesse High School and Le Gym. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Sean Beznicki is a CFA charterholder with seven years of industry experience. He is currently with Cetera and serves as Director of Investments at VLP Financial Advisors, where he leads the investment research team and manages portfolio software across the firm. His prior roles include positions at Glassman Wealth Services and Andersen Tax. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets.

Kevin Matthews is a financial advisor at Cetera with over two years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Cetera, he was affiliated with Avantax Advisory Services and operates Stoic Investments, LLC, his own advisory business. Matthews is also the managing member of Beta Solutions CPA LLC, a CPA firm providing tax preparation and financial consulting services, and serves as treasurer and secretary for a local homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform that includes both affiliated and third-party strategies.

Courtney Caldwell is a financial advisor at OSAIC with 33 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 27 years. Caldwell holds Series 63 and Series 65 licenses and is also involved with Heritage Financial Consultants, LLC, where she provides insurance and financial planning services. OSAIC serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools across multiple affiliated entities.

David Ciccone is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Wells Fargo in 2020. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tejinder Kaur is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank NA since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions.

Michael Baker is a financial advisor at Morgan Stanley in McLean, VA, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, with a focus on tailored financial planning and diversified investment solutions.

Stephen Jones is a Senior Financial Advisor and leader of The Jones Group in Reston, Virginia. He has over 19 years of experience in helping highly successful individuals, families, and business owners address the challenges of building and preserving wealth. As the senior leader of his team, he oversees portfolio construction, asset allocation, and income distribution strategies. His practice focuses on wealth accumulation, trust and estate strategies, and retirement income planning. Stephen earned a Bachelor's degree in Economics and Finance from the College of Charleston. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). As a second-generation Merrill Lynch Wealth Management advisor, many of his client relationships extend back four decades, reflecting his commitment to long-term client partnerships. In his personal time, Stephen enjoys golf, baseball, and hiking. He resides in Reston, Virginia.

Cotter Smart is a financial advisor with RBC Capital Markets holding a Series 66 designation and two years of industry experience. His career includes roles at RBC Wealth Management, City National Bank, and Vulcan Value Partners. Outside of finance, he co-developed an AI project during school that was recognized for its potential commercial value. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs and integrates proprietary and third-party managers to implement customized portfolio strategies.

Abdulrahaman Mohammed is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Mutual of America, USI Insurance Services, and J.P. Morgan Securities LLC. Outside of finance, he has worked with companies such as Instacart and Doordash. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.