Shannon Sanchez is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she worked at Onelife Fitness and Towson University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory accounts and model portfolios.

Justin Gaudet is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at AXA Advisors and the New Canaan Group. He also operates a business under the name BL FINANCIAL GROUP. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC investment adviser and broker-dealer and utilizes a variety of third-party and LPL-sponsored programs to deliver advisory and brokerage solutions.

Natalie Berry is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and five years of industry experience. She has worked at Ameriprise since 2019 and has prior experience with Practice Promotions and Virginia Commonwealth University. Outside of her advisory role, she co-owns YGB Operations LLC, a business unrelated to investment activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service incorporates proprietary research and third-party data within a structured investment framework influenced by its affiliated product ecosystem.

Luther Ensminger Jr. is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Ensminger serves on the board and investment committee of PST Advisors, LLC. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm utilizes a hybrid referral and implementation model, offering advisory and brokerage channels through LPL programs and third-party asset managers.

Jonathan Kurtz is a CFP® and ChFC® financial advisor with 33 years of industry experience, currently with Cetera since 2021. His prior experience includes seven years at VOYA Financial Advisors and over two decades as an independent insurance agent. He serves as a board member and finance committee member for Innisfree Village, a nonprofit organization supporting adults with intellectual disabilities. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment strategies.

Zachary Buster is a CFP®-designated financial advisor with Mass Mutual Investors Services, with three years of industry experience. He has prior experience at MassMutual Life Insurance Company and served on the George Mason Financial Planning and Wealth Management Advisory Board, where he contributes as a NexGen board member to support program development and student education. Outside of finance, he manages Crystalis Treasures, a retail sales business he has operated for over a decade. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering structured, collaborative planning engagements with access to various asset management and educational resources.

Anthony Acampora is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Altaira Wealth Management and Straci Pizza, as well as having experience in the beverage industry. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Yufang Juan is a financial advisor at Equitable Advisors with 21 years of industry experience. She has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, LLC. In addition to her advisory role, she operates an outside insurance brokerage. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored financial solutions.

Aeda Chung is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Bank of America, Merrill, Wells Fargo Advisors, and UBS Financial Services. 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 plans, and charitable organizations. The firm integrates its services with Bank of America’s broader platform, providing access to a wide range of investment products and related services.

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.

Julie Bradsher is a CFP® certificant with 19 years of experience in the financial services industry. She is currently with Cetera and has prior experience with Avantax and 1st Global Advisors. Outside of her primary advisory role, she serves as Vice President of Sales and Marketing at Bay Business Group, a financial services firm she has been involved with since 2004. Cetera Investment Advisers LLC is an SEC-registered advisor supporting a large network of independent advisors and serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment program options, including discretionary and non-discretionary portfolio management and access to third-party money managers.

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.

Margarita Reyes is a financial advisor with Ameriprise in Vienna, VA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at LPL Financial, State Farm Bank, and Erik Slaughter State Farm Insurance. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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.

David Yeakel Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and operates Yeakel And Associates, a CPA firm, since 1989. Outside of his advisory role, he owns and manages a financial services DBA and is involved in non-investment property management activities. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a broad range of clients, including individual investors, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment strategies.

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.