Leanne Hanson is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she held roles in educational and musical organizations, including founding Leanne R. Hanson Music, LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Corey Coleman is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 credential. He has prior experience at Wells Fargo from 2019 to 2025 and has worked with Top Caliber Lacrosse and in education-related roles. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with tailored, written retirement-income planning advice based on in-depth analysis and ongoing annual reviews.

Edward Berenato is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Atlantic Coast Mortgage and Household Title & Escrow. He has also spent time in full-time education and at Virginia Polytechnic Institute & State University. Charles Schwab & Co., Inc. serves a large client base, 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 advisory services supported by a multi-asset model portfolio approach and centralized operational resources.

Austin Fitzpatrick is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Integrated Wealth Concepts, LPL Financial, and several non-financial firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored advice focused on reliable income sources and tax-aware withdrawal strategies.

Alan Facey is a CFP® professional with 24 years of experience in the financial advisory industry. He is currently with Edelman Financial Engines and has held various roles there and its predecessors since 2007, with a brief tenure at Morgan Stanley in 2003. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual and institutional clients, offering a combination of committee-driven modeling, planner delivery, and online tools. The firm serves retirement-plan participants and wealth management clients through diversified portfolios, discretionary and non-discretionary advice, and operates as a fiduciary under ERISA and DOL guidelines.

Bradford Johnson is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds a Series 66 designation and has worked at several affiliated entities within the Edelman Financial Engines organization since 2013, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. 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 modeling process combined with planner delivery and online tools, offering diversified portfolios, discretionary and non-discretionary management, and serves approximately 477,000 clients with a focus on long-term investment strategies.

Samuel Eddins Jr. is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior work history including roles at The Virginia Tech Foundation and Virginia Tech. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, with additional services including financial planning, trustee services, and insurance product facilitation.

Albert Fusca is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo Clearing, and City National Bank. Outside of his advisory work, he holds a power of attorney for a parent. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers and customizable portfolio options.

Kris Wappaus is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with tailored portfolio strategies implemented through a mix of in-house and third-party managers, supported by capital markets capabilities and integrated lending and cash-sweep arrangements.

Colin Plaisance is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works with clients to assess their current financial situations and introduces them to solutions available through Merrill and Bank of America. Colin focuses on helping clients develop and pursue their short-, mid-, and long-term financial goals by providing ongoing advice and guidance tailored to their evolving needs. Colin's areas of expertise include college education planning, family wealth management strategies, LGBT wealth planning, special needs planning, women and wealth, and sports and entertainment. He serves as a resource for investing, retirement planning, and saving for unexpected events, while also providing access to Bank of America specialists for banking, credit, lending, and small business solutions. He holds a Bachelor's Degree from the Louisiana State University System and a Master's Degree from George Mason University. Colin has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is a member of Tau Kappa Epsilon and has participated in the United States Peace Corps.

Michael Egan is a CFP® professional with 36 years of experience in financial advising. He is currently with Cetera and has held positions at VOYA Financial Advisors and his own firm, Egan, Berger & Weiner, LLC. Outside of advising, he is an independent insurance agent and a member of Dominion Cruisers of Clifton, a group that manages property for housing classic cars. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and financial planning services through a multi-manager platform.

William Brinkley is a CFP® certificant with eight years of experience in the financial services industry. He has worked at RBC Capital Markets since 2024 and previously held positions at Truist Investment Services, Truist Advisory Services, and BB&T Securities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides a range of advisory programs and tailors investment strategies using both in-house and third-party managers.

Scott Mclaughlin is a financial advisor with Wells Fargo Advisors in McLean, VA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Wells Fargo Advisors since 2013. He has ownership interests in investment-related entities, including SFM Associates, Inc. and McLaughlin GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research, tools, and models, serving clients who meet net-worth thresholds and integrating advisory services with other financial product offerings.

Catherine Ford is a CFP® professional with over 23 years of experience in the financial services industry. She is currently with LPL Financial and has held prior roles at Lucia Securities, Lucia Capital Group, Raymond J. Lucia Companies, Mass Mutual Investors Services, and Ameriprise. Outside of her advisory work, she holds a 20% interest in The FitDistrict Holding Company, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of investment options and platforms, supported by technology and research tools, and oversees significant discretionary assets through a large network of investment adviser representatives.

Kathryn Stegmann is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2007, including time affiliated with Bank of America since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, and institutional clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Edward Schultz III is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and 39 years of industry experience. His prior work includes positions at City National Bank, Wells Fargo Clearing, and Morgan Stanley. He serves as an officer and board member of the Lenny Schultz Memorial Scholarship Fund, which awards an annual scholarship to a JMHS student in football, wrestling, or special education. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and portfolio management services to individual, institutional, and charitable clients. The firm employs tailored investment strategies and utilizes both in-house and third-party managers to serve its diverse client base.

Christy Martinich is a CFP® professional with 19 years of industry experience, currently serving at Edelman Financial Engines. Her prior experience includes roles at USAA Financial Advisors and related entities from 2011 to 2018. Outside of advising, she holds a CFO position at Martini Homes, Co., where she handles bookkeeping and tax preparation. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

David Montgomery is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Primerica in 2021, he worked at Northrop Grumman and Leidos. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

James Hicks is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding a Series 66 designation and 13 years of industry experience. He has been with Mass Mutual since 2013 and has additional experience in business coaching and participation in focus groups. Hicks also founded and manages J.L. Hicks Financial Group LLC, through which he runs his financial services business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, and various organizations, employing client-specific analysis tools and offering event-driven planning programs.

Michael Grinnell is a CFP® professional with 33 years of industry experience. He has worked at OSAIC since 2025 and previously spent 27 years at Lincoln Financial Advisors Corporation. In addition to his advisory role, he operates an insurance brokerage business providing a variety of life, health, disability, and long-term care insurance products. OSAIC serves a diverse client base including retail investors, institutions, retirement plans, and charities, offering a range of brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by multiple strategic platforms and third-party managers.