Keshia Keene is a financial advisor at Charles Schwab with a Series 65 credential and approximately one year of experience in the industry. Her prior work includes roles at Florida Financial Advisors and various positions at the U.S. Embassy in Nairobi, Kenya. Outside of finance, she has experience in the food service industry, including work with 3 Corners Pizza and Tampa Pizza Company. Charles Schwab & Co., Inc. serves primarily 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 combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios alongside centralized custody and trading infrastructure.

Justin Scott is a Series 66-licensed financial advisor with Morgan Stanley in McLean, VA, bringing four years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and SBSB Financial Advisors, as well as a background in full-time education and work at the University of Maryland. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment programs without offering individual security recommendations in standalone planning.

Pamela Sams is a financial advisor with OSAIC, holding a Series 66 designation and bringing 24 years of industry experience. She has worked with firms including Securities America Advisors and Voya Financial Advisors and has owned Jackson Sams Financial Services since 2012. Outside of her advisory work, she is involved in community activities such as substitute teaching in Loudoun County Public Schools, volunteering to provide financial consultations for women in transition, contributing articles on retirement planning, and serving as an AARP Community Ambassador. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm integrates brokerage and advisory services with a variety of investment tools and third-party solutions to construct and manage tailored portfolios.

Joely Mauck is a CFP® professional with 34 years of industry experience, currently advising clients at LPL Financial since 2009. She has also been affiliated with American United Life since 2002. Mauck holds Series 63 and Series 65 licenses and dedicates a small portion of her time to non-variable insurance sales with various carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a broad range of advisory programs and planning services, utilizing model portfolios, third-party research, and technologies including machine learning.

Samuel Taylor is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, progressing through various roles including Financial Consultant, Investment Consultant, and positions in Retirement and Investment Solutions. Prior to joining Fidelity, he worked as a Gold Representative at E*trade. As a Certified Financial Planner®, Samuel focuses on financial planning with an emphasis on educating clients to help them understand the big picture before making decisions. He holds a California Insurance License, which supports his work in financial consulting. Outside of his professional duties, Samuel's personal interests include attending concerts, riding motorcycles, and playing tennis.

Rebecca Parker is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has been with RBC Capital Markets since 2009. Outside of her advisory role, she is a passive owner of a beach house in Nagshead, NC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients, including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Frank Barkanic is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Tysons, VA. His prior work includes roles at Fidelity Investments, Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Axa Advisors LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offering services through advisor-led and online platforms to a large client base.

Matthew Smolsky Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for 19 years and The Barnes Group for 23 years. In addition to his advisory role, he serves as Assistant Fire Chief with the Prince William County Department of Fire & Rescue. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Gunnar Laasanen is a CFP® with nine years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Northwestern Mutual Wealth Management Company and several other financial firms. He serves on the board of Hope For Grieving Families, a charity supporting local families coping with loss. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm supports a range of investment strategies with over 10,000 advisors and approximately $256 billion in assets under management.

Elizabeth Updike is a financial advisor at OSAIC with 40 years of industry experience. She has held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory work, she serves as recording secretary for the Greater McLean Republican Women’s Club and acts as trustee for a family revocable living trust. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage portfolios across various investment types on both discretionary and non-discretionary bases.

Fawzi Beidas is a Financial Consultant currently working at Fidelity Investments since 2025. He has been engaged in the financial services industry since 2020, beginning his career as a Client Service Associate at Global Advisor Group. He advanced to the role of Financial Advisor at Global Advisor Group before joining Fidelity Investments as an Investment Consultant in 2023, and subsequently becoming a Financial Consultant in 2025. Fawzi focuses on understanding his clients' needs and desired outcomes to develop customized financial plans that address both expected and unexpected events. His professional experience spans client service, investment consultation, and financial advisory roles, providing a comprehensive foundation in financial planning and client partnership. Outside of his professional work, Fawzi enjoys attending concerts, watching football and soccer, and viewing movies.

