Thein Khin is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Ameriprise and its affiliates since 1994. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Bocek is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing a data-driven and research-backed approach to wealth management. Since beginning his financial services career in 2008, John focuses on delivering tailored wealth strategies that address individual client needs, emphasizing precision and informed decision-making rather than generic diversification. He specializes in areas such as college education planning, executive and equity compensation, family wealth management, retirement planning, portfolio management, and tax minimization. John holds a Bachelor's Degree from the Virginia Military Institute and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He incorporates both fundamental and technical analysis to position client portfolios to adapt to evolving market conditions, including shifts in economic trends, policy changes, and interest rate movements. Committed to community involvement, John participates in volunteer activities aligned with the Merrill tradition of service. Outside of his professional work, his personal interests include camping, hiking, rock climbing, running marathons, skiing, traveling, woodworking, and spending time with his family.

Catherine Kalweit is a CFP® professional with 28 years of industry experience, currently serving at Edelman Financial Engines. She has previously worked within various Edelman-affiliated entities since 2007. Kalweit serves on the Board of Directors for the Center for Object Relations, a nonprofit focused on education and resources related to the theory of Object Relations. 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 a range of discretionary and non-discretionary investment solutions.

Kamal Malhis is a financial advisor with Ameriprise in McLean, VA, holding a Series 66 designation and 16 years of industry experience. He previously worked at Citigroup and Oppenheimer before joining Ameriprise in 2019. Outside of his advisory role, he owns KMW Solutions Group LLC, through which he manages his advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on income stability and tax-aware withdrawal strategies.

Nicholas Blue is a Financial Consultant at Fidelity Investments. He is focused on co-creating and implementing personalized investment plans tailored to his clients' unique financial objectives. His professional experience at Fidelity Investments includes roles as Financial Consultant starting in 2024, Investment Consultant from 2023 to 2024, Investment Solutions Representative in 2023, and Customer Relationship Advocate from 2022 to 2023. Outside of his professional work, Nicholas has interests in comedy, fishing, golf, and spending time with his pets.

Kelly Cironi is a financial advisor with Charles Schwab in Tysons Corner, VA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank, SSB since 2012. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and order-routing systems.

Julia Tran is a financial advisor at Primerica Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience in both financial services and the food industry. Outside of finance, she owns Hoolia's Crochet, a small business creating handmade crochet products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

David Kelso is a financial advisor with Raymond James & Associates in Vienna, VA, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and wrap fee advisory programs.

James Ibach is a financial advisor with Mass Mutual Investors Services in McLean, VA. He holds the CFP® and ChFC® designations and has 25 years of industry experience. His prior experience includes roles at NYLife Securities LLC and New York Life Insurance Company from 2014 to 2017. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Jae Young Lee is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. He began his career in 2000 and has developed expertise in wealth management, portfolio management, and structuring financial products. His professional background includes roles as Managing Director at Bank of America Merrill and Nomura International. Jae Young specializes in family wealth management strategies, institutional consulting, liquidity management, personal retirement planning, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from George Mason University. Fluent in Korean and English, he works closely with clients to develop personalized financial strategies tailored to their long-term goals. Outside of his professional responsibilities, Jae Young enjoys golfing, tennis, and traveling. He emphasizes a one-on-one approach to helping clients make informed decisions and achieve their financial objectives.

Joshua Winston is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2023. His prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities INC. Outside of his advisory work, he teaches at Congregation Beth Emeth in Herndon, VA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

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 Lynch Wealth Management. He works in the best interest of his clients to maximize their resources and execute sound financial plans tailored to their unique goals and priorities. Steven’s approach focuses on connecting clients to the people, plans, and processes that support their ambitions. His expertise includes college education planning, family wealth management strategies, personal retirement planning, and retirement income. Steven holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, is a Chartered Retirement Planning Counselor (CRPC), and a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Virginia and an MBA from Yonsei University Graduate School of Business. Steven is fluent in English and Korean. Outside of his professional work, Steven enjoys bowling, cooking, golfing, pickleball, and tennis. He prioritizes the financial well-being of his clients and approaches their assets with the same care he extends to his own family and friends.

James Bennett is a financial advisor with Cambridge Investment Research Advisors in Manassas, Virginia. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior roles include positions at Cetera Advisors, Anchor Financial Group, and OneAmerica Securities, alongside running Ryan Bennett LLC since 2021. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm delivers solutions through a large network of independent professionals, offering a range of portfolio management options and proprietary and third-party investment strategies.

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 bringing 12 years of industry experience. She has been with Merrill since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

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 with Wells Fargo Clearing, holding the Series 66 designation and six years of industry experience. She has been with Wells Fargo Clearing since 2019 and previously worked at Sagesse High School and Le Gym. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment searches, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.