Gordon Kimpel is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63 and Series 65 credentials with 44 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Co. since the early 1980s and 1970s, respectively. In addition to his advisory role, Kimpel is involved in life insurance, health, group life, and group health sales, as well as life settlements and viaticals. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, with implementation of recommendations handled through separate brokerage or insurance arrangements.

Michael Botto is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience, including prior roles at The Block and Morning Consult. 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, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning relationships and offers a range of programs including divorce planning and employer-sponsored planning services.

Alvin Costa is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His career includes positions at Bank of America, Wells Fargo Bank, PNC Bank, and teaching roles at the University of Maryland-College Park and Montgomery College. 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 plans, charitable organizations, and corporate fiduciaries.

John Moriarty is a financial advisor with Charles Schwab in Reston, VA, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab Bank and Charles Schwab since 2015. Outside his advisory role, he is a member of Fitz Mori LLC, a non-agent real estate business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. Schwab’s model includes both non-discretionary and discretionary investment management, supported by centralized operations and a formal alternative investment process.

Nicholas Unis is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Forvis Mazars LLP and New York Life Insurance Co. He has also operated entrepreneurial ventures such as UnisBrands LLC and Unis Footwear. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services, financial planning, and access to a range of portfolios and third-party money managers through multiple advisory platforms.

Dhaval Shah is a Financial Consultant at Fidelity Investments, where he has been employed since 2020. He leverages his extensive experience and the resources at Fidelity to assist clients in pursuing their financial goals while navigating challenging markets. His approach involves collaborating with clients to create comprehensive financial plans tailored to their individual needs, ensuring they are fully understood and sustainable regardless of market conditions. Prior to joining Fidelity, Dhaval held various roles in the financial services industry, including positions at TD Ameritrade as Senior Financial Consultant and Branch Manager in 2019, as well as roles at Edelman Financial Engines and T. Rowe Price from 2008 to 2019, covering responsibilities from Investment Advisor to Supervisor of Investor Services. He holds a California Insurance License. Outside of his professional career, Dhaval has personal interests in food, football, social events, motorcycles, parenthood, and traveling.

Vipul Talati is a financial advisor with Wells Fargo Clearing in Falls Church, VA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is involved in managing small business ventures including Cleaners Inc and Green Realty. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Monique Minor is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides both retail and corporate financial planning services.

Gene Summerlin II is a CFP® professional with 13 years of industry experience, currently working at Edward Jones since 2012. He holds the Series 66 designation and is based in Fairfax, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and overlay tax-efficient services.

Isabel Cooper is a financial advisor at Edelman Financial Engines with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at various entities within the Financial Engines and Edelman Financial Services affiliates since 2009. Outside of her advisory role, she serves as a director for Cross Rivers Ministries, a nonprofit focused on life coaching, and is the founder of Coops Hoops and Foods, a talk show and podcast combining basketball and food commentary. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified model portfolios and long-term orientation.

Benjamin Brennan is a financial advisor at Morgan Stanley Wealth Management with 11 years of industry experience. He has been with Morgan Stanley since 2014 and holds a Series 66 license. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using firm-approved tools and a structured discovery process.

Joe Leoncio is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He supports clients in building financial plans aimed at helping them work towards meaningful life goals. Prior to his current role, he held various positions at Fidelity Investments, including Financial Consultant from 2017 to 2018 and Investment Consultant from 2016 to 2017. Before joining Fidelity, Joe worked as a Financial Advisor at Bank of America Merrill Lynch from 2012 to 2016. Throughout his career, Joe has developed expertise in financial planning and wealth management. His professional experience spans over a decade, during which he has focused on advising clients and helping them navigate their financial decisions. Outside of his professional work, Joe has interests in fitness, outdoor adventures, parenthood, sailing, traveling, and volunteering.

Flor Wanda is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America, N.A. from 2012 to 2024 before joining Merrill in 2025. 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 that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America gives clients access to a wide range of investment products alongside lending, custody, and other services.

Mohammad Aboudi is a financial advisor with Charles Schwab in Reston, VA, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing, PNC Bank, and Capital One. 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 provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Maryann Keith is a CFP®-designated financial advisor with MassMutual Investors Services in McLean, VA, bringing 19 years of industry experience. She has been with MassMutual Financial Group and its affiliate MML Investors Services since 2007. Outside of her financial career, she has worked as a freelance flutist since 2004 and serves on the board of the Loudoun Symphony Association. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate arrangements.

Michael Fowler is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 credentials and 23 years of industry experience. His prior roles include positions at Citigroup, Bank of America, Merrill, and Wells Fargo. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Kevin Okim is a financial advisor with Raymond James Financial in Reston, VA, holding the CFP® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including 18 years at Edward Jones before joining Raymond James in 2023. Okim is also the president of Okim Wealth Management LLC, a financial planning and client wealth management firm. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm provides non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis, modeling tools, and firm research to develop tailored financial plans.

Yianni Skourtis is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads a team of financial professionals dedicated to collaborating with clients to develop plans aimed at achieving their financial goals. Yianni emphasizes the importance of partnering with clients to fully understand their needs and objectives as they work towards desired outcomes. Prior to his current role, Yianni held several positions at Fidelity Investments, including Head of Regional Center Boston from 2022 to 2024, Client Service Leader from 2021 to 2022, and Vice President of Workplace Investing Participant Services from 2018 to 2021. These roles have contributed to his experience in financial services and client relationship management.

Erin Schmidinger is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2020. She has been with Fidelity Investments since 2014, progressing through positions including Relationship Manager and Senior Relationship Manager. Prior to joining Fidelity, Erin worked at Bank of America, Merrill Lynch from 2011 to 2014 in various capacities such as Wealth Management Client Services, Financial Solutions Advisor, and Investment Associate. Throughout her career in financial services, Erin focuses on understanding her clients, their families, and their priorities. She works to align Fidelity's resources to meet her clients' financial planning needs and is dedicated to advocating for them by addressing their financial and life goals.

James Palumbo is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2010 and holds Series 63, 65, and 66 licenses. Outside of his advisory work, he has been involved in commercial loan brokerage and managing residual collections from prior investment transactions. Additionally, he has a role associated with the Virginia Defense Force, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor client solutions. The firm combines institutional trading capabilities with wealth management services, offering fiduciary financial planning, portfolio management, and access to capital markets.