Hayley Eames is a financial advisor at Edward Jones in Reston, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in various roles including at Orthodontics by Crutchfield and the Virginia Spine Institute. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Dianne Scott is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2020, following eight years at UBS Financial Services Inc. Outside of her advisory role, she is involved as an independent distributor for two network marketing companies focused on nutrigenomics and clean beauty products. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Gregory Popera is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in guiding families through significant financial transitions, particularly those involving the sale of private family businesses. He works closely with successful families to help them prepare for liquidity events and to thrive in the subsequent phases of their lives. His approach emphasizes careful listening to understand each family’s unique goals and defining their “Purpose of Wealth” to provide tailored coaching and wealth management strategies. With over three decades of experience, Gregory focuses on family wealth management strategies, legacy planning, liquidity management, philanthropic planning, and small business strategies. He has designed initiatives such as a Unit Budgeting Process and Paycheck Replacement Program to support clients’ financial goals. Gregory holds the Certified Private Wealth Advisor® (CPWA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA) designations. He earned a bachelor’s degree from the University of Dayton and has been recognized consistently in industry rankings, including Barron’s Top 1,200 Advisors (2009–2019) and Forbes Best-in-State Wealth Advisors (2018–2022). Outside of his professional work, Gregory is involved in youth sports, having coached girls' softball and boys' football, served as a swim team representative, and currently acts as a swim meet official. He resides in Bethesda, Maryland with his wife Lisa and their four children and enjoys cooking, football, reading, softball, swimming, and spending time with his family.

Randen Brown is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Footlocker Inc., Burke and Herbert Bank, and BOSE. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, which includes a variety of trading, lending, and custody services.

Scott A. Spiers serves as the Resident Director and Wealth Management Advisor at Merrill. He has been in the financial services industry since January 2015 and is a fully licensed financial advisor. Scott's approach centers on building wealth management strategies tailored to individual client needs, focusing on tax-efficient portfolios and retirement planning. Before joining Merrill, Scott began his financial services career with a smaller firm, achieving the highest level of production distinction in his third year. Prior to his financial career, he served nearly 21 years as a commissioned officer in the U.S. Air Force, commanding three squadrons and deploying to Iraq, Afghanistan, and Qatar. His educational background includes a Bachelor of Science from the U.S. Air Force Academy, a Master of Science in Finance from the University of Texas at San Antonio, an MBA from the College of William & Mary, and a Master of Arts in Homeland Security from the Naval Postgraduate School. He holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Scott emphasizes that his work is about understanding clients' life priorities and creating personalized financial plans that align with their goals and aspirations. He is committed to community involvement, reflecting the Merrill tradition of service by volunteering with local organizations. His personal interests include a variety of sports and endurance activities such as baseball, basketball, biking, football, running, running marathons, soccer, and swimming.

Rebecca Paden is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In her position, she focuses on making complex financial concepts accessible and understandable for clients. Rebecca approaches each client with curiosity and determination, engaging in conversations by asking relevant questions and offering actionable next steps to help clients feel confident and in control of their finances. Rebecca is licensed in California as an insurance professional. Outside of her professional work, she enjoys a variety of personal interests including board games, cooking and baking, fitness, social events with friends, hiking, and theater.

Benjamin Mackie is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Xcal, IMC, Montgomery College, and Andrews International. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Kent Ashley is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has been with Mass Mutual and its affiliated entities since 2001. In addition to his advisory role, he is also licensed as an agent with various insurance carriers focusing on life, long-term care, and health insurance. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved software tools to analyze client goals and deliver written recommendations.

Michael Skeeter is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, previously serving as a Financial Consultant from 2023 to 2025 and as an Investment Consultant from 2022 to 2023. Prior to joining Fidelity, Michael worked as an Investment Consultant at TD Ameritrade from 2018 to 2022. Throughout his career, Michael has focused on partnering with clients to understand their goals and priorities. He takes a tailored approach to designing and executing financial plans that meet clients' unique needs. Building strong relationships based on competency, reliability, and trust is central to his professional practice.