Howard Sloan is a financial advisor with LPL Financial in Annandale, VA, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with LPL Financial, including its predecessor Linsco/Private Ledger Corp., since 1985. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, and supports its advisors with technology tools while overseeing substantial discretionary assets.

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 with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at RBC Capital Markets since 2017 and City National Bank since 2018, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm implements tailored investment strategies through a combination of in-house and third-party managers and offers various account structures and options, including tax management and responsible-investing screens.

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 MassMutual Investors Services in McLean, VA, holding a Series 66 license and 12 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2013. Outside of his advisory role, he conducts business coaching sessions and participates in focus groups. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and education through collaborative, goal-focused engagements using firm-approved analytical tools.

Michael Grinnell is a CFP® professional with 33 years of industry experience, currently serving at Osaic since 2025. He spent 27 years at Lincoln Financial Advisors Corporation prior to joining Osaic. In addition to his advisory role, he is involved in insurance brokerage activities, providing clients with traditional life, accident, health, disability, and long-term care insurance coverage. Osaic Wealth, Inc. 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 financial advisers. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct customized portfolios across various asset classes.

Casey Plank is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo Clearing, Plank held positions at Lockton Companies, Wells Fargo Advisors, and Cardinal Wealth Management. 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 provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

David Mitchell is a financial advisor at UBS Financial Services in McLean, VA, holding a Series 66 designation with 15 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor its advice.

Simon Pardo is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. In this role, he partners with clients and their families to help them understand their current financial situations and develop plans to work toward their financial goals. Prior to his current position, Simon held several roles at Fidelity Investments, including Investment Consultant (2022-2023), Relationship Manager (2021-2022), and Financial Representative (2020-2021). Before joining Fidelity, he worked as a Personal Banker at Citi Bank from 2019 to 2020. Outside of his professional work, Simon has interests in cooking and baking, is a foodie, and enjoys scuba diving, traveling, and volunteering.

Cameron Ledbetter is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual and Equitable Advisors. Outside of financial services, he has experience in other business sectors including car wash operations. J.P. Morgan Securities LLC provides institutional consulting services primarily to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brian Murray is a financial advisor at Merrill with 26 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1997. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Luis Mantilla is a financial advisor with Merrill in Vienna, VA, holding a Series 66 designation and eight years of industry experience. He has worked with Merrill since 2017 and previously held roles at Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Shane Mclaughlin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.