Christopher Macnamara is a Managing Director, Wealth Management Advisor, and Senior Portfolio Manager at Merrill Lynch Wealth Management. Since joining Merrill in 1995 as a Financial Advisor, he has focused on developing and managing tax-efficient investment strategies intended to grow and preserve clients' wealth and help them achieve their financial goals. He is a founding member of the MacNamara, Tran, Mason, Burnette & Bjorklund Group, which specializes in managing portfolios using low-cost, tax-efficient Exchange Traded Fund indexes. As a Senior Portfolio Manager, he manages personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He also provides seminars on professional money management and financial strategies and serves as a coach and trainer for Financial Advisors nationwide on Exchange Traded Fund portfolio management and ethical practices. Mr. Macnamara holds a Bachelor of Science degree in Finance from Ithaca College. He earned the Certified Investment Management Analyst (CIMA) designation from the Investment and Wealth Institute after completing educational requirements at the University of Pennsylvania's Wharton Business School. In 2010, he was selected as one of 35 Merrill Financial Advisors to attend an executive study program at Harvard Business School. He holds additional professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He is involved with the organization AALEAD in a professional and community capacity. Outside of his professional pursuits, Christopher Macnamara engages in personal interests such as boating, gardening, hiking, skiing, and traveling.

Anothip Zimmerman is a financial advisor with Raymond James & Associates in Vienna, VA, holding Series 63 and Series 65 credentials and 32 years of industry experience. Prior to joining Raymond James in 2021, Zimmerman worked at Wells Fargo Clearing from 2016 to 2021. Raymond James & Associates is a large broker‑dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting supported by firm research, model managers, and a range of portfolio management styles.

Mackenzie Mattia is a financial advisor with Fidelity Investments in Tysons Corner, VA, holding a Series 66 designation and six years of industry experience. She has worked primarily at Fidelity since 2017, with some periods of unemployment. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Thomas Gillespie is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2005. Gillespie is also the sole member of Palindrome Group LLC, a consulting business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s offerings leverage proprietary research and third-party data, with a structured approach to retirement income planning.

Kevin Mullaney is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63, Series 65, and Series 66 licenses and has 35 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management LLC and TD Ameritrade Inc. from 2016 to 2019. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations through annual collaborative planning engagements.

Christelle Tedom is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 licenses. Prior to her current role, she worked at Wells Fargo Bank and has professional experience with the Alliance Francaise de Jacksonville and Elections Cameroon. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Kyle Flinton is a CFP®-certified financial advisor with eight years of industry experience, currently with Raymond James Financial in Leesburg, VA. He has previously worked with Northwestern Mutual Wealth Management Company and Mark Anderson. Outside of his advisory role, he co-owns a family lake house in South Carolina that is rented out for short-term stays, managing maintenance and guest coordination. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary advice based on detailed risk profiling and analytical modeling. The firm also supports institutional consulting and portfolio management across a broad network and is affiliated with a municipal advisor to enhance its public finance services.

Barry Seymour is a financial advisor at Morgan Stanley in McLean, VA, holding the Series 66 designation with 11 years of industry experience. His prior experience includes roles at Fidelity Brokerage Services LLC and Merrill. He has been with Morgan Stanley since 2018, including time at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Lourdes Mc Michael is a CFP® and holds a Series 66 designation, with nine years of industry experience. She has worked at Edward Jones since 2018, following brief roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

M Collier Irvin is a financial advisor at UBS Financial Services with 35 years of industry experience. He has held positions at Merrill for 20 years before joining UBS in 2012. He holds Series 63 and Series 65 credentials. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

Genesis Chacon Ojeda is a financial advisor with RBC Capital Markets, holding a Series 66 designation and two years of industry experience. Prior to joining RBC in 2024, Ojeda worked at Wells Fargo Clearing for six years and has experience in educational roles at Central Washington University and Green River Community College. 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 offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Jack Huang is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis to support its advisory services.

Reza Khadiri is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1999 in the Washington, D.C. metro area. He focuses on establishing strong relationships with a select group of high-net-worth families, providing comprehensive financial planning services that include tax-efficient strategies for concentrated stock positions, retirement and education planning, and the development of wealth management plans tailored to grow and preserve clients' assets. Reza collaborates closely with clients' tax and legal advisors and conducts regular plan reviews to ensure alignment with clients' evolving financial goals and market conditions. Reza holds a Bachelor's degree from George Mason University and has earned several professional designations including Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®). His expertise spans areas such as divorce transition planning, education planning, employee benefits, family wealth management strategies, philanthropic planning, portfolio management services, and retirement income. Outside of his professional role, Reza enjoys a variety of outdoor activities, photography, live music, and theater. He is also involved in community initiatives including Jill's House and The Last Well. Additionally, he is a member of the Christian Business Men's Connection (CBMC) and regularly attends McLean Bible Church.

Derilyn Freeman is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America and related entities from 2014 to 2024. Outside of her advisory role, she is the owner of Love the Ball LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and participation in wrap programs.

Van Tran is a financial advisor with Morgan Stanley in McLean, VA, holding a Series 66 designation. He has one year of industry experience and previously held various roles at Hobart and William Smith Colleges, as well as positions in education at Gia Dinh High School and Le Van Tam Secondary School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that integrates firm-approved tools and market outlooks.

Omar Chami is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develop strategies to help them pursue their short-, mid-, and long-term objectives. His services include general investing, retirement planning, saving for unforeseen events, and providing access to Bank of America specialists for various financial solutions. Omar's client focus areas include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds professional designations such as Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his High School Diploma/GED from George Mason University. Outside of his professional work, Omar enjoys activities such as adventure sports, boxing, cooking, football, hiking, music, pickleball, running, traveling, and watching movies.

Travis Fox is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has been with various Charles Schwab entities since 2016. Outside of his advisory role, he works as a Lyft driver and performs quality assurance for advertising contractors. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and order-routing systems.

Dianna Rodgers is a financial advisor with Morgan Stanley in McLean, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers investment solutions alongside its financial planning capabilities.

Thomas Kenyon is a financial advisor with Ameriprise in Ashburn, VA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithmic automation in its advisory process.

James Skorupski is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Woodbury Financial Services, Capital One Investment Services, and Chevy Chase Financial Services. He also serves as a trustee for the Gennell Lockwood Irrevocable Trust. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various tools and strategies.